diff --git a/deploy/setup.sql b/deploy/setup.sql
new file mode 100644
index 0000000..3a58aad
--- /dev/null
+++ b/deploy/setup.sql
@@ -0,0 +1,146 @@
+------create dev schema and api user-----------------------------------------------------------------------------------------------------------------
+
+DROP SCHEMA IF EXISTS tps CASCADE;
+DROP SCHEMA IF EXISTS tpsv CASCADE;
+
+CREATE SCHEMA tps;
+COMMENT ON SCHEMA tps IS 'third party source data';
+
+CREATE SCHEMA tpsv;
+COMMENT ON SCHEMA tps IS 'third party source views';
+
+DROP USER IF EXISTS api;
+
+CREATE USER api WITH
+	LOGIN
+	NOSUPERUSER
+	NOCREATEDB
+	NOCREATEROLE
+	INHERIT
+	NOREPLICATION
+	CONNECTION LIMIT -1
+	ENCRYPTED PASSWORD 'md56da13b696f737097e0146e47cc0d0985';
+
+-----need to setup all database objects and then grant priveledges to api----------------------------------------------------------------------------
+
+--grant current table privledges
+GRANT SELECT, UPDATE, INSERT, DELETE ON ALL TABLES IN SCHEMA tps TO api;
+GRANT SELECT, UPDATE, INSERT, DELETE ON ALL TABLES IN SCHEMA tpsv TO api;
+
+--grant current sequence privledges
+GRANT USAGE ON ALL SEQUENCES IN SCHEMA tps TO api;
+GRANT USAGE ON ALL SEQUENCES IN SCHEMA tpsv TO api;
+
+--grant future table privledges
+ALTER DEFAULT PRIVILEGES IN SCHEMA tps GRANT SELECT, UPDATE, INSERT, DELETE ON TABLES TO api;
+ALTER DEFAULT PRIVILEGES IN SCHEMA tpsv GRANT SELECT, UPDATE, INSERT, DELETE ON TABLES TO api;
+
+--grant future sequence privledges
+ALTER DEFAULT PRIVILEGES IN SCHEMA tps GRANT USAGE ON SEQUENCES TO api;
+ALTER DEFAULT PRIVILEGES IN SCHEMA tpsv GRANT USAGE ON SEQUENCES TO api;
+
+
+-----create tables-----------------------------------------------------------------------------------------------------------------------------------
+
+-----regex map instructions table
+
+CREATE TABLE tps.map_rm (
+    srce text NOT NULL,
+    target text NOT NULL,
+    regex jsonb,
+    seq integer NOT NULL
+);
+COMMENT ON TABLE tps.map_rm IS 'regex map instructions';
+
+-----return value table
+
+CREATE TABLE tps.map_rv (
+    srce text NOT NULL,
+    target text NOT NULL,
+    retval jsonb NOT NULL,
+    map jsonb
+);
+COMMENT ON TABLE tps.map_rv IS 'return value lookup table';
+
+-----source definition table
+
+CREATE TABLE tps.srce (
+    srce text NOT NULL,
+    defn jsonb
+);
+COMMENT ON TABLE tps.srce IS 'source master listing and definition';
+
+-----source data table
+
+CREATE TABLE tps.trans (
+    id integer NOT NULL,
+    srce text,
+    rec jsonb,
+    parse jsonb,
+    map jsonb,
+    allj jsonb,
+    ic jsonb
+);
+COMMENT ON TABLE tps.trans IS 'source records';
+COMMENT ON COLUMN tps.trans.ic IS 'input constraint value';
+ALTER TABLE tps.trans ALTER COLUMN id ADD GENERATED BY DEFAULT AS IDENTITY (
+    SEQUENCE NAME tps.trans_id_seq
+    START WITH 1
+    INCREMENT BY 1
+    NO MINVALUE
+    NO MAXVALUE
+    CACHE 1
+);
+
+-----import log table
+
+CREATE TABLE tps.trans_log (
+    id integer NOT NULL,
+    info jsonb
+);
+COMMENT ON TABLE tps.trans_log IS 'import event information';
+ALTER TABLE tps.trans_log ALTER COLUMN id ADD GENERATED BY DEFAULT AS IDENTITY (
