US 12,277,566 B2
Systems and methods to optimize and reconcile data transactions
Jay K. Gimple, Stevenson Ranch, CA (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. 17/483,337.
Claims priority of provisional application 63/126,410, filed on Dec. 16, 2020.
Claims priority of provisional application 63/083,275, filed on Sep. 25, 2020.
Prior Publication US 2022/0101322 A1, Mar. 31, 2022
Int. Cl. G06Q 20/40 (2012.01); G06Q 20/10 (2012.01)
CPC G06Q 20/405 (2013.01) [G06Q 20/108 (2013.01); G06Q 20/4014 (2013.01); G06Q 20/407 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A data reconciliation device, comprising:
a processor; and
a non-transitory computer-readable medium communicatively coupled to the processor, the medium further comprising:
data retrieval logic, processed by the processor, configured to:
retrieve a list of a plurality of carriers for processing, wherein each of the plurality of carriers are associated with one or more carrier servers;
retrieve one or more producer codes for each of the plurality of carriers from the list of carriers; and
retrieve, at a predetermined time interval, a plurality of data transactions from a carrier file generated by each producer code of each of the plurality of carriers, wherein the carrier file is a third party webpage comprising at least commission data transactions and carrier data transactions;
data scraping logic, processed by the processor, configured to process a transactional data file based on the plurality of retrieved data transactions from the carrier file;
data reconciliation logic, processed by the processor, configured to:
apply one or more carrier specific business rules to the processed transactional data file; and
generate a carrier transactional data file for each of the plurality of carriers based on the applied carrier specific business rules, wherein the generated carrier transactional data file comprises at least one of a commission file and a transaction file.