Patent ID: 6247000
Filing Date: 2001-06-12
Classification: G06Q

Abstract:
A method for a first user to identify matching pairs of predetermined financial transactions for the first user and a second user, comprising:the first user transmitting at least one set of data for at least one predetermined financial transaction for the first user from a first terminal to a server, wherein each predetermined financial transaction for the first user has a corresponding set of data and a corresponding set of summary data;the first terminal automatically displaying a first combined summary set, wherein the first combined summary set comprises a combination of each of the corresponding sets of summary data for each predetermined financial transaction for the first user;the first terminal automatically providing an option to display the corresponding set of data for a selected predetermined financial transaction;the second user transmitting a second set of data for at least one predetermined financial transaction for the second user from a second terminal to the server, wherein each predetermined financial transaction for the second user has a corresponding set of data and a corresponding set of summary data;the server automatically transmitting to the first terminal the second set of data for at least one predetermined financial transaction for the second user;the first terminal automatically displaying a second combined summary set, wherein the second combined summary set comprises a combination of the first combined summary set and a combination of each of the corresponding sets of summary data for each predetermined financial transaction for the second user;the first terminal automatically providing an option to display the corresponding set of data for a selected predetermined financial transaction for the second user, wherein the first user may toggle between the display of the corresponding set of data for the selected predetermined financial transaction for the first user and the display of the corresponding set of data for the selected predetermined financial transaction for the second user;the first terminal automatically providing an option to select at least two summary sets from the combined set of summary sets for matching predetermined financial transactions;the first terminal automatically providing an option to select to identify automatically matching pairs of predetermined financial transactions, wherein each matching pair includes a first pair half comprising at least one predetermined financial transaction for the first user having a first pair half data set, and a second pair half comprising at least one predetermined financial transaction for the second user having a second pair half data set, the first pair half and the second pair half matched by matching the first pair half data set and the second pair half data set;selecting the option to select to identify automatically matching pairs of predetermined financial transactions; andautomatically matching pairs of predetermined financial transactions.