{"schema_version":"1.0","canonical_url":"https://patentable.app/patents/US-8521634","patent":{"patent_number":"US-8521634","title":"System and method for reconciling financial records by matching outstanding trade orders to unmatched transactions","assignee":null,"inventors":[],"filing_date":"2012-04-27T00:00:00.000Z","publication_date":"2013-08-27T00:00:00.000Z","cpc_codes":["G06Q","G06Q","G06Q","G06Q","G06Q","G06Q","G06Q"],"num_claims":12,"abstract":"A system and method for financial account reconciliation of a portfolio account system includes, for investments that are not reported as trades once an order to purchase has been placed, using a computer to electrically match investments that are not reported as trades to unmatched transactions of the portfolio account system. In this manner investments that are not reported as trades once an order to purchase has been placed do not create breaks of the portfolio account system."},"analysis":{"summary":null,"layman_explanation":null,"technical_analysis":null,"business_analysis":null,"faqs":null,"topics":[],"tech_cluster":null},"seo":{"title":"System and method for reconciling financial records by matching outstanding trade orders to unmatched transactions","description":"A system and method for financial account reconciliation of a portfolio account system includes, for investments that are not reported as trades once an order to purchase has been placed, using a comp","keywords":[]},"attribution":{"source":"Patentable","source_url":"https://patentable.app","canonical_url":"https://patentable.app/patents/US-8521634","license":"CC-BY-4.0-like","license_terms":"AI-generated analysis on this page (summary, layman_explanation, technical_analysis, business_analysis, faqs) may be reused with attribution and a visible link back to the canonical URL above. Patent abstracts, claims, and bibliographic data are USPTO public domain.","required_link":"https://patentable.app/patents/US-8521634","citation_suggestion":"Patentable. \"System and method for reconciling financial records by matching outstanding trade orders to unmatched transactions\" (US-8521634). https://patentable.app/patents/US-8521634","copyright_holder":"Nomic Interactive Technology LLC"},"links":{"html":"https://patentable.app/patents/US-8521634","json":"https://patentable.app/api/llm-context/US-8521634","site":"https://patentable.app","llms_txt":"https://patentable.app/llms.txt"},"generated_at":"2026-05-31T14:01:31.115Z"}