Method and system for reporting cashflows to clients

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8060439
SERIAL NO

12562965

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A system and method of providing a client with cashflow monitoring during a transfer of services (e.g. pre-authorized debits and credits) from a first account to a second account, the method comprising the steps of: (i) determining an effective date for the transfer of each service, said effective dates creating a transfer window; (ii) determining cashflows for said first account and said second account during said transfer window; (iii) adjusting effective dates for transfer of each services to avoid cashflow interruptions in said first and said second accounts; and (iv) providing a cashflow analysis to the client that lists all the effective dates for each service transfer and predicted cashflows for said first and said second account during said transfer window.

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Patent Owner(s)

Patent OwnerAddress
D+H CHEQUE SERVICES CORPORATION120 BREMNER BLVD 30TH FLOOR TORONTO M5J0A8

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Clark, Richard Markham, CA 115 2807
King, Michael Aurora, CA 78 920
Rivest, Serge Mississauga, CA 8 72

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