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. 15, 2015
Filed:
Jun. 12, 2012
Thomas E. Mischell, Cincinnati, OH (US);
Patricia J. Fink, Cincinnati, OH (US);
Brian S Hertzman, Cincinnati, OH (US);
Anita J. Giesler, Newport, KY (US);
Jane M. Anthony, Crestview Hills, KY (US);
Kathleen J. Brown, Cincinnati, OH (US);
Carol K. Thomas, Edgewood, KY (US);
Alistair M. Bates, Loveland, OH (US);
Steven Ely Khosrova, Woodland Park, NJ (US);
Nick Rosser, Amityville, NY (US);
Deepak Agarwal, Gurgaon, IN;
Thomas E. Mischell, Cincinnati, OH (US);
Patricia J. Fink, Cincinnati, OH (US);
Brian S Hertzman, Cincinnati, OH (US);
Anita J. Giesler, Newport, KY (US);
Jane M. Anthony, Crestview Hills, KY (US);
Kathleen J. Brown, Cincinnati, OH (US);
Carol K. Thomas, Edgewood, KY (US);
Alistair M. Bates, Loveland, OH (US);
Steven Ely Khosrova, Woodland Park, NJ (US);
Nick Rosser, Amityville, NY (US);
Deepak Agarwal, Gurgaon, IN;
American Financial Group, Inc., Cincinnati, OH (US);
Abstract
Systems and methods to manage investments, trades, and financial accounting. The integrated system processes an investment under various investment groups and accounting methodologies, such as GAAP, SAP, Tax, and. Trade. An investment is processed based on events occurring during the life of the investment for each accounting method to provide for accurate financial reporting in accordance with the one or more accounting methods, such as GAAP, SAP, and Tax accounting. The system is flexible to calculate cash flow, yield, and amortization for an investment during the lifespan timeline of the investment based on the occurrence of an event (or a hypothetical event) during the lifespan timeline of the investment. Accurate reporting is provided by effective dating events of an investment to the appropriate reporting period. The system provides for consolidation, e.g., the aggregation of income and assets from a set of portfolios to report them as one group.