Live reporting of check image keying issues

Patent metadata

Field	Value
Publication number	US-10366458-B2
Application number	US-201715446798-A
Country	US
Kind code	B2
Filing date	Mar 1, 2017
Priority date	Mar 1, 2017
Publication date	Jul 30, 2019
Grant date	Jul 30, 2019

Abstract

Aspects of the disclosure relate to live reporting of check image keying issues. A computing platform may receive a first dataset and may transmit a first set of instructions for triggering transaction balancing and the first dataset to a first client computer system. Subsequently, the computing platform may receive from the first client computer system, a request to report an issue. Responsive to receiving the request to report an issue, the computing platform may receive from the first client computer a second dataset relating to the issue. Subsequently, the computing platform may generate, based on the first dataset and second dataset, an issue record, and may store the issue record in a second database. Then, the computing platform may transmit, via the communication interface, a second set of instructions for triggering issue investigation and the issue record relating to the issue to a second client computer system.

First claim

What is claimed is:

1. A computing platform, comprising:
at least one processor;
a communication interface communicatively coupled to the at least one processor; and
memory storing a first database, a second database, and computer-readable instructions that, when executed by the at least one processor, cause the computing platform to:
receive, from the first database, a first dataset;
transmit, via the communication interface, a first set of instructions for triggering transaction balancing and the first dataset to a first client computer system;
receive, via the communication interface, from the first client computer system, a request to report an issue;
receive, via the communication interface, from the first client computer system, a second dataset, wherein the second dataset relates to the issue;
generate, based on the first dataset and the second dataset, an issue record comprising the first dataset and the second dataset;
store the issue record in the second database; and
transmit, via the communication interface, to a second client computer system, a second set of instructions for triggering issue investigation and the issue record comprising the first dataset and the second dataset.

2. The computing platform of claim 1 , wherein the first dataset includes balancing data identifying a collection of debits and credits to financial accounts, and at least one image of a check.

3. The computing platform of claim 1 , wherein the second dataset includes balancing data identifying a collection of debits and credits to financial accounts, and at least one image of a check, the second dataset being representative of a state of the first client computer system at a time of the request to report an issue.

4. The computing platform of claim 1 , wherein the first set of instructions includes instructions for generating a first graphical user interface to facilitate transaction balancing for financial transactions.

5. The computing platform of claim 4 , wherein the first graphical user interface comprises a first plurality of graphical user interface elements and wherein the second set of instructions for triggering issue investigation includes instructions for generating a second graphical user interface to facilitate issue investigation, the second set of instructions comprising at least some of the same instructions as the first set of instructions, and the second graphical user interface comprising at least some of the first plurality of graphical user interface elements.

6. The computing platform of claim 1 , wherein the second set of instructions for triggering issue investigation includes instructions for generating a second graphical user interface to facilitate issue investigation.

7. The computing platform of claim 6 , wherein the second graphical user interface comprises a second plurality of graphical user interface elements and wherein the first set of instructions for triggering transaction balancing includes instructions for generating a first graphical user interface to facilitate financial transaction balancing, the first set of instructions comprising at least some of the same instructions as the second set of instructions, and the first graphical user interface comprising at least some of the second plurality of graphical user interface elements.

8. The computing platform of claim 1 , wherein the memory stores additional computer-readable instructions that, when executed by the at least one processor, cause the computing platform to:
receive, via the communication interface, from the second client computer system, a communication; and
store the communication in the second database in association with the issue record.

9. The computing platform of claim 8 , wherein the memory stores additional computer-readable instructions that, when executed by the at least one processor, cause the computing platform to:
transmit the communication to the first client computer system via the communication interface.

10. The computing platform of claim 1 , wherein the second client computer system does not have permission to write to the first database.

11. A method, comprising:
at a computing platform comprising at least one processor, memory, a first database, a second database, and a communication interface:
receiving, by the at least one processor, from a first database, a first dataset;
transmitting, by the at least one processor, via the communication interface, a first set of instructions for triggering transaction balancing and the first dataset to a first client computer system;
receiving, by the at least one processor, via the communication interface, from the first client computer system, a request to report an issue;
receiving, by the at least one processor, from the first client computer system, a second dataset, wherein the second dataset relates to the issue;
generating, by the at least one processor, based on the first dataset and the second dataset, an issue record comprising the first dataset and the second dataset;
storing, by the at least one processor, the issue record in the second database; and
transmitting, by the at least one processor, via the communication interface, to a second client computer system, a second set of instructions for triggering issue investigation and the issue record comprising the first dataset and the second dataset.

12. The method of claim 11 , wherein the first dataset includes balancing data identifying a collection of debits and credits to financial accounts, and at least one image of a check.

13. The method of claim 11 , wherein the second dataset includes balancing data identifying a collection of debits and credits to financial accounts, and at least one image of a check, the second dataset being representative of a state of the first client computer system at a time of the request to report an issue.

14. The method of claim 11 , wherein the first set of instructions includes instructions for generating a first graphical user interface to facilitate transaction balancing for financial transactions.

15. The method of claim 14 , wherein the first graphical user interface comprises a first plurality of graphical user interface elements and wherein the second set of instructions for triggering issue investigation includes instructions for generating a second graphical user interface to facilitate issue investigation, the second set of instructions comprising at least some of the same instructions as the first set of instructions, and the second graphical user interface comprising at least some of the first plurality of graphical user interface elements.

16. The method of claim 11 , wherein the second set of instructions for triggering issue investigation includes instructions for generating a second graphical user interface to facilitate issue investigation.

17. The method of claim 16 , wherein the second graphical user interface comprises a second plurality of graphical user interface elements and wherein the first set of instructions for triggering transaction balancing includes instructions for generating a first graphical user interface to facilitate financial transaction balancing, the first set of instructions comprising at least some of the same instructions as the second set of instructions, and the first graphical user interface comprising at least some of the second plurality of graphical user interface elements.

18. The method of claim 11 , further comprising:
receiving, by the at least one processor, via the communication interface, from the second client computer system, a communi

Assignees

• Bank Of America

Inventors

• Arthur William D
• Gunsolley Shawn
• Watson Iii Verlon S
• Dryer Eric

Classifications

• G06Q40/12 Primary

  Accounting · CPC title

• G06F11/0784

  Routing of error reports, e.g. with a specific transmission path or data flow · CPC title

• G06F11/0766

  Error or fault reporting or storing · CPC title

• G06F11/0709

  in a distributed system consisting of a plurality of standalone computer nodes, e.g. clusters, client-server systems · CPC title

• G06F11/0787

  Storage of error reports, e.g. persistent data storage, storage using memory protection · CPC title