Code generation and tracking for automatic data synchronization in a data management system

Inventors

Franceschi, Pedro • Corderi, Ignacio

Assignees

Brex Inc

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 provides an online expense management system that intercepts data for a receipt on a payment network and generates code associated with an entity. The generated code enables tracking data processing on the payment network, and the system inserts the code into the intercepted receipt data together with code placement data for the code on the receipt.

After payment processing, the system receives, from the payment network, a digital image of the receipt associated with a transaction. The system performs a text recognition process on the digital image by identifying a portion of the digital image comprising encoded data generated for the receipt, determining data placement fingerprints associated with the receipt, and determining the code from the encoded data in the digital image based on the data placement fingerprints.

Based on the code, the system determines an account associated with the entity and determines transaction data for the transaction. The system stores the digital image and the transaction data with a data record associated with an expense management category of the entity.

Claims Coverage

The provided independent claims cover a system, a method, and a non-transitory machine-readable medium that perform an end-to-end workflow of generating and placing entity-associated receipt tracking codes on a payment network, then later extracting the codes from digital receipt images using data placement fingerprints to determine an entity account and transaction data for storage in expense management category records. Across the independent claims, the core inventive features are the intercepting/inserting workflow and the fingerprint-based code recovery and downstream expense-management categorization.

Collectively, the independent claims require intercepting and embedding entity-associated tracking code into receipt data on a payment network, receiving a digital image of the receipt after processing, and using data placement fingerprints during text recognition to recover the code. From the recovered code, the system determines an entity account and transaction data, and stores them with an expense management category data record.

Stated Advantages

Documented Applications

No documented applications found