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Test strategy system and method for accounts held direct at-fund

  • US 20050086193A1
  • Filed: 02/04/2004
  • Published: 04/21/2005
  • Est. Priority Date: 10/21/2003
  • Status: Active Grant
First Claim
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1. A method to facilitate the transfer of data from a client database to a host database comprising the steps of;

  • identifying at least one data field from said client database desired for said host database;

    incorporating said data field in a spreadsheet;

    populating at least a portion of said data field in said spreadsheet with assumed data values;

    developing an algorithm configured to reformat data associated with said data field from said client database and desired for said host database;

    receiving a test file from said client database;

    creating a reformatted test file with said test file using said algorithm;

    comparing said reformatted test file to said spreadsheet;

    identifying at least one change, wherein said change would substantially conform said reformatted test file to said spreadsheet;

    creating an updated algorithm from said algorithm which incorporates said at least one change;

    receiving an input file from said client database;

    creating a reformatted input file by applying said updated algorithm to said input file; and

    , uploading said reformatted input file to said host database.

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