Automated Data Validation Tool for Migration Integrity

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Solution Overview

Problem

Current vendors lack a validation methodology to move projects and data between legacy and current versions of defect or issue tracking systems, forcing companies to perform manual, labor-intensive data transfers during migrations, which can lead to data errors and missed delivery dates.

Innovation Solution

An automated validation tool that initiates a migration process, compares project configuration and data between source and target systems, and provides validation results through an interactive interface, ensuring data integrity and compliance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual data transfer procedures are used during migration, then data can be transferred between systems, but labor intensity and time consumption increase significantly

Engineering Contradiction:
Improvemigration speedVSAvoidtime for data transfer
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The patent replaces manual mechanical data transfer operations with an automated validation tool that uses software-based migration processes. The tool automatically extracts data from source systems, transforms it according to defined schemas, loads it into target systems, and validates the migration results, eliminating the need for manual intervention in each migration step.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The migration validation tool is designed to be self-sufficient, automatically performing data extraction, transformation, validation, and reporting without requiring manual intervention. The system self-manages the entire migration workflow, including error detection and validation rule application, making the process autonomous and efficient.

Inventive Principle:
Principle #25Self-service

2Reliability

If manual migration procedures are used, then data can be transferred, but data accuracy and integrity cannot be assured

Engineering Contradiction:
Improvedata integrityVSAvoidcomplexity of migration process
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent implements a feedback mechanism where the validation tool automatically compares source and target data after migration, generates validation reports, and identifies discrepancies. This feedback loop ensures data integrity by highlighting any inconsistencies between source and target systems, allowing for immediate correction and verification.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary validation by establishing data validation rules and schemas before the migration process begins. These pre-defined rules ensure that data meets specific criteria before being transferred, preventing invalid data from being migrated and ensuring integrity from the outset.

Inventive Principle:
Principle #10Preliminary action

3Measurement precision

If validation processes are added to migration, then data accuracy improves, but process complexity increases

Engineering Contradiction:
Improvedata validation accuracyVSAvoidcomplexity of validation process
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The validation tool allows for selective validation where users can choose to validate only specific data elements, fields, or records based on their importance and risk level. This partial validation approach reduces the overall complexity and time required while still ensuring critical data accuracy, rather than requiring complete validation of all data.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The system enables dynamic adjustment of validation parameters such as validation rules, data thresholds, and validation scope. Users can modify these parameters based on specific migration requirements, allowing the validation process to adapt to different scenarios and reducing unnecessary complexity for straightforward migrations.

Inventive Principle:
Principle #35Parameter changes

4Reliability

If comprehensive validation is performed, then operational risk decreases, but cost and time resources increase

Engineering Contradiction:
Improveoperational risk reductionVSAvoidtime for validation
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The validation tool implements risk-based validation where the depth and scope of validation are adjusted based on the assessed risk level of the migration. For low-risk migrations, minimal validation is performed, while high-risk migrations receive comprehensive validation, optimizing the balance between risk reduction and time investment.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The system performs preliminary risk assessment and validation rule configuration before the actual migration and validation process. By pre-defining validation criteria and identifying critical data elements in advance, the system streamlines the validation process and reduces the time required during the actual migration execution.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11010366B2Method and system for implementing an automated data validation tool
Publication Date: 2021.05.18 JPMORGAN CHASE BANK NA
  • US11010366B2 patent drawing
  • US11010366B2 patent drawing
  • US11010366B2 patent drawing

AI summary

An embodiment of the present invention is directed to an automated validation tool for migration from a source system to a target system. The system comprises: a memory component; an interactive interface that receives one or more user inputs; and a validation engine comprising a processor, coupled to the memory component and the interactive interface, the validation engine configured to perform the steps comprising: initiating a migration process from a source system to a target system; identifying a source identifier of the source system and a target identifier of the target system; performing validation of the migration process; comparing project configuration data of the source system and the target system; comparing project data of the source system and the target system; and providing, via the interactive interface, validation results.