FINANCIAL ACCOUNT MANAGEMENT BASED ON SPECIFIED CRITERIA
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United States of America Patent
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N/A
Issued Date -
Sep 29, 2011
app pub date -
Mar 26, 2010
filing date -
Mar 26, 2010
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
Exemplary embodiments are directed to account management including reporting financial transactions to an account holder in a transaction reporting statement and automatic payment of open account balances. Consolidating reporting criteria and/or balance management criteria can be specified to customize reporting and/or payment of purchase transactions. The consolidated reporting criteria can be applied to transactions to identify amalgamable transactions, which can be consolidated into a consolidated transaction. The balance management criteria can include scheduling criteria and payment criteria and can be applied to open account balances to facilitate payment of open account balances.
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