
US Patent No: 5,189,608
Number of patents in Portfolio can not be more than 2000
Method and apparatus for storing and generating financial information employing user specified input and output formats
Stats
-
Feb 23, 1993
Issued date -
Feb 15, 1990
filing date -
07/480,701
serial no -
Expired
status

Importance
|
US Family Size
|
International Coverage
|
Patent Longevity
|
Forward Citations
|
Abstract
An advanced financial reporting and analysis software package is described. The package collects, organizes, manages and consolidates financial data and provides user defined capabilities for creating financial and corporate reports. Financial data is organized into four business classifications or dimensions: Schedule, Entity, Period and Type. Data is stored in the system in such a way that all data associated with a particular Schedule, Entity, Period and Type is identified by that particular SEPT value. To accommodate automatic data entry, a mapping means or template is provided that specifies for each different input spreadsheet the location of the first data cell in the spreadsheet and the size of the spreadsheet. Data is read from the data store by various report and spreadsheet generating functions which convert data associated with particular SEPT values to desired output formats.
First Claim
Related Publications
- 15 United States
- 10 France
- 8 Japan
- 7 China
- 5 Korea
- 2 Other
Patent Owner(s)
| Patent Owner | Address | Total Patents |
|---|---|---|
| ORACLE INTERNATIONAL CORPORATION | REDWOOD SHORES, CA | 3637 |
| CORPORATE CLASS SOFTWARE, INC., A CORP OF DE | STAMFORD, CT | 2 |
International Classification(s)
- [Classification Symbol]
- [Patents Count]
Inventor(s)
| Inventor Name | Address | # of filed Patents | Total Citations |
|---|---|---|---|
| Chu, Wah C | Fairfield, CT | 2 | 370 |
| Lyons, Richard J | West Hempstead, NY | 2 | 370 |
| Nolan, Kevin F | Hillsborough, NC | 10 | 434 |
Cited Art
| Patent Info | (Count) | # Cites | Year |
|---|---|---|---|
|
|
|||
| 4,321,672 Financial data processing system | 584 | 1979 | |
Patent Citation Ranking
Forward Cites
| Patent Info | (Count) | # Cites | Year |
|---|---|---|---|
|
|
|||
| 6,567,796 System and method for management of an automatic OLAP report broadcast system | 114 | 1999 | |
| 7,340,040 System and method for real-time, personalized, dynamic, interactive voice services for corporate-analysis related information | 36 | 1999 | |
| 7,266,181 System and method for the creation and automatic deployment of personalized dynamic and interactive voice services with integrated inbound and outbound voice services | 14 | 1999 | |
| 6,964,012 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, including deployment through personalized broadcasts | 57 | 1999 | |
| 6,873,693 System and method for real-time, personalized, dynamic, interactive voice services for entertainment-related information | 31 | 1999 | |
| 6,850,603 System and method for the creation and automatic deployment of personalized dynamic and interactive voice services | 51 | 1999 | |
| 6,836,537 System and method for real-time, personalized, dynamic, interactive voice services for information related to existing travel schedule | 42 | 1999 | |
| 6,798,867 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with real-time database queries | 33 | 1999 | |
| 6,788,768 System and method for real-time, personalized, dynamic, interactive voice services for book-related information | 31 | 1999 | |
| 6,658,093 System and method for real-time, personalized, dynamic, interactive voice services for travel availability information | 81 | 1999 | |
| 6,606,596 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, including deployment through digital sound files | 67 | 1999 | |
| 7,082,422 System and method for automatic transmission of audible on-line analytical processing system report output | 21 | 1999 | |
| 6,829,334 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with telephone-based service utilization and control | 68 | 2000 | |
| 6,765,997 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with the direct delivery of voice services to networked voice messaging systems | 34 | 2000 | |
| 7,440,898 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with system and method that enable on-the-fly content and speech generation | 12 | 2000 | |
| 7,197,461 System and method for voice-enabled input for use in the creation and automatic deployment of personalized, dynamic, and interactive voice services | 18 | 2000 | |
| 6,940,953 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services including module for generating and formatting voice services | 45 | 2000 | |
| 6,885,734 System and method for the creation and automatic deployment of personalized, dynamic and interactive inbound and outbound voice services, with real-time interactive voice database queries | 107 | 2000 | |
| 8,094,788 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services with customized message depending on recipient | 1 | 2002 | |
