137 results about "Line item" patented technology

Tools for providing bill aggregation and / or payment services. In an aspect, such tools aggregate all payments over a given period of time, allowing a user to make a single payment to ensure that all appropriate bills are paid in timely fashion. In another aspect, the tools determine, without requiring user input, an amount due on each bill, as well, in some cases, of a due date for each payment. Optionally, the tools can provide a consolidated statement to inform the user of payments to be made over a given period. Such statements can provide a varying level of detail, depending on the implementation and / or on user preferences. In some cases, a consolidated statement might provide line items and / or detailed support for each payment to be made. In other cases, the consolidated statement might simply provide a single consolidated payment amount.

A fulfillment management system includes a database operable to store product availability information associated with at least one product. The fulfillment management system also includes one or more processors collectively operable to receive at least one component available-to-promise (ATP) request. Each component ATP request corresponds to a particular ATP request line-item for a desired product. The one or more processors are also operable to retrieve at least a portion of the product availability information associated with the desired product from the database for each component ATP request, determine an ATP response for each component ATP request using the retrieved product availability information, generate a component quotation for each component ATP request according to the corresponding ATP response, and communicate the component quotation for consolidation with other component quotations.

A method and apparatus for validating, correcting and reconciling purchase orders. In one embodiment, each line item of the purchase order is validated to ensure that it corresponds to an item offered by the supplier. Each line item can be compared to known errors and the erroneous part number replaced with a correct part number. Line items can be modified in accordance with a set of rules. The supplier can be notified of an invalid line item in a purchase order and can correct the invalid line item either before or after the purchase order is received by the supplier. Corrections performed by the supplier can be used to add to the set of rules to be used to process succeeding purchase orders. An electronic catalog of the buyer can be updated after buyer review to correct erroneous part numbers and other related information from various sources.

A web based payment card software application for an expenditure accounting management automation system that provides a plurality of event code identifiers for processing, reporting and recording expenditure spending related to transaction data activity, including a one of a plurality of expenditure identifiers associated with line item transaction data comprising multiple line items of products and / or expenditure identifiers. The expenditure identifiers and event code identifiers along with their associated GL designated accounts enable automated processing of expense and procurement account data by cardholders.

A system and method for configuring an adjudication system to adjudicate a claim transaction. The system and method comprise: receiving the claim transaction containing line items describing an insured service for a recipient to be financed by a payer for the insured service; providing an adjudication engine for coordinating the adjudication processing of the received claim transaction; representing the claim transaction as a plurality of business objects coupled to a database such that the business objects are selected from a set of available business objects, the business objects coupled to the adjudication engine and configured for containing data instances of the claim transaction; and selecting a plurality of adjudication modules for coupling to the plurality of business objects, the plurality of adjudication modules selected from a set of available adjudication modules, the selected adjudication modules configured for providing business logic applied to the business objects during the adjudication processing to manipulate the data instances of the business objects; wherein the configured adjudication system adjudicates the data instances of the business objects according to the business logic of the selected adjudication modules for determining an adjudication status of the claim transaction.

System and method for managing a construction payment process. One method embodying the invention can include allowing a participant to receive a payment associated with a project by accessing registration information. A method can include generating a real-time notification of a draw. Another method can include generating an automated invoice including one or more line items. Still another method can include automatically generating a sworn statement including dollar amounts from automated invoices. Yet another method can include receiving an acknowledgement that a participant has received funds and substantially simultaneously releasing a lien waiver. Another method embodying the invention can include reconciling a primary budget and secondary budgets including line items before administering a draw.

