Patents by Inventor James Levi Whitehead, Jr.

James Levi Whitehead, Jr. has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Method, computer program product and system for verifying financial data
    Patent number: 8121911
    Abstract: The method, system and computer program product for verifying financial data provides tracking and reporting of the reconciliation and approval process by providing a hierarchical list of users responsible for verification of at least a portion of the financial data and automatically notifying the users responsible for the reconciliation and approval, based upon the hierarchical list, of their duties regarding the account. If the certifier and approver do not certify and/or approve the financial data within a specified timeframe, their supervisors, based upon the hierarchical list, will be automatically notified. In addition, any certification and approval of the financial data is recorded, which permits instantaneous reporting regarding the status of the certification and approval process. Moreover, outstanding issues associated with the financial data may be recorded and tracked, and the appropriate user(s) may be notified of the issue if it is without resolution after a specified timeframe.
    Type: Grant
    Filed: March 14, 2008
    Date of Patent: February 21, 2012
    Assignee: Regions Asset Company
    Inventors: James Levi Whitehead, Jr., Byron Dale Collier
  • Method, computer program product and system for verifying financial data
    Patent number: 7363261
    Abstract: The method, system and computer program product for verifying financial data provides tracking and reporting of the reconciliation and approval process by providing a hierarchical list of users responsible for verification of at least a portion of the financial data and automatically notifying the users responsible for the reconciliation and approval, based upon the hierarchical list, of their duties regarding the account. If the certifier and approver do not certify and/or approve the financial data within a specified timeframe, their supervisors, based upon the hierarchical list, will be automatically notified. In addition, any certification and approval of the financial data is recorded, which permits instantaneous reporting regarding the status of the certification and approval process. Moreover, outstanding issues associated with the financial data may be recorded and tracked, and the appropriate user(s) may be notified of the issue if it is without resolution after a specified timeframe.
    Type: Grant
    Filed: May 8, 2002
    Date of Patent: April 22, 2008
    Assignee: Regions Asset Company
    Inventors: James Levi Whitehead, Jr., Byron Dale Collier