+    SEQUENCE NAME tps.trans_log_id_seq
+    START WITH 1
+    INCREMENT BY 1
+    NO MINVALUE
+    NO MAXVALUE
+    CACHE 1
+);
+
+
+-------------primary keys----------------------------------------------------------------------------------------------------------------------------
+
+ALTER TABLE ONLY tps.map_rm
+    ADD CONSTRAINT map_rm_pk PRIMARY KEY (srce, target);
+
+ALTER TABLE ONLY tps.map_rv
+    ADD CONSTRAINT map_rv_pk PRIMARY KEY (srce, target, retval);
+
+ALTER TABLE ONLY tps.srce
+    ADD CONSTRAINT srce_pkey PRIMARY KEY (srce);
+
+ALTER TABLE ONLY tps.trans_log
+    ADD CONSTRAINT trans_log_pkey PRIMARY KEY (id);
+
+ALTER TABLE ONLY tps.trans
+    ADD CONSTRAINT trans_pkey PRIMARY KEY (id);
+
+-------------indexes---------------------------------------------------------------------------------------------------------------------------------
+
+CREATE INDEX trans_allj ON tps.trans USING gin (allj);
+
+CREATE INDEX trans_rec ON tps.trans USING gin (rec);
+
+CREATE INDEX trans_srce ON tps.trans USING btree (srce);
+
+-------------foreign keys----------------------------------------------------------------------------------------------------------------------------
+
+ALTER TABLE ONLY tps.map_rm
+    ADD CONSTRAINT map_rm_fk_srce FOREIGN KEY (srce) REFERENCES tps.srce(srce);
+
+ALTER TABLE ONLY tps.map_rv
+    ADD CONSTRAINT map_rv_fk_rm FOREIGN KEY (srce, target) REFERENCES tps.map_rm(srce, target);
+
+ALTER TABLE ONLY tps.trans
+    ADD CONSTRAINT trans_srce_fkey FOREIGN KEY (srce) REFERENCES tps.srce(srce);
\ No newline at end of file
diff --git a/interface/source_maint/srce_set.sql b/interface/source_maint/srce_set.sql
new file mode 100644
index 0000000..8dccc52
--- /dev/null
+++ b/interface/source_maint/srce_set.sql
@@ -0,0 +1,107 @@
+
+CREATE OR REPLACE FUNCTION tps.srce_set(_defn jsonb) RETURNS jsonb
+AS $f$
+
+DECLARE
+_cnt int;
+_conflict BOOLEAN;
+_message jsonb;
+_sql text;
+_cur_sch jsonb;
+
+BEGIN
+
+/*
+1. determine if insert or update
+2. if update, determine if conflicts exists
+3. do merge
+*/
+
+    -------extract current source schema for compare--------------------------
+    SELECT
+        defn->'schema'
+    INTO
+        _cur_sch
+    FROM
+        tps.srce
+    WHERE
+        srce = _defn->>'name';
+
+    -------check for transctions already existing under this source-----------
+    SELECT
+        COUNT(*)
+    INTO
+        _cnt
+    FROM
+        tps.trans
+    WHERE
+        srce = _defn->>'name';
+
+    --if there are transaction already and the schema is different stop--------
+    IF _cnt > 0 THEN
+        IF _cur_sch <> _defn->'schema' THEN
+            _conflict = TRUE;
+            --get out of the function somehow
+            _message = 
+            $$
+                    {
+                        "message":"transactions already exist under source profile and there is a pending schema change"
+                        ,"status":"error"
+                    }
+            $$::jsonb;
+            return _message;
+        END IF;
+    END IF;
+
+    /*-------------------------------------------------------
+    do schema validation fo _defn object?
