RU2680743C1 - Method of preserving and changing reference and initial records in an information data management system - Google Patents

Abstract

FIELD: computer equipment.SUBSTANCE: invention relates to the field of computer equipment. Technical result is achieved by receiving by a server of an information system a request for searching the database of the said server of a reference record from a remote computing device; in case of specifying the reference record ID in the above mentioned request, retrieving from the database all the original records associated with the reference record ID, and outputting, to the remote computing device, the extracted source records, if in the said query the source record ID is specified, search for the reference record ID associated with the source record ID specified in the request, retrieving from the database all the source records associated with the found reference record ID, and outputting the extracted source records to a remote computing device; changing of the reference record based on all extracted source records and based on the rules for changing the reference record.EFFECT: technical result consists in increasing the efficiency of preserving and changing the initial and reference records of enterprise data.1 cl, 3 dwg

Description

Field of Technology:

[0001] The invention relates to the field of computer technology, namely to information systems for managing the basic data of an enterprise.

The prior art:

[0002] The master data management system based on the rules defined for records and attributes described in US 8341131 B2, cl. G06F 17/30. The known system includes a server for managing master data, configured to: receive multiple records from multiple sources, detect a connection between the received multiple records, select one of the records as the main, change the field of the main record in accordance with the rule, and save the changed record.

[0003] However, the known system has a number of disadvantages, including: in the case of changing the rules for constructing master records, the saved master records become irrelevant and recalculation of master records based on the stored source records and new rules for constructing master records is required. This operation is asynchronous in nature, that is, it is performed in parallel and independently of other operations in the system. Also, this operation may take a long time, during which the system will return irrelevant data to user requests or not return them at all until a new reference record is calculated.

Disclosure of the invention:

[0004] The objective of the invention is to remedy the above disadvantages.

[0005] The technical result is to increase the efficiency of saving and changing the source and reference records of enterprise data by reducing the load on the computing system, reducing the processing time of the source records and changing or creating reference records, minimizing the number of failures or errors when changing and saving the reference and source records in the data management information system.

[0006] The specified technical result is achieved due to the method of saving and changing the reference and source records in the data management information system (IP), which includes the steps at which:

(a) receiving and storing in the information system server a new or updated source record, and in case of saving a new source record, assign it the identification number (ID) of the source record, where the source record is data including the attribute and attribute value, and in the case receiving the updated source record, the server replaces the previously saved source record with the updated source record, in case the version of the updated source record is higher than the version of the previously saved source record;

(b) searching for source records similar to the stored source record, wherein each source record corresponds to a master record, where the master record is a combination of two or more source records or is the original record, with each master record having an identification number (ID) ;

(c) the receipt by the said server of a search request in the database of said server of the reference record from at least one remote computing device;

- if the reference record ID is indicated in the said query, retrieving from the database all the source records associated with the reference record ID and outputting to the at least one remote computing device the extracted source records,

- if the ID of the source record is indicated in the said query, searching for the ID of the master record associated with the ID of the master record specified in the query, extracting from the database all the source records associated with the found ID of the master record and output to at least one remote computing a device for the extracted source records;

(d) changing the master record based on all extracted source records and on the basis of the rules for changing the master record, where the rules for changing the master record determine which value of the attribute of the master record should be changed in said master record;

(e) storing the modified reference record in the database of the storage and processing server.

[0007] Additionally, the step of searching for source records includes:

- creation of a new reference record corresponding to the saved source record, if the source record is not found, similar to the saved source record; and

- if an original record is found that is similar to the saved original record, determining the ID of the master record corresponding to the found source record and maintaining the association of the determined ID of the master record with the stored original record.

[0008] It is obvious that both the previous general description and the following detailed description are given by way of example and explanation only and are not limitations of the present invention.

Brief Description of the Drawings:

[0009] FIG. Figure 1 shows a generalized diagram of a system for storing and changing reference and source records in an enterprise data management information system (IP).

[0010] FIG. 2 is a flowchart of a process for storing an association of a specific identification number (ID) of a reference record with a stored source record.

[0011] FIG. 3 is a flowchart of a process for changing and storing a changed master record based on all extracted source records and based on rules for changing the master record.

The implementation of the invention:

[0012] Next, with reference to FIG. 1, the operation of the system for storing and changing the reference and source records in the enterprise data management information system (IP) at the hardware level will be described. Said system comprises an IC server 101 for storing and processing data, a data transmission network 102, at least one remote computing device 103 containing a database (not shown in FIG.).

