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) Foreign Exchange Agent System 60 e602 607 603 604 605 WIP Module AP Module Mthues *,Case Management System 606 Report file 608 Report Case as Monitoring Mnadj Management Module Stnad System DB operations Database ,609 610 Report Database Processing Access Non-Standard ModuleI Module DB operations Service Provider System