John A Englert

US Patent:

20230005077, Jan 5, 2023

Filed:

Sep 13, 2022

Appl. No.:

17/943639

Inventors:

- New York NY, US
Matthew George Nettleton - Ithaca NY, US
Gregory Bernard Bahns - West Chester OH, US
Steven Scott Winchester - Cincinnati OH, US
James Douglas Ecker - West Chester OH, US
John Bruce Englert - Gilbert AZ, US

International Classification:

G06Q 40/00
G06F 11/14

Abstract:

Methods and systems of applying retroactive adjustments to financial data. An example method includes: receiving one or more adjustment records associated with a financial account; saving a snapshot of the financial account, the snapshot comprising a plurality of transaction records reflecting previously processed transactions associated with the financial account; merging the adjustment records and the transaction records to produce a plurality of adjusted transaction records; processing adjusted transaction records to produce an updated state of the financial account; comparing the saved snapshot to the updated state of the financial account to produce one or more adjustment events; and processing the adjustment events using one or more event processing rules.

US Patent:

20190147544, May 16, 2019

Filed:

Nov 16, 2017

Appl. No.:

15/815135

Inventors:

- New York NY, US
Matthew George Nettleton - Ithaca NY, US
Gregory Bernard Bahns - West Chester OH, US
Steven Scott Winchester - Cincinnati OH, US
James Douglas Ecker - West Chester OH, US
John Bruce Englert - Gilbert AZ, US

International Classification:

G06Q 40/00
G06F 11/14

Abstract:

Methods and systems of applying retroactive adjustments to financial data. An example method includes: receiving one or more adjustment records associated with a financial account; saving a snapshot of the financial account, the snapshot comprising a plurality of transaction records reflecting previously processed transactions associated with the financial account; merging the adjustment records and the transaction records to produce a plurality of adjusted transaction records; processing adjusted transaction records to produce an updated state of the financial account; comparing the saved snapshot to the updated state of the financial account to produce one or more adjustment events; and processing the adjustment events using one or more event processing rules.