System and method for generating expense information

• US 20060089891A1
• Filed: 10/21/2004
• Published: 04/27/2006
• Est. Priority Date: 10/21/2004
• Status: Abandoned Application

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Nigam, Rakesh Kumar
• Application Number:
  US10/972,012
• Publication Number:
  US 20060089891A1
• Time in Patent Office: Days
• US Class Current: 705/34
• CPC Class Codes: G06Q 20/102 Bill distribution or payments
• CPC Class Codes: G06Q 30/04 Billing or invoicing
• CPC Class Codes: H04M 15/00 Arrangements for metering, time-control or time indication ; Metering, charging or billing arrangements for voice wireline or wireless communications, e.g. VoIP
• CPC Class Codes: H04M 15/43 Billing software details
• CPC Class Codes: H04M 15/44 Augmented, consolidated or itemized billing statement or bill presentation
• CPC Class Codes: H04M 15/51 for resellers, retailers or service providers
• CPC Class Codes: H04M 15/80 Rating or billing plans; Tariff determination aspects
• CPC Class Codes: H04M 15/8033 location-dependent, e.g. business or home
• CPC Class Codes: H04M 2215/0104 Augmented, consolidated or itemised billing statement, e.g. additional billing information, bill presentation, layout, format, e-mail, fax, printout, itemised bill per service or per account, cumulative billing, consolidated billing
• CPC Class Codes: H04M 2215/0152 General billing plans, rate plans, e.g. charge rates, numbering plans, rate centers, customer accounts
• CPC Class Codes: H04M 2215/54 Resellers-retail or service providers billing, e.g. agreements with telephone service operator, activation, charging/recharging of accounts
• CPC Class Codes: H04M 2215/7435 Location dependent, e.g. Bussiness or home

Abstract

A system and method for generating expense information are provided. According to the invention, an employee'"'"'s bill having itemized charges is received and stored in a data storage system. The itemized charges are processed to determine whether they are business-related, in whole or in part, or not business-related using data sources identifying charges that are known to be at least partially business-related. Charges that cannot be determined as business-related or not business-related are marked as unknown. Employee input is received via a user interface that identifies the unknown charges as business-related or not business-related, and such employee input is stored in the data storage system to assist in identifying charges in the future. Once all charges have been determined to be business-related or not business-related, and have been approved by the employee and, optionally, a supervisor, an expense report may be generated.

Claims

1. A computer-implemented method for generating communication expense information, the method comprising:

receiving billing data, the billing data comprising a set of itemized charges;

determining whether items in the set of itemized charges are expenses, in whole or in part, by accessing identifying data useful for identifying at least one of the itemized charges as a known expense, in whole or in part; and

generating expense information based at least upon the billing data and the determination.

2. The method of claim 1 wherein the determining step includes categorizing items in the set of itemized charges as (a) expenses, in whole or in part, (b) not expenses, or (c) unknown.

3. The method of claim 1 further comprising:

receiving approval of at least the itemized charges determined to be expenses in whole or in part.

4. The method of claim 2 further comprising:

transmitting at least the itemized charges categorized as unknown; and

receiving an indication as to whether the unknown itemized charges are (a) expenses, in whole or in part, or (b) not expenses, thereby leaving no itemized charges categorized as unknown.

5. The method of claim 4 further comprising:

updating the identifying data based upon the indication.

6. The method of claim 4 further comprising:

receiving approval of at least the categorized itemized charges.

7. The method of claim 1 wherein the set of itemized charges is a set of charges associated with phone numbers.

8. The method of claim 1 wherein the set of itemized charges is a set of charges associated with phone numbers, and the identifying data comprises a set of phone numbers known to be associated with expenses.

9. The method of claim 1 wherein the expense information is an expense report.

10. The method of claim 4 wherein the set of itemized charges is a set of charges associated with phone numbers, the identifying data comprises a set of phone numbers known to be associated with expenses, and the method further comprises:

adding to the data at least phone numbers associated with charges indicated to be expenses in whole or in part by the received indication.

