SYSTEM PROVIDING METHODOLOGY FOR CONSOLIDATION OF FINANCIAL INFORMATION

Patent №

US 7,805,344

Granted

2010-09-28

Filed 2004

Owner

SYBASE, INC.

Lab

AI components

2

planning · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

10708584

A system providing methodology for consolidation of financial information is described. In one embodiment, for example, a system is described for consolidating financial transaction information from multiple sources for presentation to a user, the system comprises: a file importer for importing data files from a first source and processing each data file to create parsed information for each transaction present in the data file and represent any additional information present in the data file in Extensible Markup Language (XML) format; a data consolidator for receiving parsed information from the file importer, consolidating the parsed information with transaction information from a user-accessible system to create consolidated transaction records, assigning a unique identifier to each consolidated transaction record for an account, and storing the consolidated transaction records; and a reporting module for receiving a request for financial transaction information for a particular account and presenting consolidated transaction records for the particular account to the user in response to the request, wherein the user may navigate through the consolidated transaction records based upon the unique indentifier.

PlanningAI hardwareG06Q 40/00G06Q 20/10G06Q 40/04

AI classification

AI hardware1.00
Planning0.99
Natural language0.20
Knowledge representation0.13
Vision0.07
Speech0.00
Machine learning0.00
Evolutionary computation0.00

Ownership

SYBASE, INC.

assignment · 144110420

Assignors

SMITH, DEBRA

On an employer assignment, the assignors are typically the inventors.

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