IP Library Granted Patent US 11,605,138
Granted Patent B2
US 11,605,138 · App. 17/163,178 · Granted Mar 14, 2023

Data reconciliation for disparate databases by automatic generation of relevant action items

Inventor: Jason M. Dixon (Hampstead, NC)
Assignee: Sehlke Consulting, LLC
G06Q40/12G06F16/248G06F16/24575G06F16/258G06F16/27
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Quick Facts
Patent No.
US 11,605,138
App. No.
17/163,178
Granted
Mar 14, 2023
Kind
B2
Abstract

A method includes retrieving files associated with a first database and one or more files associated with a second database. The method further includes merging and filtering the files of the first database into a merged file including action items from the files. The method further includes identifying action items from the merged file that match an item of the one or more files of the second database and generating an output file comprising an action description to be performed on the first database to reconcile the first database with the second database.

Claims (61)

1. A method comprising:

retrieving a plurality of files associated with a first database, wherein the plurality of files associated with the first database comprise a plurality of DASF (due and status file) files;

retrieving one or more files associated with a second database;

merging and filtering, by a processing device, the plurality of files of the first database into a merged file comprising action items from the plurality of files;

identifying, by the processing device, action items from the merged file that match an item of the one or more files of the second database; and

generating, by the processing device, an output file comprising an action description to be performed on the first database to reconcile the first database with the second database.

2. The method of claim 1 , wherein the one or more files associated with the second database comprise one or more ULO (unliquidated order) files.

3. The method of claim 1 , wherein merging and filtering the plurality of files of the first database comprises:

determining whether each record and plurality of files comprises an actionable status code; and

writing the records that comprise an actionable status code to the merged file.

4. The method of claim 1 , wherein identifying action items from the merged file that match an item of the one or more files of the second database comprises:

comparing an SDN (standard document number) of each record of the merged file with an SDN of each record of the one or more files of the second database; and

writing each of the records that have a matching SDN to the output file.

5. The method of claim 1 , wherein generating the output file comprises:

determining a status code associated with each record of the output file; and

generating a status description for the record based on the status code.

6. The method of claim 5 , wherein generating the output file further comprises:

determining whether a quantity and unit price are included in each record; and

calculating, for each record that includes a quantity and a unit price, a total price and a possible adjustment based on the status code associated with each record.

7. The method of claim 1 , further comprising:

uploading the output file to a user specified location; and

providing the output file to one or more specified users.

8. A system comprising:

a memory; and

a processing device operatively coupled to the memory, the processing device to:

retrieve a plurality of files associated with a first database, wherein the plurality of files associated with the first database comprise a plurality of DASF (due and status file) files;

retrieve one or more files associated with a second database;

merge and filter the plurality of files of the first database into a merged file comprising action items from the plurality of files;

identify action items from the merged file that match an item of the one or more files of the second database; and

generate an output file comprising an action description to be performed on the first database to reconcile the first database with the second database.

9. The system of claim 8 , wherein the one or more files associated with the second database comprise one or more ULO (unliquidated order) files.

10. The system of claim 8 , wherein to merge and filter the plurality of files of the first database, the processing device is to:

determine whether each record and plurality of files comprises an actionable status code; and

write the records that comprise an actionable status code to the merged file.

11. The system of claim 8 , wherein to identify action items from the merged file that match an item of the one or more files of the second database the processing device is to:

compare an SDN (standard document number) of each record of the merged file with an SDN of each record of the one or more files of the second database; and

write each of the records that have a matching SDN to the output file.

12. The system of claim 8 , wherein to generate the output file, the processing device is to:

determine a status code associated with each record of the output file; and

generate a status description for the record based on the status code.

13. The system of claim 12 , wherein to generate the output file, the processing device is further to:

determine whether a quantity and unit price are included in each record; and

calculate, for each record that includes a quantity and a unit price, a total price and a possible adjustment based on the status code associated with each record.

14. The system of claim 8 , wherein the processing device is to:

upload the output file to a user specified location; and

provide the output file to one or more specified users.

15. A non-transitory computer-readable storage medium including instructions that, when executed by a processing device, cause the processing device to:

retrieve a plurality of files associated with a first database, wherein the plurality of files associated with the first database comprise a plurality of DASF (due and status file) files;

retrieve one or more files associated with a second database;

merge and filter, by the processing device, the plurality of files of the first database into a merged file comprising action items from the plurality of files;

identify, by the processing device, action items from the merged file that match an item of the one or more files of the second database; and

generate, by the processing device, an output file comprising an action description to be performed on the first database to reconcile the first database with the second database.

16. The non-transitory computer-readable storage medium of claim 15 , wherein to merge and filter the plurality of files of the first database, the processing device is to:

determine whether each record and plurality of files comprises an actionable status code; and

write the records that comprise an actionable status code to the merged file.

17. The non-transitory computer-readable storage medium of claim 15 , wherein to identify action items from the merged file that match an item of the one or more files of the second database the processing device is to:

compare an identifier of each record of the merged file with an identifier of each record of the one or more files of the second database; and

write each of the records that have a matching identifier to the output file.

18. The non-transitory computer-readable storage medium of claim 15 , wherein to generate the output file the processing device is to:

determine a status code associated with each record of the output file; and

generate a status description for the record based on the status code.

Assignments (8)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 31, 2024
From: SEHLKE CONSULTING, LLC
To: CGI FEDERAL INC.
Reel/Frame 069084/0219 →
RELEASE OF SECURITY INTEREST Recorded Sep 13, 2024
From: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
To: SEHLKE CONSULTING LLC
Reel/Frame 068584/0543 →
RELEASE OF SECURITY INTEREST Recorded Dec 27, 2023
From: CAPITAL ONE, NATIONAL ASSOCIATION
To: SEHLKE CONSULTING LLC
Reel/Frame 065958/0357 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS Recorded Dec 27, 2023
From: CAPITAL ONE, NATIONAL ASSOCIATION, AS AGENT
To: SEHLKE CONSULTING LLC
Reel/Frame 066129/0049 →
SECURITY INTEREST Recorded Dec 22, 2023
From: SEHLKE CONSULTING LLC
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 065941/0462 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 11, 2022
From: DIXON, JASON M.
To: SEHLKE CONSULTING, LLC
Reel/Frame 061744/0786 →
SECURITY INTEREST Recorded Aug 31, 2021
From: SEHLKE CONSULTING LLC
To: CAPITAL ONE, NATIONAL ASSOCIATION
Reel/Frame 057345/0442 →
PATENT SECURITY AGREEMENT Recorded Aug 31, 2021
From: SEHLKE CONSULTING LLC
To: ENLIGHTENMENT CAPITAL SOLUTIONS FUND III, L.P., AS AGENT
Reel/Frame 057390/0217 →
Continuity (1)
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