Data Transfer

Advanced Integration Topics > Data Transfer

Data Transfer

In any integration scenario between two systems in which data is passed, either the source system needs to 'push' data - or the target system needs to 'pull' data.

 
Push - Traditional

Our standard scenario involves data being pushed from the source (host) system to Treasury Software.  This can be accomplished through the use of a pass-thru file in a secured network directory.

The file format can be any tabular format, but is most typically a comma delimited (csv) file.  After processing, the file can be moved to an archive directory to preserve a full audit trail.

The advantages of a 'Push - Traditional' scenario are many, including:

--subsequent changes to the source data dictionary (ie. during an upgrade) do not effect the process,

--the record selection process uses tools that are native and familiar to the company, such as Crystal Reports and other third party report writers,

--minimize security issues (password expiration and re-issue changes) for the source core database, by not having to grant access to a new user (Treasury Software).

Note: 'Push - Traditional' is the only scenario provided with our off-the-shelf edition.  Both 'Push - Dump' and 'Pull' require custom codes (optional).
 

All examples in this Advanced Integration Topic assume 'Push -Traditional'.

Push - Dump (Treasury Software SQL table)

As an alternative to a pass thru file, data can be placed by the source system into a transfer table within the Treasury Software database.

Note: Treasury Software will still need to be triggered to 'Import' this data (an internal process).

Data should never be appended/written directly to the master tables, as there are numerous validation and secondary processes which are run during the import process including:

--import log creation

--record validation and duplication check (module dependent)

--security logging

--period assignment

--profile lookups (as needed)

--data format and filtering (ie. CDI - Custom Date Import)

--custom routines (as specified)

Pull

Data can be pulled from the host system using Treasury Software.  For a complete quote, please provide:

--data dictionary

--connection and security information (do not send passwords)

--record selection criteria, including a full SQL SELECT statement

Success:

--methodology of marking successfully processed records (column name, type and success value)

--summary log entries needed (if any).  Include full SQL statement with definition of field names and description of values.

On error:

--procedures (ie. email) and details for notifying staff of server inaccessibility

On no records selected (without error):

--procedures (ie. email) and details for notifying staff of event handling, if any.

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