- Patent Title: Activity list filters for a financial and social management system
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Application No.: US15047572Application Date: 2016-02-18
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Publication No.: US09384514B2Publication Date: 2016-07-05
- Inventor: Elizabeth S. Votaw , Laura Corinne Bondesen , Matthew A. Calman , Katherine Dintenfass , Candice Michelle Jones , Charles Karim Aweida , Parker Holt Bossier , Rebecca A. Chen , Nandhita Kumar , Min Zhao
- Applicant: BANK OF AMERICA CORPORATION
- Applicant Address: US NC Charlotte
- Assignee: BANK OF AMERICA CORPORATION
- Current Assignee: BANK OF AMERICA CORPORATION
- Current Assignee Address: US NC Charlotte
- Agency: Moore & Van Allen PLLC
- Agent Michael A. Springs; W. Kevin Ransom
- Main IPC: G06Q50/00
- IPC: G06Q50/00 ; G06F3/0482 ; G06F3/0484 ; G06F17/30 ; G06Q40/00

Abstract:
Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, contact lists, calendars, and the like, and associates the activity information and images with the activities. The financial and social management system may determine locations, social relationships, entities, categories, or the like from the various sources of information and tag the activities with location tags, social relationship tags, entity tags, category tags, or the like. The tags allow the user to easily filter the activities based on the location, social relationship, entity, category, or other activity information and display the activities and activity information in customized interfaces.
Public/Granted literature
- US20160163004A1 ACTIVITY LIST FILTERS FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM Public/Granted day:2016-06-09
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