Teachers Insurance and Annuity Association of America

John Bruce Englert

Alexis Salvatore Pecoraro

Gregory Bernard Bahns

James Douglas Ecker

Matthew George Nettleton

Steven Scott Winchester

Methods and systems of applying retroactive adjustments to financial data. An example method includes: receiving one or more adjustment records associated with a financial account; saving a snapshot of the financial account, the snapshot comprising a plurality of transaction records reflecting previously processed transactions associated with the financial account; merging the adjustment records and the transaction records to produce a plurality of adjusted transaction records; processing adjusted transaction records to produce an updated state of the financial account; comparing the saved snapshot to the updated state of the financial account to produce one or more adjustment events; and processing the adjustment events using one or more event processing rules.

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Gilbert, AZ, United States of America

John Bruce Englert