Method and apparatus for automatically applying/linking transactions in a financial management system
US7552089B2 · kind B2 · utility
139Cited by
3References
19Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Mar 23, 2005 |
| Grant date | Jun 23, 2009 |
| Priority date | — |
| Expiry date | Mar 21, 2026 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q20/10
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A computer-implemented financial management system that includes a standardized apply system that, in general, allows a user to relatively easily apply any transaction/document to any other transaction/document. The apply system includes a uniform apply interface that is configured to receive at least two generic transactions. The uniform apply interface applies at least a portion of one of the at least two generic transactions to at least a portion of another one of the at least two generic transactions to produce at least one apply record. The at least one apply record is stored in a database.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.