IP Library › Granted Patent US 11,954,532
Granted Patent B2
US 11,954,532 · App. 17/334,124 · Granted Apr 9, 2024

Reconciling resource management platforms

Inventor: Kevin Daniels (Leawood, KS)
Assignee: POLLEN, INC.
G06F9/5038G06F9/485G06F9/5088G06F9/542
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Quick Facts
Patent No.
US 11,954,532
App. No.
17/334,124
Filed
May 28, 2021
Granted
Apr 9, 2024
Kind
B2
Examiner
CAO, DIEM K
Art Unit
2196
USPC
718/100
Abstract

Systems, methods and computer-readable media are provided for receiving an indication to suspend a first event associated with a first resource indicator that is stored in a first data file associated with a first resource management software utilized by a first entity. A second indication to suspend the first event is determined to be provided by a second entity utilizing a second resource management software, the second indication to suspend the first event indicating a modification to both the first data file associated with a first resource management software and a second data file associated with the second resource management software. The first data file is reconciled by instructing the first resource management software to modify the first resource indicator in the first data file so as to correspond to a modification to a second resource indicator associated with the second data file.

Claims (37)

1. A computer-implemented method for reconciling one or more data fields across disparate software platforms, comprising:

receiving a first indication to suspend a first event associated with a first resource indicator that is stored in a first data file associated with a first resource management software utilized by a first entity;

determining that a second indication to suspend the first event is provided by a second entity utilizing a second resource management software, the second indication to suspend the first event indicating:

a delay or acceleration of a transfer of resources between the first entity and the second entity, and

a first modification to both the first data file associated with a first resource management software and a second data file associated with the second resource management software based on the delay or acceleration; and

reconciling the first data file by instructing the first resource management software to modify the first resource indicator in the first data file so as to correspond to a second modification to a second resource indicator associated with the second data file, and wherein the first modification and the second modification comprise increasing or decreasing an amount of resources to be transferred based on the delay or acceleration.

2. The computer-implemented method of claim 1 , further comprising: instructing the second resource management software to modify the second data file from a third resource indicator to the second resource indicator.

3. The computer-implemented method of claim 1 , wherein instructing the second resource management software comprises generating a data file comprising a future time for reconciling the event that is readable by an extraction module of the first resource management software.

4. The computer-implemented method of claim 1 , further comprising: determining that the second resource indicator satisfies one or more thresholds that are configurable by one or more computing devices associated with the first entity.

5. The computer-implemented method of claim 4 , wherein the one or more thresholds comprise a threshold increase in the resources to be transferred and a threshold period of time following an originally scheduled date of resource transfer.

6. The computer-implemented method of claim 1 , further comprising: aggregating the suspension of the first event with the suspension of a second event so as to suspend both a first resource transfer and a second resource transfer.

7. The computer-implemented method of claim 6 , wherein the aggregated suspension of the first and second event satisfies a rate of increase in resources with respect to time that is configurable by one or more computing devices associated with the first entity.

8. A computing device, comprising:

one or more processors; and

computer storage memory having computer-executable instructions stored thereon which, when executed by the processor, implement a method comprising:

receiving a first indication to suspend a first event associated with a first resource indicator that is stored in a first data file associated with a first resource management software utilized by a first entity;

determining that suspending the first event satisfies one or more parameters provided by a second entity having the first event stored in a second resource management software, wherein suspending the first event indicates:

a delay or acceleration of a transfer of resources between the first entity and the second entity, and

a first modification to both the first data file associated with the first resource management software and a second data file associated with the second resource management software based on the delay or acceleration; and

reconciling the first data file by instructing the first resource management software to modify the first resource indicator in the first data file so as to correspond to a second modification to a second resource indicator associated with the second data file, and wherein the first modification and the second modification comprises increasing or decreasing an amount of resources to be transferred based on the delay or acceleration.

9. The computing device of claim 8 , further comprising: instructing the second resource management software to modify the second data file from a third resource indicator corresponding to the first resource indicator to the second resource indicator.

10. The computing device of claim 9 , wherein instructing the second resource management software comprises generating a data file comprising the second resource indicator that is readable by an extraction module of the first resource management software.

11. The computing device of claim 8 , wherein determining that suspending the first event satisfies the one or more parameters comprises determining that a future time for transferring resources satisfies a time suspension threshold that is configurable by a computing device associated with the second entity.

12. The computing device of claim 8 , wherein determining that suspending the first event satisfies the one or more parameters comprises determining that an increase in the transfer of resources satisfies a time suspension threshold that is configurable by a computing device associated with the second entity.

13. The computing device of claim 8 , further comprising: aggregating the suspension of the first event with the suspension of a second event so as to suspend both a first resource transfer and a second resource transfer.

14. The computing device of claim 13 , wherein the aggregated suspension of the first and second event satisfies a rate of increase in resources with respect to time that are configurable by one or more computing devices associated with the first entity.

15. Computer storage memory having computer-executable instructions stored thereon which, when executed by the processor, implement a method comprising:

receiving first indication to suspend a first event associated with a first resource indicator that is stored in a first data file associated with a first resource management software utilized by a first entity;

determining that suspending the first event satisfies one or more parameters provided by a second entity having the first event stored in a second resource management software, wherein suspending the first event indicates:

a delay or acceleration of a transfer of resources between the first entity and the second entity, and

a first modification to both the first data file associated with the first resource management software and a second data file associated with the second resource management software based on the delay or acceleration; and

reconciling the first data file by instructing the first resource management software to modify the first resource indicator in the first data file so as to correspond to a second modification to a second resource indicator associated with the second data file, and wherein the first modification and the second modification comprises increasing or decreasing an amount of resources to be transferred based on the delay or acceleration.

16. The computer storage memory of claim 15 , further comprising: instructing the second resource management software to modify the second data file from a third resource indicator corresponding to the first resource indicator to the second resource indicator.

17. The computer storage memory of claim 16 , wherein instructing the second resource management software comprises generating a data file comprising the second resource indicator that is readable by an extraction module of the first resource management software.

18. The computer storage memory of claim 15 , further comprising: wherein determining that suspending the first event satisfies the one or more parameters comprises determining that a future time for transferring resources satisfies a time suspension threshold that is configurable by a computing device associated with the second entity.

19. The computer storage memory of claim 18 , wherein determining that suspending the first event satisfies the one or more parameters comprises determining that an increase in the transfer of resources satisfies a time suspension threshold that is configurable by a computing device associated with the second entity.

20. The computer storage memory of claim 15 , further comprising: aggregating the suspension of the first event with the suspension of a second event so as to suspend both a first resource transfer and a second resource transfer.

Assignments (2)
PATENT SECURITY AGREEMENT Recorded Oct 27, 2022
From: POLLEN, INC.
To: VCP CAPITAL MARKETS, LLC
Reel/Frame 061789/0451 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 22, 2021
From: DANIELS, KEVIN
To: POLLEN, INC.
Reel/Frame 058179/0099 →
Continuity (3)
Provisional Application 62704819 · May 29, 2020
Provisional Application 63032086 · May 29, 2020
Related Publication 20210373960A1 · Dec 2, 2021