Code generation and tracking for automatic data synchronization in a data management system
Inventors
Franceschi, Pedro • Corderi, Ignacio
Assignees
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Publication Number
US-11423368-B2
Publication Date
2022-08-23
Expiration Date
Abstract
There are provided systems and methods for code generation and tracking for automatic data synchronization in a data management system. A user associated with an entity, such as an employee of an organization, may purchase an item utilizing a payment instrument or card provided by the organization. In order to provide proper expense allocation, the organization may require receipt matching and storage per use of the payment instrument. An expense management system may provide digital code generation and output on a corresponding physical or digital receipt so that when the receipt is provided to the expense management system, the codes may be matched to backend data stored by the system. The receipts may be processed by extracting text data from an image of a receipt to determine the codes. The codes may then be used to search a database of codes to match to digital transaction data.
Core Innovation
The invention relates to an online expense management system that intercepts, from a network via a network component, card data for an electronic transaction with a merchant device. The electronic transaction is conducted using a funding source associated with the system based on network communications over the network by the merchant device. The system performs expense management application operations that generate at least one alphanumeric code associated with the electronic transaction to identify the electronic transaction with the expense management application.
The system determines data for a physical transaction record to be generated by the merchant device for the electronic transaction and determines, based on the data and the merchant device, a placement of the at least one alphanumeric code on the physical transaction record. The system adds the at least one alphanumeric code to the card data via the network component so that the physical transaction record from the merchant includes the at least one alphanumeric code when generated by the merchant device.
The system receives an image comprising a digital representation of the physical transaction record and traces within the image one or more lines of the digital representation for the at least one alphanumeric code and text data for the physical transaction record. The system accesses a fingerprint database for merchant transaction records, determines the text data in the image using the tracing and an image processing operation, scores the text data with stored transaction data for the electronic transaction, and matches the digital representation of the physical transaction record to the stored transaction data for the electronic transaction with the expense management application.
Claims Coverage
The document explicitly provides three independent claims covering a system, a method, and a non-transitory machine-readable medium. Each independent claim centers on the same core inventive workflow with six inventive features: intercepting card data, generating an alphanumeric code, determining placement and embedding the code on a physical transaction record, tracing the image of the record, using a fingerprint database to determine text data, and scoring and matching to stored transaction data.
Intercepting transaction card data via a network component
intercepting, from a network via a network component, card data for an electronic transaction with a merchant device of a merchant conducted using a funding source associated with the system based on network communications over the network by the merchant device for processing the electronic transaction
Generating an alphanumeric code that identifies the electronic transaction for expense management
generating, by an operation of an expense management application of the system, at least one alphanumeric code associated with the electronic transaction, wherein the at least one alphanumeric code identifies the electronic transaction with the expense management application
Determining a code placement on the physical transaction record
determining, based on the data and the merchant device, a placement of the at least one alphanumeric code on the physical transaction record, wherein the placement enables an identification of the at least one alphanumeric code on the physical transaction record by the system
Adding the alphanumeric code to the card data so the merchant record includes the code
adding, to the card data by the operation via the network component, the at least one alphanumeric code to the data on the physical transaction record based at least on the placement, wherein the adding causes the physical transaction record from the merchant to include the at least one alphanumeric code when generated by the merchant device
Tracing one or more lines in the receipt image to identify code and text
tracing, within the image, one or more lines of the digital representation of the physical transaction record for the at least one alphanumeric code and the text data for the physical transaction record
Using a fingerprint database of merchant transaction record placements to determine text
accessing a fingerprint database for merchant transaction records, wherein the fingerprint database comprises data placements for the data on at least the physical transaction record; determining, by the operation and based on the fingerprint database, the text data in the image using the tracing and an image processing operation with the digital representation of the physical transaction record
Scoring extracted text against stored transaction data and matching to the expense management application
scoring the text data with stored transaction data for the electronic transaction; and matching, by the operation based on the scoring, the digital representation of the physical transaction record to the stored transaction data for the electronic transaction with the expense management application
Across the independent claim set, the main inventive features are the same: intercepting card data over a network, generating an alphanumeric code for an expense management application, determining placement and embedding the code onto the physical transaction record, receiving an image of the record and tracing lines to identify the code and text, using a fingerprint database to determine text data via image processing, and scoring that text data against stored transaction data to match the receipt to the electronic transaction for the expense management application.
Stated Advantages
Documented Applications
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