SYSTEM AND METHOD FOR PROVIDING STATUS INDICATIONS USING DYNAMICALLY-DEFINED UNITS

A computer-implemented method and related systems are disclosed. The method includes receiving records related to transfers for accounts. The transfers correspond to categories. Typical amounts of transfers corresponding to a particular category are identified. Based on the typical amounts of the tr...

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Bibliographische Detailangaben
Hauptverfasser:	GERVAIS, STEVEN, SARIR, NASIM
Format:	Patent
Sprache:	eng ; fre
Schlagworte:	CALCULATING COMPUTING COUNTING DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES PHYSICS SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:	A computer-implemented method and related systems are disclosed. The method includes receiving records related to transfers for accounts. The transfers correspond to categories. Typical amounts of transfers corresponding to a particular category are identified. Based on the typical amounts of the transfers, units for the category are defined. A net outflow from accounts for the particular category for a portion of a defined period is identified based on the transfers corresponding to the particular category of transfers. The net outflow for the defined period is compared to an expected outflow for the entirety of the defined period for the particular category to determine a remaining expected outflow for the particular category for a remaining portion of the defined period. An indication is provided expressing the remaining expected outflow for the particular category using the units for the category. Example manners of providing the indication are also disclosed.