Data Conversion Tool for System-to-System Migrations
Organizations struggle to map reference data between systems during migrations and consolidations. Business systems vary by data formats, naming standards, relationships, and types of entities.
Matching reference data like company names, products, coverage types, job roles etc. remains a manual burden on data migration teams, analysts, and data conversion specialists.
Most migration teams still work through reference data with Excel sheets and vendor portals designed a decade ago – while their time and expertise are wasted on mechanical field-by-field mapping.
Bottlenecks in Your Data Conversion Throughput
inconsistent naming, missing identifiers, and outdated records force analysts to spend time investigating exceptions rather than completing mappings.
The manual tools available – like spreadsheets and vendor portals – create a gap in workflow, resulting with laborious workload that skilled staff shouldn’t handle. You need tech to structure the process and support human decisions.
What can you do about it?
Here’s a silent explainer to help you understand how our Machine Learning saves conversion project times.
Most ETL and in-house solutions aren’t able to normalize reference data. Nor do they provide any efficient logic to simplify that step in the conversion process.
Unfortunately, that means someone in your team has to take this on as a manual project, plugging reference data values into Excel and transforming them into the correct values for the conversion, going field by field.
This is a frustrating, tedious, and error-prone process, and it only gets harder to keep up as your data needs grow and change. This is not scalable, especially when you are in an M&A heavy industry like insurance brokerage.
RecordLinker® Can Bridge the Gap in Data Conversion
- an
intuitive user interfacedesigned for throughput and easy viewing of entities Machine Learning able to match up to 90% of entitiesand learn from your conversions- focus on human oversight:
edits,approvals,creationof new records - project separation and collaboration options:
comments,labels,attachments - support for your system’s
business rulesanddata domains - handling
various types of hierarchies(e.g flat lists, parent-child) - ability to generate
conversion files in the format you need,orsync into your system via API - generation of
data quality reports
What Does It Take to Start?
Either upload your canonical values list or sync your destination system via API.
RecordLinker will get to work matching and normalizing your reference data so that it’s ready for the next phase of your migration or conversion. Once that’s done, you can download the new values as a file, push them into your ETL tool, extract them via API, or convert them to a custom script. The choice is yours!
RecordLinker doesn’t replace your existing architecture. It’s plgguable, ready for fast implementation, and does not require heavy integration.
We just need to learn more about your data, business rules, and goals for conversion projects.
Trusted Data Conversion Platform in P&C Insurance
RecordLinker helps the Property and Casualty insurance brokers move fast by bridging gaps in usability and throghput of strategic Data Conversion Projects and ongoing Data Governance.
Integrate with Us via Vendor's API
RecordLinker is pre-configurable, but we need to learn about your data model and conversion formats. We also need to get friendly with your system vendor to make sure we can integrate RecordLinker via API to deliver great value.
Let's talk about your needs!
Applied Certified Integration Partner
Supercharge conversions into your Applied Epic – use our ML to generate a full OldNew mapping two months prior to the deadlines. Enable your data admins with simplified data management thanks to a full two-way Applied Epic synchronization.
Learn about support for Applied Epic!
Vertafore Orange Partner
Use RecordLinker to prepare for a full migration of the acquired agency from Day 1, while our partners at Vertafore Professional Services work on copying the full database. Then, finish up in SmartMap with just a button click for your go-live!
Learn about support for Vertafore's AMS360!
Transform Your System-to-System Data Conversion
Your Team Gets The Luxury Hotel Experience
Faster Conversions with Machine Learning
Forget about mapping each company / Line of Business / employee / vendor individually. RecordLinker uses confidence scoring to automatically map parent and child records. All you need to do is to approve the ML’s decision. If the ML is not sure about a proper match, then you can manually complete your mapping.
RecordLinker understands what you are trying to achieve, and will accordingly remap input records based on the changes you introduce to your golden records. Our tool learns from every completed conversion, and can get retrained with a single click – with time it will grow smarter to auto-map even up to 90% records for you.
Collaboration Options, Labels, and Attachments
We know that conversions are a collaborative effort. You can mark items for investigation and make use of e-mail notifications to ensure a smooth workflow.
Label, leave comments, and add attachments for specific input records. This way you can organize knowledge, keep your team updated, and allow coworkers to understand certain mapping decisions or special cases.
How It Feels To Use RecordLinker
“I just finished mapping all of First Fidelity. Once I got the hang of it, it went super fast. It’s a revelation! I feel like the program did all the work for me. If I have to go back to the old way of mapping ever, I’ll be so sad!”
— Meg Schuldt
Trucordia, Business Support Specialist
Here Is How Busy Data Admins Feel About RecordLinker
- Way less stress in your data conversion team.
- Higher throughput for migration projects.
- Less mistakes made and gone live.
- More time freed up by ML, and conversion file generation.
- Quick onboarding and time to value.