US2017147630A1PendingUtilityA1

Computer methods and computer systems for automatic data analysis, reconcilliation and repair

Assignee: BROADRIDGE SECURITIES PROC SOLUTIONS INCPriority: Apr 11, 2012Filed: Nov 28, 2016Published: May 25, 2017
Est. expiryApr 11, 2032(~5.7 yrs left)· nominal 20-yr term from priority
G06Q 40/06G06F 11/0793G06F 16/242G06F 16/2365G06F 11/1435G06F 17/30371
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Claims

Abstract

In some embodiments, the instant invention includes a computer-implemented method that includes: specifically programming at least one computer system to perform: automatically Obtaining input financial data; automatically determining units of work that the input financial data can be organized into; automatically importing the input financial data into a database based on the units of work; automatically validating the imported input financial data, by: identifying deficient units of work based on predefined rules, where each deficient unit of work has a current data error; analyzing, based on research information, the current data error to determine a current corrective action to remedy the current data error; and verifying that the current corrective action does not result in: an additional deficient unit of work, an additional data error, and a change in at least one predefined data report; and automatically executing the current corrective action to remedy the current data error.

Claims

exact text as granted — not AI-modified
What is claimed is: 
     
         1 . A computer-implemented method, comprising:
 specifically programming at least one computer system to perform at least the following:   automatically obtaining input financial data from at least one source;   automatically determining a first plurality of units of work that the input financial data can be organized into;   automatically importing the input financial data into at least one database based, at least in part, on the first plurality of units of work.   
     
     
         2 . The computer-implemented method of  claim 1 , wherein each unit of work from the first plurality of units of work represents an account or a financial asset. 
     
     
         3 . A computer system, comprising:
 a non-transient memory having at least one region for storing computer executable program code; and   at least one processor for executing the program code stored in the memory, wherein the program code comprising:
 code to automatically obtain input financial data from at least one source; 
 code to automatically determine a first plurality of units of work that the input financial data can be organized into; and 
 code to automatically import the input financial data into at least one database based, at least in part, on the first plurality of units of work. 
   
     
     
         4 . The computer system of  claim 3 , wherein each unit of work from the first plurality of units of work represents an account or a financial asset.

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