METHOD AND SYSTEM FOR MATCHING CLOSED ACCOUNT RECORDS TO ACTIVE ACCOUNTS FOR HISTORICAL DATA PURPOSES
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United States of America Patent
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Issued Date -
Oct 8, 2015
app pub date -
Apr 4, 2014
filing date -
Apr 4, 2014
priority date (Note) -
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status (Latency Note)
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Abstract
A system and method that can match closed account records to active account records for use in analyzing multi-account customer locations across several time periods is provided. The output contains the best possible groupings of the active and inactive customer accounts. The process begins with the most recent view of the customer and goes back in the history of the match results generated using the known four part process. The process generates new groupings of the active and inactive entities of the same customer locations using different rules for historical groups to determine in which new groupings each old group should be placed. The new groupings group together not only the current accounts of a business location but also the accounts that used to belong to that location earlier during the period being analyzed to allow for a complete analysis of the customer location.
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