[0013] The server 101 is configured to receive and transmit various data from and to at least one computing device 103. For example, the server 101 can import input records from a remote computing device 103 or export recordings to a remote computing device 103 by exchanging data HyperText protocol ("HTTP") or any other type of data exchange. Server 101 contains a database that can be implemented as a relational database, such as SAP MaxDB, Oracle, Microsoft SQL Server, IBM DB2, Teradata, etc. Server 101 through at least one of the aforementioned database provides management of the main data of the enterprise, which is stored in the database in the form of tables. Mentioned tables can be distributed among several relational databases, dimensional databases and / or other data sources. As another example, the database may be a multidimensional database, an eXtendable Markup Language (“XML”) document, or any other structured storage system.

[0014] A data network 102 provides reception and / or transmission of data between a server 101 and at least one remote computing device 103. The network 102 may be local and / or global (Internet) and / or public and / or private or any other network providing reception and / or data transmission.

[0015] The remote computing device 103 is made in the form of a stationary personal computer (PC), a mobile computing device, a server, or any other computing device that provides data storage. Remote computing device 103 may also be a user device sending a request to import / export data stored in said server 101.

[0016] Next, with reference to FIG. 2, a process for storing the association of a specific identification number (ID) of a reference record with a stored original record will be described. This process is performed on the server 101 by exchanging data between the server 101 and the remote computing devices 103.

[0017] The process of the server 101 ensures that the original enterprise data is stored in accordance with the following steps. At step 201, the server 101 receives the input source record. An original record refers to data received from a remote data source information system. Each source record consists of data and an identification number (ID) of this source record. Data represents attributes and attribute values. For example, the attribute “Name” or “Passport number” or “Date of birth”, etc. can be used as an attribute. As the value of the mentioned field, “Ivan” or “1234 567890” or “01.01.2000”, respectively, can be used. This source record may be new or updated. Determining whether a new source record or an updated one is made by the server 101 by searching in its database the stored IDs of the source records matching the ID of the received source record. If, as a result of the said search, the stored source record ID that matches the received source record ID is not found, then the received source record is recognized by the server 101 as a new source record. If, as a result of the said search, a stored source record ID is found that matches the received source record ID, then the received source record is recognized by the server 101 as an updated source record. Next, the process proceeds to step 202.

[0018] In step 202, the received new source record is stored in the database of the server 101, including the ID of said source record is stored. If at the previous step the source record was defined as an updated source record, the server replaces the previously saved source record, in case the version of the updated source record is higher than the previously saved source record. Next, the process proceeds to step 203.

[0019] In step 203, if the source record is determined to be a new source record, the server 101 searches for previously stored source records that are similar in the mentioned attribute values to the attribute values stored in the previous step in the original record. If previously stored source records are found that are similar in attribute values to the attribute values of the source record stored in the previous step, then the unique identifier (ID) of the reference record is associated with the found source records (or with one found source record) and the process proceeds at step 204. A reference record refers to a record obtained by combining two or more source records, or a reference record may correspond to one (single) source record. Each master record is assigned a unique identifier (ID) for the master record. If previously stored source records are not found that are similar in attribute values to the attribute values stored in the previous step, the reference record is created, which corresponds to this source record, and the process also goes to step 204.

[0020] In step 203, if the source record is determined to be the updated source record, the server 101 determines the ID of the master record associated with the ID of the updated source record, and the process also proceeds to step 204.

[0021] In step 204, an association (association or correspondence) of a specific ID of the reference record is stored with the ID of the source record stored in step 202. Thus, in accordance with the above steps, each ID of the master record corresponds to an ID of at least one source record. And vice versa - each ID of the source record always corresponds to the ID of the master record.

[0022] Next, with reference to FIG. 3, a process for changing and storing a changed master record will be described based on all extracted source records and based on the rules for changing the master record. This process is also performed on the server 101 by exchanging data between the server 101 and the remote computing devices 103.

[0023] At step 301, the server 101 receives a request to search for a reference record from at least one remote computing device 103. By a computing device is meant a user computing device or an external consumer information computing system that is stored on server 101. The request includes an indication of the ID of the master record or the ID of the source record. If the request includes an indication of the ID of the master record, the process proceeds to step 302. If the request includes an indication of the ID of the source record, then the server 101 searches for the ID of the master record associated with the ID of the source record, and only after finding the ID of the reference record, the process proceeds to step 302.

