发明名称 Report Generation
摘要 Method and system for obtaining a set of financial data including entries associated with expenses, revenue, equity, assets and/or liabilities. Ordering the financial data entries according to one or more criterion defined by user preferences. Processing the ordered financial data by applying one or more logical procedures to incorporate the financial data into a natural language narrative of a financial report. Communicating the financial report to the user.
申请公布号 US2016027125(A1) 申请公布日期 2016.01.28
申请号 US201514806065 申请日期 2015.07.22
申请人 Wealthchart Limited 发明人 Bryce Adam
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
主权项 1. A method of generating a financial report comprising the steps of: obtaining a set of financial data including entries associated with one or more of expenses, revenue, equity, assets or liabilities; ordering the financial data entries according to one or more criterion defined by user preferences; processing the ordered financial data by applying one or more logical procedures to incorporate the financial data into a natural language narrative of a financial report; and communicating the financial report to the user.
地址 London GB