A method and apparatus for pre-processing electronic data requests within the EDI subsystem layer and within the order fulfillment application system. An order interceptor, third-party Available To Promise (ATP) interface, pseudo-sales order workbench, and the reject acknowledgment system processes are provided within the order fulfillment application system to accomplish the pre-processing. The order interceptor performs an asynchronous availability check before a sales order is posted. The result of the ATP check is stored in an ESO, and is applied during the posting process with unique user exits. The result of the ATP check is also used to determine key information about the sales order, such as the sales organization, and division and distribution channels. The pre-processor uses business rules to determine if the ESO should be split into multiple documents for requests satisfied across multiple sales areas. The Workbench provides a customer purchase order view of the ESO that looks, feels and behaves like actual order entry screens. The Workbench also displays messages generated from the pre-processor describing why the ESO was held for review. After the condition is corrected the Workbench re-executes the ESO pre-processor. This continues until all messages are corrected or marked reviewed. The supplier can decide to either accept the request, reject the request or accept individual line items.

The present invention provides a system and method to enable a third party service provider of EIPP services to initiate authorization and settlement of payment card payments with invoice line item data, on behalf of either Buyer / Payers or Supplier / Payees to credit card acquirers and / or transaction processors. Payment initiation is based on submission of either a pre-approved invoice or order confirmation validated against a purchase order, or an invoice approved by the Buyer / Payer organization and scheduled for payment.

The receipt card system provides a system and method for accumulating and storing transaction line-item detail on behalf of consumers. The system permits consumers to view stored transaction line-item detail in a variety of ways using a web browser interface. It also includes a means for consumers to download transaction line-item detail into a personal financial management system. Transaction line-item detail is captured at each participating merchant's location at the time of transaction associated with a consumer and essentially automatically transferred to a centralized database. The system and method are essentially voluntary for both merchants and consumers.

A technique is disclosed for automatically implementing item substitutions for unavailable items in a customer order. According to one embodiment, line item orders from selected customer orders may be aggregated and processed for substitution analysis. Substitutions for unavailable items of selected customer orders may then be automatically implemented based upon substitution instructions, business rules, and / or other predefined criteria.

Methods and system consistent with the present invention facilitate the management of financial information. Such methods and systems may receive transaction data, store the transaction data as a line item in a day ledger, receive a request for a report, the request indicating a financial figure, such as an average daily balance, to be generated over a specified time interval, and generate, substantially in real-time or during run-time per the request, a report with the financial figure over the specified time interval using data from the day ledger.

An improved method and system for record selection. Specifically, one embodiment of the present invention interprets the “gesture” of swiping the pen horizontally across a line-item of a record entry as a command to highlight the line-item and to select the entire record. Furthermore, a contiguous group of multiple records are highlighted and selected by selecting the first record, as above, and then continuing to swipe the pen vertically through the records, in accordance with another embodiment. Lastly, discontiguous records are selected by repeating the above sequence for two or more discontiguous groups of records. Previous selections are maintained until the user executes any other non-selection action.

A system and method for processing a transaction in connection with a loyalty rewards program comprising identifying at least one individual associated with said transaction, communicating associated information to a processing component that includes rules and logic associated with said loyalty rewards program, determining an eligible amount associated with said transaction for at least one promotion, determining at least one reward based on said eligible amount and said at least one promotion, and storing detailed, comprehensive, line item information associated with the transaction. Said system and method may further comprise determining an owed amount associated with at least one loyalty provider based on said rules and logic and charging said at least one loyalty provider for said owed amount. Such a system will facilitate marketing strategies, processing of returns, and management of cross-promotional arrangements, and will enable merchants to develop, implement, and manage complex loyalty rewards programs.

A method and structure for a set of rules processed by combining a procedural rule engine and a pattern matching inference engine to compute and apply discounts to customer orders in an electronic commerce system. The rule processing occurs in multiple phases. First all applicable discounts are computed. Then all allowable subsets of discounts are computed. Finally, a set of discounts is selected, based on business policies, and the discounts are applied to the order line items.

Techniques to automatically generate invoices for contracts, each of which may include any number of line items. Each contract line item may be associated with (1) a particular invoice plan that defines one or more applicable billing types (e.g., for non-recurring, recurring, and use charges) and any adjustments to the total billed amount, (2) a particular invoicing schedule that defines the timing for the invoice generation, (3) a particular account to which invoices are addressed, and (4) a flag to selectively enable automatic invoice generation. An invoice engine automatically generates invoices for a set of one or more contracts by processing each enabled line item of each contract based on the associated invoice plan and invoicing schedule to generate a set of one or more invoice line items for the contract line item. All invoice line items for each account are aggregated into an invoice for the account.

