公开(公告)号：US08635151B2

公开(公告)日：2014-01-21

申请号：US10917854

申请日：2004-08-13

申请人： Steve R. Krajewski ,  Keith A. Rose ,  Rebecca J. Cash ,  Molly Plozay ,  Richard L. Savage ,  Tod O. Brockley ,  Jeffery S. Harden

发明人： Steve R. Krajewski ,  Keith A. Rose ,  Rebecca J. Cash ,  Molly Plozay ,  Richard L. Savage ,  Tod O. Brockley ,  Jeffery S. Harden

IPC分类号： G06Q40/00

CPC分类号： G06Q40/02 ,  G06Q20/10

摘要： Methods and systems are provided for managing a financial account in which account information is maintained for the financial account on a host system. The account information includes a set of account parameter values and a specification of a base account processing strategy. An entry in a lookup table is maintained on a storage device in communication with the host system is accessed. The entry is defined by at least one of the account parameter values. An operation specified by the entry and inconsistent with operations specified by the base account processing strategy is implemented to override at least a portion of the base account processing strategy. The base account processing strategy is reverted to with the host system in response to satisfaction of a predetermined trigger condition.

摘要翻译： 提供方法和系统用于管理在主机系统上为财务帐户维护帐户信息的金融账户。 帐户信息包括一组帐户参数值和基本帐户处理策略的规范。 在与主机系统通信的存储设备上维护查找表中的条目被访问。 该条目由至少一个帐户参数值定义。 由条目指定的操作和与基本帐户处理策略指定的操作不一致的操作被实现以覆盖基本帐户处理策略的至少一部分。 响应于满足预定的触发条件，基本帐户处理策略被恢复到主机系统。