Lorraine D Giordano

US Patent:

20070005465, Jan 4, 2007

Filed:

Jun 29, 2005

Appl. No.:

11/169018

Inventors:

Amy Kandravy - Norwell MA, US
Lorraine Giordano - Hoboken NJ, US
Charles Smith - Hoboken NJ, US
Simon Gershon - Merrick NY, US
Adrian Feliciano - West Orange NJ, US
Ann Harding - Maplewood NJ, US
Donna Figlik - Chicago IL, US
Michele Pierdinock - Hoboken NJ, US
William McKinney - Westfield NJ, US
Kalpesh Master - Princeton NJ, US
Kshipra Sahajpal - Jersey City NJ, US

Assignee:

CHECKFREE CORPORATION - NORCROSS GA

International Classification:

G06Q 40/00

US Classification:

705035000

Abstract:

Techniques for approval of reconciliation of an investment account transaction are provided. A first record of a transaction associated with the investment account is stored in an investment account data repository accessible by a first entity and a second entity. A second record associated with the transaction is received from a third entity and is reconciled with the stored first record. Based upon the reconciliation, the repository is altered and an indication of an approval of the alteration, by at least one of the first entity and the second entity, is stored in the data repository.

US Patent:

20070005493, Jan 4, 2007

Filed:

Mar 16, 2006

Appl. No.:

11/377803

Inventors:

Amy Kandravy - Norwell MA, US
Charles Smith - Hoboken NJ, US
Michele Pierdinock - Hoboken NJ, US
Donna Figlik - Chicago IL, US
Lorraine Giordano - Hoboken NJ, US
Simon Gershon - Merrick NY, US
Ann Harding - Maplewood NJ, US
William McKinney - Westfield NJ, US

International Classification:

G06Q 40/00

US Classification:

705039000

Abstract:

Methods and a system for performing automatic acceptance of an alteration of an investment account transaction. Alterations are made to a first view of the investment account transaction and, based on one or more applicable rules, a second view of the investment account transaction is updated to reflect the alterations made to the first view. The one or more applicable rules control the acceptance by the second view of the alterations made to the first view.