Wells Fargo Bank, N.a.

Abraham Drucker

Brian Michael Pearce

John T Wright

Timothy R Knowlton

Dana Roytenberg

Khushbu Katariya

Shelby K Morita-Fowler

Ravi K Maganti

Darren James Dobier

Himanshu G Patel

Bhanu Sankaran

Toby Jason Peecher

Randall Howard Flory

Anita Sukur

Rui Fan

A method for managing a budget includes determining, by a budget management system, funds of a project management account that are to be routed to a task manager for a project. The determining comprises: determining a current progress of a task managed by the task manager, the task included in a budget for the project that identifies the task manager and that includes payment information for the task manager that specifies a financial account, determining an amount owed to the task manager, and setting the amount owed to the task manager as the amount of the funds to be routed to the task manager. The method further comprises transmitting, by the budget management system to a financial computing system, a request to transfer the determined funds to the financial account specified by the payment information.

Systems and methods for improved project management

An eForm system includes defining an eForm, defining document metadata associated with the eForm, and defining supplemental metadata associated with the eForm. In response to a document generation request, the eForm definition, the associated document metadata, and the associated supplemental metadata are assembled. In response to a document display request, an eForm display is generated based on the eForm definition, the associated document metadata, and the associated supplemental metadata.

Automatic dynamic generation of electronic forms using form definition, document metadata and supplemental metadata

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San Francisco, CA, United States of America

Abraham Drucker