US 2017/0323393 A1Published application

Computer reconciliation of data from disparate sources

AssigneeCoupa Software Incorporated

InventorsStephen Cussen, Christopher Yin

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Abstract

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.

Claims20

Dependent claims

A data processing system comprising:

a memory having stored therein a plurality of expense records, each expense record of the plurality of expense records associated with a source of the expense record, a category of the expense record of a plurality of categories, one or more dates associated with the expense, a vendor, and an amount of the expense;
one or more processors;
a non-transitory machine-readable medium having instructions stored thereon, the instructions executable by the one or more processors to perform:
receiving a first expense 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 expense record, the first trip record associated with the dates in the first range of dates;
receiving, from a first source, a second expense record associated with a first vendor, a first date, and a second category of the plurality of categories;
associating the second expense 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 expense record associated with the first vendor, the first date, and the second category of the plurality of categories;
associating the third expense 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 expense record and the third expense record resulting in a merged expense record in response to determining that the second expense record and the third expense record are both associated with the first vendor, the first date, and the second category;
determining an amount of the merged expense record by selecting an amount associated with one of the second expense record and the third expense record by selecting the first source or the second source;
submitting an expense report comprising the first expense record and the merged expense record for approval;
in response to receiving approval of the expense report, causing one or more expense accounts to be credited.

10 more elements

A method comprising:

storing, in a memory, a plurality of expense records, each expense record of the plurality of expense records associated with a source of the expense record, a category of the expense record of a plurality of categories, one or more dates associated with the expense, a vendor, and an amount of the expense;
using a first computer, receiving a first expense record associated with a first range of dates and a first category of the plurality of categories;
using the first computer, generating a first trip record from the first expense record, the first trip record associated with the dates in the first range of dates;
using the first computer, receiving, from a first source, a second expense record associated with a first vendor, a first date, and a second category of the plurality of categories;
using the first computer, associating the second expense 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;
using the first computer, receiving, from a second source, a third expense record associated with the first vendor, the first date, and the second category of the plurality of categories;
using the first computer, associating the third expense 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;
using the first computer, combining the second expense record and the third expense record resulting in a merged expense record in response to determining that the second expense record and the third expense record are both associated with the first vendor, the first date, and the second category;
using the first computer, determining an amount of the merged expense record by selecting an amount associated with one of the second expense record and the third expense record by selecting the first source or the second source;
using the first computer, submitting an expense report comprising the first expense record and the merged expense record for approval;
using the first computer, in response to receiving approval of the expense report, causing one or more expense accounts to be credited.

8 more elements

Dependencies are inferred from the claim text.

Facts

Application: 15/192,593Filed 24 Jun 2016
Priority: 9 May 2016
Published: 9 Nov 2017
Term ends: Not estimatedThe source records don’t support an estimate.

Classification2 codes

G06Q 40/12
Finance; Insurance; Tax strategies; Processing of corporate or income taxes: accounting
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

Family

Application62/333,700Us provisional application · filed 9 May 2016
US 10,424,025 B2Related patent
US 2017/0323393 A1This patent

From the US filing history. Foreign family members aren’t listed.

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