US 11,907,243 B2
Core reconciliation system with cross-platform data aggregation and validation
Jay K. Gimple, Stevenson Ranch, CA (US); and Jonathan Laughery, Livingston, LA (US)
Assigned to Confie Holding II Co., Huntington Beach, CA (US)
Filed by Confie Holding II Co., Huntington Beach, CA (US)
Filed on Sep. 23, 2021, as Appl. No. 17/483,636.
Claims priority of provisional application 63/092,262, filed on Oct. 15, 2020.
Claims priority of provisional application 63/083,258, filed on Sep. 25, 2020.
Prior Publication US 2022/0100770 A1, Mar. 31, 2022
Int. Cl. G06F 16/215 (2019.01); G06F 16/23 (2019.01); G06F 16/25 (2019.01)
CPC G06F 16/252 (2019.01) [G06F 16/215 (2019.01); G06F 16/2365 (2019.01)] 20 Claims
OG exemplary drawing
 
1. A reconciliation device for performing cross-system verification across disparate systems to identify and resolve discrepancies, comprising:
a core reconciliation unit;
a processor coupled to the core reconciliation unit; and
a non-transitory computer-readable storage medium for storing instructions that, when executed by the processor, cause the processor to:
interface with one or more independent systems;
generate an order of operations for a data scraping process based on the one or more independent systems, wherein the generated order of operations optimizes for at least one of a reduced number of logins or a reduced number of page loads;
gather a plurality of data points from a plurality of the one or more independent systems based on the generated order of operations, wherein each of the plurality of data points includes a respective data value;
parse the plurality of data points to prepare the corresponding data values for processing one or more discrepancies that include inaccurate or out-of-sync data values between the plurality of one or more independent systems;
validate that each data value from each data point from the plurality of one or more independent systems matches with other data values from the other data points from a plurality of one or more other independent systems;
upon a determination that one or more discrepancies exist within the plurality of data points, generate one or more exception items based on the one or more discrepancies;
input the one or more generated exception items into a processor assignment queue, and queue the one or more generated exception items into one or more processor groups to be reviewed in the processor assignment queue;
wherein each of the one or more processor groups is configured to be a computer external to the core reconciliation unit;
wherein each of the one or more generated exception items is configured for at least two of the following by a user of the one or more processor groups: being reviewed within the processor assignment queue, being resolved in the processor assignment queue, or being reassigned to another one or more processor groups; and
wherein the core reconciliation unit is configured to build a validation case query based on an update of the plurality of data points or validation of the plurality of data points, and schedule when the validation case query runs.