+    ---------------------------------------------------------*/
+    
+    -------------------insert definition----------------------------------------
+    INSERT INTO
+        tps.srce
+    SELECT
+        _defn->>'name', _defn
+    ON CONFLICT ON CONSTRAINT srce_pkey DO UPDATE
+        SET
+            defn = _defn;
+
+    ------------------drop existing type-----------------------------------------
+
+    EXECUTE format('DROP TYPE IF EXISTS tps.%I',_defn->>'name');
+
+    ------------------create new type--------------------------------------------
+
+    SELECT
+        string_agg(quote_ident(prs.key)||' '||prs.type,',')
+    INTO
+        _sql
+    FROM 
+        tps.srce
+        --unwrap the schema definition array
+        LEFT JOIN LATERAL jsonb_populate_recordset(null::tps.srce_defn_schema, defn->'schema') prs ON TRUE
+    WHERE   
+        srce = _defn->>'name'
+    GROUP BY
+        srce;
+
+    RAISE NOTICE 'CREATE TYPE tps.% AS (%)',_defn->>'name',_sql;
+
+    EXECUTE format('CREATE TYPE tps.%I AS (%s)',_defn->>'name',_sql);
+
+    EXECUTE format('COMMENT ON TYPE tps.%I IS %L',_defn->>'name',(_defn->>'description'));
+
+    ----------------set message-----------------------------------------------------
+    
+    _message = 
+        $$
+                {
+                    "message":"definition set"
+                    ,"status":"success"
+                }
+        $$::jsonb;
+    return _message;
+
+END;
+$f$
+LANGUAGE plpgsql
diff --git a/interface/source_maint/srce_set_dev.sql b/interface/source_maint/srce_set_dev.sql
new file mode 100644
index 0000000..afc149d
--- /dev/null
+++ b/interface/source_maint/srce_set_dev.sql
@@ -0,0 +1,150 @@
+DO $f$
+
+DECLARE
+_defn jsonb;
+_cnt int;
+_conflict BOOLEAN;
+_message jsonb;
+_sql text;
+_cur_sch jsonb;
+
+BEGIN
+
+    SELECT  
+        $$
+        {
+            "name":"dcard",
+            "source":"client_file",
+            "loading_function":"csv",
+            "constraint":[
+                "{Trans. Date}",
+                "{Post Date}"
+            ],
+            "schemas":{
+                "default":[
+                    {
+                        "path":"{Trans. Date}",
+                        "type":"date",
+                        "column_name":"Trans. Date"
+                    },
+                    {
+                        "path":"{Post Date}",
+                        "type":"date",
+                        "column_name":"Post Date"
+                    },
+                    {
+                        "path":"{Description}",
+                        "type":"text",
+                        "column_name":"Description"
+                    },
+                    {
+                        "path":"{Amount}",
+                        "type":"numeric",
+                        "column_name":"Amount"
+                    },
+                    {
+                        "path":"{Category}",
+                        "type":"text",
+                        "column_name":"Category"
+                    }
+                ],
+                "version2":[]
+            }
+        }
+        $$
+    INTO
+        _defn;
+/*
+1. determine if insert or update
+2. if update, determine if conflicts exists
+3. do merge
+*/
+
+    -------extract current source schema for compare--------------------------
+    SELECT
+        defn#>'{schemas,default}'
+    INTO
+        _cur_sch
+    FROM
+        tps.srce
+    WHERE
+        srce = _defn->>'name';
+
+    -------check for transctions already existing under this source-----------
+    SELECT
+        COUNT(*)
+    INTO
+        _cnt
+    FROM
+        tps.trans
+    WHERE
+        srce = _defn->>'name';
+
+    --if there are transaction already and the schema is different stop--------
+    IF _cnt > 0 THEN
+        IF _cur_sch <> _defn->'schema' THEN
+            _conflict = TRUE;
+            --get out of the function somehow
+            _message = 
+            $$
+                    {
+    "message": "transactions already exist under source profile and there is a pending schema change",
+    "status": "error"
+}
+            $$: :jsonb;
+            return _message;
+        END IF;
+    END IF;
+
+    /*-------------------------------------------------------
+    do schema validation fo _defn object?
