公开(公告)号：US20210241384A1

公开(公告)日：2021-08-05

申请号：US16779360

申请日：2020-01-31

Applicant: salesforce.com, inc.

Inventor： Pedro Dal Col ,  Carlos Ramirez Martinez-Eiroa ,  Wei Zhang

IPC: G06Q40/00 ,  G06Q40/02 ,  G06Q30/02

Abstract: A computer implemented method to implement deterministic reconciliation and matching of payments with accounts receivable revenue for a donation management system. The method includes receiving actual payment information from a fundraising system, determining a set of donations, installments, and fund allocations affected by the actual payment information, matching the actual payment information against the set of donations, installments, and fund allocations, and adjusting recorded revenue amounts for at least one fund allocation record and payment record, in response to mismatching of the actual payment information against the set of opportunities, installments, and fund allocations in at least one database of an accounting management system.

公开(公告)号：US11188542B2

公开(公告)日：2021-11-30

申请号：US15145487

申请日：2016-05-03

Applicant: salesforce.com, inc.

Inventor： Carlos Ramirez Martinez-Eiroa ,  Kevin Bromer

IPC: G06F16/2455 ,  G06F16/22 ,  G06F16/9535

Abstract: Conditional processing based on data-driven filtering of records is described. A system stores a corresponding identifier in a data structure for each of a data manipulation action, an object, a filter field, a filter condition, and a process. The system receives a request to perform the data manipulation action for the object. The system determines, for each record based on the object, whether the filter field associated with a corresponding record satisfies the filter condition. The system identifies, for each record based on the object, a corresponding record as an included record that should be included for subsequent processing in response to a determination that the filter field associated with the corresponding record either satisfies the filter condition or does not satisfy the filter condition. The system executes the process on each included record.