| 8,130,918 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with closed loop transaction processing | 0 | 2002 | |
| 7,020,251 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with real-time drilling via telephone | 21 | 2003 | |
| 7,881,443 System and method for real-time, personalized, dynamic, interactive voice services for travel availability information | 5 | 2003 | |
| 6,977,992 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with real-time database queries | 18 | 2004 | |
| 7,486,780 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with telephone-based service utilization and control | 12 | 2004 | |
| 7,428,302 System and method for real-time, personalized, dynamic, interactive voice services for information related to existing travel schedule | 18 | 2004 | |
| 7,272,212 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services | 30 | 2005 | |
| 8,051,369 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, including deployment through personalized broadcasts | 3 | 2005 | |
| 8,321,411 System and method for management of an automatic OLAP report broadcast system | 2008 | ||
|
|
|||
| 7,409,365 Risk provision implementation financial processing in a relational database management system | 3 | 2000 | |
| 7,349,874 Other revenue implementation for financial processing in a relational database management system | 2 | 2000 | |
| 7,349,875 Basic and intermediate net interest revenue implementations for financial processing in a relational database management system | 3 | 2000 | |
| 7,343,332 Advanced and breakthrough net interest revenue implementation for financial processing in a relational database management system | 0 | 2000 | |
| 7,512,554 Tax adjustment for financial processing in a relational database management system | 0 | 2001 | |
| 7,337,134 Shareholder value add for financial processing in a relational database management system | 0 | 2001 | |
| 7,308,427 Amortization for financial processing in a relational database management system | 3 | 2001 | |
| 7,321,869 Allocated balances in a net interest revenue implementation for financial processing in a relational database management system | 3 | 2001 | |
| 7,263,503 Capital allocation in a net interest revenue implementation for financial processing in a relational database management system | 1 | 2001 | |
| 7,693,761 Account selection for financial processing in a relational database management system | 0 | 2001 | |
| 7,461,025 Driver amount and count selection processing for financial processing in a relational database management system | 3 | 2001 | |
| 7,383,214 Dynamic event selection for financial processing in a relational database management system | 2 | 2001 | |
| 7,249,138 Parallel selection processing for financial processing in a relational database management system | 10 | 2001 | |
| 7,680,709 Selection processing for financial processing in a relational database management system | 0 | 2002 | |
| 7,418,415 Object-oriented representation of a generic profitability rule for financial processing in a relational database management system | 0 | 2002 | |
| 7,844,515 Net present value forecast for life-time value financial processing in a relational database management system | 1 | 2003 | |
| 7,844,516 Future value propensity for life-time value financial processing in a relational database management system | 1 | 2003 | |
| 7,844,526 Net present value attrition for Life-Time Value financial processing in a relational database management system | 1 | 2003 | |
| 7,835,958 Life-time value financial processing in a relational database management system | 1 | 2003 | |
| 7,835,959 Future value attrition for life-time value financial processing in a relational database management system | 1 | 2003 | |
|
|
|||
| 5,630,126 Systems and methods for integrating computations into compound documents | 83 | 1994 | |
| 5,987,423 Object oriented technology framework for order processing | 77 | 1997 | |
| 6,195,794 Method and apparatus for distributing templates in a component system | 92 | 1997 | |
| 6,182,279 Method and apparatus for storing templates in a component system | 36 | 1997 | |
| 6,093,215 Method and apparatus for building templates in a component system | 35 | 1997 | |
| 5,978,579 Architecture for customizable component system | 78 | 1997 | |
| 8,027,892 System and method for automating invoice processing with positive confirmation | 0 | 2001 | |
| 7,349,862 Business intelligence monitor method and system | 10 | 2002 | |
| 7,983,958 Method and program storage device for managing a supplier for participation in a plurality of trading networks | 2 | 2007 | |
| 8,392,466 Method and apparatus for automated processing of a data stream | 0 | 2010 | |
| 8,332,280 System for managing a supplier for participation in a plurality of trading networks | 0 | 2011 | |
| 8,229,814 System for processing a purchase request for goods or services | 1 | 2011 | |
|
|
|||
| 7,574,400 Financing information processing system and method | 3 | 2000 | |
| 7,895,098 System and method for measuring and utilizing pooling analytics | 17 | 2002 | |
