Intuit Inc.
Instrument disambiguation to facilitate electronic data consolidation

Abstract:

Embodiments presented herein provide systems and methods for disambiguating the identity of a record to which information imported from a third-party data source pertains. For example, in one embodiment, a record-storage service creates a record of a transaction between a first entity and a second entity. Upon receiving an indication that an instrument will be used to transfer a value for the transaction, the record-storage service associates a code to be printed on the instrument with the record and sends the code to an application that will be used to generate the instrument. Subsequently, the record-storage service receives information imported from electronic records provided by a third-party institution. The information also includes a code provided on the instrument and a status. Upon determining that the code provided on the instrument matches the code associated with the record, the record-storage service updates the record to reflect the status.