Method and system for upgrading to an integrated financial...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Accounting

Reexamination Certificate

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C705S019000, C705S032000

Reexamination Certificate

active

08078508

ABSTRACT:
A method for upgrading from a stand-alone product to an integrated financial product, that includes generating a plurality of product accounts associated with a user of the stand-alone product, modifying, while using the stand-alone product, the plurality of product accounts with financial transaction data associated with the user, activating the integrated financial product after modifying the plurality of product accounts, and accessing the financial transaction data using a financial module of the integrated financial product, wherein functionality provided by the stand-alone product is distinct from functionality provided by the financial module.

REFERENCES:
patent: 2001/0029475 (2001-10-01), Boicourt et al.
patent: 2004/0117615 (2004-06-01), O'Donnell et al.
patent: 2004/0125954 (2004-07-01), Riebe et al.

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