Systems and methods for generating a data file and operating a case management system

摘要

SYSTEMS AND METHODS FOR GENERATING A DATA FILES AND OPERATING A CASE MANAGEMENT Described herein systems and methods for generating data files and/or for operating a case management system. Embodiments of the invention have been particularly developed for modifying operation of existing case management system (for example a case management system including accounting software package) to integrate with services provided by a foreign exchange agent. As context, a foreign currency invoice is issued to a service provider. This invoice relates to a client matter of the service provider. The present embodiments are directed towards methodologies/technologies for enabling the service provider to engage a foreign exchange agent to manage issues associated with foreign currency fluctuations, and integrate such an approach with an existing case management system. (FIG. 1) Invoice generation procedure 102 Invoice receipt/exchange rate management procedure 103 Case management system update procedure Invoice settlement procedure