计划执行与检查节点
executing-plans
按既定实施计划完成工作,保持过程检查和反馈。
ramp-migration-deep-dive【效率与协作】Plan and execute a controlled migration from a legacy expense or card platform to Ramp with identity, spend-control, open-item, and accounting reconciliation. Use when an enterprise cutover requires parallel run and rollback. Trigger with "migrate to Ramp" or "Ramp cutover plan".
独立 GitHub 快照 · 自动分类 · 以原作者文档为准
Treat the migration as a sequence of independently reconciled cohorts, not a bulk import. Map business meaning before identifiers, keep legacy and Ramp authority explicit during coexistence, and retire the old platform only after financial close.
references/official-docs.md and re-check endpoint schemas, scopes, limits, and support status before a live operation.Inventory legacy tenants/entities, users, roles, cards, limits, policies, vendors, open expenses, bills, reimbursements, receipts, accounting mappings, integrations, and retention duties.
Create a signed semantic mapping for each object and state, including unsupported values, money/currency conversion, ownership, destination ID, and disposition.
Build sandbox fixtures for normal, boundary, duplicate, missing-owner, invalid-currency, closed-period, and rollback cases; validate against current Ramp schemas.
Migrate one entity or department cohort, run parallel read/reconciliation, and hold card or accounting writes until users, controls, balances, and mappings are approved.
Cut over with frozen checkpoints and named authority, reconcile open and late-arriving items through financial close, then revoke legacy access under retention policy.
Business and finance owners approve semantic mappings and cutover; security/privacy approve identity and data movement; accounting approves balances, mappings, and final close.
A source inventory, semantic map, cohort plan, exception ledger, ID crosswalk, sandbox proof, parallel-run reconciliation, cutover/rollback record, and retirement evidence.
| Condition | Response |
|---|---|
| A legacy state has no Ramp equivalent | Quarantine it with an owner and explicit transform, manual handling, or no-migrate decision. |
| A user or entity mapping is ambiguous | Stop the cohort; do not assign spend authority by name similarity. |
| Late transactions arrive after cutover | Apply the frozen coexistence rule, migrate or settle once, and reconcile both systems through close. |
Migrate one subsidiary's users and recurring software cards into approved Funds while keeping the legacy issuer read-only for late settlement.
Move open reimbursements and vendor mappings, reconcile ERP references, and retire the old export only after period close.