System providing methodology for consolidation of financial information

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 7805344
APP PUB NO 20050246269A1
SERIAL NO

10708584

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A system providing methodology for consolidation of financial information is described. In one embodiment, for example, a system is described for consolidating financial transaction information from multiple sources for presentation to a user, the system comprises: a file importer for importing data files from a first source and processing each data file to create parsed information for each transaction present in the data file and represent any additional information present in the data file in Extensible Markup Language (XML) format; a data consolidator for receiving parsed information from the file importer, consolidating the parsed information with transaction information from a user-accessible system to create consolidated transaction records, assigning a unique identifier to each consolidated transaction record for an account, and storing the consolidated transaction records; and a reporting module for receiving a request for financial transaction information for a particular account and presenting consolidated transaction records for the particular account to the user in response to the request, wherein the user may navigate through the consolidated transaction records based upon the unique indentifier.

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Patent Owner(s)

  • SYBASE, INC.

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Smith, Debra Waterloo, CA 4 177

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