| 7,962,391 System and method for determining elegibility and enrolling members in various programs | 0 | 2008 | |
| 8,200,574 Financing information processing system and method | 0 | 2009 | |
| 8,255,307 System and method for measuring and utilizing pooling analytics | 0 | 2011 | |
|
|
|||
| 7,333,982 Information system having a mode of operation in which queries form one or more clients are serviced using aggregated data retrieved from a plurality of different types of data storage structures for improved query performance | 29 | 2002 | |
| 7,315,849 Enterprise-wide data-warehouse with integrated data aggregation engine | 35 | 2002 | |
| 8,195,602 Relational database management system (RDBMS) employing a relational datastore and a multi-dimensional database (MDDB) for serving query statements from client machines | 0 | 2009 | |
| 8,170,984 System with a data aggregation module generating aggregated data for responding to OLAP analysis queries in a user transparent manner | 1 | 2009 | |
| 8,041,670 Data aggregation module supporting dynamic query responsive aggregation during the servicing of database query requests provided by one or more client machines | 3 | 2010 | |
|
|
|||
| 8,204,803 Multi-company business accounting system and method for same including financial reporting | 1 | 2009 | |
| 8,150,745 Multi-company business accounting system and method for same including journals | 0 | 2009 | |
| 8,055,559 Multi-company business accounting system and method for same including account receivable | 0 | 2009 | |
| 8,055,560 Multi-company business accounting system and method for same including account payable | 0 | 2009 | |
|
|
|||
| 7,263,527 Grouping selected transactions in account ledger | 6 | 1997 | |
| 7,197,480 System and method for front end business logic and validation | 11 | 2000 | |
| 7,895,095 System and method for front end business logic and validation | 3 | 2006 | |
|
|
|||
| 5,819,231 Compensation planning tool and method | 19 | 1996 | |
| 5,790,780 Analysis of failures in a computing environment | 83 | 1996 | |
| 8,179,555 Printing and finishing capability for customized document production system and method | 1 | 2002 | |
|
|
|||
| 5,414,838 System for extracting historical market information with condition and attributed windows | 127 | 1992 | |
| 5,590,325 System for forming queries to a commodities trading database using analog indicators | 56 | 1995 | |
| 5,778,357 Market information machine | 61 | 1996 | |
|
|
|||
| 8,239,299 Type-driven rules for financial intellegence | 0 | 2007 | |
| 8,239,248 Techniques to manage information for dynamic reports using time periods for a business model | 0 | 2007 | |
| 7,685,186 Optimized and robust in-place data transformation | 0 | 2007 | |
|
|
|||
| 6,754,677 Method and system for facilitating information exchange | 12 | 2000 | |
| 7,082,569 Systems and methods providing dynamic spreadsheet functionality | 12 | 2002 | |
| 7,430,709 Method and system for facilitating information exchange | 0 | 2004 | |
|
|
|||
| 7,343,334 Method and system for providing a financial analysis of an enhanced wireless communications service | 10 | 2000 | |
| 7,415,434 Method and system for providing a financial analysis of an enhanced wireless communications service | 2 | 2007 | |
|
|
|||
| 7,895,094 Global account reconciliation tool | 0 | 2003 | |
| 8,150,746 Global account reconciliation tool | 0 | 2011 | |
|
|
|||
| 6,128,602 Open-architecture system for real-time consolidation of information from multiple financial systems | 247 | 1998 | |
| 7,765,136 Open-architecture system for real-time consolidation of information from multiple financial systems | 3 | 2004 | |
|
|
|||
| 6,768,788 System and method for real-time, personalized, dynamic, interactive voice services for property-related information | 44 | 1999 | |
| 6,587,547 System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services, with real-time drilling via telephone | 79 | 1999 | |
|
|
|||
| 5,881,380 Device and method for data management based on values | 6 | 1996 | |
| 5,970,252 Method and apparatus for loading components in a component system | 59 | 1997 | |
|
|
|||
| 6,324,538 Automated on-line information service and directory, particularly for the world wide web | 84 | 1998 | |
| 7,127,464 Method for updating personal financial information on a web site | 5 | 2004 | |
|
|
|||
| 7,269,591 Method and apparatus for providing a pay-for-service web site | 8 | 2004 | |
| 7,028,034 Method and apparatus for providing a dynamically-updating pay-for-service web site | 9 | 2004 | |
|
|
|||
| 5,832,532 Model-independent and interactive report generation system and method of operation | 26 | 1995 | |
| 5,937,155 Interactive report generation system and method of operation | 16 | 1998 | |
|
|
|||
| 5,806,048 Open end mutual fund securitization process | 246 | 1995 | |
| 6,088,685 Open end mutual fund securitization process | 232 | 1998 | |
|
|
|||
| 6,073,108 Task-based classification and analysis system | 57 | 1996 | |
| 6,289,317 Task-based classification and analysis system | 30 | 2000 | |