+    ---------------------------------------------------------*/
+    
+    -------------------insert definition----------------------------------------
+    INSERT INTO
+        tps.srce
+    SELECT
+        _defn->>'name', _defn
+    ON CONFLICT ON CONSTRAINT srce_pkey DO UPDATE
+        SET
+            defn = _defn;
+
+    ------------------drop existing type-----------------------------------------
+
+    EXECUTE format('DROP TYPE IF EXISTS tps.%I',_defn->>'name');
+
+    ------------------create new type--------------------------------------------
+
+    SELECT
+        string_agg(quote_ident(prs.key)||' '||prs.type,',')
+    INTO
+        _sql
+    FROM 
+        tps.srce
+        --unwrap the schema definition array
+        LEFT JOIN LATERAL jsonb_populate_recordset(null: :tps.srce_defn_schema, defn->'schema') prs ON TRUE
+    WHERE   
+        srce = _defn->>'name'
+    GROUP BY
+        srce;
+
+    RAISE NOTICE 'CREATE TYPE tps.% AS (%)',_defn->>'name',_sql;
+
+    EXECUTE format('CREATE TYPE tps.%I AS (%s)',_defn->>'name',_sql);
+
+    EXECUTE format('COMMENT ON TYPE tps.%I IS %L',_defn->>'name',(_defn->>'description'));
+
+    ----------------set message-----------------------------------------------------
+    
+    _message = 
+        $$
+                {
+    "message": "definition set",
+    "status": "success"
+}
+        $$: :jsonb;
+    return _message;
+
+END;
+$f$
+LANGUAGE plpgsql
diff --git a/readme.md b/readme.md
index a8bcff3..71e3a1f 100644
--- a/readme.md
+++ b/readme.md
@@ -87,13 +87,14 @@ source definition
 
 ```
 {
-    "name":"sample_name",
+    "name":"dcard",
     "source":"client_file",
     "loading_function":"csv"
     "constraint":[
-        "{doc}"
+        "{Trans. Date}",
+        "{Post Date}"
     ],
-    "table_views":{
+    "schemas":{
         "default":[
             {
                 "path":"{doc,origin_addresses,0}",
diff --git a/sample_discovercard/parsed.json b/sample_discovercard/parsed.json
new file mode 100644
index 0000000..790144c
--- /dev/null
+++ b/sample_discovercard/parsed.json
@@ -0,0 +1,275 @@
+[
+    {
+        "Trans. Date": "1/2/2018",
+        "Post Date": "1/2/2018",
+        "Description": "GOOGLE *YOUTUBE VIDEOS G.CO/HELPPAY#CAP0H07TXV",
+        "Amount": 4.26,
+        "Category": "Services"
+    },
+    {
+        "Trans. Date": "1/2/2018",
+        "Post Date": "1/2/2018",
+        "Description": "MICROSOFT *ONEDRIVE 800-642-7676 WA",
+        "Amount": 4.26,
+        "Category": "Services"
+    },
+    {
+        "Trans. Date": "1/3/2018",
+        "Post Date": "1/3/2018",
+        "Description": "CLE CLINIC PT PMTS 216-445-6249 OHAK2C57F2F0B3",
+        "Amount": 200,
+        "Category": "Medical Services"
+    },
+    {
+        "Trans. Date": "1/4/2018",
+        "Post Date": "1/4/2018",
+        "Description": "AT&T *PAYMENT 800-288-2020 TX",
+        "Amount": 57.14,
+        "Category": "Services"
+    },
+    {
+        "Trans. Date": "1/4/2018",
+        "Post Date": "1/7/2018",
+        "Description": "WWW.KOHLS.COM #0873 MIDDLETOWN OH",
+        "Amount": -7.9,
+        "Category": "Payments and Credits"
+    },
+    {
+        "Trans. Date": "1/5/2018",
+        "Post Date": "1/7/2018",
+        "Description": "PIZZA HUT 007946 STOW OH",
+        "Amount": 9.24,
+        "Category": "Restaurants"
+    },
+    {
+        "Trans. Date": "1/5/2018",
+        "Post Date": "1/7/2018",
+        "Description": "SUBWAY 00044289255 STOW OH",
+        "Amount": 10.25,
+        "Category": "Restaurants"
+    },
+    {
+        "Trans. Date": "1/6/2018",
+        "Post Date": "1/7/2018",
+        "Description": "ACME NO. 17 STOW OH",
+        "Amount": 103.98,
