Microsoft Technology Licensing, LLC

Justin B Magaram

Jan Thomas Miksovsky

David R Parlin

Christopher Kevin Brownell

Sigmund Mandel

Payee names in received financial statements can be substituted for the benefit of users. The financial statements can be electronically received from a financial services provider. The financial statements typically comprise transaction entries that comprise an original payee name. A user can indicate a preferred name for the original payee name. If a match exists between an original name and a preferred name, the preferred name can be substituted for the original payee name. If a match does not exist, an active payee table can be used to display an original payee name.

Method and system for correcting payee names and adjusting an account balance for a financial statement

A method and system architecture for managing the objects used in simulating a financial-type plan. Objects are hierarchically arranged with fields therein that specify financial information including dates, rates, amounts of objects and strings. The fields may be selectively chosen to be dependent on the dates, rates or amounts of other objects, whereby any change made to the value in one field is automatically linked to any related fields. Each field alternatively be given a fixed value, and fields, whether fixed or referenced to another field, may be accompanied by an adjustment field that offsets the value in the field. Objects may be grouped in packages, and objects and packages may be selectively enabled and disabled, whereby such objects will be included or omitted from the financial simulation calculations without having to reenter or delete those objects. The objects used in the financial planning may be synchronized with financial information from another program so as to use more updated amounts.

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Kirkland, WA, United States of America

Justin B Magaram