Method and system for managing financial data
US8078516B1 · kind B1 · utility
49Cited by
5References
14Claims
0Family size
Assignee
Inventors
Key dates
| Filing date | Jun 17, 2008 |
| Grant date | Dec 13, 2011 |
| Priority date | — |
| Expiry date | Jun 17, 2028 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/00
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A method for managing financial data involves parsing a digital file to obtain metadata describing the digital file, where the digital file includes financial data. The method further involves importing the digital file to a financial management application, identifying a record in the financial management application that is associated with the digital file, based on metadata describing the digital file, and linking the digital file to the record in the financial management application.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.