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ACCOUNT INFORMATION ANALYSIS

  • US 20070295802A1
  • Filed: 06/21/2006
  • Published: 12/27/2007
  • Est. Priority Date: 06/21/2006
  • Status: Abandoned Application
First Claim
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1. A method for managing financial data associated with a plurality of financial service providers, the method comprising:

  • receiving a set of criteria for identifying one or more accounts for one of the financial service providers, wherein the criteria specify an environment in which the financial data is stored, the environment comprising a plurality of categories for storing the financial data, and wherein the criteria include a date criterion;

    identifying the one or more accounts based on the set of criteria in the environment specified by the criteria; and

    evaluating the identified accounts based on the set of criteria.

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