+        "Category": "Supermarkets"
+    },
+    {
+        "Trans. Date": "1/6/2018",
+        "Post Date": "1/7/2018",
+        "Description": "DISCOUNT DRUG MART 32 STOW OH",
+        "Amount": 1.69,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/6/2018",
+        "Post Date": "1/7/2018",
+        "Description": "DISCOUNT DRUG MART 32 STOW OH",
+        "Amount": 2.19,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/9/2018",
+        "Post Date": "1/9/2018",
+        "Description": "CIRCLE K 05416 STOW OH00947R",
+        "Amount": 3.94,
+        "Category": "Gasoline"
+    },
+    {
+        "Trans. Date": "1/9/2018",
+        "Post Date": "1/9/2018",
+        "Description": "CIRCLE K 05416 STOW OH00915R",
+        "Amount": 52.99,
+        "Category": "Gasoline"
+    },
+    {
+        "Trans. Date": "1/13/2018",
+        "Post Date": "1/13/2018",
+        "Description": "AUTOZONE #0722 STOW OH",
+        "Amount": 85.36,
+        "Category": "Automotive"
+    },
+    {
+        "Trans. Date": "1/13/2018",
+        "Post Date": "1/13/2018",
+        "Description": "DISCOUNT DRUG MART 32 STOW OH",
+        "Amount": 26.68,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/13/2018",
+        "Post Date": "1/13/2018",
+        "Description": "EL CAMPESINO STOW OH",
+        "Amount": 6.5,
+        "Category": "Restaurants"
+    },
+    {
+        "Trans. Date": "1/13/2018",
+        "Post Date": "1/13/2018",
+        "Description": "TARGET STOW OH",
+        "Amount": 197.9,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/14/2018",
+        "Post Date": "1/14/2018",
+        "Description": "DISCOUNT DRUG MART 32 STOW OH",
+        "Amount": 13.48,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/15/2018",
+        "Post Date": "1/15/2018",
+        "Description": "TARGET.COM * 800-591-3869 MN",
+        "Amount": 22.41,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/16/2018",
+        "Post Date": "1/16/2018",
+        "Description": "BUFFALO WILD WINGS KENT KENT OH",
+        "Amount": 63.22,
+        "Category": "Restaurants"
+    },
+    {
+        "Trans. Date": "1/16/2018",
+        "Post Date": "1/16/2018",
+        "Description": "PARTA - KCG KENT OH",
+        "Amount": 4,
+        "Category": "Government Services"
+    },
+    {
+        "Trans. Date": "1/16/2018",
+        "Post Date": "1/16/2018",
+        "Description": "REMEMBERNHU 402-935-7733 IA",
+        "Amount": 60,
+        "Category": "Services"
+    },
+    {
+        "Trans. Date": "1/16/2018",
+        "Post Date": "1/16/2018",
+        "Description": "TARGET.COM * 800-591-3869 MN",
+        "Amount": 44.81,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/16/2018",
+        "Post Date": "1/16/2018",
+        "Description": "TREE CITY COFFEE & PASTR KENT OH",
+        "Amount": 17.75,
+        "Category": "Restaurants"
+    },
+    {
+        "Trans. Date": "1/17/2018",
+        "Post Date": "1/17/2018",
+        "Description": "BESTBUYCOM805526794885 888-BESTBUY MN",
+        "Amount": 343.72,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/19/2018",
+        "Post Date": "1/19/2018",
+        "Description": "DISCOUNT DRUG MART 32 STOW OH",
+        "Amount": 5.98,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/19/2018",
+        "Post Date": "1/19/2018",
+        "Description": "U-HAUL OF KENT-STOW KENT OH",
+        "Amount": 15.88,
+        "Category": "Travel/ Entertainment"
+    },
+    {
+        "Trans. Date": "1/19/2018",
+        "Post Date": "1/19/2018",
+        "Description": "WALMART GROCERY 800-966-6546 AR",
+        "Amount": 5.99,
+        "Category": "Supermarkets"
+    },
+    {
