ERP DATA INTEGRITY & CLEANSING CHECKLIST 2026

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--- PRE-CLEANSING DATA AUDIT & ASSESSMENT ---
[ ] Data Audit Scope Definition
[ ] Identified Data Quality Issues
[ ] Audit Commencement Date
[ ] Affected Data Domains (Customer Master Data, Vendor/Supplier Master Data, Inventory & Product Master, Financial/GL Accounts, Employee/HR Records)
[ ] Estimated Total Record Count
[ ] Source Data Sample Report

--- DATA GOVERNANCE & STANDARD DEFINITION ---
[ ] Data Standard Naming Convention Documentation
[ ] Definition of Data Ownership & Stewardship Roles
[ ] Standardized Date Format (YYYY-MM-DD, DD-MM-YYYY, MM/DD/YYYY)
[ ] Mandatory Data Attributes for Master Records (Customer ID, Vendor Tax ID, SKU Code, Currency Code, Warehouse Location)
[ ] Data Dictionary & Schema Reference Document
[ ] Data Governance Officer Approval

--- DATA DEDUPLICATION & RECORD MERGING ---
[ ] Target Data Domains for Deduplication (Customer Master Data, Vendor/Supplier Master Data, Employee/HR Records, Product/SKU Catalog, Asset/Inventory Records)
[ ] Primary Matching Logic Method (Exact Match (Attribute-based), Fuzzy Logic (Similarity-based), Deterministic Matching)
[ ] Duplicate Threshold Tolerance (%)
[ ] Merging Conflict Resolution Rules
[ ] Duplicate Detection Report (Source Log)
[ ] Data Steward Approval

--- DATA VALIDATION & ERROR DETECTION ---
[ ] Data Validation Scope (Master Data (Customers/Vendors), Financial/GL Data, Inventory/SKU Data, Employee/HR Data)
[ ] Error Types Detected (Missing Mandatory Fields, Duplicate Records, Format Inconsistencies, Orphaned/Unlinked Records, Invalid Logic/Out-of-range Values)
[ ] Total Error Count Identified
[ ] Validation Completion Date
[ ] Detailed Error Log Summary
[ ] Error Report CSV/Excel

--- MASTER DATA ENRICHMENT & ENRICHMENT ---
[ ] Target Data Fields for Enrichment
[ ] Data Sources for Enrichment (Third-party APIs, Legacy System Exports, Manual Research, Customer Surveys, Public Registries)
[ ] Enrichment Completion Deadline
[ ] Target Accuracy Threshold (%)
[ ] Source Enrichment Mapping Document
[ ] Enrichment Priority Level (Critical - High Impact, Standard - Routine, Low - Non-operational)

--- DATA TRANSFORMATION & FORMAT STANDARDIZATION ---
[ ] Transformation Standard Template (Standard ISO Format, Legacy System Format, Custom Corporate Standard)
[ ] Data Types Targeted for Standardization (Date/Time Formats, Currency & Decimal Precision, Address & Geographic Strings, Alphanumeric Identifiers (SKUs/IDs), Unit of Measure (UoM))
[ ] Transformation Logic Documentation
[ ] Transformation Completion Deadline
[ ] Mapping Specification Document
[ ] Error Tolerance Threshold (%)

--- DATA CLEANSING EXECUTION & LOADING ---
[ ] Execution Start Date
[ ] Data Loading Environment (Sandbox/Testing, Staging, Production)
[ ] Data Modules Cleansed (Finance, Human Resources, Supply Chain, Sales & CRM, Manufacturing)
[ ] Total Records Processed
[ ] Cleansing Error Log Summary
[ ] Post-Load Validation Report
[ ] Data Steward Approval

--- POST-CLEANSING VERIFICATION & QUALITY ASSURANCE ---
[ ] Verification Completion Date
[ ] Data Integrity Status (Passed, Passed with Minor Issues, Failed - Requires Re-cleansing)
[ ] Total Records Verified
[ ] Verified Data Domains (Customer Master Data, Vendor/Supplier Master Data, Inventory/SKU Data, Financial/GL Accounts, Employee/HR Records)
[ ] Discrepancy Notes & Remediation Plan
[ ] Post-Cleansing Audit Report
[ ] Data Steward Approval

--- DATA SECURITY & ACCESS CONTROL REVIEW ---
[ ] Sensitive Data Categories Verified (Personally Identifiable Information (PII), Financial/Banking Information, Intellectual Property/Trade Secrets, Vendor/Supplier Contract Details, Employee Records/HR Data)
[ ] Data Masking Status (Fully Masked, Partially Masked, Not Masked (Requires Action))
[ ] Access Control Auditor Name
[ ] Review Completion Date
[ ] Identified Security Vulnerabilities
[ ] Data Privacy Officer Approval

--- MAINTENANCE & CONTINUOUS MONITORING PLAN ---
[ ] Next Scheduled Data Audit Date
[ ] Audit Frequency (Weekly, Monthly, Quarterly, Annually)
[ ] Monitored Data Domains (Customer Master Data, Vendor/Supplier Master Data, Inventory & Product Records, Financial & General Ledger, Employee & HR Records)
[ ] Data Quality Remediation Protocol
[ ] Data Integrity Audit Report Template
[ ] Data Steward Approval

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