Automatic reconciliation of discrepancies in asset attribute values
First Claim
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1. A computer-implemented method comprising:
- storing into a first repository, first asset information comprising dynamic physical asset information;
storing into a second repository, second asset information comprising static financial asset information, wherein the second asset information is obtained using a technique different from a technique used to obtain the first asset information;
receiving a first rule, to determine when an exception has occurred by comparing the first asset information with the second asset information and finding on comparison that a first attribute value in the first repository does not match a corresponding second attribute value in the second repository;
displaying on a computer screen a first option to enable or disable automatic execution of a first action when the first rule is satisfied;
receiving input on said first option; and
when the first action is disabled by said input, not performing the first action;
when at least the first action is enabled by said input, automatically performing the first action for the exception, in response to finding that first rule is satisfied;
wherein the first action comprises performing an automated update to the second attribute in the second repository and not modifying the first repository, wherein a value of the update to the second attribute in the second repository is found in the first asset information;
wherein the first rule is further associated with a second action, and the second action has an associated second option to enable or disable execution of the second action when the first rule is satisfied;
wherein the method has a first configured state with the first option enabled and the second option disabled; and
wherein the method has a second configured state with the first option enabled and the second option enabled.
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Abstract
Discrepancies in two sets of asset data for an organization are identified and automatically reconciled. One set of asset data may be compiled using automatic physical discovery software while the other set is from a financial system of the organization. Automatic reconciliation is performed according to user-configurable rules and corresponding user-configurable actions.
20 Citations
20 Claims
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1. A computer-implemented method comprising:
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storing into a first repository, first asset information comprising dynamic physical asset information; storing into a second repository, second asset information comprising static financial asset information, wherein the second asset information is obtained using a technique different from a technique used to obtain the first asset information; receiving a first rule, to determine when an exception has occurred by comparing the first asset information with the second asset information and finding on comparison that a first attribute value in the first repository does not match a corresponding second attribute value in the second repository; displaying on a computer screen a first option to enable or disable automatic execution of a first action when the first rule is satisfied; receiving input on said first option; and when the first action is disabled by said input, not performing the first action; when at least the first action is enabled by said input, automatically performing the first action for the exception, in response to finding that first rule is satisfied; wherein the first action comprises performing an automated update to the second attribute in the second repository and not modifying the first repository, wherein a value of the update to the second attribute in the second repository is found in the first asset information; wherein the first rule is further associated with a second action, and the second action has an associated second option to enable or disable execution of the second action when the first rule is satisfied; wherein the method has a first configured state with the first option enabled and the second option disabled; and wherein the method has a second configured state with the first option enabled and the second option enabled. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A non-transitory computer-readable storage medium comprising:
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instructions to one or more processors to compare first asset information with second asset information to find exceptions, wherein an exception occurs when a first rule is satisfied, the first asset information is compiled through automatic discovery, the second asset information is not compiled through automatic discovery, the first asset information is stored in a first repository, and the second asset information is stored in a second repository; instructions to the one or more processors to display on a computer screen a first option to enable or disable automatic execution of a first action when the first rule is satisfied; instructions to the one or more processors to receive first input on said first option; instructions responsive to the first action being disabled by said first input to not perform the first action for the exception; instructions responsive to the first action being enabled by said first input to perform the first action for the exception; and instructions to modify the second asset information in the second repository based on an attribute value found in the first repository according to the first action; wherein the first rule is further associated with a second action, and the second action has an associated second option to enable or disable execution of the second action when the first rule is satisfied; wherein during execution of said instructions, the one or more processors have a first configured state with the first option enabled and the second option disabled; and wherein during execution of said instructions, the one or more processors have a second configured state with the first option enabled and the second option enabled. - View Dependent Claims (14, 15, 16, 17, 18, 19, 20)
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Specification