Method to determine account similarity in an online accounting system
US10387968B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Jan 26, 2017 |
| Grant date | Aug 20, 2019 |
| Priority date | — |
| Expiry date | Sep 5, 2037 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F16/2291
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
A method and system groups user accounts in a financial management system based on the similarities of the financial transactions associated with the accounts. The financial management system receives financial transaction data related to a plurality of financial transactions of a plurality of users. Each of the financial transactions is associated with an account of a user. The financial management system generates account characteristics vector data including, for each account, an account characteristics vector based on the financial transactions associated with the account. The financial management system groups the accounts by performing grouping analysis on the account characteristics vectors.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.