System and method for web access to financial data

US7647257B2 · kind B2 · utility

Assignee

• American Express Travel Related Services Company, Inc. · US

Inventors

• Laurie Allen · Glendale, US
• Steve Atkins · Wentworth Street, GB
• Dave Babcock · Cave Creek, US
• Pat Callahan · Scottsdale, US
• Sean Joseph Hagan · Wilton, US
• Norm Hanevich
• Greg James · Salt Lake City, US
• Cheryl Kabrud · Glendale, US
• Andy Nicholls · Kingwood, US
• Daniel R. Parks · Big Lake, US
• Brenda Rowley · Chandler, US
• Elias Serrano · Phoenix, US
• Ken Sheehan · New River, US
• Tony Williams · Glendale, US

Key dates

• Filing date: Jun 27, 2003
• Grant date: Jan 12, 2010
• Expiry date: May 8, 2026

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/12
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A web application that enables access to a client's specific account transaction detail. The charge transaction detail can include anything related to charge or credit card transactions including travel transaction detail, corporate card detail and corporate purchasing card detail. The transaction detail can be captured from many sources and can include third party data. The clients can use a web application and web page to access the account data and create report views of the information. The system can also includes a create a report capability, which allows users to add filters and data elements to an existing report format and create a report specific to their needs and data.