Step-level execution
Each pipeline step is independently executable. Pause after any step, inspect results via the dashboard, clear and re-execute, or proceed.
Data migration & onboarding
Move from legacy to modern with complete auditability.
A fully programmatic data migration framework designed to move regulated financial institutions from legacy systems to SMART-TA with record-level lineage, AI-assisted decision support, and a Migration Assurance Report that answers three questions: did everything arrive, was it transformed correctly, and can you prove it.
Migration assurance — three questions answered per run: completeness, accuracy, and auditability. Red to green across trial iterations.
Immutable audit trail — record-level lineage and source file hashes locked from phase 3. Chain of custody is always-on, independent of run status.
Four audience views — project team, project management, client stakeholder, and regulatory/audit, each purpose-built with role-aligned access controls.
The pipeline executes end-to-end without AI dependency. AI assistance is an optional enhancement layer at defined decision points. All AI assistance points can be disabled without affecting pipeline functionality.
Pipeline lifecycle
Eleven phases from project setup to post-migration verification.
Every migration project moves through a defined lifecycle with approval gates, iterative trial runs, and a controlled production commit with full recovery options.
01Project setup
Define scope, jurisdictions, sources, team, attestation mode.
02Source registration
Register each source system: format, connection, encoding.
03Ingestion
Extract and load into staging schema with file hashes.
04Profiling
Analyse structure, quality, completeness. AI pre-classifies fields.
05Mapping
Define field-to-field mappings. AI suggests candidates.
06Transformation
Apply conversion rules. AI proposes transformation logic.
07Validation
Evaluate constraints and business rules against target schema.
08Trial load
Dry-run into shadow target. Inspect, adjust, repeat.
09Reconciliation
Compare source vs target across all dimensions.
10Commit
Production load with dual approval, backup, and reversal script.
11Verify
Final reconciliation, regulatory evidence pack, project archive.
Iterative trial runs
Phases 5–9 (highlighted) operate as a loop. Teams execute multiple dry runs, inspect results at each step, roll back with waterfall-clear semantics, refine mappings, and re-run until the Migration Assurance Report shows all-green.
Test cohort mode
Early trial runs target a configurable subset of source records. Full data set runs come later. Cohort criteria are changeable between runs.
Waterfall rollback
Rolling back to any step automatically clears all downstream outputs. Audit entries are archived, not deleted. The project state resets cleanly.
Microservice architecture
Ten services, three zones.
The pipeline is decomposed into ten microservices across three functional zones, orchestrated by the workflow engine as the pipeline state machine.
Zone 1 — Ingestion
Source ingestion service
Source profiling service
Zone 2 — Transformation
Schema discovery service
Mapping engine service
Transformation service
Validation service
Trial load service
Zone 3 — Assurance
Reconciliation service
Reporting service
Dashboard service
Cross-cutting: Workflow engine orchestrates pipeline state. Access management controls all operations. The audit trail captures every record-level transformation. A pluggable attestation interface routes AI decisions through the governance layer or a basic audit fallback.
Assurance
Migration Assurance Report.
The definitive artifact that answers the business sponsor’s question: how do I know all of the source data was transformed correctly and loaded accurately into the target system?
Q1
“Did everything arrive?” — Completeness
Source count vs target count by entity type and dimension. Every variance classified: matched, explained exclusion, transformation merge/split, or unexplained. Green means all accounted for.
Q2
“Was it transformed correctly?” — Accuracy
Aggregate totals checked against tolerance thresholds. Statistical sample with full field-level before/after comparison. AI-assisted anomaly detection on the sample set.
Q3
“Can I prove it?” — Auditability
Complete chain of custody: source file hashes, mapping version history, transformation rules, approval chain, attestation records, and record-level audit trail with no gaps.
Convergence tracking
The report is generated after each trial run as a draft. Stakeholders see the trend from red to amber to green across iterations, demonstrating systematic issue resolution before production commit.
AI integration
Seven AI assistance points.
AI augments the pipeline at defined decision points. Every recommendation is attestation-gated, no AI output is auto-applied. The core pipeline is programmatic and fully functional without AI.
AP-1
Tier pre-classification
Classifies source fields into core, jurisdiction, or unclassified tiers with confidence scores before mapping begins.
AP-2
Cross-source entity resolution
Identifies matching entities across multiple source systems by name, tax ID, account number, and address similarity.
AP-3
Mapping suggestion
Proposes field-to-field mappings with ranked candidates, mapping types, and initial transformation rules.
AP-4
Transformation rule proposal
Generates transformation rules with sample input/output pairs for fields where source and target formats differ.
AP-5
Anomaly detection
Flags statistically unusual transformation results that passed validation but warrant human review.
AP-6
Variance analysis
Proposes root causes for unexplained reconciliation variances by correlating with pipeline events.
AP-7
Documentation generation
Generates narrative migration documentation for the assurance report and regulatory evidence pack.
Dashboards
Four audience-specific views.
Each audience gets a purpose-built dashboard with its own data sources and refresh logic, aligned with access management roles.
Record-level detail. Mapping coverage, transformation results, validation failures, error distributions, audit drill-down.
Real-time · WebSocketMilestone tracking, convergence trends, risk indicators, team activity, timeline estimates, bottleneck detection.
Periodic · 60sec pollingHigh-level health status, assurance summary, sign-off readiness, pending approvals, go-live projection.
On demand · SnapshotFull attestation trail, data lineage drill-down, source file integrity, mapping version history, evidence pack download.
On demand · Read-only