Back to results
US 2006/0218086 A1Published application
Payee aliasing
OwnerHeather Campbell, Warren Croce +5inventors
InventorsHeather Campbell, Warren Croce, John Flora, Matthew Homier, Laxmi Kaushik, David Larsen, Costin Stefanescu
Life of this patent
Estimating the term…
Abstract
Field values such as payee names from downloaded transaction records are automatically renamed when appropriate, to make them consistent with corrected field values, such as actual payee names. If a downloaded field value corresponds to an alias for an corrected field value, the downloaded value is re-placed with the corrected field value. If a renaming rule applies to a downloaded field value, the downloaded field value is replaced according to the renaming rule. The invention automatically generates aliases and/or renaming rules when appropriate.
Claims54
A computer-implemented method for associating a transaction record with an alias, comprising:
- receiving a transaction record including a field value;
- determining whether the field value of the transaction record corresponds to a stored field value in a data store;
- and
- responsive to the field value of the transaction record not corresponding to any stored field value in the data store:
- responsive to the field value of the transaction record corresponding to a stored alias, the stored alias referencing a stored field value, associating the transaction record with the field value referenced by the alias.
2 more elements
A computer-implemented method for renaming a field value, the method comprising:
- receiving a transaction record including an original field value;
- and
- responsive to a stored renaming rule being applicable to the original field value, associating the transaction record with a substitute field value referenced by the renaming rule.
A computer-implemented method for renaming a field value, the method comprising:
- receiving, at a first computer, a transaction record including a field value;
- determining whether the field value of the transaction record corresponds to an alias in a data store of alias records;
- and
- responsive to the field value of the transaction record corresponding to an alias, associating the transaction record with a field value referenced by the alias;
- wherein the data store of alias records comprises at least one alias generated by a second computer different from the first computer.
2 more elements
A computer-implemented method for renaming a field value, the method comprising:
- receiving, at a first computer, a transaction record including a field value of the transaction;
- determining whether the field value of the transaction record corresponds to a renaming rule in a data store of renaming rules;
- and
- responsive to the field value of the transaction record corresponding to a renaming rule, renaming the field value of the transaction record according to the renaming rule;
- wherein the data store of renaming rules comprises at least one renaming rule generated by a second computer different from the first computer.
2 more elements
A computer-implemented method for categorizing a financial transaction record, the method comprising:
- receiving, at a first computer, a transaction record including a field value;
- determining whether the field value of the transaction record corresponds to a category in a data store of mappings between field values and categories;
- and
- responsive to the field value of the transaction record corresponding to a category, applying the category to the received financial transaction record;
- wherein the data store of mappings comprises at least one mapping generated by a second computer different from the first computer.
2 more elements
A computer program product for associating a transaction record with an alias, comprising:
- a computer-readable medium;
- and
- computer program code, encoded on the medium, for:
- receiving a transaction record including a field value;
- determining whether the field value of the transaction record corresponds to a stored field value in a data store;
- and
- responsive to the field value of the transaction record not corresponding to any stored field value in the data store:
- responsive to the field value of the transaction record corresponding to a stored alias, the stored alias referencing a stored field value, associating the transaction record with the field value referenced by the alias.
5 more elements
A computer program product for renaming a field value, the computer program product comprising:
- a computer-readable medium;
- and
- computer program code, encoded on the medium, for:
- receiving a transaction record including an original field value;
- and
- responsive to a stored renaming rule being applicable to the original field value, associating the transaction record with a substitute field value referenced by the renaming rule.
3 more elements
A computer program product for renaming a field value, the computer program product comprising:
- a computer-readable medium;
- and
- computer program code, encoded on the medium, for:
- receiving, at a first computer, a transaction record including a field value;
- determining whether the field value of the transaction record corresponds to an alias in a data store of alias records;
- and
- responsive to the field value of the transaction record corresponding to an alias, associating the transaction record with a field value referenced by the alias;
- wherein the data store of alias records comprises at least one alias generated by a second computer different from the first computer.
5 more elements
A computer program product for renaming a field value, the computer program product comprising:
- a computer-readable medium;
- and
- computer program code, encoded on the medium, for:
- receiving, at a first computer, a transaction record including a field value of the transaction;
- determining whether the field value of the transaction corresponds to a renaming rule in a data store of renaming rules;
- and
- responsive to the field value of the transaction corresponding to a renaming rule, renaming the field value of the transaction according to the renaming rule;
- wherein the data store of renaming rules comprises at least one renaming rule generated by a second computer different from the first computer.
5 more elements
A computer program product for categorizing a financial transaction record, the computer program product comprising:
- a computer-readable medium;
- and
- computer program code, encoded on the medium, for:
- receiving, at a first computer, a transaction record including a field value;
- determining whether the field value of the transaction record corresponds to a category in a data store of mappings between field values and categories;
- and
- responsive to the field value of the transaction record corresponding to a category, applying the category to the received financial transaction record;
- wherein the data store of mappings comprises at least one mapping generated by a second computer different from the first computer.
5 more elements
A system for associating a transaction record with an alias, comprising:
- an input device, for receiving a transaction record including a field value;
- a field value data store, for storing field values;
- an alias store, for storing aliases;
- an aliasing module, coupled to the input device and to the data stores, for:
- determining whether the field value of the transaction record corresponds to a stored field value in the data store;
- and
- responsive to the field value of the transaction record not corresponding to any stored field value in the data store:
- responsive to the field value of the transaction record corresponding to a stored alias, the stored alias referencing a stored field value, associating the transaction record with the field value referenced by the alias.
5 more elements
A system for renaming a field value, the system comprising:
- an input device, for receiving a transaction record including an original field value;
- a renaming rules alias store, for storing renaming rules;
- a renaming module, coupled to the input device and to the renaming rules alias store, for, responsive to a stored renaming rule being applicable to the original field value, associating the transaction record with a substitute field value referenced by the renaming rule.
A system for renaming a field value, the system comprising:
- an input device at a first computer, for receiving a transaction record including a field value;
- a data store, comprising alias records and comprising at least one alias generated by a second computer different from the first computer;
- and
- a processor at the first computer, coupled to the input device and to the data store, for:
- determining whether the field value of the transaction record corresponds to an alias in the data store;
- and
- responsive to the field value of the transaction record corresponding to an alias, associating the transaction record with a field value referenced by the alias.
4 more elements
A system for renaming a field value, the system comprising:
- an input device at a first computer, for receiving a transaction record including a field value of the transaction record;
- a data store, comprising renaming rules and comprising at least one renaming rule generated by a second computer different from the first computer;
- and
- a processor at the first computer, coupled to the input device and to the data store, for:
- determining whether the field value of the transaction record corresponds to a renaming rule in the data store;
- and
- responsive to the field value of the transaction record corresponding to a renaming rule, renaming the field value of the transaction record according to the renaming rule.
4 more elements
A system for categorizing a financial transaction record, the system comprising:
- an input device at a first computer, for receiving a transaction record including a field value;
- a data store, comprising mappings between field values and categories, and comprising at least one mapping generated by a second computer different from the first computer;
- and
- a processor at the first computer, coupled to the input device and to the data store, for:
- determining whether the field value of the transaction record corresponds to a category in the data store;
- and
- responsive to the field value of the transaction record corresponding to a category, applying the category to the received financial transaction record.
4 more elements
Dependencies are inferred from the claim text.