Joseph S Englert

US Patent:

20020138412, Sep 26, 2002

Filed:

Mar 23, 2001

Appl. No.:

09/816023

Inventors:

Joseph Englert - San Francisco CA, US

International Classification:

G06F017/60

US Classification:

705/038000, 705/039000

Abstract:

A method and system for planning and estimating costs of an export transaction includes provision and use of a series of forms for orderly entry of information concerning the exporter, they buyer, the transaction, financing tools to be selected, for gathering costs for each of a number of financing alternatives, for evaluating risks and for calculating a total cost ratio of costs as compared to the entire transaction amount. The forms include work sheets to assist the lending officer or the exporter in evaluating risks, and for evaluating the total transaction based on all risk and cost information collected and analyzed, to the point of entering these data in a solution work sheet which displays the information in a simple and comprehensive format allowing the user to create an appropriate finance solution. The system also includes comparison of actual costs, as they come in, against the projected costs estimated in the virtual transaction.