Methods and systems for consolidating financial reporting information

US7490059B2 · kind B2 · utility

Assignee

• FIRST DATA CORPORATION · US

Inventors

• Steven Albee · Omaha, US
• Gary Chladek · Bellevue, US
• Barbara Gaines · Omaha, US
• Gerald Gross · Omaha, US
• Sandra Haugen · Papillion, US
• Brenda Kann · Omaha, US
• Christina Provost · Omaha, US
• Terry Royer · Neola, US
• Robert Stier · Papillion, US
• Glen Wordekemper · Omaha, US

Key dates

• Filing date: Jan 27, 2003
• Grant date: Feb 10, 2009
• Expiry date: Sep 23, 2023

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/06
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Methods and systems are provided for providing financial reporting information to a customer. Financial reporting information for a multiple distinct financial accounts is received at a host. The received financial reporting information is mapped onto a set of distinct financial account types. A consolidation of the mapped financial reporting information is determined according to a set of consolidation rules. The consolidated financial reporting information is then formatted according to a set of fulfillment rules for distribution to the customer.