System and Method for Associating Financial Transaction Data with a User's Project Data
First Claim
1. An expense reporting system for viewing and manipulating a user'"'"'s financial transaction data, comprising:
- a user'"'"'s financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display;
an expense reporting module having a graphical user interface (GUI), the expense reporting module comprising;
a transaction retrieval component operable to access the user'"'"'s financial transaction data and generate representations thereof viewable by a user on the user interface unit display;
a category generation engine operable to generate user-defined project category data and representations thereof viewable to a user on the user interface unit display;
a transaction categorization engine operable to associate selected ones of the user'"'"'s financial transaction data representations with one or more of the user-defined project category data representations;
a GUI generation engine operable to express a graphical arrangement of the selected ones of the user'"'"'s financial transaction representations associated with the one or more user-defined project category data representations on the user interface unit display; and
a data record generation engine operable to convert the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of review, storage, modification, analysis, or exportation.
1 Assignment
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Accused Products
Abstract
This invention relates to an expense reporting system for viewing and manipulating a user'"'"'s financial transaction data and a method for associating financial transaction data with a user'"'"'s project data. The system includes a user'"'"'s financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display; and an expense reporting module having a graphical user interface (GUI) that allows a user to define project category data and associate representations of the user'"'"'s financial data with the user-defined project category data.
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Citations
30 Claims
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1. An expense reporting system for viewing and manipulating a user'"'"'s financial transaction data, comprising:
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a user'"'"'s financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display; an expense reporting module having a graphical user interface (GUI), the expense reporting module comprising; a transaction retrieval component operable to access the user'"'"'s financial transaction data and generate representations thereof viewable by a user on the user interface unit display; a category generation engine operable to generate user-defined project category data and representations thereof viewable to a user on the user interface unit display; a transaction categorization engine operable to associate selected ones of the user'"'"'s financial transaction data representations with one or more of the user-defined project category data representations; a GUI generation engine operable to express a graphical arrangement of the selected ones of the user'"'"'s financial transaction representations associated with the one or more user-defined project category data representations on the user interface unit display; and a data record generation engine operable to convert the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of review, storage, modification, analysis, or exportation. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A web-based expense reporting system, comprising:
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a processor and a data storage unit connected to the processor for storing credit card transaction data, wherein the credit card transaction data includes one or more of;
purchase data, product data, product quantity data, purchase date data, purchase price data, vendor name data, vendor part number data, product name data, stock keeping unit (SKU) number data, tax data, discount data, receipt number data, universal product code data, barcode data, fee data, interest rate data, interest data, balance data, debit card data, check data, line of credit access card data, line of credit transaction card data, and balance transfer data;wherein the processor is addressable by at least one user interface unit via the internet to allow the processor to exchange the credit card transaction data with the at least one user interface unit; an expense reporting module including a graphical user interface (GUI) for displaying representations of a user'"'"'s credit card transaction data on a display connected to the at least one user interface unit, the module comprising; a transaction retrieval component operable to access the user'"'"'s credit card transaction data and generate representations thereof; a category generation engine operable to generate user-defined project category data and representations thereof, a code generation component operable to generate a user-defined code identifier; a code association component operable to link user-defined project category data to a user-defined code identifier; a transaction categorization engine operable to associate the user'"'"'s credit card transaction data with the user-defined project category data, the transaction categorization engine being further operable to associate a desired portion or percentage of the user'"'"'s credit card transaction data with one or more of the user-defined project category data representations, and optionally, dis-associate the user'"'"'s credit card transaction data representations from one or more associated user-defined project category representations; a GUI generation engine operable to express a graphical arrangement of the selected ones of the user'"'"'s credit card transaction representations associated with the one or more user-defined project category data representations, and a data record generation engine operable to convert the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of;
review storage, modification, analysis, and exportation; anda data record manipulation component for enabling a user to at least one of;
review a data record, modify a data record, store a data record, analyze a data record, and export a data record. - View Dependent Claims (13, 14, 15)
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16. A computer implemented method for expense reporting, the method comprising:
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storing a user'"'"'s financial transaction data on a data storage device such that the user'"'"'s financial transaction data is accessible by a user interface device on a network; presenting a graphical user interface (GUI) for displaying representations of the accessed user'"'"'s financial transaction data on a user interface unit; defining project category data and generating representations thereof; associating representations of the user'"'"'s financial transaction data with user-defined project category data representations to create a graphical arrangement; converting the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of;
review, storage, modification, analysis, and exportation. - View Dependent Claims (17, 18, 19, 20, 21, 22, 23, 24)
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25. A computer implemented method for expense reporting, the method comprising:
transmitting a user'"'"'s financial transaction data from a point of service to a data storage device accessible by an expense reporting system, wherein the expense reporting system includes; a user'"'"'s financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display;
wherein the user'"'"'s financial transaction data includes one or more of purchase data, product data, product quantity data, purchase date data, purchase price data, vendor name data, vendor part number data, product name data, stock keeping unit (SKU) number data, tax data, discount data, receipt number data, universal product code data, barcode data, fee data, interest rate data, interest data, balance data, debit card data, check data, line of credit access card data, line of credit transaction card data, and balance transfer data;an expense reporting module having a graphical user interface (GUI), the expense reporting module comprising; a transaction retrieval component operable to access the user'"'"'s financial transaction data and generate representations thereof viewable by a user on the user interface unit display; a category generation engine operable to generate user-defined project category data and representations thereof viewable to a user on the user interface unit display; a transaction categorization engine operable to associate selected ones of the user'"'"'s financial transaction data representations with one or more of the user-defined project category data representations; a GUI generation engine operable to express a graphical arrangement of the selected ones of the user'"'"'s financial transaction representations associated with the one or more user-defined project category data representations on the user interface unit display; and a data record generation engine operable to convert the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of review, storage, modification, analysis, or exportation. - View Dependent Claims (26, 27, 28, 29, 30)
Specification