Patent US6151608A successfully refreshed from Google Patents.
US6151608A
Expired / Lapsed
US
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Method and system for migrating data
Assignee: Crystallize Inc
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Filing: 1998-04-07
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Granted: 2000-11-21
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Expires: 2018-04-07
Abstract
Abstract Method and system of the invention migrate data from one or more ASCII files and/or from one or more relational databases to one or more relational database tables without the need to write code. In doing so, the invention allows the user to define mapping templates and conditionals to assist in translating and transforming data values. The invention also enforces referential integrity, data dependencies, order of operations, and uniqueness constraints using a predefined set of migration rules templates that are based on the principles of relational design. The invention uses these mapping and migration rules templates to intelligently generate instructions for updating or populating relational database destination tables. The instructions control the data transfer, data translation, data transformation, data validation, foreign key insertion, and the addition of required codes and flags in the destination tables. A migration engine of the system includes a data map architect and an update processor which spawns the templates and migrates the data dynamically, utilizing the data definitions for the destination tables. In addition to supporting conversion efforts, the invention provides support for performing consolidation, restoration from an archive, migration to new instances, upgrading to a new release, adding bolt-ons and enhancements, and changing business requirements. The audit trail in the invention is complete enough that the entire migration process can be reversed without compromising the integrity of either the source or the destination application.
Inventors
- 👤 Helene G. Abrams
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-10-30 21:45
CPC Classifications
G; G06; G06F; G06F16/00; G06F16/20; G06F16/21; G06F16/214; Y; Y10; Y10S; Y10S707/00; Y10S707/953; Y10S707/954; Y10S707/99951; Y10S707/99952; Y10S707/99955
Claims Analysis
Total Claims: 68
Claim 1
Independent Claim
134 words
An automated computer-implemented method for migrating source data from at least one source to at least one destination table of a database having a schema without a user having to write computer code, the method comprising the steps of: defining patterns which describe format and content of the source data; applying the patterns to the source data to create transformed data; associating migration rules based on the schema with the patterns to generate a set of instructions that define migration paths; and loading the transformed data in a sequence into the at least one destination table based on the set of instructions, the at least one destination table having a defined format and destination fields, wherein the step of loading is automatically sequenced based on the migration rules so that referential integrity is maintained.
Claim 2
Dependent Claim
134 words
An automated computer-implemented method for migrating source data from at least one source to at least one destination table of a database having a schema without a user having to write computer code, the method comprising the steps of: defining patterns which describe format and content of the source data; applying the patterns to the source data to create transformed data; associating migration rules based on the schema with the patterns to generate a set of instructions that define migration paths; and loading the transformed data in a sequence into the at least one destination table based on the set of instructions, the at least one destination table having a defined format and destination fields, wherein the step of loading is automatically sequenced based on the migration rules so that referential integrity is maintained.
Claim 3
Dependent Claim
30 words
The method as claimed in claim 1 further comprising the step of loading the data from the at least one source into at least one temporary table having source fields.
Claim 4
Dependent Claim
19 words
The method as claimed in claim 2 wherein the at least one temporary table is a relational database table.
Claim 5
Dependent Claim
51 words
The method as claimed in claim 2 wherein the at least one source is an ASCII file and wherein the method further comprises the steps of creating an extract table with the data from the at least one source and loading the extract table into the at least one temporary table.
Claim 6
Dependent Claim
49 words
The method as claimed in claim 2 wherein the at least one source is a relational database table and wherein the step of loading the data from the at least one source includes the step of automatically loading the relational database table into the at least one temporary table.
Claim 7
Dependent Claim
20 words
The method as claimed in claim 2 further comprising the step of associating the source fields with the destination fields.
Claim 8
Dependent Claim
31 words
The method as claimed in claim 6 further comprising the step of creating templates for transforming or translating the data from the at least one source to obtain the transformed data.
Claim 9
Dependent Claim
32 words
The method as claimed in claim 7 further comprising the step of utilizing a computer to generate user information and wherein the step of creating is based on the computer-generated user information.
Claim 10
Dependent Claim
23 words
The method as claimed in claim 8 further comprising the step of automatically inserting logical and arithmetic operators in universal or conditional statements.
Claim 11
Dependent Claim
89 words
The method as claimed in claim 6 further comprising the steps of creating at least one intermediate table having a format and fields and linking the at least one temporary table and its fields with the at least one intermediate table and its fields wherein the format and the fields of the at least one intermediate table are substantially identical to the format and fields of the at least one destination table and wherein the transformed or translated data is utilized to populate the at least one intermediate table.
Claim 12
Dependent Claim
20 words
The method as claimed in claim 7 wherein the step of creating the templates is performed interactively with the user.
Claim 13
Dependent Claim
34 words
The method as claimed in claim 7 wherein the templates include data migration patterns having conditionals with logical operators to provide instructions for translating and transforming the data from the at least one source.
