Method for migrating financial and indicative plan data between computerized record keeping systems without a blackout period

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 7584131
SERIAL NO

10209558

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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There is provided a no-blackout migration process for migrating plans between record keeping systems with continuous and uninterrupted client and participant access to the plans being migrated comprising the steps of: moving a plan to a staging data storage, extracting plan data, converting a financial data subset, converting all extracted plan data to converted plan data having a second format, transmitting the converted plan data to a second system data storage and loading to a second system data storage wherein the majority of the converted plan data loaded into the second system data storage is loaded through execution of a bulk copy program, executing post-import comparisons and auto-reconciliation jobs and executing a correction process if the second plan does not correspond to the selected plan in the first system, activating the second plan and deactivating the original plan, and migrating and loading pending transactions into the second data storage.

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Patent Owner(s)

Patent OwnerAddress
AMERIPRISE FINANCIAL INC5226 AMERIPRISE FINANCIAL CENTER MINNEAPOLIS MN 55474

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Berrett, Claire Mary Wayzata , US 1 10
Borgstrom, John William Roberts , US 1 10
Dubbs, Timothy J Vadnais Heights , US 1 10
Higgins, Pamela Jean Cottage Grove , US 1 10
Kurtz, Thomas Harold Lakeville , US 1 10
Newman, Edward Minneapolis , US 3 85
Omtvedt, Karen Ingrid Golden Valley , US 1 10
Simonson, Brian Theodore Isle , US 1 10

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