System and method for associating identifiers with data
First Claim
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1. A method comprising:
- retrieving financial data from a data source, wherein the financial data includes a plurality of financial data elements;
identifying a plurality of rules associated with the financial data elements;
applying the plurality of rules associated with the financial data elements to the financial data elements;
associating each of the plurality of financial data elements with an identifier; and
identifying additional information regarding each financial data element using the identifier associated with the financial data element.
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Abstract
Financial data having multiple financial data elements is retrieved from a data source. A procedure identifies multiple rules associated with the financial data elements. Those multiple rules are applied to the financial data elements such that each of the financial data elements is associated with an identifier. The procedure then identifies additional information regarding a particular financial data element using the identifier associated with the financial data element.
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Citations
25 Claims
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1. A method comprising:
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retrieving financial data from a data source, wherein the financial data includes a plurality of financial data elements;
identifying a plurality of rules associated with the financial data elements;
applying the plurality of rules associated with the financial data elements to the financial data elements;
associating each of the plurality of financial data elements with an identifier; and
identifying additional information regarding each financial data element using the identifier associated with the financial data element. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17)
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18. A method comprising:
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accessing a web page associated with a financial institution;
retrieving data from the web page using a data harvesting script;
identifying financial data contained in the data retrieved from the web page, wherein the financial data includes a plurality of financial data elements;
applying rules associated with the financial institution to associate each of the plurality of financial data elements with an asset identifier; and
sorting the plurality of financial data elements based on the associated asset identifier. - View Dependent Claims (19, 20, 21)
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22. A method comprising:
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retrieving financial data from a plurality of financial accounts;
identifying data elements contained in the retrieved financial data;
identifying rules for associating asset identifiers with the data elements, wherein the rules are associated with a particular financial institution; and
applying the rules to associate an asset identifier with each of the data elements. - View Dependent Claims (23, 24, 25)
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Specification