Investment transaction enrichment process using transaction to holdings matching

US11823272B2 · kind B2 · utility

Assignee

• YODLEE, INC. · US

Inventors

• Rohit Kapoor · San Diego, US
• Swapnil Shashank · Patna, IN
• Dhvanit Trivedi · Navrangpura, IN
• Chris Reynolds · Vancouver, US
• Kaalinga Muralik Kannan D · Rangat, IN

Key dates

• Filing date: Jul 6, 2021
• Grant date: Nov 21, 2023
• Expiry date: Jul 6, 2041

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/12
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

As described herein, a system, method, and computer program are provided for investment transaction enrichment using transaction to holdings matching. In use, data defining an investment transaction identified. Additionally, the data is used to automatically match the investment transaction to a particular holding. Further, the data is enriched with one or more attributes of the particular holding.