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Method and system for correcting payee names and adjusting an account balance for a financial statement
Method and system for correcting payee names and adjusting an account balance for a financial statement
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机译:纠正收款人姓名并调整财务报表帐户余额的方法和系统
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摘要
Payee names in received financial statements can be substituted for the benefit of users. The financial statements can be electronically received from a financial services provider. The financial statements typically comprise transaction entries that comprise an original payee name. A user can indicate a preferred name for the original payee name. If a match exists between an original name and a preferred name, the preferred name can be substituted for the original payee name. If a match does not exist, an active payee table can be used to display an original payee name.
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