Enhancing communications based on physical trade documents

US10430760B2 · kind B2 · utility

Assignee

• Bank of America Corporation · US

Inventors

• Ann McCormick · Portland, US
• Gary Ford · Charlotte, US
• Mark D. Zanzot · Huntersville, US
• Peter Tholl · Albany, US
• Robin Tooker · Charlotte, US
• Steven Dommes · Scranton, US
• Timothy Lukavsky · Charlotte, US
• Walter McKay · Albany, US

Key dates

• Filing date: Nov 24, 2015
• Grant date: Oct 1, 2019
• Expiry date: Oct 26, 2037

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q10/10
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A system for enhancing communications based on physical trade documents includes a document intake machine comprising a document scanner and a data extractor. The document intake machine receives a physical trade document from an entity. The document scanner may scan the physical trade document to create an electronic file of the physical trade document. The data extractor determines entity identification information from the electronic file and entity performance information from the electronic file. A trade executing machine receives the entity identification information and entity performance information from the document intake machine and assigns an electronic customer number to the electronic file, wherein the electronic customer number is associated with the entity identification information. The trade executing machine may index the electronic file in a memory communicatively coupled to the trade executing machine, wherein the electronic file is indexed according to the electronic customer number and the entity performance information.