USPTO Grants Patent US12609187B2 for Clinical Budget Data Transformation

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Data transformation system for clinical budgets

Grant US12609187B2 Kind: B2 Apr 21, 2026

Assignee

Annex IP, LLC

Inventors

Moe Alsumidaie, Krishma Shah, Jonathan Napitupulu

Abstract

A computer-implemented method for reconciling clinical trial budgets. The method receives procedural items from a sponsor budget source, a Medicare Coverage Analysis source, and a site charge master source; normalizes procedure text; generates unit-length vector embeddings for each item; and constructs an approximate nearest-neighbor index over site embeddings. For each sponsor item the method retrieves candidate site items by cosine similarity and computes a composite match score that combines code equality, textual similarity, numeric price proximity, and billing consistency with code-dominant weighting. One-to-one matches are selected by maximum-weight bipartite matching. Matched pairs are aligned to Medicare Coverage Analysis items with code-family gating, and a rule engine sets a selected cost value and a resolved billing category subject to contract caps. Unmatched items are flagged with candidate explanations. The method writes per-item audit records and returns a machine-readable payload through an application programming interface.

CPC Classifications

G16H 10/20

Filing Date

2025-10-14

Application No.

19357168

Claims

20

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