Method and system for presenting charge related data on a worldwide basis through a network

• US 20030061358A1
• Filed: 08/28/2002
• Published: 03/27/2003
• Est. Priority Date: 08/28/2001
• Status: Abandoned Application

• Current Assignee: Diners Club International (Hong Kong) Ltd. (Discover Financial Services)
• Original Assignee: Diners Club International (Hong Kong) Ltd. (Discover Financial Services)
• Inventors: Piazza, Yolande, Love, Norma, Morton, Neil, Boyd, Doyle, Kornder, Bridget
• Application Number:
  US10/229,113
• Publication Number:
  US 20030061358A1
• Time in Patent Office: Days
• US Class Current: 709/227
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/04 Billing or invoicing

Abstract

A system is described herein for capturing, viewing, and reporting charge related data on a worldwide basis over a network. This system and corresponding method allow Users to track all aspects of their charged spending through global and local management information. The system allows Users to manage their Organization'"'"'s charge related data from any location having network (e.g., Internet) access. The system offers analysis tools and reporting capabilities for analyzing and viewing data.

Claims

1. A method for administering a charge-related data presentation system for presenting charge-related data comprising:

establishing within the presentation system a first set of parameters for the presentation of charge-related data, wherein the first set of parameters includes instructions for permitting access to the presentation system and the charge-related data;

accessing the presentation system according to the first set of parameters;

establishing a second set of parameters for the presentation of charge-related data; and

establishing a third set of parameters for the reporting of charge-related data, wherein the first set of parameters is established by a first entity and the second and third sets of parameters are established by a second entity.

2. The method according to claim 1, wherein the first set of parameters includes at least one of the following group consisting of display format parameters, distribution profile parameters, region information parameters, account level description parameters, preferred vendor parameters, and consolidated vendor chain parameters.

3. The method according to claim 1, wherein the second set of parameters includes at least one of the following group consisting of display format parameters, report cycle parameters, region information parameters, preferred vendors parameters, and consolidated vendor chain parameters, wherein the second entity'"'"'s establishment of the second set of parameters is limited by the first set of parameters established by the first entity.

4. The method according to claim 1, wherein the third set of parameters includes at least one of the following group consisting of report layout parameters, report type parameters, report scheduling parameters, date type parameters, date range parameters, account selection parameters, charge type parameters, data filter parameters, and cardholder group parameters.

5. The method according to claim 1, further comprising:

scheduling at least one report to run at a predetermined time selected by the second entity; and

running the at least one report at the predetermined time for the second entity, wherein the report is subject to the first, second, and third sets of parameters.

6. The method according to claim 5, wherein the predetermined time corresponds to the occurrence of an event.

7. The method according to claim 6, wherein the event is the charging of a predetermined maximum amount.

8. The method according to claim 5, wherein the at least one report is a standard report.

9. The method according to claim 5, wherein the at least one report is a user-defined report, wherein the user is the second entity.

10. The method according to claim 2, wherein the first entity is comprised of at least one sub-entity, including the second entity, wherein the first entity controls the presentation of charge-related data to the at least one sub-entity through at least the distribution profile parameter which establishes a hierarchy among the first entity and the at least one sub-entity.

11. The method according to claim 1, further comprising:

establishing a network-based charge-related data presentation system, wherein the charge related data is housed in a centralized data warehouse.

12. A method for presenting charge-related data to multiple related entities comprising:

establishing a predetermined hierarchical relationship among the multiple related entities;

accessing the charge-related data within a network-based data presentation system according to the predetermined hierarchical relationship, wherein a first entity of the multiple related entities that is highest in the predetermined hierarchical relationship, determines access and presentation abilities for the remaining entities of the multiple related entities; and

presenting charge-related data to the multiple related entities in accordance with the access and presentation abilities determined by the first entity in a report.

13. The method according to claim 12, further comprising:

receiving charge-related data used in a first report at the network-based data presentation system in a first format; and

presenting the charge-related data in the first report in a second format, wherein the first format is determined by the first entity and the second format is determined by one of the remaining entities of the multiple related entities.

14. The method according to claim 13, wherein the first and second formats include at least one of the following group consisting of currency type, language type, and name.

15. The method according to claim 12, wherein the report type is selected from the following group consisting of vendor, delinquency, and compliance.

16. A method for capturing, viewing, and reporting of charge-related data over a network, comprising:

receiving first charge-related data having a first currency;

receiving second charge-related data having a second currency;

storing the first and second charge-related data in a centralized database;

receiving a request to access the centralized database and obtain a report on the first and second charge-related data;

prompting control settings for the request, wherein the control settings include;

a) a currency type selection to identify the type of currency to be used for the report; and

b) a preferred vendors selection to identify vendors that are preferred to be associated with the first or second charge-related data;

receiving a selection of each of the control settings; and

providing the report based on at least one of the selected control settings;

wherein the first charge-related data is derived from a charged expense incurred by a first entity, and the second charge-related data is derived from a charged expense incurred by a second entity; and

wherein the step of providing the report further comprises;

a) using the selected currency type for the report when the first and second entities are different; and

b) using the first or second currency for the report when the first and second entities are the same.

17. The method of claim 16, wherein the first charge-related data is derived from a charged expense incurred in a first country, and the second charge-related data is derived from a charged expense incurred in a second country.

18. The method of claim 16, wherein the control settings further include:

corporation name, currency formats, language version and codes, fiscal year ending month, field item name and field size, region information, and consolidated vendor chain.

19. The method of claim 16, further comprising:

providing reporting options for the report, wherein the reporting options include;

date time selection, date range selection, account selection, charge type selection, report scheduler, and spreadsheet integration, criteria page, transaction types.