Method and apparatus for facilitating simultaneous modifications to financial-data by multiple users

US7653613B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• David DeGraaff · Mountain View, US
• Andrew D. Holmes · Edmonton, CA
• Puja Ramani · Fremont, US
• Teresa Roberts · Palo Alto, US
• Harold E. Schoolcraft · San Jose, US

Key dates

• Filing date: Jan 31, 2007
• Grant date: Jan 26, 2010
• Expiry date: Jan 3, 2028

Classification

• Technology area (CPC Y): Emerging Cross-Sectional Technologies
• CPC primary: Y10S707/99931
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

One embodiment of the present invention provides a system that facilitates simultaneous modifications to financial-data by a first user and a second user. During operation, the system creates a copy of a financial-data file. The system then allows the first user to modify the financial-data file. The system also sends the copy of the financial-data file to the second user, thereby enabling the second user to modify the financial-data file to create a change file. Next, the system receives the change file from the second user, wherein the change file includes modifications to financial-data within the financial-data file. Finally, the system merges the change file into the financial-data file.