System and method for real-time integrated credit card management

    公开(公告)号:US10991016B2

    公开(公告)日:2021-04-27

    申请号:US16271611

    申请日:2019-02-08

    Abstract: A method and system for managing a plurality of credit card transactions within an integrated accounting environment. Embodiments of the present disclosure enable integration between financial institutions, organizational accounting systems, and disparate user workflows to overcome deficiencies of the prior art. Specific embodiments enable tracking of credit card charges, credits, and payments directly within an accounts payable interface, enabling the ability to view activity on the credit card account record, register, and vendor record. Methods and systems are operable to establish a real-time data transfer protocol between a financial institution and an organizational accounting application to integrate transaction data in real-time, define vendor association for transactions, and create a real-time credit card register to drive decision making across disparate user roles.

    SYSTEMS, METHODS, AND COMPUTER PROGRAM PRODUCTS FOR DATA INTEGRATION AND DATA MAPPING
    3.
    发明申请
    SYSTEMS, METHODS, AND COMPUTER PROGRAM PRODUCTS FOR DATA INTEGRATION AND DATA MAPPING 有权
    用于数据集成和数据映射的系统,方法和计算机程序产品

    公开(公告)号:US20130311498A1

    公开(公告)日:2013-11-21

    申请号:US13782629

    申请日:2013-03-01

    CPC classification number: G06F17/30943 G06F17/30303

    Abstract: The invention is directed to systems, methods and computer program products for data integration. An exemplary method includes receiving a data record at a system, comparing the received data record with an existing data record, determining a level of match between the received data record and the existing data record, and in response to determining the level of match is equal to or greater than a first threshold level and is less than or equal to a second threshold level, processing the data, wherein the second threshold level is greater is than the first threshold level. Additionally, the exemplary method includes mapping the received data record to a database accessible to the system.

    Abstract translation: 本发明涉及用于数据集成的系统,方法和计算机程序产品。 一种示例性方法包括在系统处接收数据记录,将接收到的数据记录与现有数据记录进行比较,确定接收到的数据记录与现有数据记录之间的匹配水平,以及响应于确定匹配级别是相等的 达到或大于第一阈值水平并且小于或等于第二阈值水平,处理所述数据,其中所述第二阈值水平大于所述第一阈值水平。 另外,示例性方法包括将接收的数据记录映射到系统可访问的数据库。

    System and Method for Real-Time Integrated Credit Card Management

    公开(公告)号:US20190244263A1

    公开(公告)日:2019-08-08

    申请号:US16271611

    申请日:2019-02-08

    CPC classification number: G06Q30/04 G06F3/04847

    Abstract: A method and system for managing a plurality of credit card transactions within an integrated accounting environment. Embodiments of the present disclosure enable integration between financial institutions, organizational accounting systems, and disparate user workflows to overcome deficiencies of the prior art. Specific embodiments enable tracking of credit card charges, credits, and payments directly within an accounts payable interface, enabling the ability to view activity on the credit card account record, register, and vendor record. Methods and systems are operable to establish a real-time data transfer protocol between a financial institution and an organizational accounting application to integrate transaction data in real-time, define vendor association for transactions, and create a real-time credit card register to drive decision making across disparate user roles.

    SYSTEMS, METHODS, AND COMPUTER PROGRAM PRODUCTS FOR MEMBERSHIP PROGRAM MANAGEMENT
    5.
    发明申请
    SYSTEMS, METHODS, AND COMPUTER PROGRAM PRODUCTS FOR MEMBERSHIP PROGRAM MANAGEMENT 审中-公开
    用于会员计划管理的系统,方法和计算机程序产品

    公开(公告)号:US20130325703A1

    公开(公告)日:2013-12-05

    申请号:US13784483

    申请日:2013-03-04

    CPC classification number: G06Q20/22 G06Q20/102 G06Q30/01

    Abstract: The invention is directed to systems, methods and computer program products for managing membership programs. An exemplary method for establishing a membership program comprises: receiving selection of whether the membership program is annual, recurring, or lifetime; receiving selection of whether the membership program is dues-based, contribution-based, or both dues-based and contribution-based; and receiving selection of whether the membership program has a single term or multiple terms. An exemplary method for processing a payment associated with a membership account includes the steps of receiving a payment, the payment representing at least one of a contribution associated with a contribution-based membership account or dues associated with a dues-based membership account; receiving information associated with a payor of the payment amount; receiving information associated with the membership account; and processing the payment based at least partially on the information associated with the payor and the membership account.

