System and method for storing, creating, and organ

专利名称：System and method for storing, creating,

and organizing financial informationelectronically

发明人：William Chenevich,Linda K. Garner,Gary Lynn

Hodge,Lakhbir Lamba,Andrew J. Lang,Jon D.Rundquist,Paige White Vinall

申请号：US10799378申请日：20040312

公开号：US20050203885A1公开日：20050915

专利附图：

摘要：A system and/or method which offers customer-driven aggregation of data,with the ability to dynamically modify the filing hierarchy and to store, create andorganize digital financial information. The system enables customers to establish ahierarchy of file folders, file any payment whether paper or electronic in a folder forfuture reference, provide secure storage for an indefinite period for any payment,including credit card payments, debit card transactions, imaged checks, electronic billpayments or account statements. As such, customers can create and change at will theirfile folder hierarchy and file documents with notes. Customers can set a preference forautomatic filing based on pre-established criteria such as folders based standardmerchant categories or by month. Customers can also ‘file’ payments when they arecreated or viewed in the transaction history. The systems of the exemplary embodimentsprovide a search function, enabling retrieval of documents based on a document storagetime stamp, date last accessed, date posted, dollar amount, or by file folder, group, orcategory. Customers can view document access history. Further, the systems offercustomers convenience, privacy, security and prevention of document loss from disaster,and protection from document or identity theft.

申请人：William Chenevich,Linda K. Garner,Gary Lynn Hodge,Lakhbir Lamba,Andrew J.Lang,Jon D. Rundquist,Paige White Vinall

地址：Portland OR US,Cincinnati OH US,Minneapolis MN US,Lakeville MN US,LakeOswego OR US,Chisago City MN US,Minneapolis MN US

国籍：US,US,US,US,US,US,US

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