发明名称 Method and System for Reporting Cashflows to Clients
摘要 A system and method of providing a client with cashflow monitoring during a transfer of services (e.g. pre-authorized debits and credits) from a first account to a second account, the method comprising the steps of: (i) determining an effective date for the transfer of each service, said effective dates creating a transfer window; (ii) determining cashflows for said first account and said second account during said transfer window; (iii) adjusting effective dates for transfer of each services to avoid cashflow interruptions in said first and said second accounts; and (iv) providing a cashflow analysis to the client that lists all the effective dates for each service transfer and predicted cashflows for said first and said second account during said transfer window.
申请公布号 US2010010931(A1) 申请公布日期 2010.01.14
申请号 US20090562965 申请日期 2009.09.18
申请人 DAVIS + HENDERSON 发明人 RIVEST SERGE;KING MICHAEL;CLARK RICHARD
分类号 G06Q40/02 主分类号 G06Q40/02
代理机构 代理人
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