Patent US5812989A successfully refreshed from Google Patents.
US5812989A
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Image statement preparation by work flow management using statement cycles and statement interactive sessions
Assignee: International Business Machines Corp
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Filing: 1995-11-06
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Granted: 1998-09-22
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Expires: 2015-11-06
Abstract
Abstract An image statements preparation process and system uses a profile management facility for assigning system management profiles including statement group cycle profiles to group multiple statements according to cycles for preparation and processing, and to allow statements preparation work to be performed concurrently upon successive and overlapping statement cycles. A statements interactive session workstation and host are provided to allow profile-managed operator selection of statements by statement cycles on which data, including image data, reconciliation work is required. A statements interactive session workstation display presents account information including missing image items along with a list of unassigned image items so that image reconciliation can be performed by a statements interactive session operator. Missing image items can be scanned into memory at the statements interactive session workstation. Additional profiles are used to provide easy access and security authorization to statement interactive session workstation operators.
Inventors
- 👤 Dale Edward Witt
- 👤 Judy James Potter
- 👤 Chung-Hsi Wang
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-10-28 21:39
CPC Classifications
G; G06; G06Q; G06Q10/00; G06Q10/10; G06Q20/00; G06Q20/04; G06Q20/042; G06Q40/00; G06Q40/02
Claims Analysis
Total Claims: 25
Claim 1
Independent Claim
128 words
A process for preparing account statements for a plurality of accounts having different cycles comprising the steps of: a) grouping accounts in statement cycles, b) assigning control profiles to each of said statement cycles, said control profiles including at least a name, access authorization, and selection and recovery protection codes for each of said statement cycles, c) selecting a statement cycle for which account statements are to be prepared, d) performing a statement reconciliation operation through a statement interactive session on exception accounts within said selected statement cycles to reconcile said exception accounts, e) producing final printed statements of accounts of a statement cycle, f) assigning statement profiles for the statement cycles to be prepared, and g) displaying said control profiles on a statement interactive session workstation display.
Claim 2
Dependent Claim
128 words
A process for preparing account statements for a plurality of accounts having different cycles comprising the steps of: a) grouping accounts in statement cycles, b) assigning control profiles to each of said statement cycles, said control profiles including at least a name, access authorization, and selection and recovery protection codes for each of said statement cycles, c) selecting a statement cycle for which account statements are to be prepared, d) performing a statement reconciliation operation through a statement interactive session on exception accounts within said selected statement cycles to reconcile said exception accounts, e) producing final printed statements of accounts of a statement cycle, f) assigning statement profiles for the statement cycles to be prepared, and g) displaying said control profiles on a statement interactive session workstation display.
Claim 3
Dependent Claim
25 words
The process of claim 1 wherein the steps of selecting a statement cycle and performing a statement interactive session are done through an operator workstation.
Claim 4
Dependent Claim
56 words
The process of claim 1 further comprising the steps of, a) creating input data sets by a statements extract program for statements of said statement cycles, b) using said input data sets to perform a statements match operation whereby data acquired by an automatic check processing machine is matched to statements of the selected statement cycle.
Claim 5
Dependent Claim
23 words
The process of claim 1 further comprising the step of initiating said statement extract program by input of a selected statement cycle name.
Claim 6
Dependent Claim
33 words
The process of claim 1 wherein said statement interactive session includes the step of displaying a statement cycle selection menu when a statement reconciliation function is selected by a statement interactive session operator.
Claim 7
Dependent Claim
23 words
The process of claim 1 further comprising the step of requiring operator input of assigned access codes for access to each statement cycle.
Claim 8
Dependent Claim
21 words
The process of claim 5 further comprising the step of activating statement cycles by selection from a displayed statement cycle list.
Claim 9
Dependent Claim
33 words
The process of claim 7 further comprising the steps of opening individual accounts by selection from said selected statement cycles and performing reconciliation operations on said individual accounts in a statement interactive session.
Claim 10
Dependent Claim
11 words
The process of claim 1 applied to preparation of image statements.
Claim 11
Dependent Claim
26 words
The process of claim 9 further comprising the steps of formatting individual accounts within a selected statement cycle for printing by a format image statement program.
Claim 12
Dependent Claim
76 words
The process of claim 9 wherein said statement interactive session comprises the steps of, generating and displaying a list of exception statements having missing image items at a workstation, selecting an exception statement from a list, displaying a list of missing image items for a selected statement, retrieving a list of free image items for display at the workstation, reconciling said exception statements by matching missing image items with free image items displayed at said workstation.
