Real-Time Data Validation for M&A Migration

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Solution Overview

Problem

Data migration during mergers and acquisitions is hindered by the lengthy and complex process of ensuring data completeness and correctness across different platforms, often requiring multiple iterations of loading, error reporting, and re-loading, which accounts for a significant portion of project duration and effort.

Innovation Solution

A method for real-time data validation that allows users to upload and validate data before migration, highlighting errors directly in the application, enabling users to correct issues without needing to load data into the destination system, thereby streamlining the validation process.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If data is loaded into the destination system for validation, then data completeness and correctness can be ensured, but project duration and effort increase significantly

Engineering Contradiction:

Improvedata completeness and correctnessVSAvoidproject duration

Core Design Contradiction:

ReliabilityVSLoss of time

Solution Approach 1:

The patent performs data validation in advance using a preview environment that mimics the destination system's validation rules and constraints. This preliminary validation identifies and corrects errors before actual data loading, eliminating the need for multiple iterative load-correct-reload cycles and significantly reducing project duration while ensuring data quality.

Inventive Principle:

Principle #10Preliminary action

2Manufacturing precision

If multiple iterations of loading and re-loading are performed, then data correctness is improved, but the effort and complexity of the migration process increase

Engineering Contradiction:

Improvedata correctnessVSAvoidmigration process complexity

Core Design Contradiction:

Manufacturing precisionVSDevice complexity

Solution Approach 1:

The system performs comprehensive validation in a preview environment before actual migration, identifying all data correctness issues in advance. This allows users to correct errors in the source system before loading, eliminating the need for multiple iterative correction cycles and simplifying the migration process while maintaining high data correctness.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The patent introduces a preview environment as an intermediary between the source and destination systems. This intermediate environment applies the destination system's validation rules without requiring actual data loading, serving as a mediator that identifies issues before migration and reduces the complexity of iterative corrections.

Inventive Principle:

Principle #24Intermediary (Mediator)

3Reliability

If data is validated after loading into the destination system, then data integrity can be ensured, but IT staff involvement and operational complexity increase

Engineering Contradiction:

Improvedata integrityVSAvoidoperational simplicity

Core Design Contradiction:

ReliabilityVSEase of operation

Solution Approach 1:

The patent enables business analysts to perform data validation themselves using a self-service preview environment that provides user-friendly interfaces and clear error reporting. This eliminates the need for IT staff to manually validate data after loading, as users can independently identify and correct issues before migration, improving ease of operation while maintaining data integrity.

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

Validation is performed in advance in the preview environment before data is loaded into the destination system. This preliminary action allows users to ensure data integrity proactively, eliminating the need for post-loading validation by IT staff and simplifying the operational process.

Inventive Principle:

Principle #10Preliminary action

4Manufacturing precision

If comprehensive data validation is performed, then migration quality improves, but the initial validation time and resources increase

Engineering Contradiction:

Improvemigration qualityVSAvoidvalidation time

Core Design Contradiction:

Manufacturing precisionVSLoss of time

Solution Approach 1:

The patent performs comprehensive validation in a preview environment before actual migration, identifying all potential quality issues in advance. Although this initial validation requires time and resources, it prevents multiple iterative correction cycles during migration, ultimately reducing the total project duration and improving migration quality.

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The preview environment serves as an intermediary that performs comprehensive validation without requiring actual data loading into the destination system. This intermediate validation step identifies all quality issues before migration, reducing the need for rework and improving overall migration quality while managing validation time efficiently.

Inventive Principle:

Principle #24Intermediary (Mediator)

Data Source

PatentUS8725701B2Merger and acquisition data validation

Publication Date: 2014.05.13 ORACLE INT CORP

AI summary

Systems and methods are provided that perform data validation in real time. By uploading the source data from spreadsheets or entering the data directly into an application, the required validations can be run and reported in real time. Users can then either extract the data back into spreadsheets for manipulation, and then re-upload it, or correct the data directly within the application. Once the data set has passed all validations, it is then passed to the technical team for upload into the transactional system.