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.
Patent No.:
Date of Patent:
Dec. 16, 2014
Filed:
Jan. 24, 2013
Bank of America Corporation, Charlotte, NC (US);
Mary R. Rosendahl, Wilmette, IL (US);
Milton Santiago, Jr., Chicago, IL (US);
Daniel M. Whipple, Harrisburg, NC (US);
Darin G. Mallory, Plainfield, IL (US);
Christopher Hope, Toonbridge Kent, GB;
Savit A. Pirl, Bolingbrook, IL (US);
Bank of America Corporation, Charlotte, NC (US);
Abstract
A method and apparatus that improves the operation of treasury management functionality for a cash positioning and reporting system is provided. Several portions of the payment process may be improved. The initiation process may be streamlined by providing supplemental contact information. Transactions may be initiated from trusted templates or groups of templates. Likewise transfers between internal accounts may be created. At each stage of the process views of current transaction/transfer initiations may be viewed. Transactions that have been successfully initiated may be confirmed. Incomplete or unsuccessful initiation may be reconciled for further action by a user. Templates and transfers may be grouped and sorted.