Customer Data Migration Access via Temporary Copy Segmentation

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Solution Overview

Problem

During data migration processes, customer data becomes inaccessible or unmodifiable for extended periods, posing challenges for customer service representatives who need to update information such as phone numbers or addresses, leading to labor-intensive manual processes and potential human errors.

Innovation Solution

A system that transfers customer data from a source server to a mainframe, creating both a permanent and temporary copy, allowing customer service representatives to modify the temporary copy and generate instructions for updating the permanent copy, ensuring seamless data access and reduction of manual errors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If customer data is transferred from source server to mainframe during migration, then data accessibility is improved, but data availability during migration period deteriorates

Engineering Contradiction:
Improvedata accessibilityVSAvoiddata availability during migration
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent segments customer data into two distinct copies: a permanent copy being transferred to the mainframe and a temporary copy remaining at the source server for continued access. This segmentation allows the system to maintain data availability during migration by serving different purposes to different copies, resolving the contradiction between improving data accessibility and maintaining availability during the migration period.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent creates a temporary copy of customer data at the source server that mirrors the permanent copy being migrated. This copying mechanism enables customer service representatives to access and modify data during migration without blocking the permanent copy transfer, thus improving data accessibility while minimizing loss of time during the migration process.

Inventive Principle:
Principle #26Copying

2Ease of operation

If manual update process is used during migration, then data modification capability is maintained, but operational efficiency deteriorates

Engineering Contradiction:
Improvedata modification capabilityVSAvoidoperational efficiency
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The patent implements a system where customer service representatives can autonomously access and modify the temporary copy of customer data during migration, and the system automatically generates corresponding update instructions for the permanent copy. This self-service mechanism maintains data modification capability while improving operational efficiency by eliminating manual post-migration updates and reducing human error.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent establishes a feedback loop where modifications made to the temporary copy automatically generate update instructions that are applied to the permanent copy. This feedback mechanism ensures that data modification capabilities are maintained during migration while improving operational efficiency through automated synchronization, eliminating the need for manual record-keeping and reducing errors.

Inventive Principle:
Principle #23Feedback

3Reliability

If temporary copy of data is created for access during migration, then data accessibility is improved, but system complexity increases

Engineering Contradiction:
Improvedata accessibility during migrationVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent designs the temporary copy mechanism to serve multiple functions: it provides data accessibility during migration, enables customer service operations, and acts as a buffer for automated update generation. This multi-functionality improves data accessibility during migration while managing system complexity by consolidating multiple needs into a single temporary copy infrastructure rather than requiring separate systems for each function.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS20240103750A1Systems and methods for providing customer service functionality during portfolio migration downtime
Publication Date: 2024.03.28 CAPITAL ONE SERVICES LLC
  • US20240103750A1 patent drawing
  • US20240103750A1 patent drawing
  • US20240103750A1 patent drawing

AI summary

A system includes one or more memory devices storing instructions, and one or more processors configured to execute the instructions to perform steps of a method for providing customer data access during a migration process. The system may initiate a transfer of customer data from a source data server to a system platform and transfer a subset of the customer data to a temporary data storage. The system may modify the temporary copy of customer data and generate an instruction to modify the permanent copy of customer data. In response to the completion of the transfer of customer data from the source data server to the system mainframe, the system may then transfer and execute the instruction to modify the permanent copy of customer data.