Patents by Inventor Jeffrey M. Alpher

Jeffrey M. Alpher has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Method and system for reconciling data from multiple sources
    Patent number: 9710860
    Abstract: A method and system for reconciling data, the method comprising receiving account data including records of holdings, transactions and cash balances of an manager and a custodian. The account data is matched based on a set of rules for matching custodian and manager data. A holding matching process, transaction matching process, and cash matching process are provided to identify matches and exceptions in the records of the holdings, transactions and cash balances from the account data, which may be displayed to an end-user. The method further comprises receiving a request to investigate the exceptions in the records and providing at least one of cash, holding, and transaction investigations of the exceptions in the records.
    Type: Grant
    Filed: December 9, 2013
    Date of Patent: July 18, 2017
    Inventors: John P. Landry, Jr., Todd J. Sloan, Lawrence W. Smith, Jeffrey M. Alpher
  • METHOD AND SYSTEM FOR RECONCILING DATA FROM MULTIPLE SOURCES
    Publication number: 20140164194
    Abstract: A method and system for reconciling data, the method comprising receiving account data including records of holdings, transactions and cash balances of an manager and a custodian. The account data is matched based on a set of rules for matching custodian and manager data. A holding matching process, transaction matching process, and cash matching process are provided to identify matches and exceptions in the records of the holdings, transactions and cash balances from the account data, which may be displayed to an end-user. The method further comprises receiving a request to investigate the exceptions in the records and providing at least one of cash, holding, and transaction investigations of the exceptions in the records.
    Type: Application
    Filed: December 9, 2013
    Publication date: June 12, 2014
    Applicant: Electra Information Systems, Inc.
    Inventors: John P. Landry, JR., Todd J. Sloan, Lawrence W. Smith, Jeffrey M. Alpher