Hierarchical transaction filtering

Details Hierarchical transaction filtering Hierarchical transaction filtering

2011-06-07

2011-06-07

Colbert, Ella (Department: 3694)

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

Automated electrical financial or business practice or...

Finance

C705S028000

Reexamination Certificate

active

07958026

ABSTRACT:
Systems and methods of allocating transactions among business objects are described. Allocation is accomplished using generated allocation rules that are generated using a hierarchical data structure representative of relationships between the business objects and using predefined rules that characterize the business objects. Each generated allocation rule is associated with at least one of the business objects and is used to query a set of transactions to be allocated. Query results, generated using a generated allocation rule, include the transactions to be allocated to the associated business object. Embodiments are disclosed to illustrate how the invention can be used to allocate sales commissions to members of a sales team. The invention is applicable to a variety of business objects including people, organizations, accounts, tasks, or the like.

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