Data Management¶
Unimate’s Data Management module allows structured and automated management of data from different systems. Its objective is to facilitate the classification, validation and analysis of information in batches, ensuring the integrity and traceability of the processed data.
What is a data batch?¶
A batch of data is a grouping of records organized under specific criteria, such as:
Company: Groups records according to the company of origin.
Category: Classifies information into different types of data.
Status: Indicates whether the lot is open or closed.
Date: Defines the time of creation or processing of the batch.
Each batch represents a set of data that meet certain predefined conditions. For example, a batch can contain all invoices over $5000 or all records of a specific company in a given period.
Batches allow the information to be structured in an organized manner, facilitating the identification of valid records, the detection of out-of-range data and the assignment of validation tasks to specific users.
Use Cases¶
The Data Management module is especially useful in scenarios where large volumes of information need to be consolidated and validated. An example of its use is the loading and validation of invoice records:
- Data source:
The records can come from a database, a company’s own system or a connection established through Python scripts.
- Selection criteria:
Filters can be applied to define what data will be loaded, such as a date range (example: last month), a specific supplier or invoices with amounts over $5000.
- Validation process:
The selected records are loaded into the system and are automatically validated based on predefined rules.
Assigned users may review and correct records as necessary before final approval.
Features and benefits¶
The Data Manager module offers multiple advantages, among them:
Automatic loading of data from different sources with validation and cleaning scripts in Python.
Validation and assignment of records, ensuring that data complies with predefined standards.
Batch data management, allowing efficient classification and grouping of information.
Customizable interface, with filtering and display options to enhance the user experience.
Security and traceability, with audit logs and role-based access control.
The Data Management module enables efficient and controlled management of information within the Unimate platform. Its focus on validation, traceability and security ensures reliable data for decision making and improves the operability of information management.