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US 12,755,324 B2Granted
Issue management system
AssigneeBank of Montreal
InventorsDuane Elliott Lee, Emily Marguerite Cox
Life of this patent
Estimating the term…
Abstract
A new issue management (NIMS) platform configured to track and report on New Issue data and generate visual elements, alerts and reports for interface applications. The NIMS platform provides a data capture and normalization solution. The NIMS platform can streamline data capture and dissemination processes and procedures by reducing duplicative data entry and manual input. The NIMS platform can improve data consistency by establishing automated systems across various lines of business for an organization. The NIMS platform can implement data capture, remediation and migration of current and historical data.
Claims20
A method comprising:
- receiving, by a processor from a plurality of computing devices, input data associated with a new issue deal;
- generating, by the processor, data entries using a mapping model, the data entries comprising at least pricing data associated with the new issue deal, wherein the mapping model is configured to:
- link the input data with one or more data entry fields of the data entries by matching an attribute of the input data with at least one of the one or more data entry fields, the attribute of the input data corresponding to the new issue deal;
- validate the linked input data by accessing a plurality of data sources to compare a format of the input data with a format of the one or more data entry fields, the plurality of data sources external to the plurality of computing devices;
- and
- update each of the one or more data entry fields to include the pricing data associated with the new issue deal and reduce duplicative data entries within an electronic document, responsive to a successful validation of the linked input data;
- executing, by the processor, a machine learning model configured to determine, for each of the data entries generated, a value indicating to a level of validation for each of the one or more data entry fields;
- generating, by the processor, an electronic file that includes the electronic document for the new issue deal, the electronic document having form fields automatically populated in accordance with the data entries generated using the mapping model and the level of validation of the respective value determined by the machine learning model;
- and
- providing, by the processor, remote access by a plurality of user devices to the electronic document for one or more of entry, review, or modification of additional data that is associated with the new issue deal.
7 more elements
A non-transitory computer readable medium with machine executable instructions to configure a processor to:
- receive, from a plurality of computing devices, input data associated with a new issue deal;
- generate data entries using a mapping model, the data entries comprising at least pricing data associated with the new issue deal, wherein the mapping model is configured to:
- link the input data with one or more data entry fields of the data entries by matching an attribute of the input data with at least one of the one or more data entry fields, the attribute of the input data corresponding to the new issue deal;
- validate the linked input data by accessing a plurality of data sources to compare a format of the input data with a format of the one or more data entry fields, the plurality of data sources external to the plurality of computing devices;
- and
- update each of the one or more data entry fields to include the pricing data associated with the new issue deal and reduce duplicative data entries within an electronic document, responsive to a successful validation of the linked input data;
- execute a machine learning model configured to determine, for each of the data entries generated, a value indicating to a level of validation for each of the one or more data entry fields;
- generate an electronic file that includes the electronic document for the new issue deal, the electronic document having form fields automatically populated in accordance with the data entries generated using the mapping model and the level of validation of the respective value determined by the machine learning model;
- and
- provide remote access by a plurality of user devices to the electronic document for one or more of entry, review, or modification of additional data entries that are associated with the new issue deal.
7 more elements
A system comprising:
- data storage device storing machine executable instructions;
- and
- a processor connected to the data storage device configured by the machine executable instructions to:
- receive, from a plurality of computing devices, input data associated with a new issue deal;
- generate data entries using a mapping model, the data entries comprising at least pricing data associated with the new issue deal, wherein the mapping model is configured to:
- link the input data with one or more data entry fields of the data entries by matching an attribute of the input data with at least one of the one or more data entry fields, the attribute of the input data corresponding to the new issue deal;
- validate the linked input data by accessing a plurality of data sources to compare a format of the input data with a format of the one or more data entry fields, the plurality of data sources external to the plurality of computing devices;
- and
- update each of the one or more data entry fields to include the pricing data associated with the new issue deal and reduce duplicative data entries within an electronic document, responsive to a successful validation of the linked input data;
- execute a machine learning model configured to determine, for each of the data entries generated, a value indicating to a level of validation for each of the one or more data entry fields;
- generate an electronic file that includes the electronic document for the new issue deal, the electronic document having form fields automatically populated in accordance with the data entries generated using the mapping model and the level of validation of the respective value determined by the machine learning model;
- and
- provide remote access by a plurality of user devices to the electronic document for one or more of entry, review, or modification of additional data that is associated with the new issue deal.
10 more elements
Dependencies are inferred from the claim text.