Patent ID: 8175937
Filing Date: 2012-05-08
Classification: G06Q

Abstract:
1. A computer-implemented method for evaluating data sets comprising financial data, comprising: receiving data sets comprising financial data, the data sets including posting dates and financial evaluation rules; sorting, using a computer, the data sets by posting dates into an ordered sequence of the data sets, the ordered sequence beginning with an initial data set that has an earliest posting date; receiving, by the computer from a user, an end date that defines an evaluation period, the evaluation period beginning on the earliest posting date and ending on the end date; creating, by the computer, an initial data segment covering the evaluation period; inserting, by the computer, the initial data set into the initial data segment and associating the posting date and the financial evaluation rule of the initial data set with the initial data segment; performing the following sub-steps (a)-(c): evaluating, by the computer, the data sets within resulting data segments in accordance with the associated financial evaluation rules.