Abstract: The invention is directed to a method and system to verify an employment history of an applicant. The method involves obtaining data from a plurality of data sources comprising a business application, aggregating data to obtain aggregated data, where aggregated data includes employment and payroll data from the plurality of data sources, receiving a request for an employment history verification report based on a job application, where the request includes applicant identification information, searching aggregated data for data associated with applicant identification information, and providing the employment history verification report corresponding to applicant identification information, where the employment history verification report is based on the request and aggregated data. The employment history verification report may be based on employment and payroll data associated with applicant identification information.

Abstract: In general, the invention relates to a method for presenting a plurality of treatment options. The method includes obtaining medical information associated with an individual, wherein the medical information specifies an individual condition. The method further includes obtaining treatment information associated with the individual condition from a first plurality of benefit claims, generating the plurality of treatment options using the treatment information, and presenting the plurality of treatment options to a user.

Abstract: 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.

Abstract: A method for generating an economic indicator involves obtaining financial data from multiple data sources, where the data courses include multiple business applications and/or multiple personal financial management applications. The method further involves aggregating financial data to obtain aggregated financial data, and generating the economic indicator using aggregated financial data.

Abstract: A method for determining foreign paid taxes involves receiving an identification (ID) value linked to an account; requesting a financial record associated with a foreign tax jurisdiction from the account; obtaining a total price of a purchase associated with the financial record; extracting a foreign paid tax from the total price; calculating a tax sum based on the foreign paid tax; and populating a section of a form based on the tax sum.

Abstract: A method for matching an unknown product to an offered product profile at a point of sale involves obtaining a first sensory input from the unknown product, where the first sensory input comprises at least a portion of an image, assigning a value to one or more characteristics of the first sensory input, searching a first product repository for a matching product profile using a pre-defined range based on the value of the one or more characteristics of the first sensory input, identifying the matching product profile on the first product repository when the offered product profile is within the pre-defined range, wherein the matching product profile includes a plurality of product information data, and conducting a transaction at the point of sale using the plurality of product information data.

Abstract: A method for managing financial data involves parsing a digital file to obtain metadata describing the digital file, where the digital file includes financial data. The method further involves importing the digital file to a financial management application, identifying a record in the financial management application that is associated with the digital file, based on metadata describing the digital file, and linking the digital file to the record in the financial management application.

Abstract: The invention relates to a method for using a multimedia service associated with a venue. The method includes steps of obtaining a pre-approved activation code associated with the venue, activating the multimedia service associated with the venue using the pre-approved activation code and an identification of a multimedia device, requesting the multimedia service using the multimedia device, and receiving the multimedia service using the multimedia device within a pre-determined range from a pre-determined locality of the venue, wherein the request is authenticated based on a locality of the multimedia device being within the pre-determined range from the pre-determined locality of the venue.

Abstract: A method for identifying a geographic condition zone, involving receiving a request for claim data, obtaining the claim data associated with a plurality of users, wherein the claim data comprises location data, filtering the claim data using a predefined condition to obtain filtered claim data, mapping the filtered claim data and the location data to appropriate locations in a geographic context to obtain mapped filtered claim data, and transmitting the geographic context comprising the mapped filtered claim data.

Abstract: The invention relates to a method for managing a financial account. The method involves directing a primary transaction request to a holding account controlled by an account owner, evaluating the primary transaction request based on a selected rule to obtain an evaluation, routing the primary transaction request, based on the evaluation, from the holding account to the financial account of a plurality of financial accounts.

Abstract: A method for determining paid taxes including obtaining a total price of a purchase following a transaction involving the purchase, determining a tax jurisdiction associated with the first purchase, determining a tax rate based on the tax jurisdiction, extracting a paid tax from the total price based on the tax rate, calculating a tax sum based on the paid tax, and completing a section of a form using the tax sum.

Abstract: A method for generating an employment metric involves obtaining employer payroll data from multiple business applications and obtaining personal income data from multiple financial management applications, where personal income data indicate at least one income source absent from employer payroll data. The method further involves aggregating employer payroll data and personal income data to obtain aggregated employment data, and generating the employment metric using aggregated employment data.

Abstract: A method for approving of a financial transaction, that includes receiving transaction information related to the financial transaction, wherein the transaction information comprises identification of a financial account controlled by a consumer and an amount of the financial transaction, accessing a policy for the financial account based on a context of the financial transaction, wherein the policy is defined by the consumer, triggering an approval request based on a determination that the amount is above a limit set by the policy, sending the approval request to a mobile device of the consumer, receiving an approval response based on the approval request from the mobile device of the consumer, and approving the transaction based on the approval response.

Abstract: The invention relates to a method for managing a financial account. The method involves directing a primary transaction request to a holding account controlled by an account owner, evaluating the primary transaction request based on a selected rule to obtain an evaluation, routing the primary transaction request, based on the evaluation, from the holding account to the financial account of a plurality of financial accounts.