Financial statement presentment systems and methods

摘要

A method of presenting financial statements to a consumer includes receiving implementation profile information from a client, wherein the implementation profile includes instructions that define options from which consumers may choose how to receive financial statements. The method further includes storing a representation of the implementation profile information at a database associated with a host computer. The method also includes transmitting from the host computer to a consumer computer a file that includes the options, wherein the options include: receive the financial statement by mail; receive the financial statement electronically; and receive the financial statement both by mail and electronically. The method further includes receiving at the host computer from the consumer computer a selection of one of the options and storing a representation of the selected option. The method also includes processing a financial statement and transmitting the financial statement to the consumer according to the selected option.