Migration and regression
Map rules, instruments, settings and order semantics between the current and target environments. Create baseline examples and regression checks, then document intentional differences. Do not assume a platform conversion preserves indicator values, timing or account behaviour without verification.
Deployment and maintenance
Scope packaging, environment configuration, observability and restart procedures. Define who approves rollout, manages access and responds to incidents. Include rollback prerequisites and any order or position reconciliation required before a previous build can safely resume.