Patent · US Active

Method and system for account tracking

US7865412B1 · kind B1 · utility

51Cited by
4References
22Claims
0Family size

Assignee

Inventors

Key dates

Filing dateMay 31, 2007
Grant dateJan 4, 2011
Priority date
Expiry dateSep 20, 2029

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/123
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records for the business entity, assigning a business category from a plurality of business categories to at least one of the plurality of identified transaction records not associated with one of the plurality of business categories, and generating the report for the business entity by grouping the plurality of identified transaction records according to the plurality of business categories.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.