Method and system for reporting cashflows to clients

Details Method and system for reporting cashflows to clients Method and system for reporting cashflows to clients

2009-09-18

2011-11-15

Apple, Kirsten (Department: 3694)

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

Automated electrical financial or business practice or...

Finance

C705S035000, C705S03600T, C705S039000, C705S040000, C283S057000, C283S058000, C283S059000

Reexamination Certificate

active

08060439

ABSTRACT:
A system and method of providing a client with cashflow monitoring during a transfer of services (e.g. pre-authorized debits and credits) from a first account to a second account, the method comprising the steps of: (i) determining an effective date for the transfer of each service, said effective dates creating a transfer window; (ii) determining cashflows for said first account and said second account during said transfer window; (iii) adjusting effective dates for transfer of each services to avoid cashflow interruptions in said first and said second accounts; and (iv) providing a cashflow analysis to the client that lists all the effective dates for each service transfer and predicted cashflows for said first and said second account during said transfer window.

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