METHOD OF AND SYSTEM FOR FINANCIAL INSTITUTION BUDGETING AND PLANNING

摘要

An electronic budgeting and planning system (20) for use in a data processing system having a plurality of instructive work stations (12) for providing budgeting and planning information and decision tools for managing a financial institution. The method includes the steps and the system includes the necessary structure for extracting a plurality of budgeting policies from a plurality of external budgeting policy external sources and configuring a budgeting and planning data structure in accordance with the plurality of budgeting policies. The method and system extract a plurality of financial account data sets relating to financial accounts from a plurality of financial account data set sources and populate the budgeting and planning data structure with the extracted plurality of financial account data sets. Modifying the populated budgeting and planning data structure is also performed to refine the populated budgeting and planning data structure for creating a final budgeting and planning data structure. The system (20) supports distribution of the final budgeting and planning data structure to the plurality of interactive workstations (12).