Claim 14
Dependent Claim
15 words
The method as claimed in claim 12 wherein the patterns include a transfer mapping pattern.
Claim 15
Dependent Claim
15 words
The method as claimed in claim 12 wherein the patterns include a monovariate translation pattern.
Claim 16
Dependent Claim
16 words
The method as claimed in claim 12 wherein the patterns include a multivariate concatenation translation pattern.
Claim 17
Dependent Claim
17 words
The method as claimed in claim 12 wherein the patterns include a multivariate reverse concatenation translation pattern.
Claim 18
Dependent Claim
15 words
The method as claimed in claim 12 wherein the patterns include a multivariate transformation pattern.
Claim 19
Dependent Claim
21 words
The method as claimed in claim 7 wherein the set of instructions are generated based on the templates and the schema.
Claim 20
Dependent Claim
29 words
The method as claimed in claim 7 further comprising the step of utilizing the templates to validate the data in the at least one temporary table for uniqueness constraints.
Claim 21
Dependent Claim
30 words
The method as claimed in claim 7 further comprising the step of utilizing the templates to validate the data in the at least one temporary table for verifying data dependencies.
Claim 22
Dependent Claim
30 words
The method as claimed in claim 7 further comprising the step of utilizing the templates to validate the data in the at least one temporary table for enforcing referential integrity.
Claim 23
Dependent Claim
37 words
The method as claimed in claim 7 further comprising the step of utilizing the templates to validate the data in the at least one temporary table for moving the data into the at least one destination table.
Claim 24
Dependent Claim
34 words
The method as claimed in claim 7 further comprising the step of utilizing the templates to validate the data in the at least one temporary table for checking that mandatory destination fields are filled.
Claim 25
Dependent Claim
17 words
The method as claimed in claim 7 further comprising the step of grouping the templates into batches.
Claim 26
Dependent Claim
26 words
The method as claimed in claim 1 wherein the database is a relational database and the at least one destination table is a relational database table.
Claim 27
Dependent Claim
17 words
The method as claimed in claim 1 wherein the data is migrated from a plurality of sources.
Claim 28
Dependent Claim
32 words
The method as claimed in claim 1 wherein the transformed data loaded into the at least one destination table updates or adds to records already in the at least one destination table.
Claim 29
Dependent Claim
17 words
The method as claimed in claim 27 wherein the data is migrated from a plurality of sources.
Claim 30
Dependent Claim
30 words
The method as claimed in claim 1 wherein the transformed data loaded into the at least one destination table changes the data already in the at least one destination table.
Claim 31
Dependent Claim
18 words
The method as claimed in claim 29 further comprising the step of changing base configurations including flex fields.
Claim 32
Dependent Claim
21 words
The method as claimed in claim 18 further comprising the step of adding bolt-ons or other modifications to a relational application.
Claim 33
Dependent Claim
12 words
The method as claimed in claim 1 wherein archival data is restored.
Claim 34
Dependent Claim
23 words
The method as claimed in claim 1 wherein the source data is migrated for one installation or instance of the database to another.
Claim 35
Dependent Claim
21 words
The method as claimed in claim 1 wherein the source data is migrated from one version of the database to another.
Claim 36
Dependent Claim
36 words
The method as claimed in claim 1 wherein the source data is migrated across environments such as from a development environment to a test environment, a training environment or a production environment without changing setup parameters.
Claim 37
Dependent Claim
21 words
The method as claimed in claim 1 wherein the source data is converted from a legacy system to a new system.
Claim 38
Dependent Claim
19 words
The method as claimed in claim 1 wherein multiple instances of a subledger are consolidated in a multiorg environment.
Claim 39
Dependent Claim
17 words
The method as claimed in claim 1 wherein systems in support of mergers or acquisitions are consolidated.
Claim 40
Dependent Claim
38 words
The method as claimed in claim 1 wherein the transformed data is loaded into multiple destination tables substantially simultaneously and wherein the multiple tables includes at least one table which might later be loaded onto a separate system.
Claim 41
Dependent Claim
133 words
A computer-implemented system including a migration engine for migrating data from at least one source to at least one destination table of a database having a schema without a user having to write computer code, the migration engine comprising: a data map architect for creating a set of migration rules based on the schema; and an update processor for: generating a set of instructions that define migration paths based on the migration rules; transforming the data based on the set of instructions to obtain transformed data; and loading the transformed data in the at least one destination table based on the set of instructions, the at least one destination table having a format and fields, wherein the update processor loads the transformed data in an automatic sequence so that referential integrity is maintained.
