METHODS AND SYSTEMS FOR CONSOLIDATING FINANCIAL REPORTING INFORMATION

Methods and systems are provided for providing financial reporting information to a customer. Financial reporting information for a multiple distinct financial accounts is received at a host. The received financial reporting information is mapped onto a set of distinct financial account types. A con...

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Bibliographische Detailangaben
Hauptverfasser:	GROSS, GERALD, FREDERICK, KANN, BRENDA, LEE, GAINES, BARBARA, C, STIER, ROBERT, ALAN, HAUGEN, SANDRA, SUE, PROVOST, CHRISTINA, MARIE, ROYER, TERRY, LYNNE, ALBEE, STEVEN, LADD, CHLADEK, GARY, FRANCIS, WORDEKEMPER, GLEN, DAVID
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:	Methods and systems are provided for providing financial reporting information to a customer. Financial reporting information for a multiple distinct financial accounts is received at a host. The received financial reporting information is mapped onto a set of distinct financial account types. A consolidation of the mapped financial reporting information is determined according to a set of consolidation rules. The consolidated financial reporting information is then formatted according to a set of fulfillment rules for distribution to the customer. L'invention concerne des procédés et des systèmes pour fournir des informations financières à un client. Lesdites informations financières concernant de nombreux comptes financiers distincts sont reçus sur un hôte. Les informations financières reçues sont mappées sur un ensemble de types de comptes financiers distincts. Le regroupement desdites informations financières mappées est déterminé selon un ensemble de règles de regroupement. Les informations financières sont ensuite formatées selon un ensemble de règles d'exécution pour la distribution aux clients.