Automated financial register reconciliation in a combined user interface
US7240028B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | Mar 15, 2002 |
| Grant date | Jul 3, 2007 |
| Priority date | — |
| Expiry date | Jul 22, 2024 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Unreconciled information regarding financial account transactions is received from multiple sources. Transactions identified in the information received from one of the sources are classified according to the probability of matching a transaction identified in information received from another source. Transactions identified in both sources are displayed in a common user interface, together with account balances adjusted for those transactions. The user is able to accept the classification, and as to at least some classes of transactions, change the classification or the matching transaction. The unaccepted transactions may be rendered so as to indicate their unaccepted state.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.