[0024] In step 302, the server 101 retrieves all the source records associated with the reference record ID found in step 301. Next, the process proceeds to step 303.

[0025] At step 303, the server 101 changes the referenced master record based on all the source records extracted in the previous step and based on the rules for changing the master record that determines which attribute value of the master record should be used in the master record. The rules for changing the reference record are determined by assigning each source of source a personal confidence coefficient. For example, the first source of source data is defined as “Client Portal” with a confidence coefficient of 60. The second source of source data is defined as “Logistic System” with a coefficient of confidence of 30. The assignment of a coefficient to one or another source of source data is provided by the user of the system. Changes to the reference record mean replacing the attribute value or recording the attribute value. For example, from the “Client Portal” with a confidence coefficient of 60, the initial data with the attributes “Name”, “Date of Birth” and “Document”, having the values of the attributes “Ivanov Ivan Ivanovich”, “-”, “passport 1234 567890”, and from “Logistic system” with a confidence coefficient of 30 received data with the attributes “Name”, “Date of birth” and “Document”, having the values of the attributes “Ivanov Petr Ivanovich”, “passport 1234 567890”, “date of birth 01/01/2000”. In this case, the values of the “Name” attributes in the two source records are different. However, the confidence coefficient of the “Client Portal” is higher than that of the “Logistic System”, therefore, in accordance with the rules for changing the reference record, in the reference record the value of the “Name” attribute will be replaced with the value “Ivan Ivanovich”. At the same time, in the source data received from the “Client Portal” the value of the attribute “Date of Birth” is empty, while the value of the attribute “Date of Birth” is “date of birth 01.01.2000” in the source record received from the “Logistic System” . In accordance with this, in the reference record in the attribute “Date of birth” is written the value of the attribute “date of birth 01/01/2000”. Thus, the values of the attributes "Name", "Date of birth" and "Document" of the reference record will look like this: "Ivanov Ivan Ivanovich", "date of birth 01/01/2000" and "passport 1234 567890", respectively. After changing the master record, the process proceeds to step 304.

[0026] In step 304, the server 101 stores the modified reference record in the database of the data storage and processing server, and transmits the changed reference record to the remote computing device.

[0027] All of the processes described herein may be embodied in computer-readable instructions or instructions stored on one or more computer-readable media and causing the processor of the computing device to execute them. Such media may include, for example, a floppy disk, CD-ROM, DVD-ROM, Zip® disk, magnetic tape, and random access memory devices (RAM) or read-only memory (ROM). Therefore, embodiments are not limited to any particular combination of hardware and software.

[0028] Although the invention has been shown and described with reference to certain embodiments thereof, those skilled in the art will understand that various changes and modifications can be made therein without leaving the actual scope of the invention.

Claims (11)

1. The method of saving and changing the reference and source records in the data management information system (IP), including the stages in which they perform: (a) receiving and storing in the information system server a new or updated source record, and in case of saving a new source record, assign it the identification number (ID) of the source record, where the source record is data including the attribute and attribute value, and if received the updated source record, the server replaces the previously saved source record with the updated source record, if the version of the updated source record is higher than the version of the previously saved source record; (b) searching for source records similar to the stored source record, wherein each source record corresponds to a master record, where the master record is a combination of two or more source records or is the original record, with each master record having an identification number (ID) ; (c) receiving by said server a search request in a database of said server of reference record from at least one remote computing device; - if the reference record ID is indicated in the said query, extracting from the database all source records associated with the reference record ID and outputting to the at least one remote computing device the extracted source records, - if the source record ID is indicated in the said query, search for the ID of the master record associated with the ID of the master record specified in the query, extract from the database all source records associated with the found master record ID, and output to the at least one remote computing device of the extracted source records; (d) changing the master record based on all extracted source records and on the basis of the rules for changing the master record, where the rules for changing the master record determine which value of the attribute of the master record should be changed in said master record; (e) storing in the database of the server for storing and processing data a changed reference record and transmitting said changed reference record to a remote computing device. 2. The method according to p. 1, characterized in that the step of searching for source records further includes: - creation of a new reference record corresponding to the saved source record, if the source record is not found, similar to the saved source record; and - if an original record is found that is similar to the saved original record, determining the ID of the master record corresponding to the found original record, and maintaining the association of the determined ID of the master record with the stored original record.

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