Invention Grant
- Patent Title: Method and system for backfilling transactions in an account
- Patent Title (中): 在帐户中回填交易的方法和系统
-
Application No.: US10756736Application Date: 2004-01-12
-
Publication No.: US07797216B2Publication Date: 2010-09-14
- Inventor: David R. Larsen , Katherine A. Welker , George A Hansen , Joseph W. Wells, III , Karen Tomlinson , Glynis L. Hively
- Applicant: David R. Larsen , Katherine A. Welker , George A Hansen , Joseph W. Wells, III , Karen Tomlinson , Glynis L. Hively
- Applicant Address: US CA Mountain View
- Assignee: Intuit Inc.
- Current Assignee: Intuit Inc.
- Current Assignee Address: US CA Mountain View
- Agency: Osha • Liang LLP
- Main IPC: G06Q40/00
- IPC: G06Q40/00
Abstract:
A financial data management application sets up a placeholder entry for entered current holdings information in which all the historical transactions that led to the current holdings have not been accounted for. Backfill transactions may be entered later on to update the placeholder entry with all or part of the historical transactions that led to the current holdings. If a backfill transaction is entered, the placeholder entry is adjusted to reflect the backfill transaction.
Public/Granted literature
- US20050177472A1 Method and system for backfilling transactions in an account Public/Granted day:2005-08-11
Information query
