Expense report management methods and apparatus

US10192272B2 · kind B2 · utility

Assignee

• SOURCECODE TECHNOLOGY HOLDINGS, INC. · US

Inventors

• Michael Fuentes Morse · Snoqualmie, US
• Rénier Britz · Snoqualmie, US
• Olaf Wagner · Issaquah, US
• David J. MARCUS · Bellevue, US
• Johan Willem van Heerden · Snoqualmie, US
• Adriaan van Wyk · Roodepoort, ZA
• Anthony Thomas Petro · Loveland, US

Key dates

• Filing date: Jan 13, 2016
• Grant date: Jan 29, 2019
• Expiry date: Dec 9, 2036

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q10/10
• WIPO field: Computer technology
• WIPO sector: Electrical engineering

Abstract

A system, method, and apparatus for managing expense reports are disclosed. An example apparatus includes an aggregation interface configured to receive, from a financial entity, a defined account data subset of account data related to a financial transaction of a user and a defined transaction data subset of transaction data of the financial transaction. The example apparatus also includes a secure transaction engine configured to create an expense object that includes the defined account data subset and the defined transaction data subset and display information from the expense object within a first graphical user interface in conjunction with information from other expense objects related to the user. The secure transaction engine is also configured to create an expense report that includes an expense object selected by the user and selectively excludes the other expense objects to shield the other expense objects from being accessible or viewed by a third-party.