MX2022004922A - Code generation and tracking for automatic data synchronization in a data management system. - Google Patents

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

Info

Publication number
MX2022004922A
MX2022004922A MX2022004922A MX2022004922A MX2022004922A MX 2022004922 A MX2022004922 A MX 2022004922A MX 2022004922 A MX2022004922 A MX 2022004922A MX 2022004922 A MX2022004922 A MX 2022004922A MX 2022004922 A MX2022004922 A MX 2022004922A
Authority
MX
Mexico
Prior art keywords
management system
codes
receipt
code generation
data
Prior art date
Application number
MX2022004922A
Other languages
Spanish (es)
Inventor
Pedro Franceschi
Ignacio Corderi
Original Assignee
Brex Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US16/664,592 external-priority patent/US11423368B2/en
Priority claimed from US16/664,694 external-priority patent/US11593765B2/en
Application filed by Brex Inc filed Critical Brex Inc
Publication of MX2022004922A publication Critical patent/MX2022004922A/en

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/06—Buying, selling or leasing transactions
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/02—Payment architectures, schemes or protocols involving a neutral party, e.g. certification authority, notary or trusted third party [TTP]
    • G06Q20/023—Payment architectures, schemes or protocols involving a neutral party, e.g. certification authority, notary or trusted third party [TTP] the neutral party being a clearing house
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/04—Payment circuits
    • G06Q20/045—Payment circuits using payment protocols involving tickets
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/30—Payment architectures, schemes or protocols characterised by the use of specific devices or networks
    • G06Q20/32—Payment architectures, schemes or protocols characterised by the use of specific devices or networks using wireless devices
    • G06Q20/327—Short range or proximity payments by means of M-devices
    • G06Q20/3276—Short range or proximity payments by means of M-devices using a pictured code, e.g. barcode or QR-code, being read by the M-device
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/38—Payment protocols; Details thereof
    • G06Q20/385—Payment protocols; Details thereof using an alias or single-use codes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/38—Payment protocols; Details thereof
    • G06Q20/40—Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check credit lines or negative lists
    • G06Q20/401—Transaction verification
    • G06Q20/4014—Identity check for transactions
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/38—Payment protocols; Details thereof
    • G06Q20/40—Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check credit lines or negative lists
    • G06Q20/401—Transaction verification
    • G06Q20/4015—Transaction verification using location information
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q20/00—Payment architectures, schemes or protocols
    • G06Q20/38—Payment protocols; Details thereof
    • G06Q20/40—Authorisation, e.g. identification of payer or payee, verification of customer or shop credentials; Review and approval of payers, e.g. check credit lines or negative lists
    • G06Q20/401—Transaction verification
    • G06Q20/4016—Transaction verification involving fraud or risk level assessment in transaction processing
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/04—Billing or invoicing
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12—Accounting
    • G06Q40/125—Finance or payroll
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06V—IMAGE OR VIDEO RECOGNITION OR UNDERSTANDING
    • G06V30/00—Character recognition; Recognising digital ink; Document-oriented image-based pattern recognition
    • G06V30/40—Document-oriented image-based pattern recognition

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Accounting & Taxation (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • Finance (AREA)
  • Strategic Management (AREA)
  • General Business, Economics & Management (AREA)
  • Development Economics (AREA)
  • Marketing (AREA)
  • Economics (AREA)
  • Computer Security & Cryptography (AREA)
  • Computer Vision & Pattern Recognition (AREA)
  • Technology Law (AREA)
  • Artificial Intelligence (AREA)
  • Multimedia (AREA)
  • Computer Networks & Wireless Communication (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)
  • Character Discrimination (AREA)

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.
MX2022004922A 2019-10-25 2020-10-23 Code generation and tracking for automatic data synchronization in a data management system. MX2022004922A (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US16/664,592 US11423368B2 (en) 2019-10-25 2019-10-25 Code generation and tracking for automatic data synchronization in a data management system
US16/664,694 US11593765B2 (en) 2019-10-25 2019-10-25 Application data integration for automatic data categorizations
PCT/US2020/057168 WO2021081408A1 (en) 2019-10-25 2020-10-23 Code generation and tracking for automatic data synchronization in a data management system

Publications (1)

Publication Number Publication Date
MX2022004922A true MX2022004922A (en) 2022-08-08

Family

ID=75620286

Family Applications (1)

Application Number Title Priority Date Filing Date
MX2022004922A MX2022004922A (en) 2019-10-25 2020-10-23 Code generation and tracking for automatic data synchronization in a data management system.

