Method to use transaction, account, and company similarity clusters derived from the historic transaction data to match new transactions to accounts
US10726501B1 · kind B1 · utility
7Cited by
35References
31Claims
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Key dates
| Filing date | Apr 25, 2017 |
| Grant date | Jul 28, 2020 |
| Priority date | — |
| Expiry date | Jan 5, 2038 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F16/285
- 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 method and system groups merchants involved in the financial transactions based on how financial transactions involving the merchants are sorted into groups of merchants. The method and system group users based on how the users sort financial transactions into their accounts. The method and system assist users to sort future financial transactions based on the groups of accounts, the groups of merchants, and the groups of users.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.