Technique for providing financial-transaction information

摘要

A technique for providing information about financial transactions is described. This information technique allows a user, who has conducted financial transactions with one or more other parties, to access information about these financial transactions that is maintained by a provider of financial software, which is used by the one or more other parties to manage the information about the financial transactions. In particular, in this technique, in response to an access request from the user, a portal (such as a web page), which includes the information about the financial transactions between the user and the one or more other parties, is provided by the provider of the financial software to the user.

主权项

1. A computer-implemented method for providing information about financial transactions, comprising:
sending information, from a first party in a set of parties to a customer of the first party, about a financial transaction between the customer of the first party and the first party, wherein the information includes an offer to create a portal for the customer of the first party by a provider of a financial software, wherein each party in the set of parties is a customer of the provider of the financial software, wherein each party in the set of parties uses the financial software to manage financial transactions, and wherein the customer of the first party is not a customer of the provider of the financial software; receiving, at the provider of the financial software, a response from the customer of the first party regarding the financial transaction, wherein the response includes a permission to create the portal for the customer of the first party; creating a user identifier for the customer of the first party; using the user identifier to identify financial transactions of the customer with the first party and a second party in the set of parties, wherein the financial transactions are associated with the user identifier; creating the portal, wherein the portal includes information about the identified financial transactions of the first party and the second party, and wherein the information about the financial transactions is maintained by the provider of financial software; and providing the portal to the user.