US 12,443,984 B2
Systems and methods for matching entities
Duncan Buchanan, Wellington (NZ); Han Zhang, Wellington (NZ); Shreyas Nagarajappa, Wellington (NZ); Rui Min, Wellington (NZ); William Lester, Wellington (NZ); and Mehika Manocha, Wellington (NZ)
Assigned to Xero Limited, Wellington (NZ)
Appl. No. 18/028,423
Filed by Xero Limited, Wellington (NZ)
PCT Filed Aug. 25, 2021, PCT No. PCT/NZ2021/050153
§ 371(c)(1), (2) Date Mar. 24, 2023,
PCT Pub. No. WO2022/131932, PCT Pub. Date Jun. 23, 2022.
Claims priority of application No. 2020904715 (AU), filed on Dec. 17, 2020.
Prior Publication US 2023/0368267 A1, Nov. 16, 2023
Int. Cl. G06Q 30/00 (2023.01); G06Q 30/0601 (2023.01)
CPC G06Q 30/0631 (2013.01) 19 Claims
OG exemplary drawing
 
1. A computer-implemented method, performed by an accounting system, the method comprising:
identifying a candidate entity for matching with one or more target entities from a plurality of target entities;
receiving, from a user interface associated with the candidate entity, desired target entity attributes; and
for one or more of the target entities:
identifying, from a database of the accounting system, one or more contacts associated with the target entity;
determining one or more contact attributes of the identified one or more contacts;
determining one or more target entity attributes associated with the target entity based on the determined one or more contact attributes of the identified one or more contacts;
determining a target suitability measure indicative of a suitability of the target entity to the candidate entity based on one or more desired target entity attributes of the candidate entity and corresponding one or more target entity attributes of the one or more target entity attributes associated with the target entity;
determining a candidate suitability measure indicative of a suitability of the candidate entity to the target entity based on the one or more desired candidate entity attributes of the target entity and corresponding one or more candidate entity attributes associated with the candidate entity;
determining a matching score for the candidate entity and target entity pair as a first function of the target suitability measure and the candidate suitability measure;
determining one or more suggested target entities for matching with the candidate entity based on the matching score for each candidate entity and target entity pair; and
displaying, on a user interface associated with the candidate entity, the one or more suggested target entities, the user interface comprising a user selectable option;
receiving, via the user selectable option, a selection of at least one of the suggested target entities; and
responsive to receiving via the user selectable option, the selection of the at least one of the suggested target entities:
generating an electronic communication message, for transmitting to the at least one suggested target entity, the electronic communication message prepopulated with data associated with the candidate entity; and
transmitting the electronic communication message to a computing device associated with the at least one suggested target entity.