Electronic transaction processing server with automated transaction evaluation

An electronic transaction processing server for receiving and evaluating invoice transaction files, the server comprising:

• a network circuit for communicating over a frame switched network with each of a plurality of participating systems, the participating systems comprising at least one customer workstation and at least one vendor workstation;
• a session management engine for:
• establishing a first secure session with a customer workstation;
• providing, to the customer workstation through the first secure session, a configuration document, the configuration document enabling customer selection of evaluation parameters, the evaluation parameters comprising:
• identification of a vendor client to which the evaluation parameters are applicable;
• identification of an invoice line item to which the evaluation parameters are applicable;
• identification of an evaluation value;
• identification a mathematical operand;
• and
• an indication of at least one of:
• i) a true action, the true action including writing an auto analysis resulting value to a resulting value field in a record associated with the invoice line item;
• and ii) a false action, the false action including writing an auto analysis resulting value to a resulting value field in a record associated with the invoice line item;
• and
• receiving a post of the selected evaluation parameters and writing an indication of the selected evaluation parameters to a rules definition table;
• the session management engine further:
• establishing a second secure session with a vendor workstation;
• receiving, through the second secure session with the vendor workstation, an invoice file;
• loading invoice line items from the invoice file to records in a database;
• an evaluation engine applying the evaluation parameters from the rules definition table by:
• identifying a selected line item, the selected line item being a line item of the invoice to which the evaluation parameters are applicable;
• performing one of:
• i) the true action if comparing the evaluation value to the value of the selected line item using the mathematical operand generates a true result;
• and ii) the false action if a false result of comparing the evaluation value to the value of the selected line item using the mathematical operand generates a false result;
• and
• the session management engine further:
• establishing a third secure session with a customer workstation;
• and
• providing, to the customer workstation through the third secure session, an extracted invoice file, the extracted invoice file including, for at least the selected line item, both:
• i) the value of the line item as provided in the invoice file uploaded by the vendor workstation;
• and ii) the auto analysis resulting value written to the resulting value field in a record associated with the invoice line item.

A method of operating an electronic transaction processing server for receiving and evaluating invoice transaction files, the method comprising:

• establishing a first secure session over a frame switched network with a customer workstation;
• providing, to the customer workstation through the first secure session, a configuration document, the configuration document enabling customer selection of evaluation parameters, the evaluation parameters comprising:
• identification of a vendor client to which the evaluation parameters are applicable;
• identification of an invoice line item to which the evaluation parameters are applicable;
• identification of an evaluation value;
• identification a mathematical operand;
• and
• an indication of at least one of:
• i) a true action, the true action including writing a first auto analysis comment to an auto analysis field of a record associated with the invoice line item;
• and ii) a false action, the false action including writing a second auto analysis comment to an auto analysis field of a record associated with the invoice line item;
• and
• receiving a post of the selected evaluation parameters and writing an indication of the selected evaluation parameters to a rules definition table;
• establishing a second secure session over the frame switched network with a vendor workstation;
• receiving, through the second secure session with the vendor workstation, an invoice file;
• loading invoice line items from the invoice file to records in a database;
• applying the evaluation parameters from the rules definition table by:
• identifying a selected line item, the selected line item being a line item of the invoice to which the evaluation parameters are applicable;
• and
• performing one of:
• i) the true action if comparing the evaluation value to the value of the selected line item using the mathematical operand generates a true result;
• and ii) the false action if comparing the evaluation value to the value of the selected line item using the mathematical operand generates a false result;
• establishing a third second secure session over the frame switched network with a customer workstation;
• and
• providing, to the customer workstation through the third secure session, an extracted invoice file, the extracted invoice file including, for at least the selected line item, both:
• i) the value of the line item as provided in the invoice file uploaded by the vendor workstation;
• and ii) the auto analysis comment written to the auto analysis field of a record associated with the invoice line item.

A method of operating an electronic transaction processing server for receiving and evaluating invoice transaction files, the method comprising:

• establishing a first secure session over a frame switched network with a customer workstation;
• providing, to the customer workstation through the secure session, a configuration document, the configuration document enabling customer selection of evaluation parameters, the evaluation parameters comprising:
• identification of a vendor client to which the evaluation parameters are applicable;
• identification of an invoice line item to which the evaluation parameters are applicable;
• identification of an evaluation value;
• identification a mathematical operand;
• and
• an indication of at least one of:
• i) a true action, the true action being writing an auto analysis resulting value to a resulting value field in a record associated with the invoice line item;
• and ii) a false action, the false action being writing an auto analysis resulting value to a resulting value field in a record associated with the invoice line item;
• and
• receiving a post of the selected evaluation parameters and writing an indication of the selected evaluation parameters to a rules definition table;
• establishing a second secure session over the frame switched network with a vendor workstation;
• receiving, through the second secure session with the vendor workstation, an invoice file;
• loading invoice line items from the invoice file to records in a database;
• applying the evaluation parameters from the rules definition table by:
• identifying a selected line item, the selected line item being a line item of the invoice to which the evaluation parameters are applicable;
• performing one of:
• i) the true action if comparing the evaluation value to the value of the selected line item using the mathematical operand generates a true result;
• and ii) the false action if comparing the evaluation value to the value of the selected line item using the mathematical operand generates a false result;
• establishing a third secure session over the frame switched network with a customer workstation;
• and
• providing, to the customer workstation through the second secure session, an extracted invoice file, the extracted invoice file including, for at least the selected line item, both:
• i) the value of the line item as provided in the invoice file uploaded by the vendor workstation;
• and ii) the auto analysis resulting value written to the resulting value field in a record associated with the invoice line item.