Electronic transaction processing server with trend based automated transaction evaluation

• US 20030130921A1
• Filed: 12/17/2002
• Published: 07/10/2003
• Est. Priority Date: 01/08/2002
• Status: Abandoned Application

• Current Assignee: Bottomline Technologies Incorporated
• Original Assignee: Bottomline Technologies Incorporated
• Inventors: Campbell, Eric, Batur, Lisa Christine, Force, Michael Patrick
• Application Number:
  US10/321,191
• Publication Number:
  US 20030130921A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

An automated invoice management system includes a network circuit for communicating over a frame switched network with each of the plurality of participating systems. A transaction management engine comprises means for establishing a secure session with a receiving system and with a first participating system through the network circuit, means for receiving a quantitative evaluation parameter set from the receiving system, means for receiving an import electronic transaction file from the first participating system, and means for providing an export electronic transaction file to the receiving system. The export file comprises the plurality of data element values and comprises a message that includes a resultant value calculated by applying the quantitative evaluation parameter to the data element values.

Claims

1. An electronic transaction processing server for exchanging electronic transaction files between a plurality of participating systems, the server comprising:

a database for storing data representative of a plurality of transactions between the participating systems;

a network circuit for communicating over a frame switched network with each of the plurality of participating systems;

a transaction management engine comprising;

means for establishing a secure session with each of a receiving system and a first participating system through the network circuit;

means for receiving a quantitative evaluation parameter set from the receiving system, the quantitative evaluation parameter set comprising;

identification of a plurality of reference transactions stored in the database;

identification of at least one data point value within each of the first plurality of reference transactions;

identification of a quantitative evaluation function;

means for receiving an import electronic transaction file from the first participating system, the import transaction file comprising a plurality of transaction data element values in a file format that complies with a first import file definition and including at least one transaction data element value that is a first key element value;

means for providing an export electronic transaction file to the receiving system, the export electronic transaction file comprising the plurality of data element values in a file format that complies with a receiving system file definition and comprises an evaluation message which includes a resultant value;

an evaluation engine for calculating the resultant value by applying the quantitative evaluation function to the each data point value from each of the plurality of reference transactions.

2. The server of claim 1, wherein the transaction management engine further comprises means for storing the quantitative evaluation parameter set in a database.

3. The server of claim 2, wherein the transaction management engine further comprises:

a translation engine comprising;

means for translating the plurality of data element values of the import electronic transaction file to a plurality of normalized data element values complying with a normalized file definition;

means for storing the plurality of normalized data element values in a transaction database; and

means for generating at least a portion of the export electronic transaction file by translating the plurality of normalized data element values to a plurality of export data element values complying with the receiving system file definition.

4. The server of claim 3, wherein the evaluation engine further provides for writing the resultant value to a predefined field in the database.

5. The server of claim 1, further comprising:

means for receiving a trending evaluation parameter set from the receiving system, the trending evaluation parameter set comprising identification of an evaluation threshold function;

wherein the resultant value is incorporated within a selected one of a plurality of predefined messages; and

wherein the evaluation engine comprises means for selecting one of a plurality of predefined messages by;

calculating a threshold value by applying the threshold evaluation function to each data point value from each of the plurality of reference transactions;

determining a true/false function result by comparing the first key element value to the threshold value; and

selecting one of a plurality of predefined messages that corresponds to the true/false function result.

6. The server of claim 5, wherein the transaction management engine further comprises means for storing the evaluation parameter set in a database.

7. The server of claim 6, wherein the transaction management engine further comprises:

a translation engine comprising;

means for translating the plurality of data element values of the import electronic transaction file to a plurality of normalized data element values complying with a normalized file definition;

means for storing the plurality of normalized data element values in a transaction database; and

means for generating at least a portion of the export electronic transaction file by translating the plurality of normalized data element values to a plurality of export data element values complying with the receiving system file definition.

8. The server of claim 7, wherein the evaluation engine further provides for writing a an indication of the selected one of the plurality of predefined messages to the database.

9. The server of claim 1, wherein:

the transaction management engine further comprises means for receiving a rules parameter set from the receiving system, the rules parameter set comprising;

identification of a first transaction data element;

identification of a first element value;

identification of a first mathematical operator;

identification of a second transaction data element;

identification of a second element value;

identification of a second mathematical operator;

identification of a Boolean operator;

wherein the resultant value is incorporated within a selected one of a plurality of predefined messages; and

wherein the evaluation engine comprises means for selecting one of a plurality of predefined messages by;

calculating a first true/false function result by comparing, using the first mathematical operator, the first key element value to the first transaction data element value;

calculating a second true/false function result by comparing, using the second mathematical operator, the second key element value to the second transact data element value; and

calculating the result of applying the evaluation parameter to the data element values by comparing, using the Boolean operator, the first true/false function result to the second true/false function result.

selecting one of a plurality of predefined messages that corresponds to the result of applying the evaluation parameter to the data element values.

