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SYSTEM AND METHOD FOR ATTRIBUTE-BASED TRANSACTION CATEGORIZATION

  • US 20090222364A1
  • Filed: 01/12/2009
  • Published: 09/03/2009
  • Est. Priority Date: 02/29/2008
  • Status: Abandoned Application
First Claim
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1. A method of categorizing a financial transaction, the method comprising:

  • generating a set of designation rules, each designation rule relating a plurality of transaction attributes to a financial transaction designation;

    receiving first transaction attributes specific to the financial transaction;

    applying a first designation rule to the first transaction attributes to generate a first match score;

    associating a selected financial transaction designation with the financial transaction if the first match score satisfies a match criterion.

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