|
|
|||
| 6,269,393 System and method for automatic transmission of personalized OLAP report output | 135 | 2000 | |
| 7,330,847 System and method for management of an automatic OLAP report broadcast system | 7 | 2003 | |
|
|
|||
| 7,117,165 Operating resource management system | 81 | 1999 | |
|
|
|||
| 5,699,527 Method and system for processing loan | 193 | 1995 | |
|
|
|||
| 6,742,002 Computer-implemented and/or computer-assisted web database and/or interaction system for staffing of personnel in various employment related fields | 21 | 2001 | |
|
|
|||
| 5,504,848 Word processor with data table calculating function, capable of indicating necessity of re-calculations to solve mathematical expressions in changed data table | 8 | 1993 | |
|
|
|||
| 6,341,286 Method and apparatus for generating and distributing reports | 17 | 1998 | |
|
|
|||
| 5,642,521 Data processing apparatus for extracting and processing arbitrary records from a file | 6 | 1994 | |
|
|
|||
| 7,401,046 System and method for displaying option market information | 27 | 2001 | |
|
|
|||
| 6,064,969 Flexible annuity settlement proposal generating system | 57 | 1995 | |
|
|
|||
| 5,991,741 In$ite: a finance analysis model for education | 42 | 1997 | |
|
|
|||
| 7,254,554 Accounting system and method for processing transaction data | 2 | 2000 | |
|
|
|||
| 6,850,643 Methods and apparatus for collateral risk monitoring | 25 | 1999 | |
|
|
|||
| 5,381,332 Project management system with automated schedule and cost integration | 145 | 1991 | |
|
|
|||
| 7,340,421 Account reconciliation methods and systems | 7 | 2000 | |
|
|
|||
| 7,131,579 Automatic journalizing method and system | 2 | 2004 | |
|
|
|||
| 6,687,713 Budget information, analysis, and projection system and method | 33 | 2001 | |
|
|
|||
| 5,652,842 Analysis and reporting of performance of service providers | 99 | 1994 | |
|
|
|||
| 5,471,575 Interactive parameter driven iterative financial spreadsheet analysis with context and layout sensitive help screen | 83 | 1992 | |
|
|
|||
| 7,647,257 System and method for web access to financial data | 0 | 2003 | |
|
|
|||
| 7,698,192 Open end mutual fund securitization process | 13 | 2001 | |
|
|
|||
| 5,363,296 Electronic cash register having macro-keys | 4 | 1993 | |
|
|
|||
| 5,692,181 System and method for generating reports from a computer database | 176 | 1995 | |
|
|
|||
| 6,397,195 System for managing accounting information in a multi-dimensional database | 34 | 1998 | |
|
|
|||
| 5,774,887 Customer service electronic form generating system | 57 | 1992 | |
|
|
|||
| 6,968,316 Systems, methods and computer program products for producing narrative financial analysis reports | 19 | 2000 | |
|
|
|||
| 6,058,375 Accounting processor and method for automated management control system | 122 | 1997 | |
|
|
|||
| 5,924,077 Computer based system for monitoring and processing data collected at the point of sale of goods and services | 66 | 1995 | |
|
|
|||
| 7,305,351 System and method for managing risk and opportunity | 13 | 2000 | |
|
|
|||
| 5,945,990 PBX data retrieval and reporting system and method | 11 | 1996 | |
|
|
|||
| 5,615,379 Method for editing data stored in files in which the file formats are unknown | 5 | 1994 | |
|
|
|||
| 7,805,344 System providing methodology for consolidation of financial information | 2 | 2004 | |
|
|
|||
| 7,752,100 Selector function for life-time value financial processing in a relational database management system | 1 | 2003 | |
|
|
|||
| 5,359,729 Method for searching for a given point in regions defined by attribute ranges, then sorted by lower and upper range values and dimension | 23 | 1993 | |
|
|
|||
| 6,195,665 Digital electrical computer apparatus, and methods for making and using the same, for template building, loading, and viewing | 19 | 1996 | |
|
|
|||
| 5,615,109 Method of and system for generating feasible, profit maximizing requisition sets | 349 | 1995 | |
|
|
|||
| 8,321,373 Method of servicing query statements from a client machine using a database management system (DBMS) employing a relational datastore and a multi-dimensional database (MDDB) | 2009 | ||
|
|
|||
| 5,387,042 Multilingual keyboard system | 47 | 1993 | |
| 6,456,982 Computer system for generating projected data and an application supporting a financial transaction | 100 | 1993 | |
| 6,275,813 Method and device for posting financial transactions in computerized accounting systems | 32 | 1996 | |
| 5,893,131 Method and apparatus for parsing data | 11 | 1996 | |
| 6,721,715 Method and apparatus for localizing currency valuation independent of the original and objective currencies | 112 | 1998 | |
| 7,120,597 Computerized accounting systems and methods | 40 | 2001 | |
Maintenance Fees
| Fee | Large entity fee | small entity fee | micro entity fee | due date |
|---|
| Fee | Large entity fee | small entity fee | micro entity fee |
|---|---|---|---|
| Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
| Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |