Patent · US Active

Method and apparatus for applying/linking transactions in a financial management system

US7634444B2 · kind B2 · utility

0Cited by
3References
20Claims
0Family size

Assignee

Inventors

Key dates

Filing dateMar 23, 2005
Grant dateDec 15, 2009
Priority date
Expiry dateJan 6, 2028

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.