Abstract: Methods and apparatus for submitting reports to an automated lending system are described. At a lowest level interface, a user manually submits information via a browser, and at a highest level interface, information is submitted via a print driver. Although the broadest spectrum of client base is addressed by having the loosest coupling to the accounting system, i.e., the lowest level interface, the loosest coupling requires the most user interaction. As the interface level increases, the accounting system has a tighter coupling with the system, which provides increased functionality at the expense of restricting the variety of client types that may be supported (e.g., platform and operating system specific).

Abstract: Methods and apparatus for monitoring, for example, accounts receivable, accounts payable, inventory, trading partners, chart of accounts, invoices, and/or payments, using a process management and workflow system coupled to a data repository are described. In one embodiment, the process management and workflow system is configured to be coupled to an accounting system by a communications link, and communicates with the accounting system via the communication link, authenticates the validity of the accounting system, receives financial information from the accounting system, extracts data from the financial information, and loads the extracted data into said data repository.

Abstract: A workflow management system provides an integrated approach to exchanging information real-time and notifying responsible persons of pending deadlines concerning a particular deal. The web-based system includes a server having a centralized database of deal data and at least one client system facilitates a method of uploading initial proposed deal data, notifying an underwriter of the uploaded proposal, uploading a workflow timeline for the proposed deal and notifying responsible persons that actions for tasks are due according to the timeline. The workflow management system is further configured to restrict database access to authorized users for viewing of and providing updates to the deal.