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1. 发明授权

US08185453B1 Contextual access to workflow functionality 有权
标题翻译：对工作流功能的上下文访问
公开(公告)号：US08185453B1
公开(公告)日：2012-05-22
申请号：US11386581
申请日：2006-03-21
申请人： Aline Baeck , Roy Goldman , Lisa Holzhauser , Miriam Nga-Shun Vu , Yin Yin Wong , Karen Peacock
发明人： Aline Baeck , Roy Goldman , Lisa Holzhauser , Miriam Nga-Shun Vu , Yin Yin Wong , Karen Peacock
IPC分类号： G07B17/00 , G06F15/02 , G06F21/00 , G07F19/00
CPC分类号： G06Q10/06 , G06Q20/102 , G06Q30/04 , G06Q40/12
摘要： Systems and methods provide access to features of a business management application at a contextually relevant locations within a global workflow. The system gathers data from various application features and user preferences and generates a global workflow diagram reflecting these data. The system and method provide contextual access to various features of the business management application, by way of nodes associated with their contextual location within the global workflow, allowing the user to view the information in its relevant context.
摘要翻译：系统和方法提供对全球工作流程内的上下文相关位置的业务管理应用的特征的访问。系统从各种应用程序特征和用户偏好收集数据，并生成反映这些数据的全局工作流程图。该系统和方法通过与全局工作流程内与其上下文位置相关联的节点提供对业务管理应用的各种特征的上下文访问，允许用户在其相关上下文中查看信息。

2. 发明授权

US08078508B1 Method and system for upgrading to an integrated financial product 有权
标题翻译：升级为综合金融产品的方法和制度
公开(公告)号：US08078508B1
公开(公告)日：2011-12-13
申请号：US12020325
申请日：2008-01-25
申请人： Charles Shieh , Stephanie Martini , Jan Panero Benway , Miriam Nga-Shun Vu
发明人： Charles Shieh , Stephanie Martini , Jan Panero Benway , Miriam Nga-Shun Vu
IPC分类号： G07B17/00 , G07F19/00 , G06Q20/00 , G06F15/02 , G07C1/10
CPC分类号： G06Q40/02 , G06Q20/207 , G06Q40/12
摘要： A method for upgrading from a stand-alone product to an integrated financial product, that includes generating a plurality of product accounts associated with a user of the stand-alone product, modifying, while using the stand-alone product, the plurality of product accounts with financial transaction data associated with the user, activating the integrated financial product after modifying the plurality of product accounts, and accessing the financial transaction data using a financial module of the integrated financial product, wherein functionality provided by the stand-alone product is distinct from functionality provided by the financial module.
摘要翻译：一种用于从独立产品升级到综合金融产品的方法，包括生成与独立产品的用户相关联的多个产品账户，在使用独立产品的同时修改多个产品账户与所述用户相关联的金融交易数据，在修改所述多个产品账户之后激活所述综合金融产品，以及使用所述综合金融产品的财务模块访问所述金融交易数据，其中由所述独立产品提供的功能不同于财务模块提供的功能。

