IP Library Patent Application 18013833
Patent Application
App. No. 18/013,833

APPARATUS AND METHOD FOR FINANCIAL FORECASTING AND VERSION LOG CREATION

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Quick Facts
Patent No.
US None
App. No.
18/013,833
Abstract

An apparatus for financial forecasting, wherein the apparatus controls a user interface to be displayed on a display and controls receiving a plurality of financial forecasting data submissions that are submitted using the user interface. The apparatus also controls storing each one of the plurality of financial forecasting data submissions as a different version in a version log. The apparatus also controls receiving and storing at least one of an approval and a rejection, using the user interface, for each one of the stored plurality of financial forecasting data submissions and controls the user interface to display the version log in response to a request input using the user interface.

Claims (32)

1 . An apparatus for financial forecasting, the apparatus comprising:

a memory storing instructions; and

a processor configured to execute the stored instructions to implement operations comprising:

controlling a user interface to be displayed on a display;

controlling receiving a plurality of financial forecasting data submissions that are submitted using the user interface;

controlling storing each one of the plurality of financial forecasting data submissions as a different version in a version log;

controlling receiving and storing at least one of an approval and a rejection, using the user interface, for each one of the stored plurality of financial forecasting data submissions; and

controlling the user interface to display the version log in response to a request input using the user interface.

2 . The apparatus of claim 1 , wherein the operations further comprise controlling receiving and storing, using the user interface, approver comments for each different version stored in the version log.

3 . The apparatus of claim 1 , wherein the operations further comprise controlling receiving and storing, using the user interface, a file attached to each different version stored in the version log.

4 . The apparatus of claim 1 , wherein the operations further comprise controlling the user interface to automatically populate a field of the financial forecasting data using a past history of financial forecasting data submissions.

5 . The apparatus of claim 4 , wherein the operations further comprise controlling the user interface to automatically populate the field of the financial forecasting data using a previous amount from a most recent one of the financial forecasting data submissions.

6 . A method for financial forecasting, the method comprising:

controlling, by a processor, a user interface to be displayed on a display;

controlling, by the processor, receiving a plurality of financial forecasting data submissions that are submitted using the user interface;

controlling, by the processor, storing each one of the plurality of financial forecasting data submissions as a different version in a version log;

controlling, by the processor, receiving and storing at least one of an approval and a rejection, using the user interface, for each one of the stored plurality of financial forecasting data submissions; and

controlling, by the processor, the user interface to display the version log in response to a request input using the user interface.

7 . The method of claim 6 , wherein the method further comprises controlling, by the processor, receiving and storing, using the user interface, approver comments for each different version stored in the version log.

8 . The method of claim 6 , wherein the method further comprises controlling, by the processor, receiving and storing, using the user interface, a file attached to each different version stored in the version log.

9 . The method of claim 6 , wherein the method further comprises controlling, by the processor, the user interface to automatically populate a field of the financial forecasting data using a past history of financial forecasting data submissions.

10 . The method of claim 9 , wherein the method further comprises controlling, by the processor, the user interface to automatically populate the field of the financial forecasting data using a previous amount from a most recent one of the financial forecasting data submissions.

11 . A non-transitory computer readable storage medium storing instructions which, if executed, cause a processor to implement operations for financial forecasting, the operations comprising:

controlling, by a processor, a user interface to be displayed on a display;

controlling, by the processor, receiving a plurality of financial forecasting data submissions that are submitted using the user interface;

controlling, by the processor, storing each one of the plurality of financial forecasting data submissions as a different version in a version log;

controlling, by the processor, receiving and storing at least one of an approval and a rejection, using the user interface, for each one of the stored plurality of financial forecasting data submissions; and

controlling, by the processor, the user interface to display the version log in response to a request input using the user interface.

12 . The non-transitory computer readable storage medium of claim 11 , wherein the operations further comprise controlling, by the processor, receiving and storing, using the user interface, approver comments for each different version stored in the version log.

13 . The non-transitory computer readable storage medium of claim 11 , wherein the operations further comprise controlling, by the processor, receiving and storing, using the user interface, a file attached to each different version stored in the version log.

14 . The non-transitory computer readable storage medium of claim 11 , wherein the operations further comprise controlling, by the processor, the user interface to automatically populate a field of the financial forecasting data using a past history of financial forecasting data submissions.

15 . The non-transitory computer readable storage medium of claim 14 , wherein the operations further comprise controlling, by the processor, the user interface to automatically populate the field of the financial forecasting data using a previous amount from a most recent one of the financial forecasting data submissions.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 22, 2024
From: RAKUTEN SYMPHONY SINGAPORE PTE LTD
To: RAKUTEN SYMPHONY, INC.
Reel/Frame 068466/0598 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 29, 2022
From: DATTA, ANINDITA; KHAN, ASFAK; SHEIKH, AMAN
To: RAKUTEN SYMPHONY SINGAPORE PTE. LTD.
Reel/Frame 062239/0608 →