Review
Spot-check data quality, field completeness, and entity relationships across every entity, using KPI cards, paginated grids, and detail pages — filterable by wave.
Overview
Review is where you spot-check data quality, field completeness, and entity relationships across the ingested data. This is Phase 7 — it's continuous, beginning as soon as entities are ingested and intensifying once standardization is complete.
Implementation drives the review; the branch participates and observes. Open it from Review in the sidebar. All review data can be filtered by implementation wave, so you can work a wave's data as a cohort.
How each review group works
Review has a side navigation of entity groups. Every group follows the same pattern:
- KPI cards — high-level counts and completion percentages.
- Paginated data grids — drill down record by record, with inline data-quality badges.
- Detail pages — full field inspection of an individual record.
Every grid exports to XLSX.
Review groups
- Overview — aggregate KPIs (associations, units, accounts, owners, tenants, vendors) plus a Data Quality summary that splits entities into "Entities With Issues" and "No Issues Found" and links straight into each grid filtered to the flagged rows.
- Associations — association records, plus read-only Delinquency and Billing configuration sub-tabs (see Data Availability & Configuration).
- Bank Accounts — Operating, Investment, and Direct Debits sub-tabs.
- Recurring Charges.
- Units and Unit Types.
- Accounts — Accounts, Addresses, and Notes sub-tabs.
- Account Members — Owners, Tenants, Occupants sub-tabs.
- Association Members — Board Members and CAMs sub-tabs.
- Vendors — vendor data with taxable status and 1099 tracking.
- Tracked Items — physical item tracking (gate remotes, keys, passes), if applicable.
What to look for
- Completeness — are required fields populated? What share of optional fields have data?
- Format validity — are phone numbers, emails, and tax IDs in valid formats?
- Referential integrity — do accounts reference valid units? Do members reference valid accounts?
- Business logic — do AR balances look reasonable? Are delinquency statuses accurate?
- Coverage — what share of associations have bank accounts, recurring charges, vendors?
- Quality issues — the quality-issue badges on each row surface rule violations detected during ingestion, with the original source value preserved for comparison.
Quality issues
During ingestion, data quality rules flag violations on each record. In Review these appear as inline badges naming the rule and showing the original source value, so you can compare it against what was ingested and decide whether to correct the source data or accept the issue.
Completion
The phase is complete when data-quality issues have been identified, triaged, and either resolved or accepted. Completing the review advances an entity to the Data Quality Reviewed lifecycle state.
The four mappable entities (GL accounts, charge types, delinquency statuses, reimbursables) are reviewed in their Standardize tools, not here.
Standardization
Map the branch's source-system codes — GL accounts, charge types, delinquency statuses, reimbursables, and bank accounts — to Associa/C3 standards, at both the global and association tiers.
Validation
Validate each association with the guided wizard, then resolve cross-entity and financial reconciliation panels — the results roll up into the wave's go-live sign-off.