Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2001-09-10
2010-11-30
Nguyen, Nga B. (Department: 3684)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S03600T, C705S037000
Reexamination Certificate
active
07844514
ABSTRACT:
The described embodiments of the invention include a method for maintaining accounting records for a portfolio of investments, comprising accounting records stored on a computer readable medium and providing a table for each event type affecting an investment for generating an account entry, each line of the table designating which accounting record receives the account entry and at least one key designating a data source for the account entry and an operation on the data source to determine the amount of the account entry. In an alternate embodiment of the invention, a data processing system for maintaining accounting records for a portfolio of securities comprises a plurality of accounting records stored on a computer readable medium, the accounting records including tax accounts, a plurality of defined security types and, for each security type, a plurality of tables for each transaction affecting a security for generating an account entry, each line of the table designating which accounting record receives the account entry and a key designating a data source for the account entry and an operation on the data source to determine the amount of the account entry.
REFERENCES:
patent: 4566066 (1986-01-01), Towers
patent: 5193056 (1993-03-01), Boes
patent: 5749077 (1998-05-01), Campbell
patent: 5911136 (1999-06-01), Atkins
patent: 5987435 (1999-11-01), Weiss et al.
patent: 6516303 (2003-02-01), Wallman
patent: 6968317 (2005-11-01), Wallace et al.
patent: 7165044 (2007-01-01), Chaffee
PCT Written Opinion for International Application No. PCT/US02/28712, 4 pages, Mailing Jun. 17, 2004.
PCT for International Search Report Application No. PCT/US02/28712, 4 pages, Mailing Apr. 18, 2005.
European Patent Office; Summons to Attend Oral Proceedingsfor Application No. 02761607.7-2221; 10 pages, Mar. 11, 2008.
European Patent Office; Decision to Refuse a European Patent Applicationfor Application No. 02761607.7-2221; 4 pages, Nov. 6, 2008.
Blasnik Steven L.
Kodl Brian
Walters Joe E.
Baker & Botts L.L.P.
Nguyen Nga B.
Perot Investments, Inc.
LandOfFree
Table driven accounting method and system does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with Table driven accounting method and system, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Table driven accounting method and system will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-4239551