System, method and apparatus for locating and merging documents

• US 10,482,422 B2
• Filed: 12/16/2016
• Issued: 11/19/2019
• Est. Priority Date: 01/17/2014
• Status: Active Grant

• Current Assignee: Chargerback, Inc.
• Original Assignee: Chargerback, Inc.
• Inventors: Colodny, Brian, McLaughlin, Michael
• Primary Examiner(s): Chau, Dung K
• Application Number:
  US15/382,267
• Publication Number:
  US 20170097968A1
• Time in Patent Office: 1,068 Days
• Field of Search: 707758, 707749, 707707, 707999003, 705 141, 705330, 705 39, 705 40, 705 45, 709224, 709219, 709238, 709758, 709749
• CPC Class Codes: G06Q 10/08 Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders

Abstract

In one embodiment, a system, method, and apparatus to generate a merged record comprises a client server configured to generate a first report; and a recovery server configured to: receive the first report, the first report including first report information including at least one first descriptive term and a customer ID; match the at least one first descriptive term to one of a plurality of descriptive terms in a descriptive term list; determine if a weighted percentage associated with the matched at least one first descriptive term is greater than a predetermined weighted percent; match the at least one first descriptive term to at least one second descriptive term in at least one second report if it is determined that the weighted percentage associated with the matched at least one first descriptive term is greater than the predetermined weighted percent.

Claims

1. A system to generate a merged record, comprising:

a client server device configured to generate a first report; and

a recovery server device configured to;

receive the first report, the first report including first report information, the first report information including at least one first descriptive term and a customer identification (ID);

match the at least one first descriptive term to one of a plurality of descriptive terms in a descriptive term list;

determine if a weighted percentage associated with the matched at least one first descriptive term is greater than a predetermined weighted percent;

match the at least one first descriptive term to at least one second descriptive term in at least one second report if it is determined that the weighted percentage associated with the matched at least one first descriptive term is greater than the predetermined weighted percent; and

display the at least one second report if the at least one first descriptive term matches the at least one second descriptive term, the at least one second report including a match indicator proximate each of the at least one second descriptive term configured to indicate that the at least one first descriptive term matches the at least one second descriptive term.

2. The system of claim 1, wherein the first report is a lost report and the second report is a found report.

3. The system of claim 1, wherein the weighted percentage is based on a date of the first and second report.

4. The system of claim 3, wherein the weighted percentage decreases as the difference between the date of the first report and the date of the second report increases.

5. The system of claim 1, further comprising receive a selection of one of the displayed at least one second report.

6. The system of claim 5, further comprising merge the selected second report with the first report.

7. The system of claim 6, further comprising:

receive an indication to unmerge the selected second report and the first report; and

restore the first report and the selected second report.

8. The system of claim 1,

wherein the match indicator indicates the percentage of match based on the matched at least one first descriptive term.

9. The system of claim 8, wherein the match indicator is shaded to represent the percentage of match.

10. A method for generating a merged report, comprising:

receiving, at a server, a first item report, the first item report including first report information, the first report information including at least one descriptive term and a customer identification;

accessing a weighted term list including a plurality of descriptive terms, each of the descriptive terms having a weighted value;

selecting a subset of the plurality of descriptive items from the weighted term list based on the weighted value for the plurality of descriptive items;

identifying one or more second item reports that potentially match the first item report, the identifying being based on at least in part on the plurality of descriptive items in the subset of the plurality of descriptive items and the weighted value for each of the plurality of descriptive items in the subset of the plurality of descriptive items; and

subsequently presenting the identified one or more second item reports, the identified one or more second item reports including at least a match indicator configured to indicate the matching descriptive items.

11. A method as recited in claim 10, wherein the method comprises:

permitting selection of one of the identified one or more second item reports being presented.

12. A method as recited in claim 11, wherein the method comprises:

designating the selected one of the identified one or more second item reports as matching the first item report.

13. A method as recited in claim 10, wherein the identifying of the one or more second item reports being further based on a date corresponding to the second item reports as compared to a date corresponding to the first item report.

14. A method as recited in claim 10, wherein the first item report is a lost item report, and wherein the second item reports are found item reports.

15. A method as recited in claim 14, wherein the identifying of the one or more found item reports being further based on a lost date corresponding to the lost item report as compared to a found date corresponding to the found item reports.

16. A method as recited in claim 10, wherein the weighted value for the descriptive items is dependent on a date.

17. A method as recited in claim 10, wherein the weighted value for the descriptive items is based on a date corresponding to the second item reports as compared to a date corresponding to the first item report.