Claim 42
Dependent Claim
133 words
A computer-implemented system including a migration engine for migrating data from at least one source to at least one destination table of a database having a schema without a user having to write computer code, the migration engine comprising: a data map architect for creating a set of migration rules based on the schema; and an update processor for: generating a set of instructions that define migration paths based on the migration rules; transforming the data based on the set of instructions to obtain transformed data; and loading the transformed data in the at least one destination table based on the set of instructions, the at least one destination table having a format and fields, wherein the update processor loads the transformed data in an automatic sequence so that referential integrity is maintained.
Claim 43
Dependent Claim
32 words
The system as claimed in claim 40 wherein the data map architect loads the data from the at least one source into at least one temporary table having source and destination fields.
Claim 44
Dependent Claim
19 words
The system as claimed in claim 41 wherein the at least one temporary table is a relational database table.
Claim 45
Dependent Claim
49 words
The system as claimed in claim 41 wherein the at least one source is an ASCII file and wherein the data map architect also creates an extract table with the data from the at least one source and loads the extract table into the at least one temporary table.
Claim 46
Dependent Claim
37 words
The system as claimed in claim 41 wherein the at least one source is a relational database table and wherein the data map architect automatically loads the relational database table into the at least one temporary table.
Claim 47
Dependent Claim
25 words
The system as claimed in claim 41 wherein the data map architect also associates the source fields with the destination fields based on the schema.
Claim 48
Dependent Claim
40 words
The system as claimed in claim 45 wherein the data map architect loads the data from the at least one source into the at least one temporary table and verifies data dependencies without the user having to write computer code.
Claim 49
Dependent Claim
33 words
The system as claimed in claim 45 wherein the data map architect creates templates for transforming the data from the at least one source based on the schema to obtain the transformed data.
Claim 50
Dependent Claim
88 words
The system as claimed in claim 45 further comprising at least one intermediate table having a format and fields and wherein the update processor links the at least one temporary table and its fields with the at least one intermediate table and its fields wherein the format and the field of the at least one intermediate table are substantially identical to the format and fields of the at least one destination table and wherein the update processor populates the at least one intermediate table with the transformed data.
Claim 51
Dependent Claim
19 words
The system as claimed in claim 47 wherein the data map architect creates the templates interactively with the user.
Claim 52
Dependent Claim
32 words
The system as claimed in claim 47 wherein the templates include data migration patterns and logical operators to provide instructions for translating and transferring the data from the at least one source.
Claim 53
Dependent Claim
15 words
The system as claimed in claim 50 wherein the patterns include a transfer mapping pattern.
Claim 54
Dependent Claim
15 words
The system as claimed in claim 50 wherein the patterns include a monovariate translation pattern.
Claim 55
Dependent Claim
16 words
The system as claimed in claim 50 wherein the patterns include a multivariate concatenation translation pattern.
Claim 56
Dependent Claim
17 words
The system as claimed in claim 50 wherein the patterns include a multivariate reverse concatenation translation pattern.
Claim 57
Dependent Claim
15 words
The system as claimed in claim 50 wherein the pattern includes a multivariate transformation pattern.
Claim 58
Dependent Claim
23 words
The system as claimed in claim 47 wherein the update processor generates the set of instructions based on the templates and the schema.
Claim 59
Dependent Claim
27 words
The system as claimed in claim 41 wherein the update processor moves the data from the at least one source to the at least one temporary table.
Claim 60
Dependent Claim
22 words
The system as claimed in claim 57 wherein the update processor enforces uniqueness constraints without the user having to write computer code.
Claim 61
Dependent Claim
22 words
The system as claimed in claim 57 wherein the update processor enforces referential integrity without the user having to write computer code.
Claim 62
Dependent Claim
33 words
The system as claimed in claim 57 wherein the update process specifies order of operations for moving data into the at least one destination table without the user having to write computer code.
Claim 63
Dependent Claim
25 words
The system as claimed in claim 57 wherein the update processor checks that mandatory fields are populated without the user having to write computer code.
Claim 64
Dependent Claim
47 words
The system as claimed in claim 48 wherein the update processor moves the data from the at least one source first to the at least one temporary table where it is transformed and then to the at least one intermediate table for correction to obtain corrected data.
Claim 65
Dependent Claim
16 words
The system as claimed in claim 47 wherein the update processor groups the templates into batches.
Claim 66
Dependent Claim
28 words
The system as claimed in claim 40 wherein the data base is a relational data base and the at least one destination table is a relational database table.
Claim 67
Dependent Claim
19 words
The system as claimed in claim 40 wherein the migration engine migrates the data from a plurality of sources.
Claim 68
Dependent Claim
36 words
The system as claimed in claim 40 wherein the transformed data loaded into the at least one destination table by the update processor updates or adds to records already in the at least one destination table.
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USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2003-11-21 | 2004-05-22 | 2004-11-21 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2007-11-21 | 2008-05-22 | 2008-11-21 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2011-11-21 | 2012-05-22 | 2012-11-21 | $7700.00 | Window Closed / Lapsed |