Test strategy system and method for accounts held direct at-fund
First Claim
1. A method to facilitate transfer of data from a client database to a host database, comprising:
- identifying a data field from the client database desired for the host database;
incorporating the data field in a spreadsheet;
populating at least a portion of the data field in the spreadsheet with test data values, wherein the test data values are formatted in accordance with format requirements of the data field;
developing an algorithm configured to reformat data associated with the data field from the client database and desired for the host database;
receiving a test file from the client database;
creating a reformatted test file from the test file using the algorithm;
comparing the reformatted test file to the spreadsheet;
identifying a change, wherein the change would substantially conform the reformatted test file to the spreadsheet;
creating an updated algorithm from the algorithm, the updated algorithm incorporating the change;
receiving an input file from the client database;
creating a reformatted input file by applying the updated algorithm to the input file; and
uploading the reformatted input file to the host database.
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Accused Products
Abstract
The present invention provides a system and method for a user to test and transfer data from a client'"'"'s database or network to a host'"'"'s database or network. In accordance with an exemplary embodiment of the present invention, a user acquires data information from a client. The user uses this information to generate a spreadsheet, and to populate the spreadsheet with assumed values based on the information received from the client. The spreadsheet is configured in a fashion such that it is consistent with the host'"'"'s database or network. The user requests and receives a test file from the client and uses a developed algorithm, generally in the form of a computer program, to reformat the file so that it is consistent with the host'"'"'s database configuration. The user determines the consistency between the reformatted file and the host'"'"'s database by comparing the reformatted file to the previously generated spreadsheet. Any inconsistencies identified alert the user that the file reformatting algorithm needs updating. When all the updates are complete and the reformatting algorithm has been deemed appropriate to carry out the data transformation function, the entire client database log is sent to the user in the form of an input file. The input file is duplicated to protect the original information and then reformatted using the updated algorithm. The reformatted file may then be uploaded to the host'"'"'s network or database so that the information contained may be used by others who access the database or network for information.
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Citations
11 Claims
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1. A method to facilitate transfer of data from a client database to a host database, comprising:
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identifying a data field from the client database desired for the host database; incorporating the data field in a spreadsheet; populating at least a portion of the data field in the spreadsheet with test data values, wherein the test data values are formatted in accordance with format requirements of the data field; developing an algorithm configured to reformat data associated with the data field from the client database and desired for the host database; receiving a test file from the client database; creating a reformatted test file from the test file using the algorithm; comparing the reformatted test file to the spreadsheet; identifying a change, wherein the change would substantially conform the reformatted test file to the spreadsheet; creating an updated algorithm from the algorithm, the updated algorithm incorporating the change; receiving an input file from the client database; creating a reformatted input file by applying the updated algorithm to the input file; and uploading the reformatted input file to the host database. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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Specification