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1. (US20170323393) Computer reconciliation of data from disparate sources

Office : United States of America
Application Number: 15192593 Application Date: 24.06.2016
Publication Number: 20170323393 Publication Date: 09.11.2017
Grant Number: 10424025 Grant Date: 24.09.2019
Publication Kind : B2
IPC:
G06Q 40/00
G PHYSICS
06
COMPUTING; CALCULATING; COUNTING
Q
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTING PURPOSES, NOT OTHERWISE PROVIDED FOR
40
Finance; Insurance; Tax strategies; Processing of corporate or income taxes
CPC:
G06Q 40/12
Applicants: Coupa Software Incorporated
Inventors: Stephen Cussen
Christopher Yin
Agents: Hickman Palermo Becker Bingham LLP
Priority Data:
Title: (EN) Computer reconciliation of data from disparate sources
Abstract: front page image
(EN)

A method and system for reconciliation of data from disparate sources is provided. The method comprises storing a plurality of records, each record of the plurality of records associated with a source of the record, a category of the record of a plurality of categories, and one or more dates associated with the record; receiving a first record associated with a first range of dates and a first category of the plurality of categories; generating a first trip record from the first record, the first trip record associated with the dates in the first range of dates; receiving, from a first source, a second record associated with a first date, and a second category of the plurality of categories; associating the second record with the first trip record in response to determining that the first date is one of the dates in the first range of dates; receiving, from a second source, a third record associated with the first date, and the second category of the plurality of categories; associating the third record with the first trip record in response to determining that the first date is one of the dates in the first range of dates; combining the second record and the third record resulting in a merged record in response to determining that the second record and the third record are both associated with the first date, and the second category; determining an amount associated with the merged record by selecting the first source or the second source.