The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
May. 27, 2008

Filed:

May. 16, 2001
Applicants:

William J. Clancey, Portola Valley, CA (US);

Lee Hecht, Palo Alto, CA (US);

Erich A. Helfert, San Mateo, CA (US);

John Wu, Atherton, CA (US);

Edgar P. Canty, Menlo Park, CA (US);

Inventors:

William J. Clancey, Portola Valley, CA (US);

Lee Hecht, Palo Alto, CA (US);

Erich A. Helfert, San Mateo, CA (US);

John Wu, Atherton, CA (US);

Edgar P. Canty, Menlo Park, CA (US);

Assignee:

Modernsoft, Inc., Portola Valley, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A computer-implemented method of populating row and column cells of an electronic financial statement document containing with formulas and data, and related apparatus. A formula for a cell in a financial statement is generated from a row definition for the row and a column definition for the column of the cell, where the row definition defines a term of the statement and the column definition specifies a period of time. The resulting statement is displayed to a user, and new formula expressions can be generated to reflect changes in the statement. The statement can have three kinds of columns, namely base columns, subtotal columns, and grand total columns. Data in columns of an input database corresponds to a database period of time, and the base columns in the statement have statement period unit. For each base column of the statement, a correspondence to more than one column of the input database can be computed dynamically. The cells of the statement column can be populated using data from the corresponding database columns. The cells can be repopulated in response to a change in the statement period unit.


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