3. 发明授权

US08484106B1 Opt-out payroll 有权
标题翻译：退出工资单
公开(公告)号：US08484106B1
公开(公告)日：2013-07-09
申请号：US12712138
申请日：2010-02-24
申请人： Miriam Nga-Shun Vu , Charles Shieh , Lucinda Kathryn Foss , Lesley K. Grossblatt , Sandra Marie Edwards
发明人： Miriam Nga-Shun Vu , Charles Shieh , Lucinda Kathryn Foss , Lesley K. Grossblatt , Sandra Marie Edwards
IPC分类号： G07F19/00
CPC分类号： G06Q20/102 , G06Q10/00 , G06Q40/123 , Y10T70/411 , Y10T70/435 , Y10T70/439 , Y10T70/457
摘要： The invention relates to a method for processing a payroll. The method steps include obtaining a compliance rule of a tax agency regarding the payroll, obtaining an update of a payroll parameter from a financial management application (FMA), analyzing the update of the payroll parameter based on the compliance rule of the tax agency to detect a schedule changing event, adjusting the payment schedule of the tax agency based on the schedule changing event to generate an adjusted payment schedule of the tax agency, submitting the adjusted payment schedule of the tax agency and an amount of the payment to the tax agency to a user for approval, accessing a payroll tax paying website of the tax agency, and making the payment to the tax agency using the payroll tax paying website in response to receiving the approval from the user.
摘要翻译：本发明涉及一种处理工资单的方法。方法步骤包括获得税务机关关于工资单的合规规则，从财务管理应用程序（FMA）获取工资单参数的更新，基于税务机构的合规性规则分析工资单参数的更新以检测时间表变更事件，根据时间表变更事件调整税务机关的付款时间表，生成税务机关的调整后的付款时间表，向税务机关提交税务机关的调整后的付款时间表和付款金额，用户批准，访问税务机关的工资税纳税网站，并且使用工资税支付网站向税务机构付款以响应于用户的批准。

4. 发明授权

US08788416B1 Advance payment notice to financial institutions 有权
标题翻译：向金融机构提前支付通知
公开(公告)号：US08788416B1
公开(公告)日：2014-07-22
申请号：US12609931
申请日：2009-10-30
申请人： Miriam Nga-Shun Vu
发明人： Miriam Nga-Shun Vu
IPC分类号： G06Q40/00 , G06Q20/10 , G06Q20/08
CPC分类号： G06Q20/102 , G06Q20/0855
摘要： A method for transmitting information with a financial institution. The method includes receiving a request from the financial institution for the information associated with scheduled future payment related to an established destination account and including a capital amount scheduled to be transferred to the financial institution, where the established destination account is associated with credit extended by the financial institution, performing, using a central processing unit (CPU), a search for the information on an intermediary data repository not controlled by the financial institution and based on the request, obtaining a portion of the information from the intermediary data repository based on the search, extracting, using the CPU, the portion of the information from the intermediary data repository to obtain a result, and transmitting the result to the financial institution to notify the financial institution of the scheduled future payment to the financial institution to be credited to the established destination account.
摘要翻译：一种向金融机构发送信息的方法。该方法包括从金融机构接收与已建立的目的地账户有关的预定未来支付相关信息的请求，并且包括计划转移到金融机构的资本金，其中所建立的目的地账户与通过金融机构，使用中央处理单元（CPU）执行，对不是由金融机构控制的中间数据存储库的信息进行搜索，并且基于该请求，基于所述中间数据存储库获取信息的一部分，基于搜索，提取，使用CPU，来自中间数据存储库的部分信息以获得结果，并将结果传送给金融机构，将其预定的未来付款通知金融机构以记入金融机构建立目的地帐户。

5. 发明授权

US08396796B1 Method and system for establishing a healthcare network across small businesses 有权
标题翻译：在小企业建立医疗网络的方法和系统
公开(公告)号：US08396796B1
公开(公告)日：2013-03-12
申请号：US12323806
申请日：2008-11-26
申请人： Miriam Nga-Shun Vu , Lucinda Foss
发明人： Miriam Nga-Shun Vu , Lucinda Foss
IPC分类号： G06Q40/00
CPC分类号： G06Q50/22 , G06F19/00 , G06Q10/10
摘要： A system and method for establishing a healthcare network across small businesses whereby two or more small businesses and one or more healthcare insurance providers are enrolled in a small business employee healthcare network. The one or more healthcare insurance providers then offer one or more healthcare insurance plans through the small business employee healthcare network at initial bid prices. Employees of the enrolled small businesses are then provided an opportunity to view the one or more healthcare insurance plan offers. Interested employees of the enrolled small businesses then opt into one or more of the one or more healthcare insurance plan offers through the small business employee healthcare network. As the number, and/or the profile, of the employees that opt into a given one of the one or more healthcare insurance plan offers increases and/or changes, and/or in response to bids from enrolled competitor healthcare insurance providers, the one or more healthcare insurance providers can change the bid prices for the one or more healthcare insurance plan offers. After a specified time period, the healthcare insurance provider having offered the lowest bid is contracted to provide the one or more healthcare insurance plans, at the lowest bid price, to the employees that opted in.
摘要翻译：一种用于在小型企业建立医疗保健网络的系统和方法，其中两个或多个小型企业和一个或多个医疗保险提供者登记在小型企业雇员医疗保健网络中。一个或多个医疗保险提供商然后通过小企业雇员医疗网络以初始投标价格提供一个或多个医疗保险计划。然后，登记的小企业的员工将有机会查看一个或多个医疗保险计划。注册小企业的有兴趣的员工然后通过小型企业员工医疗网络选择一个或多个医疗保险计划提供的一个或多个。随着选择一个或多个医疗保险计划中给定的一个或多个医疗保险计划的员工的数量和/或简档，增加和/或更改，和/或响应来自注册的竞争对手医疗保险提供者的投标，或更多的医疗保险提供者可以更改一个或多个医疗保险计划报价的投标价格。在规定的时间段内，提供最低出价的医疗保险提供者签订合同，以最低的价格向选择的员工提供一个或多个医疗保险计划。

