AI Implementation Data Validation Agent
Automating Implementation Data Validation with AI
Codified Rule Libraries That Scale With Your Implementations
The agent transforms business rules and validation logic into automated assertions—completeness, conformity, referential integrity, and domain-specific checks like ARR math and contract date logic—that run consistently across every client engagement.
Cross-System Reconciliation Without Manual Diffs
Automated reconciliation compares control totals, record counts, and business KPIs across CRM, billing, and CS platforms, flagging variances beyond defined tolerances and eliminating hours of spreadsheet comparisons.
Audit-Ready Evidence Packs Generated Automatically
Every validation run produces immutable logs, reconciliation reports, and exception records with timestamps and ownership—ready for SOC 2, ISO, or client audits without scrambling to compile documentation.
How Cassidy automates implementation validation and reconciliation using AI
Step 1: Trigger on implementation milestone or data load
The Workflow activates when a new data extract lands in staging, a mock migration completes, or a cutover phase begins—integrating directly with your project management or ETL orchestration tools.
Step 2: Execute validation rule library
Cassidy runs your codified assertions against the dataset: schema validation, field-level checks (non-null keys, valid enumerations, temporal logic), referential integrity (no orphan records), and business rule validations (ARR calculations, status conformance).
Step 3: Perform cross-system reconciliation
The Workflow pulls control totals from source and target systems—CRM, billing, ERP, CS platform—and runs automated diffs on record counts, monetary sums, and business KPIs, applying configurable tolerances for currency rounding and timezone offsets.
Step 4: Route exceptions and assign ownership
Failed validations flow into exception queues with severity classification, category tagging, and automatic owner assignment. Cassidy creates tickets in Jira or ServiceNow with remediation playbooks and SLA timers attached.
Step 5: Generate evidence pack and audit trail
Cassidy compiles reconciliation reports, mismatch logs, remediation records, and sign-off documentation into a versioned evidence pack—ready for UAT approval, compliance review, or client delivery.
Step 6: Notify stakeholders and update project status
The Workflow posts validation results to Slack or Teams, updates your project tracker with pass/fail status and exception counts, and alerts the implementation lead when exit criteria are met or blockers require escalation.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
