SaaS Data Migration Using Pattern Matching and Segmentation

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Solution Overview

Problem

Data migration between different Software as a Service (SaaS) applications is costly and often unsuccessful, with irrelevant data being transferred along with relevant data, resulting in 'garbage data' in the target application.

Innovation Solution

A client computing device with embedded browsers and a pattern matching algorithm that allows gradual data migration from a source SaaS application to a target SaaS application by matching and verifying data from one web page at a time, enabling users to verify the accuracy of migrated data before storage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If an all or nothing data migration process is used to transfer data from source SaaS application to target SaaS application, then the migration can be completed in one operation, but irrelevant data is transferred along with relevant data resulting in garbage data in the target application

Engineering Contradiction:
Improvemigration speedVSAvoiddata accuracy
Core Design Contradiction:
ProductivityVSManufacturing precision

Solution Approach 1:

The patent divides the data migration process into discrete units by migrating data from one web page at a time rather than all at once. Each web page represents a separatable unit of data that can be individually processed, verified, and controlled. This segmentation allows users to review and verify migrated data before committing it to the target application, thereby improving data accuracy while maintaining efficient migration throughput.

Inventive Principle:
Principle #1Segmentation

2Extent of automation

If a migration utility is used to extract and input data between SaaS applications, then the migration process can be automated, but IT personnel involvement increases costs and the process is not always successful

Engineering Contradiction:
Improvemigration automationVSAvoidmigration success rate
Core Design Contradiction:
Extent of automationVSReliability

Solution Approach 1:

The patent incorporates a feedback mechanism where migrated data is displayed to the user for verification before being finalized in the target application. This feedback loop allows users to review the extracted data, confirm its accuracy, and make corrections if needed. The system provides visual confirmation of what data is being migrated, enabling users to validate the migration process and ensure success without requiring expensive IT personnel intervention.

Inventive Principle:
Principle #23Feedback

3Quantity of substance

If database extraction is performed on the source SaaS application server, then all data can be migrated at once, but the process becomes costly and complex

Engineering Contradiction:
Improvedata volumeVSAvoidmigration complexity
Core Design Contradiction:
Quantity of substanceVSDevice complexity

Solution Approach 1:

The patent extracts only the specific data needed from the source application by accessing individual web pages rather than performing a comprehensive database extraction. This selective extraction approach takes out only the relevant information required for migration, avoiding the complexity and cost associated with extracting and processing entire databases. The system retrieves data in manageable portions from web pages, simplifying the overall migration process.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS11556699B2Data migration across SaaS applications
Publication Date: 2023.01.17 CITRIX SYSTEMS INC
  • US11556699B2 patent drawing
  • US11556699B2 patent drawing
  • US11556699B2 patent drawing

AI summary

A client computing device includes at least one display, an embedded browser that includes first and second browsers, a migration user interface (UI) control and a processor. The first browser is to access a page from a source application for display, and the second browser is to access a form from a target application for display. The processor cooperates with the embedded browser in response to a user selecting the migration UI control to extract data from the displayed page, analyze the extracted data to determine a context of the data, and analyze the displayed form for target form fields. A pattern matching algorithm matches at least a portion of the extracted data to the target form fields. The matched extracted data is migrated to the displayed form as target data values associated with the target form fields.