10. The server of claim 9, wherein the transaction management engine further comprises means for storing the evaluation parameter set in a database.

11. The server of claim 10, wherein the transaction management engine further comprises:

a translation engine comprising;

means for translating the plurality of data element values of the import electronic transaction file to a plurality of normalized data element values complying with a normalized file definition;

means for storing the plurality of normalized data element values in a transaction database; and

means for generating at least a portion of the export electronic transaction file by translating the plurality of normalized data element values to a plurality of export data element values complying with the receiving system file definition.

12. The server of claim 11, wherein the evaluation engine further provides for writing an indication of the selected one of the plurality of predefined messages to the database.

13. A method of processing electronic transactions between a plurality of participating systems, the method comprising:

establishing a secure session with a receiving system over a frame switched network;

establishing a secure session with a first participating system over a frame switched network;

receiving a quantitative evaluation parameter set from the receiving system, the first evaluation parameter set comprising;

identification of a first plurality of reference transactions stored in a database;

identification of at least one data point value within each of the first plurality of reference transactions;

identification of a quantitative evaluation function;

receiving an import electronic transaction file from the first participating system, the import transaction file comprising a plurality of transaction data element values in a file format that complies with a first import file definition and at least one of the transaction data element values being a first key element value;

calculating a resultant value by applying the quantitative evaluation function to each data point value from each of the first plurality of reference transactions;

determining a first true/false result by comparing the first key element value to the first threshold value;

providing an export electronic transaction file to the receiving system, the export electronic transaction file comprising the plurality of transaction data element values in a file format that complies with a receiving system file definition and comprises an evaluation message that includes the resultant value.

14. The method of claim 13, further comprising storing the evaluation parameter set in a database.

15. The method of claim 14, further comprising:

translating the plurality of data element values of the import electronic transaction file to a plurality of normalized data element values complying with a normalized file definition;

storing the plurality of normalized data element values in a transaction database; and

generating at least a portion of the export electronic transaction file by translating the plurality of normalized data element values to a plurality of export data element values complying with the receiving system file definition.

16. The method of claim 15, further comprising:

writing an indication of the selected evaluation message to the database.

17. The method of claim 13, wherein:

receiving a trending evaluation parameter set from the receiving system, the trending evaluation parameter set comprising identification of an evaluation threshold function;

selecting the evaluation message from one of a plurality of predefined messages by;

calculating a threshold value by applying the threshold evaluation function to each data point value from each of the plurality of reference transactions;

determining a true/false function result by comparing the first key element value to the threshold value; and

selecting one of a plurality of predefined messages that corresponds to the true/false function result.

18. The method of claim 17, further comprising storing the evaluation parameter set in a database.

19. The method of claim 18, further comprising:

translating the plurality of data element values of the import electronic transaction file to a plurality of normalized data element values complying with a normalized file definition;

storing the plurality of normalized data element values in a transaction database; and

generating at least a portion of the export electronic transaction file by translating the plurality of normalized data element values to a plurality of export data element values complying with the receiving system file definition.

20. The method of claim 19, further comprising writing an indication of the selected evaluation message to the database.

21. The method of claim 13, further comprising:

receiving a rules parameter set from the receiving system, the rules parameter set comprising;

identification of a first transaction data element;

identification of a first element value;

identification of a first mathematical operator;

identification of a second transaction data element;

identification of a second element value;

identification of a second mathematical operator;

identification of a Boolean operator;

selecting the evaluation message from one of a plurality of predefined messages by;

calculating a first true/false function result by comparing, using the first mathematical operator, the first key element value to the first transaction data element value;

calculating a second true/false function result by comparing, using the second mathematical operator, the second key element value to the second transact data element value; and

calculating the result of applying the evaluation parameter to the data element values by comparing, using the Boolean operator, the first true/false function result to the second true/false function result.

selecting one of a plurality of predefined messages that corresponds to the result of applying the evaluation parameter to the data element values.

22. The method of claim 21, further comprising storing the evaluation parameter set in a database.

23. The method of claim 22, further comprising:

translating the plurality of data element values of the import electronic transaction file to a plurality of normalized data element values complying with a normalized file definition;

storing the plurality of normalized data element values in a transaction database; and

generating at least a portion of the export electronic transaction file by translating the plurality of normalized data element values to a plurality of export data element values complying with the receiving system file definition.

24. The method of claim 23, further comprising writing the selected evaluation message to the database.