WO2002019229A8 - Method and system for financial data aggregation, analysis and reporting - Google Patents
Method and system for financial data aggregation, analysis and reportingInfo
- Publication number
- WO2002019229A8 WO2002019229A8 PCT/US2001/027283 US0127283W WO0219229A8 WO 2002019229 A8 WO2002019229 A8 WO 2002019229A8 US 0127283 W US0127283 W US 0127283W WO 0219229 A8 WO0219229 A8 WO 0219229A8
- Authority
- WO
- WIPO (PCT)
- Prior art keywords
- reporting
- analysis
- financial data
- data aggregation
- aggregation
- Prior art date
Links
Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
- G06Q40/02—Banking, e.g. interest calculation or account maintenance
Landscapes
- Business, Economics & Management (AREA)
- Accounting & Taxation (AREA)
- Finance (AREA)
- Engineering & Computer Science (AREA)
- Development Economics (AREA)
- Economics (AREA)
- Marketing (AREA)
- Strategic Management (AREA)
- Technology Law (AREA)
- Physics & Mathematics (AREA)
- General Business, Economics & Management (AREA)
- General Physics & Mathematics (AREA)
- Theoretical Computer Science (AREA)
- Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
- Investigating Or Analysing Biological Materials (AREA)
Priority Applications (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
AU2001287013A AU2001287013A1 (en) | 2000-09-01 | 2001-08-31 | Method and system for financial data aggregation, analysis and reporting |
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US65446500A | 2000-09-01 | 2000-09-01 | |
US09/654,465 | 2000-09-01 |
Publications (3)
Publication Number | Publication Date |
---|---|
WO2002019229A2 WO2002019229A2 (en) | 2002-03-07 |
WO2002019229A8 true WO2002019229A8 (en) | 2003-12-11 |
WO2002019229A9 WO2002019229A9 (en) | 2004-01-15 |
Family
ID=24624961
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
PCT/US2001/027283 WO2002019229A2 (en) | 2000-09-01 | 2001-08-31 | Method and system for financial data aggregation, analysis and reporting |
Country Status (2)
Country | Link |
---|---|
AU (1) | AU2001287013A1 (en) |
WO (1) | WO2002019229A2 (en) |
Families Citing this family (55)
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DE10240117A1 (en) | 2002-08-30 | 2004-03-18 | Ubs Ag | Server component for e.g. public Internet has report generation processor that obtains electronic dossiers from databases to process standardized risk related data included in electronic dossiers to generate electronic risk report |
US20040059701A1 (en) * | 2002-09-20 | 2004-03-25 | Sergey Fedorov | Method and apparatus for integrating data aggregation of historical data and real-time deliverable metrics in a database reporting environment |
FR2848003A1 (en) * | 2002-12-03 | 2004-06-04 | Invoke | Accountable raw data e.g. account number, processing and representing method for financial group, involves organizing data in structure leveled from numerical, tri dimensional table and calculating data in different levels |
US7490059B2 (en) * | 2003-01-27 | 2009-02-10 | First Data Corporation | Methods and systems for consolidating financial reporting information |
US7454421B2 (en) | 2003-07-11 | 2008-11-18 | Nippon Telegraph And Telephone Corporation | Database access control method, database access controller, agent processing server, database access control program, and medium recording the program |
US8069113B2 (en) | 2003-12-17 | 2011-11-29 | Fmr Llc | Financial account management |
US7707050B2 (en) * | 2004-03-11 | 2010-04-27 | Risk Management Solutions, Inc. | Systems and methods for determining concentrations of exposure |
US8473858B2 (en) | 2008-10-16 | 2013-06-25 | Bank Of America Corporation | Graph viewer displaying predicted account balances and expenditures |
US20100100424A1 (en) * | 2008-10-16 | 2010-04-22 | Bank Of America Corporation | Tools for relating financial and non-financial interests |
US20100125546A1 (en) | 2008-11-19 | 2010-05-20 | Melyssa Barrett | System and method using superkeys and subkeys |
US9443253B2 (en) | 2009-07-27 | 2016-09-13 | Visa International Service Association | Systems and methods to provide and adjust offers |
US9841282B2 (en) | 2009-07-27 | 2017-12-12 | Visa U.S.A. Inc. | Successive offer communications with an offer recipient |
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US9031860B2 (en) | 2009-10-09 | 2015-05-12 | Visa U.S.A. Inc. | Systems and methods to aggregate demand |
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US8595058B2 (en) | 2009-10-15 | 2013-11-26 | Visa U.S.A. | Systems and methods to match identifiers |
US20110093324A1 (en) | 2009-10-19 | 2011-04-21 | Visa U.S.A. Inc. | Systems and Methods to Provide Intelligent Analytics to Cardholders and Merchants |
US20110125565A1 (en) | 2009-11-24 | 2011-05-26 | Visa U.S.A. Inc. | Systems and Methods for Multi-Channel Offer Redemption |
US8738418B2 (en) | 2010-03-19 | 2014-05-27 | Visa U.S.A. Inc. | Systems and methods to enhance search data with transaction based data |
US9697520B2 (en) | 2010-03-22 | 2017-07-04 | Visa U.S.A. Inc. | Merchant configured advertised incentives funded through statement credits |
US9471926B2 (en) | 2010-04-23 | 2016-10-18 | Visa U.S.A. Inc. | Systems and methods to provide offers to travelers |
US8359274B2 (en) | 2010-06-04 | 2013-01-22 | Visa International Service Association | Systems and methods to provide messages in real-time with transaction processing |
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US9972021B2 (en) | 2010-08-06 | 2018-05-15 | Visa International Service Association | Systems and methods to rank and select triggers for real-time offers |
