Automated method for analyzing and comparing financial data

Details Automated method for analyzing and comparing financial data Automated method for analyzing and comparing financial data

2005-02-15

2005-02-15

Trammell, James P. (Department: 3621)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S030000, C705S035000, C707S793000, C715S252000

Reexamination Certificate

active

06856972

ABSTRACT:
An improved and automated method of analyzing data is provided. The method includes the steps of: gathering data from at least one field in financial statements from at least two different time periods or views; applying a volume variance subroutine against the gathered data; applying a mix variance subroutine against the gathered data; applying a net revenue change subroutine against the gathered data; applying a cost change subroutine against the gathered data; applying an exchange subroutine against the gathered data; applying a one-time subroutine against the gathered data; and reporting the results of the volume variance subroutine, the mix subroutine, the net revenue change subroutine, the cost change subroutine, the exchange subroutine, and the one-time subroutine.

REFERENCES:
patent: 6336094 (2002-01-01), Ferguson et al.
patent: 20040010463 (2004-01-01), Hahn-Carlson et al.
patent: 2294662 (2000-01-01), None
Stephen O'Brien, “Quicken 6-in-1”, chapters 11 & 12 http://cma.zdnet.com/book/quicken/fm/fm/htm.*
Dialog file 148, Accession No. 06706461, “Anlyzing your business: ratios/trend analysis and credit management.”, Jul. 5, 1993, Drug Topics, v137, n13, p62 (9).*
Abbe et al., Quicken User Guide, Oct. 1992, Intuit, version 2 for windows, p. 199-201.

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