    Abstract translation: 本发明涉及用于管理会员资格计划的系统,方法和计算机程序产品。 用于建立会员计划的示例性方法包括:接收选择会员节目是年度,周期性或寿命; 接受选择会员计划是否以会费为基础,基于会费为基础,还是以会费为基础和会费为基础; 并接收选择会员计划是否具有单个术语或多个术语。 用于处理与会员帐户相关联的支付的示例性方法包括以下步骤:接收付款,所述支付代表与基于捐款的会员帐户相关联的捐款或与基于会费的会员帐户相关联的费用中的至少一个; 接收与支付金额的付款人相关联的信息; 接收与会员帐户相关联的信息; 以及至少部分地基于与付款人和会员帐户相关联的信息来处理支付。

    SYSTEM FOR TRACKING DONOR INFLUENCE IN CHARITABLE TRANSACTIONS
    6.
    发明申请
    SYSTEM FOR TRACKING DONOR INFLUENCE IN CHARITABLE TRANSACTIONS 审中-公开
    追踪交易中的捐赠影响的制度

    公开(公告)号:US20160350817A1

    公开(公告)日:2016-12-01

    申请号:US15165516

    申请日:2016-05-26

    Applicant: Blackbaud Inc.

    CPC classification number: G06Q30/0279 G06Q50/01 H04L67/02

    Abstract: A system for tracking donor influence in a charitable fundraising campaign by generating unique URLs in response to a fundraising transaction, and associating web page metadata with donors in a transaction database is described. Embodiments of the present disclosure provide a system for generating unique links for online donation forms containing embedded GUIDs, and provisioning GUID data to a transaction database to track the relationships between donors across database nodes, and calculate an aggregate impact of a referring donor's online link sharing efforts across a network.

    Abstract translation: 描述了通过为筹款交易生成唯一的URL以及将网页元数据与捐赠者在交易数据库中相关联来在慈善筹款活动中跟踪捐赠者影响力的系统。 本公开的实施例提供了一种用于生成包含嵌入式GUID的在线捐赠表单的唯一链接的系统,以及向交易数据库提供GUID数据以跟踪跨越数据库节点的捐助者之间的关系,并计算参考捐助者的在线链接共享的总体影响 跨越网络的努力。

    Systems, methods, and computer program products for data integration and data mapping
    7.
    发明授权
    Systems, methods, and computer program products for data integration and data mapping 有权
    用于数据集成和数据映射的系统,方法和计算机程序产品

    公开(公告)号:US09443033B2

    公开(公告)日:2016-09-13

    申请号:US13782629

    申请日:2013-03-01

    CPC classification number: G06F17/30943 G06F17/30303

    Abstract: The invention is directed to systems, methods and computer program products for data integration. An exemplary method includes receiving a data record at a system, comparing the received data record with an existing data record, determining a level of match between the received data record and the existing data record, and in response to determining the level of match is equal to or greater than a first threshold level and is less than or equal to a second threshold level, processing the data, wherein the second threshold level is greater is than the first threshold level. Additionally, the exemplary method includes mapping the received data record to a database accessible to the system.

    Abstract translation: 本发明涉及用于数据集成的系统,方法和计算机程序产品。 一种示例性方法包括在系统处接收数据记录,将接收到的数据记录与现有数据记录进行比较,确定接收到的数据记录与现有数据记录之间的匹配水平,以及响应于确定匹配级别是相等的 达到或大于第一阈值水平并且小于或等于第二阈值水平,处理所述数据,其中所述第二阈值水平大于所述第一阈值水平。 另外,示例性方法包括将接收的数据记录映射到系统可访问的数据库。

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