11. The method of claim 1 wherein the set of itemized charges comprises charges associated with voice calls, text messaging, data file transfers, or image transfers.

12. A system for generating communication expense information, the system comprising:

a data storage system comprising identifying data useful for identifying charges as known expenses;

an interface component; and

a processing component communicatively connected to the data storage system and the interface component, the processing component programmed to perform actions comprising;

receiving billing data via the interface component, the billing data comprising a set of itemized charges;

determining whether items in the set of itemized charges are expenses, in whole or in part, by accessing the identifying data stored in the data storage system; and

generating expense information based at least upon the billing data and the determination.

13. The system of claim 12 wherein the data storage system comprises a computer-readable memory.

14. The system of claim 12 wherein the data storage system comprises a plurality of computer-readable memories.

15. The system of claim 12 wherein the determining step includes categorizing items in the set of itemized charges as (a) expenses, in whole or in part, (b) not expenses, or (c) unknown.

16. The system of claim 12 further comprising:

receiving, via the interface component, approval of at least the itemized charges determined to be expenses in whole or in part.

17. The system of claim 15 further comprising:

transmitting, via the interface component, at least the itemized charges categorized as unknown; and

receiving, via the interface component, an indication as to whether the unknown itemized charges are (a) expenses, in whole or in part, or (b) not expenses, thereby leaving no itemized charges categorized as unknown.

18. The system of claim 17 further comprising:

updating the identifying data stored in the data storage system based upon the indication.

19. The system of claim 12 wherein the set of itemized charges is a set of charges associated with phone numbers.

20. The system of claim 12 wherein the set of itemized charges is a set of charges associated with phone numbers, and the identifying data comprises a set of phone numbers known to be associated with expenses.

21. The system of claim 12 wherein the set of itemized charges comprises charges associated with voice calls, text messaging, data file transfers, or image transfers.

22. The system of claim 12 wherein the expense information is an expense report.

23. The system of claim 17 wherein the set of itemized charges is a set of charges associated with phone numbers, the identifying data comprises a set of phone numbers known to be associated with expenses, and the system further comprises:

adding to the identifying data stored in the data storage system at least phone numbers associated with charges indicated to be expenses, in whole or in part, by the received indication.

24. A computer-implemented method for generating an expense report, the method comprising:

receiving billing data, the billing data comprising a set of itemized charges each associated with a phone number;

categorizing items in the set of itemized charges as (a) expenses, in whole or in part, (b) not expenses, or (c) unknown by accessing identifying data comprising a set of phone numbers known to be associated with expenses;

transmitting at least the itemized charges categorized as unknown;

receiving an indication as to whether the unknown itemized charges are (a) expenses, in whole or in part, or (b) not expenses, thereby leaving no itemized charges categorized as unknown;

adding to the identifying data at least phone numbers associated with charges indicated to be expenses in whole or in part by the received indication;

receiving approval of at least the itemized charges categorized as expenses, in whole or in part; and

generating an expense report based at least upon the billing data and the approved itemized charges.

25. A system for generating an expense report, the system comprising:

a data storage system storing identifying data comprising a set of phone numbers known to be associated with expenses, in whole or in part;

an interface component; and

a processing component communicatively connected to the data storage system and the interface component, the processing component programmed to perform actions comprising;

receiving billing data via the interface component, the billing data comprising a set of itemized charges each associated with a phone number;

categorizing items in the set of itemized charges as (a) expenses, in whole or in part, (b) not expenses, or (c) unknown by accessing the identifying data stored in the data storage system;

transmitting, via the interface component, at least the itemized charges categorized as unknown;

receiving, via the interface component, an indication as to whether the unknown itemized charges are (a) expenses, in whole or in part, or (b) not expenses, thereby leaving no itemized charges categorized as unknown;

adding to the identifying data stored in the data storage system at least phone numbers associated with charges indicated to be expenses in whole or in part by the received indication;

receiving approval of at least the itemized charges categorized as expenses, in whole or in part, via the interface component; and

generating an expense report based at least upon the billing data and the approved itemized charges.