The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Oct. 13, 2020
Filed:
Oct. 27, 2017
Intuit Inc., Mountain View, CA (US);
Michael R. Gabriel, Mountain View, CA (US);
Rachel Jack, Mountain View, CA (US);
Roger Meike, Mountain View, CA (US);
Ian Maya Panchevre, Mountain View, CA (US);
Glenn Scott, Mountain View, CA (US);
INTUIT INC., Mountain View, CA (US);
Abstract
Embodiments presented herein provide systems and methods for disambiguating the identity of a record to which information imported from a third-party data source pertains. For example, in one embodiment, a record-storage service creates a record of a transaction between a first entity and a second entity. Upon receiving an indication that an instrument will be used to transfer a value for the transaction, the record-storage service associates a code to be printed on the instrument with the record and sends the code to an application that will be used to generate the instrument. Subsequently, the record-storage service receives information imported from electronic records provided by a third-party institution. The information also includes a code provided on the instrument and a status. Upon determining that the code provided on the instrument matches the code associated with the record, the record-storage service updates the record to reflect the status.