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:
Mar. 23, 2010

Filed:

Jul. 11, 2003
Applicants:

Andrew R. Lowry, Ardsley, NY (US);

Eric Suss, Metuchen, NJ (US);

John P. Gaine, Mt. Kisco, NY (US);

Inventors:

Andrew R. Lowry, Ardsley, NY (US);

Eric Suss, Metuchen, NJ (US);

John P. Gaine, Mt. Kisco, NY (US);

Assignee:

Morgan Stanley, New York, NY (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G07B 17/00 (2006.01); G07F 19/00 (2006.01); G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

Systems and techniques for operating on data representing an account include posting an activity record representing account activity. The systems and techniques may involve setting an activity date for an activity having an accounting impact, determining a balance value, setting an accounting impact date, and setting a journal activity date. The balance value may correspond to the net sum of activity for the activity date. The accounting impact date may correspond to the latest accounting impact date among all journals affecting the balance value. The journal activity date may correspond to the latest accounting impact date among all journals affecting the sum of activity for prior processing dates applied on the date. In some cases, the activity record may be posted to a specific period.


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