Patent ID: 7490059
Filing Date: 2009-02-10
Classification: G06Q

Abstract:
1. A method for providing financial reporting information to a customer, the method comprising: receiving financial reporting information for a plurality of distinct financial accounts at a host system; mapping the received financial reporting information onto a set of distinct financial account types with the host computer system wherein each financial account type of the set of financial account types is distinguished based on a credit mechanism by which an account balance is increased and a debit mechanism by which the account balance is decreased; consolidating the mapped financial reporting information according to a set of consolidation rules with the host computer system wherein the consolidation rules are defined by both the financial institution that controls at least one of the financial accounts and the customer; formatting the consolidated financial reporting information according to a set of fulfillment rules with the host computer system for distribution to the customer; and preparing a summary of the consolidated financial reporting information for distribution to the customer with the consolidated financial reporting information.