Country Status (10)

Country Link
EP (1) EP4049177A4 (en)
JP (1) JP7466638B2 (en)
CN (1) CN114902298A (en)
AU (1) AU2020372489B2 (en)
BR (1) BR112022007726A2 (en)
CA (1) CA3158558A1 (en)
IL (1) IL292476A (en)
MX (1) MX2022004922A (en)
WO (1) WO2021081408A1 (en)
ZA (1) ZA202205666B (en)

Families Citing this family (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20230230067A1 (en) * 2022-01-20 2023-07-20 VocaLink Limited Tokenized control of personal data

Family Cites Families (16)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6754640B2 (en) * 2000-10-30 2004-06-22 William O. Bozeman Universal positive pay match, authentication, authorization, settlement and clearing system
JP2002245391A (en) 2001-02-16 2002-08-30 Takeda Chem Ind Ltd Expense adjustment system
US20120084135A1 (en) * 2010-10-01 2012-04-05 Smartslips Inc. System and method for tracking transaction records in a network
US8861861B2 (en) * 2011-05-10 2014-10-14 Expensify, Inc. System and method for processing receipts and other records of users
US9245296B2 (en) * 2012-03-01 2016-01-26 Ricoh Company Ltd. Expense report system with receipt image processing
JP5440652B2 (en) 2012-05-11 2014-03-12 カシオ計算機株式会社 Sales data processing apparatus and program
US20140074690A1 (en) * 2012-09-07 2014-03-13 Bank Of America Corporation Digital receipt router
US9208528B2 (en) * 2012-10-16 2015-12-08 American Express Travel Related Services Company, Inc. Systems and methods for expense management
US10410191B2 (en) 2013-03-14 2019-09-10 Bill.Com, Llc System and method for scanning and processing of payment documentation in an integrated partner platform
US20150032602A1 (en) * 2013-07-29 2015-01-29 Bank Of America Corporation Understanding past purchase transactions based on purchase transaction history
US9275418B2 (en) * 2014-05-16 2016-03-01 Bank Of America Corporation Providing e-receipts to customers
US10332214B2 (en) 2014-07-02 2019-06-25 Michael H. Freeman Receiving, sending and managing electronic approvals and receipt invention
JP6443057B2 (en) 2015-01-09 2018-12-26 セイコーエプソン株式会社 Control device and control method of control device
JP6719063B2 (en) 2015-03-31 2020-07-08 株式会社日本デジタル研究所 Accounting input system, terminal device, server device, method and program
US20180053259A1 (en) * 2016-08-19 2018-02-22 Kabushiki Kaisha Toshiba System and method for personalized, policy based expense processing
US10115083B1 (en) * 2017-10-24 2018-10-30 Capital One Services, Llc Camera activation and image processing for transaction verification

Also Published As

Publication number Publication date
IL292476A (en) 2022-06-01
AU2020372489A1 (en) 2022-06-16
CN114902298A (en) 2022-08-12
EP4049177A1 (en) 2022-08-31
BR112022007726A2 (en) 2022-07-12
JP2023505007A (en) 2023-02-08
EP4049177A4 (en) 2023-10-11
ZA202205666B (en) 2023-11-29
AU2020372489B2 (en) 2023-06-08
CA3158558A1 (en) 2021-04-29
JP7466638B2 (en) 2024-04-12
WO2021081408A1 (en) 2021-04-29

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