A Software As A System (SAAS)-based system is disclosed herein for sending bills and payments in conjunction with a third-party accounting system. The system deploys a downloadable program interface to configure the third-party accounting system and then send and receive data between the two systems. The transmitted bills may contain an electronic signature, a line item billing, and / or other transaction-specific meta data, and, based on cash flow needs and outstanding bills, some or all customers may be offered a very substantial time-limited discount for immediate payment. Also, customers may use the line-item billing feature to withhold partial payments for specific issues attributed to specific items. Alternatively, a communication module between SAAS units (CSU) may be deployed to configure the third-party accounting system and then send and receive data between the two systems.

A method and an invoice analytics system (IAS) for analyzing an entity's business service transactional invoice data (BSTID) and performing invoice analytics (IA) in real time are provided. The IAS extracts contract line item (CLI) data from contracts and stores the CLI data in a CLI database. The IAS transforms the CLI data into a quick view format and generates a contract quick view interface that displays the CLI data on an entity device. The IAS extracts and segments invoice line item (ILI) data from aggregated BSTID, stores the ILI data in an ILI database, and reconciles the invoices in accordance with the contracts by identifying and rectifying errors and off-contract business service items. The IAS performs IA on the ILI data for computing cost savings and generates an interactive, dynamic, and searchable IA report including graphical data representations of purchase patterns, outliers, variations, and predictive analytics for the entity.

Methods, systems, and articles of manufacture consistent with the present invention use a data processing system for evaluating line item data. The method involves displaying at least one line item from a central database; receiving a selection of at least one line item from a claim handler; and receiving authorization from the claim handler to execute payment of the selected line item. The authorization is for either a direct payment, vendor transfer, line item payment, or preauthorized payment.

A system, method and computer program product for capturing Line-Item-Detail to assist in substantiating eligible expenses for participating card holders. The system leverages existing data feeds to capture Line-Item-Detail at a point of sale (POS). Advanced filtering and transmission protocols are implemented to enable the process of capturing and transmission of data. The system helps to reduce the number of paper receipts that are required from card members, especially those resulting from over the counter purchases at retail stores. By flagging eligible purchases, the invention aids in automation of the rebate / claims process thereby leading to a faster rebate process and hence, improving customer satisfaction.

Methods, systems, and articles of manufacture consistent with the present invention use a data processing system for capturing line item data. The method involves receiving claim identification information from a claimant, where the claim identification information comprises, at least, one line level; providing the client with an item tree of line item level data based on the line level and aggregating line item level data collected from the claimant; and storing the line item level data in an insurance host server.

A method for billing consumers of on-demand commodities consumed at a site remote from the site at which they are produced. It is modeled after certain contemporary telephone-company billing practices, though it is not limited to use with telephone companies. In one embodiment the method uses a telephone service provider to bill and collect for monies owed to the producer of the commodity for the amount of the full commodity units consumed during a billing period. In a simple embodiment of the method, commodity-consumption information is sent to the billing service by an automatically reading meter located at the point where the commodity is delivered for consumption. In particular, this commodity meter-such as an electric power meter-is designed to generate a discrete signal each time that a predetermined commodity-billing-unit has been consumed. Further in this particular embodiment, a coupling device for coupling the meter to the telephone line of the consumer is designed to receive this discrete signal and, each time that it does, to call a predetermined telephone number. The coupling device then disconnects the telephone connection immediately upon receiving verification of a telephone connection, without the transfer of any data. In that manner, the billing facility at the telephone is able to record that the particular customer identified by the number from which the call came had consumed one more billing-cost-unit of the commodity. This information is then utilized by the accounting computer at the telephone company to generate a line item or a billing section on the next telephone bill sent to that particular customer, a line item or a billing section corresponding to the cost of the commodity in question consumed by that customer during the billing period.

