Connections and source data

• Source collection. Bring item identifiers, file references and project context from the system that holds incoming material. Preserve the source record identifier with each requirement where it applies.
• Document storage. Attach or reference the supporting file and retain its document date, external reference and verifier.
• Receiving repository. Capture the delivery reference and the receiving endpoint’s receipt so a completed action can be reconciled to a particular item revision.
• Identity directory. Match staff identities to People and role assignments before permitting review decisions or organization-scoped work.

Agree field mappings per project, including source and target types, transform rules, versions and effective dates. Test one source item and one corrected item before a wider import. The delivery endpoint’s acknowledgement should be tied to the original operation key and source revision. If a result is uncertain, inspect the stored attempt, run and receipt before another action. Keep access to attached evidence within the roles used for the item and its organization.

Plan the import and inspect the data model.