Abstract: A financial close system of record integrating: managing a financial period close process, attesting to adequate internal controls applicable to the period, displaying qualitative status of confidence and quantitative measure of progress in a financial control and the electronic archiving of the three as an executable and auditable embodiment of a financial period close binder.

Abstract: Creating a serial self-routing rule within an electronic document using programmatic means that evaluate a reverse cone of logic from final process backward through intermediate processes to initial data entry.

Abstract: A process builder for a system of routing electronic documents and a method for using the same are provided. The process builder receives an electronic document having programmable features. The process builder determines a number of attributes and form fields from the electronic document. Data input is received by the process builder from an electronic document author via a graphical user interface. The process builder defines logical conditions for one or more of the form fields and attributes based on the received data input, and combines the logical conditions into logical expressions. The process builder then translates the logical expressions into program code and inserts the generated program code into the electronic document.

Abstract: A system that creates documentation of internal controls for a business to meet its financial and legal obligations. The method of using the documentation itself to automate the actions assigned by the documentation to specific performers which actions can be tracked and measured enables management and audit personnel to assert and attest to its quality, reliability, and consistent usage. A business process management framework which easily adapts to any company's complex installed enterprise software environment to establish an automated, repeatable, and trackable process of complying with SEC rules for financial reporting according to Sarbanes-Oxley federal legislation.

Abstract: A system and method for self-directed routable electronic forms is disclosed. The system and method create a heuristically generated routing selection list based on a history of previous routing transactions.

Abstract: This invention provides for a self-directed routable electronic form generation system and method where each user in the process defines the next, or all the subsequent user routing. The invention resides in providing rules and guidelines that define routing to exist completely within the electronic form itself. Residing in the electronic form these routing rules are dynamically changed based on data input to the form, providing visual clues to the routing based on that input. The present invention generates in the approver's view of the form appropriate visual elements corresponding with allowable actions of this subsequent viewer. The present invention also provides visual clues as to the next routing destination based on the electronics form current fill-in data, or based on any changes the approver makes to fill-in data, all without server interaction. This sequence continues until the electronics “form flow” is complete and an end point is reached.