6. 发明授权

US08355966B1 Payroll e-file and e-pay assistant 有权
标题翻译：工资电子文件和电子支付助理
公开(公告)号：US08355966B1
公开(公告)日：2013-01-15
申请号：US12714144
申请日：2010-02-26
申请人： Miriam Nga-Shun Vu , Nedda Cox , Julie Stanford
发明人： Miriam Nga-Shun Vu , Nedda Cox , Julie Stanford
IPC分类号： G07F19/00 , G06F17/22 , G06F3/00 , G06F3/048 , G06F17/27 , G06F17/28 , G06F17/26 , G06F17/25 , G06F17/24 , G06F17/21 , G06F17/20 , G06F17/00
CPC分类号： G06F17/243 , G06Q40/02
摘要： A method for using a website, including detecting, using an agent executing on a central processing unit (CPU) and operatively coupled to a financial management application (FMA), a user accessing a webpage of the website by comparing a web address submitted by the user to a pre-determined web address of the webpage, analyzing the webpage based on a pre-determined template to identify a data entry field, identifying, using the agent executing on the CPU, data managed within the FMA for populating the data entry field, wherein the data is identified by comparing the data entry field to a data model of the FMA, retrieving the data managed within the FMA to generate retrieved data, and populating, using the agent executing on the CPU, the data entry field using the retrieved data based on the data model of the FMA.
摘要翻译：一种使用网站的方法，包括使用在中央处理单元（CPU）上执行并且可操作地耦合到财务管理应用（FMA）的代理来检测使用者访问网站的网页的用户，通过比较由用户到网页的预定网址，基于预定模板分析网页以识别数据输入字段，识别使用在CPU上执行的代理，在FMA内管理的数据用于填充数据输入字段，其中通过将数据输入字段与FMA的数据模型进行比较来识别数据，检索在FMA内管理的数据以产生检索到的数据，以及使用在CPU上执行的代理使用检索到的数据输入字段填充数据基于FMA数据模型的数据。

7. 发明授权

US08494929B1 Salary advisor for small business employers 有权
标题翻译：小企业雇主的薪酬顾问
公开(公告)号：US08494929B1
公开(公告)日：2013-07-23
申请号：US12242816
申请日：2008-09-30
申请人： Joshua Aaron Borgen , Todd Matthew Fitch , Miriam Nga-Shun Vu
发明人： Joshua Aaron Borgen , Todd Matthew Fitch , Miriam Nga-Shun Vu
IPC分类号： G07C1/10
CPC分类号： G06Q10/105
摘要： The invention relates to a method for providing advice regarding compensation of a candidate. The method involves obtaining a plurality of compensation records from multiple sources, where at least one of the multiple sources is a financial application of a first entity, aggregating the compensation records, receiving a request for a compensation report from a second entity, where the compensation report includes compensation advice, and where the request includes a compensation profile of a candidate including multiple parameters, identifying a subset of the plurality of compensation records matching at least one of the multiple parameters in the compensation profile, generating the compensation report based on the subset of the multiple compensation records and the request, and providing the compensation report for the candidate.
摘要翻译：本发明涉及一种提供有关候选人补偿的咨询的方法。该方法包括从多个源获得多个补偿记录，其中多个源中的至少一个是第一实体的财务应用，聚合补偿记录，从第二实体接收对补偿报告的请求，其中补偿所述报告包括补偿建议，并且所述请求包括包括多个参数的候选者的补偿简档，识别与所述补偿简档中的所述多个参数中的至少一个匹配的所述多个补偿记录的子集，基于所述子集生成所述补偿报告的多重赔偿记录和要求，并为候选人提供补偿报告。

