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US Patent 7653587 Automated account statement generation process

Patent 7653587 was granted and assigned to Ameriprise Financial on January, 2010 by the United States Patent and Trademark Office.

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Patent attributes

Current Assignee
Ameriprise Financial
Ameriprise Financial
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Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
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Patent Number
76535870
Patent Inventor Names
Steve Krueger0
Alana King0
Debra T. Corey0
Robert C. Simpson0
Date of Patent
January 26, 2010
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Patent Application Number
108200710
Date Filed
April 7, 2004
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Patent Primary Examiner
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Mary Cheung
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Patent abstract

Computer-implemented methods are executed by a software application that allows users to create or edit account statements designated or queued for batch printing runs. This application also allows a test generation of a statement for confirmation of report formats assigned to the statement prior to the month-end statement generation. Finally, the application allows statements to be selected and grouped for generation based upon various account or corporate criteria. Once statements have been selected and generated, they may be sent to a quality review management program for final approval prior to batch printing.

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