Transaction allocation

Details Transaction allocation Transaction allocation

2003-10-22

2010-12-21

Colbert, Ella (Department: 3694)

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

Automated electrical financial or business practice or...

Finance

C705S037000

Reexamination Certificate

active

07856383

ABSTRACT:
Systems and methods of allocating transactions among business objects are described. Allocation is accomplished using a multi-phase process. In a first phase, allocation of the transactions among a set of business objects is attempted. In a subsequent phase, allocation of transactions that were either unallocated, under-allocated, or over-allocated in the first phase is determined. The second phase includes using a set of allocation rules to identify business objects configured to manually determine allocation of the unallocated, under-allocated, or over-allocated transactions. The invention is applicable to a variety of business objects including people, organizations, accounts, tasks, or the like.

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