Methods and systems for establishing a database

Details Methods and systems for establishing a database Methods and systems for establishing a database

2008-03-13

2010-12-07

LeRoux, Etienne P (Department: 2161)

Data processing: database and file management or data structures

Database design

Database and data structure management

C707S601000, C707S602000, C707S805000, C707S809000

Reexamination Certificate

active

07849108

ABSTRACT:
In one embodiment, a system for converting a flat-file containing pooled endowment fund data into a fund management database is provided. The system comprises a client computer, an import template, and a server. The server further comprises a database and an import utility, wherein data is moved from a previous source to the import template on the client computer and sent to the server. The import utility receives, parses and rationalizes import template data, converts balances, loads historical data and configures a relational database for use. The system allows a user to create a relational database from a flat-file, such as a spreadsheet.

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