Clean data today.
Protect your members tomorrow.
FIT Core Data Cleanup normalizes your credit union's data on the system you know — making your core conversion easier, more accurate, and more successful for your team and your members.
Product Overview
Identify errors. Normalize records. Convert with confidence.
The FIT Core Data Cleanup engagement helps credit unions normalize their data on the system they already know. Cleaning your data prior to a core conversion makes the entire conversion process easier and more accurate — for your team and your members.
- Identify data errors through a variety of targeted reports.
- Correct orphaned records and normalize non-member records.
- Locate missing or inconsistent SSNs and birthdates for all owner types.
- Identify members and organizations with duplicate social security numbers.
- Start at the account level, then move to the process level.
- Programs remain in your environment long after the engagement ends.
Long-Term Value
The FIT Data Cleanup programs are designed for long-term maintenance, not a one-time fix. The products we deliver do not leave your environment when the project is complete — we help you set up a plan to run them well after our engagement ends.
How It Works
The Cleanup Process
Environment Survey
We assess your current data environment, identify the scope of errors, and establish a baseline for the cleanup engagement.
Account-Level Cleanup
We begin at the account level — normalizing member records, orphaned data, SSNs, birthdates, and owner classifications before touching process items.
Process-Level Cleanup
Once account data is clean, we address process-level items that could impact your operations or conversion accuracy going forward.
Long-Term Maintenance Plan
We help your team set up a long-term plan so you can continue running these cleanup programs well after our engagement has ended.
What We Find
Common data issues our engagement uncovers
Our reports and update programs are designed to identify and correct a wide range of data quality problems before they impact your core conversion or ongoing operations.
Orphaned Records
Accounts and records that no longer have a valid owner relationship — cleaned to prevent conversion errors and ghost data in the new system.
Non-Member Record Issues
Non-member records that are inconsistently formatted, misclassified, or missing required fields — normalized to meet conversion standards.
Missing or Inconsistent SSNs
Missing, malformed, or duplicated Social Security Numbers across primary owners, joint owners, co-borrowers, and beneficiaries — identified and flagged for resolution.
Birthdate Discrepancies
Missing or inconsistent birthdates for primary owners, joint owners, co-borrowers, and beneficiaries — corrected to ensure identity accuracy across the board.
Duplicate SSN Conflicts
Members and organizations that share the same Social Security Number — a compliance risk identified and resolved before it carries into your new core system.
Process-Level Errors
After account data is clean, we surface process-level issues — items that could cause downstream problems in transactions, reporting, or regulatory compliance.
Ongoing Value
Programs that stay with you. Long after we're gone.
The FIT Data Cleanup programs do not leave your environment when the project is complete. We set up a long-term maintenance plan so your team can run these programs independently — ensuring your data stays clean for years to come.