Automated financial register reconciliation in a combined user interface
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United States of America Patent
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-
Jul 3, 2007
Grant Date -
N/A
app pub date -
Mar 15, 2002
filing date -
Mar 15, 2002
priority date (Note) -
Expired
status (Latency Note)
Importance
Abstract
Unreconciled information regarding financial account transactions is received from multiple sources. Transactions identified in the information received from one of the sources are classified according to the probability of matching a transaction identified in information received from another source. Transactions identified in both sources are displayed in a common user interface, together with account balances adjusted for those transactions. The user is able to accept the classification, and as to at least some classes of transactions, change the classification or the matching transaction. The unaccepted transactions may be rendered so as to indicate their unaccepted state.
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