Claim 13
Dependent Claim
32 words
The process of claim 10 wherein said statement interactive session further includes scanning and displaying images of free image items at said workstation and reconciling said missing images with a corresponding statement.
Claim 14
Dependent Claim
20 words
The process of claim 12 further comprising the step of storing images scanned at the workstation in an image database.
Claim 15
Dependent Claim
21 words
The process of claim 11 further comprising the step of sending lists of missing and free image items to the workstation.
Claim 16
Independent Claim
75 words
A system for preparing a plurality of account statements which have different statement cycles, the system comprising, a profile management facility for defining and storing control profile data from which corresponding account statements are grouped, and a statements preparation workstation for selecting statements by said control profile data for preparation work on said selected statements, said statements preparation workstation including a display for displaying selected statements, items of selected statements, and said control profile data.
Claim 17
Independent Claim
75 words
A system for preparing a plurality of account statements which have different statement cycles, the system comprising, a profile management facility for defining and storing control profile data from which corresponding account statements are grouped, and a statements preparation workstation for selecting statements by said control profile data for preparation work on said selected statements, said statements preparation workstation including a display for displaying selected statements, items of selected statements, and said control profile data.
Claim 18
Dependent Claim
40 words
The system of claim 15 applied to preparation of image statements and further comprising a document image data management subsystem accessible from the statements preparation workstation so that said displayed items of selected statements includes data of document image items.
Claim 19
Dependent Claim
24 words
The system of claim 15 in combination with an automated document processing system which acquires and supplies data used in preparation of said statements.
Claim 20
Dependent Claim
172 words
An image statements preparation and reconciliation system for preparing a plurality of image statements having different statement cycles, the system comprising: a profile management facility for defining and entering system profiles including statement cycle group profiles for grouping statements to be prepared, a non-image data storage device for storing items of non-image data of said statements, an image item data storage device for storing items of image data of said statements, a statements interactive session workstation for selecting and accessing statements by said statement group profiles and for viewing items of data of said selected statements, a statements interactive session workstation display for displaying items of data of said selected statements, a statements interactive session workstation input device for inputting instructions for assignment of displayed items of data to a selected account, a format image statement program for formatting data of an image statement to produce a merged image print file for printing of formatted image statements, and a data link between the statement interactive workstation and the format image statement program.
Claim 21
Dependent Claim
172 words
An image statements preparation and reconciliation system for preparing a plurality of image statements having different statement cycles, the system comprising: a profile management facility for defining and entering system profiles including statement cycle group profiles for grouping statements to be prepared, a non-image data storage device for storing items of non-image data of said statements, an image item data storage device for storing items of image data of said statements, a statements interactive session workstation for selecting and accessing statements by said statement group profiles and for viewing items of data of said selected statements, a statements interactive session workstation display for displaying items of data of said selected statements, a statements interactive session workstation input device for inputting instructions for assignment of displayed items of data to a selected account, a format image statement program for formatting data of an image statement to produce a merged image print file for printing of formatted image statements, and a data link between the statement interactive workstation and the format image statement program.
Claim 22
Dependent Claim
21 words
The system of claim 18 in combination with an automated document processing system which includes alpha-numeric and image data capture apparatus.
Claim 23
Independent Claim
77 words
A method for establishing control information for an image statement preparation system, the method comprising the steps of: a) displaying a control profile table window on a display, b) storing control profile data in a memory, c) displaying a statement cycle window on a display, d) processing all data associated with a selected statement cycle according to said stored control profile data, e) matching document images to said selected statement cycle, and f) printing an image statement.
Claim 24
Independent Claim
77 words
A method for establishing control information for an image statement preparation system, the method comprising the steps of: a) displaying a control profile table window on a display, b) storing control profile data in a memory, c) displaying a statement cycle window on a display, d) processing all data associated with a selected statement cycle according to said stored control profile data, e) matching document images to said selected statement cycle, and f) printing an image statement.
Claim 25
Dependent Claim
31 words
The method of claim 20 wherein the step of displaying a control profile table window on a display includes the step of displaying a statement profile table window on said display.
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USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2001-09-21 | 2002-03-23 | 2002-09-22 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2005-09-21 | 2006-03-23 | 2006-09-22 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2009-09-21 | 2010-03-23 | 2010-09-22 | $7700.00 | Window Closed / Lapsed |