Disclaimer: this document is written with the sole intent of knowledge sharing based on my own personal experiences across various IS-U Data Migration projects. Please feel free to provide feedback/comments based on your project experiences that will enhance this content for the entire community within the SAP Utilities space.

Below is a list of Out-of the Box Legacy Data Elements that are typically targeted for data cleansing in most IS-U Implementations. While most of these are applicable for most Utility Customers, some data elements may be very specific and will need to be adjusted based on client specific requirements. E.g. Budget Billing flag may not be maintained by all Utility customers – this may be derived via another legacy data element.

In addition, various data cleansing items are usually identified / captured during the Mock Conversion Runs during the course of the project.

Legacy
Data Grouping
Migration Object Legacy
data to validate
Validation
and/or Profiling Check
Common
Legacy Data Elements
Customer
Data
ACCOUNT Bank Draft / Auto Pay indicators
  •   For all customers on Bank draft, validate if all
    the necessary Bank information available in legacy?
  • Pattern Analysis on Bank Account Number
  • Pattern Analysis on Routing Number
  • Bank Draft Indicator
  • Customer Bank Account Number
  • Customer Bank Routing Number
  • Customer Bank Account Holder Name
ACCOUNT Summary Billing Indicators
  • For all customers on Summary Billing, validate if all the necessary information
    available in legacy?
  • Summary Bill Indicator
BBP_EXT Budget Billing indicator
  • Completeness Check
  • Budget Billing Flag
BCONTACT
/ BCONT_NOTE
Memo Log / Permanent Notes on Account
  • Existence of any “control” characters in the free form text fields
  • Data Consistency
  • Memo Logs
  • Account Notes
MOVE_IN

Last Billed Date

Service Start Date / Set Date

  • Completeness
    check
  • Service Start Date
  • Last Billed Date
PARTNER Names; ID
  • For all customers consolidation (if needed  – to define or correct 1:many relationship between Partner and Account)
  • Consolidation Flag (existing or created for purposes of conversion and cleansing)
PARTNER Customer Names
  • Completeness Check
  • Name Parsing
  • Duplicates Check
  • Full Name
  • Prefixes/Suffixes
PARTNER Mailing Addresses
  • Completeness Check
  • Data Consistency
  • Address Line 1, Line 2
  • Zip Codes
PARTNER Customer data – DBA or C/o information
  • Pattern Analysis
  • Completeness Check
  • Data Consistency
  • DBA
  • C/o
  • ATTN
PARTNER SSN / TAX-ID
  • Pattern Analysis
  • Completeness Check
  • Data Consistency
  • SSN
  • TAX ID
  • 4-DIGIT PIN
PART_REL Customer Relationships / Contacts
  • Completeness Check
  • Data Accuracy
  • Data Consistency
  • Residential customer- Spouse Data
  • Residential customer – Nearest Relative
  • Business customer – Account Manager
PROPERTY Landlord Data
  • Completeness Check
  • Data Consistency
  • Is the data easily identifiable?
  • Landlord account
  • Tenant Account
  • Landlord indicator
SECURITY Paid Deposits
  • Completeness Check
  • Data Accuracy
  • Data Consistency
  • Deposit Indicator
  • Deposit Class
  • Guarantor Indicator
  • Guarantor Account
  • Deposit Date
Service
Location Data
CONNOBJ Service Address
  • Pattern Analysis
  • Completeness Check
  • Address Fields – Str Num, Street, Zip5, Zip4, City
PREMISE Service Address
  • Pattern Analysis
  • Completeness Check
  • Data Consistency
  • Address Supplemental Information (Apt, Suite
    etc.)
  • Location Type – Barn, School, Single-family home
    etc.
INSTLN Services on location
  • Pattern Analysis
  • Completeness Check
  • Rate Class
  • Service Start Date
  • Life Support Indicator
Meter Data DEVICE / INST_MGMT Meter Data
  • Duplicate Check
  • Pattern Analysis
  • Completeness Check
  • Data Consistency
  • Meter Number
  • Number of Dials
  • Meter Install Date
  • Meter Status
  • Meter Constant
DEVLOC/ NOTE_DLC Meter Location Data
  • Pattern Analysis
  • Data Consistency
  • Meter Location Notes
  • Meter Reader Notes
STRT_ROUTE Route
  • Data Consistency
  • Completeness Check
  • Route
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