Provided are a self-help item delivering system and method. The system comprises a management cloud platform, an express delivery cabinet terminal, a courier terminal and a user terminal. The user terminal is used for on-line item delivering subscribing, so that subscribing information is generated, and the subscribing information is sent to a management cloud platform; the management cloud platform is used for recording the subscribing information and carrying out subscribing filing; the express delivery cabinet terminal is also used for opening a corresponding item storing box according to the subscribing information of the user terminal and sending corresponding express delivery bill information to the management cloud platform; the management cloud platform is also used for sending the express delivery bill information to the courier terminal of an appointed express company; the express delivery cabinet terminal is also used for displaying corresponding express item list information through a displaying screen of an express cabinet according to the authorization information of a courier; and according to a receiving request, a box door of the corresponding item storing box is opened, receiving success information is sent to the management cloud platform, and accordingly the management cloud platform sends the receiving information to inform the user terminal. User item delivering time can be saved, the working efficiency of the courier is improved, and safety is high.

A computer system which uses customer-based business rules that are customized for each customer. These business rules, along with order information, are provided to a linear programming engine. The linear programming engine determines the priority of customer orders based on the business rules and allocates scarce inventory accordingly. In one embodiment, linear programming assigns weights to different factors. Examples of such factors are (1) a promotion activity, (2) a customer priority, (3) the age and delinquency of an order or line item, and (4) the price of the product.

Methods and systems consistent with the present invention provide a means for searching numerical data across networks such as the Internet, and removing the middle layer of query engines or servers used by conventional systems in retrieving data from relational databases over the Internet. The methods and systems in accordance with the present invention also provide a means for tying millions of computers together into a single database, thereby a query introduced to the system returns a table of data as a single database is capable of providing. Furthermore, the methods and systems consistent with the present invention provide the means for performing navigational, line item (or record-level), semantic, numerical, transformational, arithmetic, time-dependent, and cost based queries on numerical data. In addition, a user may also conduct select queries between unrelated databases.

An online recommendation system, method and computer program product for recommending on-line item(s) including a recommended a usage for the on-line item(s). The recommendation method includes capturing, for one or more users at a respective client device, usage characteristics of each users' navigation to and use of one or more items, from among a plurality of items of an item set, on-line, via a respective user interface; obtaining corresponding profile information for each respective user, the profile information including user attributes; storing the usage characteristics and corresponding profile information of each of one or more users; and, for a current user navigating online to the set of items: deriving an item usage recommendation for the current online user based on items of the item set navigated to and used by other online users having similar profiles; and, recommending for the current user, via that current user's user interface, an on-line item and its suggested usage from among the set of items.

A computer system which uses customer-based business rules that are customized for each customer. These business rules, along with order information, are provided to a linear programming engine. The linear programming engine determines the priority of customer orders based on the business rules and allocates scarce inventory accordingly. In one embodiment, linear programming assigns weights to different factors. Examples of such factors are (1) a promotion activity, (2) a customer priority, (3) the age and delinquency of an order or line item, and (4) the price of the product.

A system and method of optimizing loads to be delivered on a particular date to a particular destination in response to a plurality of requisitions for various items to be delivered from various vendors to various destinations. Requisitions are arranged chronologically and line items are moved forward for early delivery to build optimized truck / container loads.

This Disclosure relates to a program controlled apparatus, system, and method for determining the transactional taxes due for each item by any taxing authority worldwide. The apparatus comprises a first database comprising a tree structure identifying all of the zones to be examined. A second database comprising all of the taxing authorities is independent from the first zone database. A third database, decoupled from the first and second databases, has data representing the relationship between the data records of the first database and the data records of the second database. Each of the databases can be updated periodically to reflect any changes in identified taxing authorities for the zones over which they may have taxing authority. Furthermore, the present invention provides for an independent, autonomous determination of jurisdiction and tax for each line item and calculates the tax based on any exceptions and exemptions.