Automatic reconciliation of discrepancies in asset attribute values
First Claim
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1. A computer-implemented method comprising:
- storing first asset information comprising a first attribute, wherein the first asset information is obtained using a first technique;
storing second asset information comprising a second attribute corresponding to the first attribute, wherein the second asset information is obtained using a second technique different from the first technique;
receiving a first input on a first option displayed on a computer screen;
wherein the first option is to enable or disable automatic execution of a first action when a first rule is satisfied;
wherein a second option is to turn on or off automatic reconciliation of discrepancies;
in response to the automatic reconciliation being turned on by enabling the second option, using at least one computer processor to compare a first attribute value in the first asset information with a second attribute value in the second asset information to check if the first rule is satisfied;
wherein the first action is to change the second attribute value in the second asset information, in response to finding an exception based on the comparison at least on determining that the method is configured with the first option enabled and the second option enabled; and
wherein the exception occurs when the first attribute value in the first asset information does not match the second attribute value in the second asset information at least on determining that the method is configured with the first option disabled 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.
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Citations
21 Claims
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1. A computer-implemented method comprising:
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storing first asset information comprising a first attribute, wherein the first asset information is obtained using a first technique; storing second asset information comprising a second attribute corresponding to the first attribute, wherein the second asset information is obtained using a second technique different from the first technique; receiving a first input on a first option displayed on a computer screen; wherein the first option is to enable or disable automatic execution of a first action when a first rule is satisfied; wherein a second option is to turn on or off automatic reconciliation of discrepancies; in response to the automatic reconciliation being turned on by enabling the second option, using at least one computer processor to compare a first attribute value in the first asset information with a second attribute value in the second asset information to check if the first rule is satisfied; wherein the first action is to change the second attribute value in the second asset information, in response to finding an exception based on the comparison at least on determining that the method is configured with the first option enabled and the second option enabled; and wherein the exception occurs when the first attribute value in the first asset information does not match the second attribute value in the second asset information at least on determining that the method is configured with the first option disabled and the second option enabled. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A non-transitory computer-readable storage medium comprising instructions to one or more processors to:
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store first asset information comprising a first attribute, wherein the first asset information is obtained using a first technique; store second asset information comprising a second attribute corresponding to the first attribute, wherein the second asset information is obtained using a second technique different from the first technique; receive a first input on a first option displayed on a computer screen; wherein the first option is to enable or disable automatic execution of a first action when a first rule is satisfied; wherein a second option is to turn on or off automatic reconciliation of discrepancies; respond to the automatic reconciliation being turned on by enabling the second option, by comparing a first attribute value in the first asset information with a second attribute value in the second asset information to check if the first rule is satisfied; wherein the first action is to change the second attribute value in the second asset information, in response to finding an exception based on the comparison at least on determining that the one or more processors are configured with the first option enabled and the second option enabled; and wherein the exception occurs when the first attribute value in the first asset information does not match the second attribute value in the second asset information at least on determining that the one or more processors are configured with the first option disabled and the second option enabled. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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21. One or more computers comprising:
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at least one processor and a memory; wherein the memory comprises; instructions to store first asset information comprising a first attribute, wherein the first asset information is obtained using a first technique; instructions to store second asset information comprising a second attribute corresponding to the first attribute, wherein the second asset information is obtained using a second technique different from the first technique; instructions to receive a first input on a first option displayed on a computer screen; wherein the first option is to enable or disable automatic execution of a first action when a first rule is satisfied; wherein a second option is to turn on or off automatic reconciliation of discrepancies; responsive to the automatic reconciliation being turned on by enabling the second option, instructions to compare a first attribute value in the first asset information with a second attribute value in the second asset information to check if the first rule is satisfied; wherein the first action is to change the second attribute value in the second asset information, in response to finding an exception based on the comparison at least on determining that the one or more computers are configured with the first option enabled and the second option enabled; and wherein the exception occurs when the first attribute value in the first asset information does not match the second attribute value in the second asset information at least on determining that the one or more processors are configured with the first option disabled and the second option enabled.
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Specification