E-receipt Data Parsing for Online Banking Integration

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Financial institutions lack detailed transaction-level data from merchants, limiting their ability to provide customers with accurate purchase history and budgeting tools, and hindering the integration of customer purchase transactions into online banking systems.

Innovation Solution

A system that retrieves and parses unstructured data from electronic communications, such as e-receipts, into structured data for integration into online banking, allowing for the determination of transactions and the provision of targeted offers to customers based on product-level data.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If financial institutions use traditional transaction data, then system complexity is low, but measurement precision and information completeness are insufficient

Engineering Contradiction:
Improveproduct level dataVSAvoiddata processing system
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent introduces an intermediary data processing layer that receives unstructured e-receipt data, converts it to structured format, and integrates it with existing banking systems. This intermediary layer absorbs the complexity of handling diverse data formats while presenting a simplified structured interface to the financial institution's core systems, thus resolving the contradiction between information completeness and system complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces manual data entry and processing mechanisms with automated optical character recognition (OCR) and data parsing systems. This substitution of mechanical manual processes with automated digital processing enables the system to handle unstructured e-receipt data efficiently, improving information completeness without proportionally increasing operational complexity.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Measurement precision

If financial institutions integrate e-receipt data, then measurement precision improves, but ease of operation decreases

Engineering Contradiction:
Improvetransaction data accuracyVSAvoiddata integration process
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The system enables e-receipt data to serve itself by automatically extracting, parsing, and structuring the information without requiring manual intervention. The automated processing pipeline handles data collection, validation, and integration autonomously, maintaining high measurement precision while minimizing the operational burden on users and staff.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent implements preliminary data validation and formatting steps that prepare e-receipt data for integration before it enters the core banking system. By performing these actions in advance through automated routines, the system ensures data accuracy is maintained while simplifying the overall integration process and reducing manual handling requirements.

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If detailed product level data is collected, then offer relevance improves, but device complexity increases

Engineering Contradiction:
Improveoffer customizationVSAvoiddata storage and processing
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent segments the data processing into distinct functional modules: e-receipt collection, data extraction, parsing, validation, and integration. This segmentation allows each module to handle specific aspects of data processing independently, making the overall system more manageable and maintainable while enabling comprehensive product-level data collection for customized offers.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system dynamically adjusts data collection and processing parameters based on the type and source of e-receipt data. By implementing flexible parsing logic that adapts to different data formats and structures, the system maintains high adaptability for customized offers while avoiding the complexity of rigid, overly prescriptive data handling procedures.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS9384497B2Use of SKU level e-receipt data for future marketing
Publication Date: 2016.07.05 BANK OF AMERICA CORP

AI summary

Embodiments of the invention relate to systems, methods, and computer program products for determining and providing an offer to a customer based at least in part on product level data associated with a transaction. The system, method, and computer program product are configured to receive unstructured data from a customer account, wherein the unstructured data comprises product level data for a transaction; convert the unstructured data into structured data; determine a transaction at a financial institution corresponding to the structured data; determine an offer for a customer based on the product level data and the transaction; and provide the offer to the customer. Typically, product level data related to transactions is not available to financial institution. This disclosure describes a system and method for identifying and using product level data.