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1. 发明授权

US08280785B1 Financial account manager 有权
标题翻译：财务客户经理
公开(公告)号：US08280785B1
公开(公告)日：2012-10-02
申请号：US12246401
申请日：2008-10-06
申请人： Lucinda Kathryn Foss , Charles Shieh , June H. Fujimoto
发明人： Lucinda Kathryn Foss , Charles Shieh , June H. Fujimoto
IPC分类号： G07B17/00 , G07F19/00 , G06Q40/00
CPC分类号： G06Q40/02 , G06Q30/0282
摘要： A method for managing financial accounts, comprising obtaining a data item, a first account, and a second account, generating a plurality of change requests comprising the data item, sending the one of the plurality of change requests to a first financial institution managing the first account, wherein the data item is used by the first financial institution to update the first financial account, sending one of the plurality of change requests to a second financial institution managing the second account, wherein the data item is used by the second financial institution to update the second financial account, receiving a plurality of notifications associated with a status of the first account and a status of the second account, and reporting the plurality of notifications.
摘要翻译：一种用于管理财务账户的方法，包括：获取数据项，第一账户和第二账户，生成包括数据项的多个变更请求，将所述多个变更请求中的一个发送给管理第一账户的第一金融机构账户，其中所述数据项由所述第一金融机构用于更新所述第一金融账户，将所述多个变更请求中的一个发送到管理所述第二账户的第二金融机构，其中所述数据项由所述第二金融机构使用更新第二财务帐户，接收与第一帐户的状态相关联的多个通知和第二帐户的状态，以及报告多个通知。

2. 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。

3. 发明授权

US08744889B1 Cost based employee scheduling 有权
标题翻译：基于成本的员工调度
公开(公告)号：US08744889B1
公开(公告)日：2014-06-03
申请号：US12210059
申请日：2008-09-12
申请人： Lucinda Kathryn Foss , Charles Shieh
发明人： Lucinda Kathryn Foss , Charles Shieh
IPC分类号： G06Q10/00 , G06Q10/06
CPC分类号： G06Q10/06
摘要： A method for managing a shift schedule, involving obtaining employee data for employees, a payroll constraint for a time period, and an employer requirement for the shift schedule, and collecting an employee availability schedule from each employee. The method further involves generating shift schedules based on the payroll constraint, employee data, employer requirement, and employee availability schedules, determining a payroll budget associated with each shift schedule, ranking the shift schedules based on the payroll budget to obtain a ranked list of shift schedules, and presenting the ranked list of shift schedules to an employer.
摘要翻译：一种用于管理班次安排的方法，包括获得雇员的员工数据，一段时间内的工资单约束，以及转班计划的雇主要求，以及从每个员工收集员工可用性表。该方法还涉及基于工资单约束，员工数据，雇主需求和员工可用性计划，确定与每个班次调度相关联的工资预算来生成班次计划，根据工资预算对班次计划进行排名以获得排名的班次列表并向班主任提供班轮排班名单。

4. 发明申请

US20080082349A1 Using information about a financial transaction to augment information in an online social network 审中-公开
标题翻译：使用关于金融交易的信息来增加在线社交网络中的信息
公开(公告)号：US20080082349A1
公开(公告)日：2008-04-03
申请号：US11540356
申请日：2006-09-29
申请人： John W. Zackrison , Benjamin R. Weiss , Paul J. Rosenfeld , Charles Shieh , Uronna N. Gaillard , Keyvan Rahmatian , Eddy W. Wu
发明人： John W. Zackrison , Benjamin R. Weiss , Paul J. Rosenfeld , Charles Shieh , Uronna N. Gaillard , Keyvan Rahmatian , Eddy W. Wu
IPC分类号： G06Q10/00 , G06Q30/00
CPC分类号： G06Q10/10 , G06Q40/00 , G06Q50/01 , G06Q50/10
摘要： A system that facilitates using information about a financial transaction to augment information in a representation of a social network. During operation, the system receives parameters for a financial transaction involving a number of entities. Next, the system determines one or more associations between the entities and the parameters. The system then uses the determined associations to augment information about entities in the representation of the social network.
摘要翻译：有助于使用关于金融交易的信息来增加社交网络的表示中的信息的系统。在操作期间，系统接收涉及多个实体的金融交易的参数。接下来，系统确定实体和参数之间的一个或多个关联。然后，系统使用确定的关联来增加关于社交网络的表示中的实体的信息。

5. 发明授权

US08266068B1 Candidate interview assistant 有权
标题翻译：候选面试助理
公开(公告)号：US08266068B1
公开(公告)日：2012-09-11
申请号：US12246406
申请日：2008-10-06
申请人： Lucinda Foss , Lesley K. Grossblatt , Jigna Bhatt , Charles Shieh
发明人： Lucinda Foss , Lesley K. Grossblatt , Jigna Bhatt , Charles Shieh
IPC分类号： G06Q10/00
CPC分类号： G06Q10/06
摘要： The invention relates to a method to interview a candidate. The method steps include providing a virtual interview assistant comprising an interview plan, a recording module, an analysis module, and a candidate screening criteria, wherein the recording module is configured to record at least one recording selected from a group consisting of video recording, audio recording, and physiological parameter recording, and wherein the analysis module configured for analyzing the at least one recording, collecting a candidate interview response by interviewing the candidate using the virtual interview assistant based on the interview plan, wherein at least a portion of the candidate interview response is collected using the recording module, analyzing the candidate interview response using the analysis module to generate a candidate profile, and presenting the candidate profile to a recruiter based on the candidate screening criteria, wherein the recruiter makes a recruiting decision regarding the candidate based on the candidate profile.
摘要翻译：本发明涉及一种面试候选人的方法。所述方法步骤包括提供包括访问计划，记录模块，分析模块和候选筛选标准的虚拟面试助手，其中所述记录模块被配置为记录从视频记录，音频记录和生理参数记录，并且其中所述分析模块被配置用于分析所述至少一个记录，基于所述面试计划，使用所述虚拟面试助理面试所述候选者来收集候选面试响应，其中所述候选面试的至少一部分使用记录模块收集响应，使用分析模块分析候选面试响应以生成候选简档，并且基于候选筛选标准将候选简档呈现给招聘者，其中招聘者基于对候选人的招聘决定，基于候选人资料。

6. 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。

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