+        "Trans. Date": "1/19/2018",
+        "Post Date": "1/19/2018",
+        "Description": "WALMART GROCERY 800-966-6546 AR",
+        "Amount": 17.16,
+        "Category": "Supermarkets"
+    },
+    {
+        "Trans. Date": "1/19/2018",
+        "Post Date": "1/19/2018",
+        "Description": "WALMART GROCERY 800-966-6546 AR",
+        "Amount": 500.97,
+        "Category": "Supermarkets"
+    },
+    {
+        "Trans. Date": "1/20/2018",
+        "Post Date": "1/20/2018",
+        "Description": "GOOGLE *GOOGLE PLAY G.CO/HELPPAY#CAP0HFFS7W",
+        "Amount": 2.12,
+        "Category": "Services"
+    },
+    {
+        "Trans. Date": "1/20/2018",
+        "Post Date": "1/20/2018",
+        "Description": "LOWE'S OF STOW, OH. STOW OH",
+        "Amount": 256.48,
+        "Category": "Home Improvement"
+    },
+    {
+        "Trans. Date": "1/23/2018",
+        "Post Date": "1/23/2018",
+        "Description": "CASHBACK BONUS REDEMPTION PYMT/STMT CRDT",
+        "Amount": -32.2,
+        "Category": "Awards and Rebate Credits"
+    },
+    {
+        "Trans. Date": "1/23/2018",
+        "Post Date": "1/23/2018",
+        "Description": "INTERNET PAYMENT - THANK YOU",
+        "Amount": -2394.51,
+        "Category": "Payments and Credits"
+    },
+    {
+        "Trans. Date": "1/27/2018",
+        "Post Date": "1/27/2018",
+        "Description": "GIANT-EAGLE #4096 STOW OH",
+        "Amount": 67.81,
+        "Category": "Supermarkets"
+    },
+    {
+        "Trans. Date": "1/27/2018",
+        "Post Date": "1/27/2018",
+        "Description": "OFFICEMAX/OFFICE DEPOT63 STOW OH",
+        "Amount": 21.06,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/27/2018",
+        "Post Date": "1/27/2018",
+        "Description": "TARGET STOW OH",
+        "Amount": 71,
+        "Category": "Merchandise"
+    },
+    {
+        "Trans. Date": "1/29/2018",
+        "Post Date": "1/29/2018",
+        "Description": "NETFLIX.COM NETFLIX.COM CA19899514437",
+        "Amount": 14.93,
+        "Category": "Services"
+    },
+    {
+        "Trans. Date": "1/30/2018",
+        "Post Date": "1/30/2018",
+        "Description": "SQ *TWISTED MELTZ KENT OH0002305843011416898511",
+        "Amount": 16.87,
+        "Category": "Restaurants"
+    },
+    {
+        "Trans. Date": "1/30/2018",
+        "Post Date": "1/30/2018",
+        "Description": "TARGET STOW OH",
+        "Amount": 49.37,
+        "Category": "Merchandise"
+    }
+]
\ No newline at end of file
diff --git a/sample_discovercard/srce.json b/sample_discovercard/srce.json
new file mode 100644
index 0000000..60f4f2c
--- /dev/null
+++ b/sample_discovercard/srce.json
@@ -0,0 +1,39 @@
+{
+    "name":"dcard",
+    "source":"client_file",
+    "loading_function":"csv",
+    "constraint":[
+        "{Trans. Date}",
+        "{Post Date}"
+    ],
+    "schemas":{
+        "default":[
+            {
+                "path":"{Trans. Date}",
+                "type":"date",
+                "column_name":"Trans. Date"
+            },
+            {
+                "path":"{Post Date}",
+                "type":"date",
+                "column_name":"Post Date"
+            },
+            {
+                "path":"{Description}",
+                "type":"text",
+                "column_name":"Description"
+            },
+            {
+                "path":"{Amount}",
+                "type":"numeric",
+                "column_name":"Amount"
+            },
+            {
+                "path":"{Category}",
+                "type":"text",
+                "column_name":"Category"
+            }
+        ],
+        "version2":[]
+    }
+}
\ No newline at end of file