8. 发明授权

US08321319B1 Rental property investment calculator 有权
标题翻译：出租物业投资计算器
公开(公告)号：US08321319B1
公开(公告)日：2012-11-27
申请号：US12257284
申请日：2008-10-23
申请人： Lesley K. Grossblatt , Lucinda Kathryn Foss , Miriam Nga-Shun Vu
发明人： Lesley K. Grossblatt , Lucinda Kathryn Foss , Miriam Nga-Shun Vu
IPC分类号： G06Q40/00
CPC分类号： G06Q50/16 , G06Q40/06
摘要： The invention relates to a method for analyzing an investment in a rental property. The method steps include obtaining identification information of the rental property, wherein identification information identifies the rental property to an information source, submitting a request to the information source based on identification information, receiving property information from the information source based on the request, obtaining an investment parameter from an investor of the investment in the rental property, analyzing the investment in the rental property based on the investment parameter and property information to generate an analysis result, adjusting the investment parameter to optimize the analysis result resulting in an optimized analysis result, and generating a report based on the optimized analysis result.
摘要翻译：本发明涉及一种用于分析出租物业投资的方法。所述方法步骤包括获得所述租赁属性的识别信息，其中识别信息将信息源识别出租属性，基于识别信息向所述信息源提交请求，基于所述请求从所述信息源接收属性信息，获得投资者对出租物业投资的投资参数，根据投资参数和物业信息分析出租物业投资，生成分析结果，调整投资参数优化分析结果，优化分析结果，并根据优化的分析结果生成报告。

9. 发明授权

US07895096B1 Consumer future purchase tool and method 有权
标题翻译：消费者未来采购工具和方法
公开(公告)号：US07895096B1
公开(公告)日：2011-02-22
申请号：US12256375
申请日：2008-10-22
申请人： Miriam Nga-Shun Vu , Dominic Philip Haine
发明人： Miriam Nga-Shun Vu , Dominic Philip Haine
IPC分类号： G07B17/00
CPC分类号： G06Q30/02 , G06Q20/10 , G06Q20/102 , G06Q40/00 , G06Q40/02 , G06Q40/06 , G06Q40/12
摘要： The invention relates to a method to help a user save for a future purchase. The method steps include organizing spending data of the user into a plurality of spending categories, wherein the user is saving money for the future purchase, and wherein the user elects to forgo spending in at least one spending category of the plurality of spending categories to facilitate the future purchase, obtaining a savings plan, wherein the savings plan comprises the at least one spending category and a target savings amount, sending a prompt to a user to obtain spending data associated with the savings plan, tracking spending data of the user responsive to the prompt, and generating a notification to the user related to the savings plan based on spending data.
摘要翻译：本发明涉及一种帮助用户保存未来购买的方法。方法步骤包括将用户的支出数据组织成多个支出类别，其中用户正在为将来的购买节省钱，并且其中用户选择在多个支出类别的至少一个支出类别中放弃支出以促进未来购买，获得储蓄计划，其中所述储蓄计划包括所述至少一个支出类别和目标储蓄金额，向用户发送提示以获得与所述储蓄计划相关联的支出数据，响应于所述储蓄计划跟踪所述用户的支出数据提示，并根据支出数据向用户生成与储蓄计划相关的通知。

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