Patents by Inventor Lacey A. WOOLF

Lacey A. WOOLF 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).

  • Publication number: 20250209092
    Abstract: Provided herein are methods and systems for identifying a related data values in a plurality of datasets. The method can include extracting data from the plurality of datasets, identifying potential linking categories, and determining a validity of the potential linking categories. One or more linking categories can be selected from the potential linking categories based on the validity, and related data values can be identified between the plurality of datasets based on the selected linking categories. Also provided herein are methods and systems for classifying data values as reconciled or non-reconciled. The method can include identifying a plurality of related data values in a plurality of datasets. For each of the plurality of related data values, a similarity score and confidence score can be determined, and the plurality of related data values can be classified as reconciled or non-reconciled based on the similarity score and/or the confidence score.
    Type: Application
    Filed: March 7, 2025
    Publication date: June 26, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Chung-Sheng LI, Winnie CHENG, Mark John FLAVELL, Nicholas John HAMER, Rhodri DAVIES, Thomas Vincent GIACOMUCCI, Lacey A. WOOLF, Raymund Anthony Florand BELTRAN, Craig SHARPLES, Matthew F. CONNELLY, Kevin Ma LEONG, Scott LIKENS, Joseph David VOYLES, Xiaoying CHEN, Waqar SARGUROH, Nancy Alayne LIZOTTE
  • Patent number: 12265553
    Abstract: Provided herein are methods and systems for identifying a related data values in a plurality of datasets. The method can include extracting data from the plurality of datasets, identifying potential linking categories, and determining a validity of the potential linking categories. One or more linking categories can be selected from the potential linking categories based on the validity, and related data values can be identified between the plurality of datasets based on the selected linking categories. Also provided herein are methods and systems for classifying data values as reconciled or non-reconciled. The method can include identifying a plurality of related data values in a plurality of datasets. For each of the plurality of related data values, a similarity score and confidence score can be determined, and the plurality of related data values can be classified as reconciled or non-reconciled based on the similarity score and/or the confidence score.
    Type: Grant
    Filed: March 29, 2023
    Date of Patent: April 1, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Chung-Sheng Li, Winnie Cheng, Mark John Flavell, Nicholas John Hamer, Rhodri Davies, Thomas Vincent Giacomucci, Lacey A. Woolf, Raymund Anthony Florand Beltran, Craig Sharples, Matthew F. Connelly, Kevin Ma Leong, Scott Likens, Joseph David Voyles, Xiaoying Chen, Waqar Sarguroh, Nancy Alayne Lizotte
  • Publication number: 20240330323
    Abstract: Provided herein are methods and systems for identifying a related data values in a plurality of datasets. The method can include extracting data from the plurality of datasets, identifying potential linking categories, and determining a validity of the potential linking categories. One or more linking categories can be selected from the potential linking categories based on the validity, and related data values can be identified between the plurality of datasets based on the selected linking categories. Also provided herein are methods and systems for classifying data values as reconciled or non-reconciled. The method can include identifying a plurality of related data values in a plurality of datasets. For each of the plurality of related data values, a similarity score and confidence score can be determined, and the plurality of related data values can be classified as reconciled or non-reconciled based on the similarity score and/or the confidence score.
    Type: Application
    Filed: March 29, 2023
    Publication date: October 3, 2024
    Applicant: PricewaterhouseCoopers LLP
    Inventors: Chung-Sheng LI, Winnie CHENG, Mark John FLAVELL, Nicholas John HAMER, Rhodri DAVIES, Thomas Vincent GIACOMUCCI, Lacey A. WOOLF, Raymund Anthony Florand BELTRAN, Craig SHARPLES, Matthew F. CONNELLY, Kevin Ma LEONG, Scott LIKENS, Joseph David VOYLES, Xiaoying CHEN, Waqar SARGUROH, Nancy Alayne LIZOTTE
  • Publication number: 20240331056
    Abstract: Provided herein are methods and systems for determining a roll forward amount. The method can include identifying a starting balance, extracting reconciled data values from a database, each reconciled data value having a confidence score that indicates a confidence level that a reconciled data value of a first dataset is the same as a corresponding reconciled data value of a second dataset. The method can include identifying a first subset of the reconciled data values that are a first type and a second subset of the reconciled data values that are a second type, and determining a roll forward amount based on the starting balance, the first subset, and the second subset.
    Type: Application
    Filed: March 29, 2023
    Publication date: October 3, 2024
    Applicant: PricewaterhouseCoopers LLP
    Inventors: Chung-Sheng LI, Winnie CHENG, Mark John FLAVELL, Nicholas John HAMER, Rhodri DAVIES, Thomas Vincent GIACOMUCCI, Lacey A. WOOLF, Raymund Anthony Florand BELTRAN, Craig SHARPLES, Matthew F. CONNELLY, Kevin Ma LEONG, Scott LIKENS, Nancy Alayne LIZOTTE