Method and apparatus for storing and generating financial inform

Details Method and apparatus for storing and generating financial inform Method and apparatus for storing and generating financial inform

1990-02-15

1993-02-23

Hayes, Gail O.

Boots, shoes, and leggings

364401, G06F 1521

Patent

active

051896087

ABSTRACT:
An advanced financial reporting and analysis software package is described. The package collects, organizes, manages and consolidates financial data and provides user defined capabilities for creating financial and corporate reports. Financial data is organized into four business classifications or dimensions: Schedule, Entity, Period and Type. Data is stored in the system in such a way that all data associated with a particular Schedule, Entity, Period and Type is identified by that particular SEPT value. To accommodate automatic data entry, a mapping means or template is provided that specifies for each different input spreadsheet the location of the first data cell in the spreadsheet and the size of the spreadsheet. Data is read from the data store by various report and spreadsheet generating functions which convert data associated with particular SEPT values to desired output formats.

REFERENCES:
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"Using Spreadsheets to Monitor Your Portfolio", Thomas A. Meyers PC Magazine, Apr. 1986.
Dow Jones Software, Product Brochure, Spreadsheet Analysis.
Teddi Converse, Reflex In Business, pp. 204-217 1988.
Doyle, William J., "Using SuperCal: The Next Generation" pp. 179, 292-315.
"Leading Edge: Nord Processing", pp. Appendix B.
"Using 1-2-3", pp. 182-193.

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