Open-architecture system for real-time consolidation of information from multiple financial systems
First Claim
1. A computerized system for consolidating, monitoring and controlling financial transactions of an entity, comprising:
- a network and gateway services element for accessing a plurality of financial systems;
a data repository services element for storing data generated, received and processed by said system;
an application services element, comprisinga processor for formatting data received and transmitted by said system,a navigator for identifying one or more sources of information required by said system to consolidate, monitor, and control the financial transactions of the entity in response to control commands received from a remote access terminal or from one or more of said plurality of financial systems, and for generating corresponding source access command signals, anda session manager coupled to said navigator for generating session commands in response to said source access command signals generated by said navigator,wherein said network and gateway services element accesses said financial systems in response to session commands received from said session manager;
a web services element for providing access to said system from said remote access terminal; and
a communications network for enabling communication among said network and gateway services element, said data repository services element, said application services element, and said web services element.
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Accused Products
Abstract
An open-architecture system automatically consolidates information from a plurality of financial systems into a single accounting system without the need for expensive and time-consuming backroom procedures. The system enables an entity to use multiple independent and potentially incompatible financial systems to facilitate, control and monitor its spending, purchasing and other financial activities, while also enabling the entity to monitor and control all of these activities in real time. The system receives, processes and stores information obtained from a plurality of financial and/or other external computerized systems, and provides one or more authorized users with the ability to monitor financial transactions on-line and manipulate and control all financial transactions of the entity in real time using, for example, Web-browser software technology. Different users may have different levels of access to the financial transaction data obtained, processed and stored by the system. The system may also be readily integrated with the entity'"'"'s existing computer systems.
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Citations
18 Claims
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1. A computerized system for consolidating, monitoring and controlling financial transactions of an entity, comprising:
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a network and gateway services element for accessing a plurality of financial systems; a data repository services element for storing data generated, received and processed by said system; an application services element, comprising a processor for formatting data received and transmitted by said system, a navigator for identifying one or more sources of information required by said system to consolidate, monitor, and control the financial transactions of the entity in response to control commands received from a remote access terminal or from one or more of said plurality of financial systems, and for generating corresponding source access command signals, and a session manager coupled to said navigator for generating session commands in response to said source access command signals generated by said navigator, wherein said network and gateway services element accesses said financial systems in response to session commands received from said session manager; a web services element for providing access to said system from said remote access terminal; and a communications network for enabling communication among said network and gateway services element, said data repository services element, said application services element, and said web services element. - View Dependent Claims (2, 3, 4, 5, 6, 7, 11, 12, 13, 14)
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8. A computerized system for consolidating, monitoring and controlling financial transactions of an entity, comprising:
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a network and gateway services element for accessing a plurality of financial systems, comprising a login manager for controlling login, handshaking, and security functions between said system and said plurality of financial systems, a gateway for transmitting and receiving financial data and control data between said system and said plurality of financial systems, and a network data mover for formatting financial data to be transmitted by said system in accordance with a transmission formatting protocol; a data repository services element for storing data generated, received and processed by said system, comprising a database management system for enabling storage and retrieval of financial data stored by said system, and at least one database for storing financial transaction data; an application services element, comprising a report generator for generating reports of stored financial transaction data, a processor for formatting data received and transmitted by said system, a navigator for identifying one or more sources of information required by said system to consolidate, monitor, and control the financial transactions of the entity in response to control commands received from a remote access terminal or from one or more of said plurality of financial systems, and for generating corresponding source access command signals, and a session manager coupled to said navigator for generating session commands in response to said source access command signals generated by said navigator, wherein said network and gateway services element accesses said financial systems in response to session commands received from said session manager; a web services element for providing access to said system from said remote terminal, comprising a web server for providing financial transaction data and reports to said remote terminal using browser software via an Intranet communication link, an electronic mail server for providing electronic mail service via said Intranet communication link, and an Internet access server for providing Internet access to said remote terminal via said Intranet communication link; and a communications network for enabling communication among said network and gateway services element, said data repository services element, said application services element, and said web services element. - View Dependent Claims (9, 10, 15, 16, 17, 18)
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Specification