Systems and methods for providing customer service functionality during portfolio migration downtime

A method of providing customer data access during a data migration process comprising:

• initiating a transfer of customer data from a source data server to a system mainframe, the transferred customer data being a permanent copy of customer data, wherein the permanent copy is inaccessible during the transfer;
• determining a level of customer service functionality for the customer data, the level comprising an amount of data to be accessible during the transfer process;
• generating a subset of the customer data comprising a temporary copy of a portion of the customer data, the portion based on the level;
• transferring the subset of the customer data from the source data server to a temporary data storage, wherein a storage space of the temporary copy of customer data is from 1% to 10% of the corresponding permanent copy of customer data;
• modifying, by a customer service representative terminal, the temporary copy of customer data;
• creating, in response to the modifying of the temporary copy of customer data, a digital footprint comprising a record of who made the modification and a log of associated actions;
• generating a set of instructions to modify the permanent copy of customer data based on the digital footprint;
• responsive to the completion of the transfer of customer data from the source data server to the system mainframe, transferring the set of instructions to modify the permanent copy of customer data to the system mainframe;
• and
• modifying, with the system mainframe, the permanent copy of customer data based on the set of instructions.

A non-transitory computer-readable medium storing instructions that, when executed by one or more processors, cause a system to:

• initiate a transfer of customer data from a source data server to a system mainframe, the transferred customer data being a permanent copy of customer data, wherein the permanent copy is inaccessible during the transfer;
• determine a level of customer service functionality for the customer data, the level comprising an amount of data to be accessible during the transfer process;
• generate a subset of the customer data comprising a temporary copy of a portion of the customer data, the portion based on the level;
• transfer the subset of the customer data from the source data server to a temporary data storage, wherein a storage space of the temporary copy of customer data is from 1% to 10% of the corresponding permanent copy of customer data;
• modify, by a customer service representative terminal, the temporary copy of customer data;
• create, in response to the modification of the temporary copy of customer data, a digital footprint comprising a record of (i) users who made the modification and (ii) associated actions for each user;
• generate a set of instructions to modify the permanent copy of customer data based on the digital footprint;
• responsive to the completion of the transfer of customer data from the source data server to the system mainframe, transfer the set of instructions to modify the permanent copy of customer data to the system mainframe;
• and
• modify, with the system mainframe, the permanent copy of customer data based on the set of instructions.