Patent ID: 9430801
Filing Date: 2016-08-30
CPC Classification: G06Q

Claim Text:
1. A computer-implemented method for determining how a header or footer of an electronic financial statement that is being prepared should be configured for compliance with an accounting standard, the method comprising: before preparation of the electronic financial statement of the entity and on behalf of the entity, a first computer, by a conversion engine, generating respective rules by receiving text of requirements or guidelines of a specific accounting standard and transforming respective text into respective rules, and storing respective generated rules to a database; and during preparation of the electronic financial statement of the entity on behalf of the entity, the first computer, by a compare engine, determining, content of at least one pre-determined attribute of the electronic financial statement comprising numerical data describing finances of the entity for which the electronic financial statement is being prepared, accessing the database comprising the plurality of generated rules, comparing the content of the at least one pre-determined attribute and respective criteria of the plurality of rules, selecting a generated rule based at least in part upon the comparison, and determining a configuration of the header or footer of the electronic financial statement specified by the selected generated rule; the first computer receiving data for the header or footer; and the first computer automatically populating or generating the header or footer according to the determined configuration with the received data for the header or footer without input of a person preparing the electronic financial statement on behalf of the entity such that the header or footer data and form of the electronic financial statement being prepared comply with the specific accounting standard based at least in part upon the electronic financial statement content.