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:
Mar. 15, 2016
Filed:
Aug. 29, 2013
Intuit Inc., Mountain View, CA (US);
George Roumeliotis, Menlo Park, CA (US);
Brian A. Wilt, Redwood City, CA (US);
Bei Huang, Menlo Park, CA (US);
Intuit Inc., Mountain View, CA (US);
Abstract
Financial data is obtained from two or more types of financial management systems and analyzed to obtain potential entities data identifying potential entities and attributes associated with the potential entities. Duplicate potential entity data is then identified and eliminated to generate a master entity list. The financial data is also analyzed to identify potential commercial transaction data and one or more attributes associated with the commercial transaction data, including data indicating commercial transactions and the parties associated with the commercial transactions. The commercial transaction data is then analyzed using the master entity list to match entities listed in the master entity list with the parties associated with the commercial transactions. The matched entities are then substituted for the respectively matched parties associated with the commercial transactions to create a master commercial transaction list. The master entity list and the master commercial transaction list data is then stored.