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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
GPHYSICS
06COMPUTING; CALCULATING OR COUNTING
QDATA 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
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
CPC
G06Q 40/12
GPHYSICS
06COMPUTING; CALCULATING; COUNTING
QDATA 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
40Finance; Insurance; Tax strategies; Processing of corporate or income taxes
12Accounting
Applicants Coupa Software Incorporated
Inventors Stephen Cussen
Christopher Yin
Agents Hickman Palermo Becker Bingham LLP
Title
(EN) Computer reconciliation of data from disparate sources
Abstract
(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.