FINANCIAL ACCOUNT MANAGEMENT BASED ON SPECIFIED CRITERIA

Exemplary embodiments are directed to account management including reporting financial transactions to an account holder in a transaction reporting statement and automatic payment of open account balances. Consolidating reporting criteria and/or balance management criteria can be specified to custom...

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Hauptverfasser: CARRINGTON JAMES, RETHORN MIKE, REANY BOB, NAMBIAR ANANT
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creator CARRINGTON JAMES
RETHORN MIKE
REANY BOB
NAMBIAR ANANT
description Exemplary embodiments are directed to account management including reporting financial transactions to an account holder in a transaction reporting statement and automatic payment of open account balances. Consolidating reporting criteria and/or balance management criteria can be specified to customize reporting and/or payment of purchase transactions. The consolidated reporting criteria can be applied to transactions to identify amalgamable transactions, which can be consolidated into a consolidated transaction. The balance management criteria can include scheduling criteria and payment criteria and can be applied to open account balances to facilitate payment of open account balances.
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subjects CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
ELECTRIC DIGITAL DATA PROCESSING
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
title FINANCIAL ACCOUNT MANAGEMENT BASED ON SPECIFIED CRITERIA
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