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:
Nov. 21, 2023
Filed:
Jul. 06, 2021
Applicant:
Yodlee, Inc., San Mateo, CA (US);
Inventors:
Rohit Kapoor, Bengaluru, IN;
Swapnil Shashank, Patna, IN;
Dhvanit Trivedi, Sai Vihar Society, IN;
Chris Reynolds, Raleigh, NC (US);
Kaalinga Muralik Kannan D, Flat No, IN;
Assignee:
YODLEE, INC., San Mateo, CA (US);
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01); G06Q 40/02 (2023.01); G06F 16/2457 (2019.01); G06Q 40/12 (2023.01); G06Q 30/018 (2023.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06F 16/24578 (2019.01); G06Q 30/018 (2013.01); G06Q 40/02 (2013.01); G06Q 40/12 (2013.12);
Abstract
As described herein, a system, method, and computer program are provided for investment transaction enrichment using transaction to holdings matching. In use, data defining an investment transaction identified. Additionally, the data is used to automatically match the investment transaction to a particular holding. Further, the data is enriched with one or more attributes of the particular holding.