Method and system for account tracking

A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: LARSEN DAVID R, DEL FAVERO JAMES R, HIVELY GLYNIS L, HANSEN GEORGE A, WEISS BENJAMIN R
Format: Patent
Sprache:eng
Schlagworte:
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Beschreibung
Zusammenfassung:A method for account tracking that includes receiving a request to generate a report for a business entity, wherein the request specifies a tag associated with the business entity, identifying a plurality of transaction records based on the tag to obtain a plurality of identified transaction records for the business entity, assigning a business category from a plurality of business categories to at least one of the plurality of identified transaction records not associated with one of the plurality of business categories, and generating the report for the business entity by grouping the plurality of identified transaction records according to the plurality of business categories.