DATA RECONCILIATION BASED ON COMPUTER ANALYSIS OF DATA
First Claim
1. A method comprising:
- identifying features for reconciling transactions of a first entity by a machine-learning program, the features comprising a description of the transaction, a name of a second entity associated with the transaction, and an account associated with the transaction;
training, by one or more processors, the machine-learning program with training data, the training data comprising values of the features for previously reconciled transactions;
receiving, by the one or more processors, a first transaction that includes a description, a date, and an amount; and
inputting, by the one or more processors, the first transaction to the machine-learning program, the machine-learning program generating one or more suggestions for reconciling the first transaction, each suggestion comprising the name of the second entity in the first transaction and an account associated with the first transaction.
1 Assignment
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Accused Products
Abstract
Methods, systems, and computer programs are presented for reconciling a transaction against data in a database to identify the transaction parameters based on text descriptors provided for the transaction. One method includes an operation for identifying features for reconciling transactions of a first entity by a machine-learning program. The features include, at least, a description of the transaction, a name of a second entity in the transaction, a location of the second entity, and an account for the transaction. The machine-learning program is trained with training data that includes values of the features for previously reconciled transactions. A received first transaction includes a description, a date, and an amount. The first transaction is input for the machine-learning program, which generates one or more suggestions for reconciling the first transaction. Each suggestion includes the name of the second entity in the first transaction and an account.
51 Citations
20 Claims
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1. A method comprising:
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identifying features for reconciling transactions of a first entity by a machine-learning program, the features comprising a description of the transaction, a name of a second entity associated with the transaction, and an account associated with the transaction; training, by one or more processors, the machine-learning program with training data, the training data comprising values of the features for previously reconciled transactions; receiving, by the one or more processors, a first transaction that includes a description, a date, and an amount; and inputting, by the one or more processors, the first transaction to the machine-learning program, the machine-learning program generating one or more suggestions for reconciling the first transaction, each suggestion comprising the name of the second entity in the first transaction and an account associated with the first transaction. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system comprising:
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a memory comprising instructions; and one or more computer processors, wherein the instructions, when executed by the one or more computer processors, cause the one or more computer processors to perform operations comprising; identifying features for reconciling transactions of a first entity by a machine-learning program, the features comprising a description of the transaction, a name of a second entity associated with the transaction, and an account associated with the transaction; training the machine-learning program with training data, the training data comprising values of the features for previously reconciled transactions; receiving a first transaction that includes a description, a date, and an amount; and inputting the first transaction to the machine-learning program, the machine-learning program generating one or more suggestions for reconciling the first transaction, each suggestion comprising the name of the second entity in the first transaction and an account associated with the first transaction. - View Dependent Claims (12, 13, 14, 15)
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16. A non-transitory machine-readable storage medium including instructions that, when executed by a machine, cause the machine to perform operations comprising:
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identifying features for reconciling transactions of a first entity by a machine-learning program, the features comprising a description of the transaction, a name of a second entity associated with the transaction, and an account associated with the transaction; training the machine-learning program with training data, the training data comprising values of the features for previously reconciled transactions; receiving a first transaction that includes a description, a date, and an amount; and inputting the first transaction to the machine-learning program, the machine-learning program generating one or more suggestions for reconciling the first transaction, each suggestion comprising the name of the second entity in the first transaction and an account associated with the first transaction. - View Dependent Claims (17, 18, 19, 20)
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Specification