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: Albee, Steven Ladd, Chladek, Gary Francis, Gaines, Barbara C, Gross, Gerald Frederick, Haugen, Sandra Sue, Kann, Brenda Lee, Provost, Christina Marie, Royer, Terry Lynne, Stier, Robert Alan, Wordekemper, Glen David
Format: Patent
Sprache:eng
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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.