US9679299B2 (en) | 2010-09-03 | 2017-06-13 | Visa International Service Association | Systems and methods to provide real-time offers via a cooperative database |
US9477967B2 (en) | 2010-09-21 | 2016-10-25 | Visa International Service Association | Systems and methods to process an offer campaign based on ineligibility |
US10055745B2 (en) | 2010-09-21 | 2018-08-21 | Visa International Service Association | Systems and methods to modify interaction rules during run time |
US9558502B2 (en) | 2010-11-04 | 2017-01-31 | Visa International Service Association | Systems and methods to reward user interactions |
US10007915B2 (en) | 2011-01-24 | 2018-06-26 | Visa International Service Association | Systems and methods to facilitate loyalty reward transactions |
US10438299B2 (en) | 2011-03-15 | 2019-10-08 | Visa International Service Association | Systems and methods to combine transaction terminal location data and social networking check-in |
US10223707B2 (en) | 2011-08-19 | 2019-03-05 | Visa International Service Association | Systems and methods to communicate offer options via messaging in real time with processing of payment transaction |
US9466075B2 (en) | 2011-09-20 | 2016-10-11 | Visa International Service Association | Systems and methods to process referrals in offer campaigns |
US10380617B2 (en) | 2011-09-29 | 2019-08-13 | Visa International Service Association | Systems and methods to provide a user interface to control an offer campaign |
US10290018B2 (en) | 2011-11-09 | 2019-05-14 | Visa International Service Association | Systems and methods to communicate with users via social networking sites |
US10497022B2 (en) | 2012-01-20 | 2019-12-03 | Visa International Service Association | Systems and methods to present and process offers |
US10672018B2 (en) | 2012-03-07 | 2020-06-02 | Visa International Service Association | Systems and methods to process offers via mobile devices |
US20140019214A1 (en) * | 2012-07-11 | 2014-01-16 | Michael D. Beaver | System and method for incorporating industry-wide data into financial reports |
US9576318B2 (en) | 2012-09-25 | 2017-02-21 | Mx Technologies, Inc. | Automatic payment and deposit migration |
US10360627B2 (en) | 2012-12-13 | 2019-07-23 | Visa International Service Association | Systems and methods to provide account features via web based user interfaces |
US10489754B2 (en) | 2013-11-11 | 2019-11-26 | Visa International Service Association | Systems and methods to facilitate the redemption of offer benefits in a form of third party statement credits |
US9256876B2 (en) | 2014-02-03 | 2016-02-09 | Fmr Llc | Real-time spend management with savings goals |
US10419379B2 (en) | 2014-04-07 | 2019-09-17 | Visa International Service Association | Systems and methods to program a computing system to process related events via workflows configured using a graphical user interface |
US10354268B2 (en) | 2014-05-15 | 2019-07-16 | Visa International Service Association | Systems and methods to organize and consolidate data for improved data storage and processing |
US10650398B2 (en) | 2014-06-16 | 2020-05-12 | Visa International Service Association | Communication systems and methods to transmit data among a plurality of computing systems in processing benefit redemption |
US10438226B2 (en) | 2014-07-23 | 2019-10-08 | Visa International Service Association | Systems and methods of using a communication network to coordinate processing among a plurality of separate computing systems |
US11210669B2 (en) | 2014-10-24 | 2021-12-28 | Visa International Service Association | Systems and methods to set up an operation at a computer system connected with a plurality of computer systems via a computer network using a round trip communication of an identifier of the operation |
US9691085B2 (en) | 2015-04-30 | 2017-06-27 | Visa International Service Association | Systems and methods of natural language processing and statistical analysis to identify matching categories |
US20170132705A1 (en) * | 2015-11-06 | 2017-05-11 | PGMtech Solutions, LLC | System and method for aggregating financial data |
US9692815B2 (en) | 2015-11-12 | 2017-06-27 | Mx Technologies, Inc. | Distributed, decentralized data aggregation |
US10467697B2 (en) | 2016-04-18 | 2019-11-05 | Laurent Bensemana | Method and system for building an enhanced investment portfolio |
US10410295B1 (en) * | 2016-05-25 | 2019-09-10 | Intuit Inc. | Methods, systems and computer program products for obtaining tax data |
US20180075421A1 (en) * | 2016-09-09 | 2018-03-15 | BitPagos, Inc. | Loan processing service utilizing a distributed ledger digital asset as collateral |
US10572936B2 (en) | 2016-09-09 | 2020-02-25 | Microsoft Technology Licensing, Llc | Commerce payment reconciliation system |
EP3887972A4 (en) * | 2018-11-29 | 2022-05-18 | Clifin Pty Ltd. | An information management system |
CN113157804B (en) * | 2021-03-26 | 2022-10-04 | 北京市商汤科技开发有限公司 | Account checking method and device for synchronous data, computer equipment and storage medium |
-
2001
- 2001-08-31 AU AU2001287013A patent/AU2001287013A1/en not_active Abandoned
- 2001-08-31 WO PCT/US2001/027283 patent/WO2002019229A2/en active Application Filing
Also Published As
Publication number | Publication date |
---|---|
WO2002019229A2 (en) | 2002-03-07 |
WO2002019229A9 (en) | 2004-01-15 |
AU2001287013A1 (en) | 2002-03-13 |
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