Invention Grant
- Patent Title: Activity review for a financial and social management system
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Application No.: US15056440Application Date: 2016-02-29
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Publication No.: US09639892B2Publication Date: 2017-05-02
- 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: G06Q40/00
- IPC: G06Q40/00 ; G06Q50/00 ; G06Q40/02 ; H04L12/26 ; H04L29/08 ; H04W64/00

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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system aggregates the activity information for a number of activities based on the location, user, entity, category, cost, time period, or the like and displays the aggregated activity information in an activity review interface. The financial and social management system may supplement the aggregated activity information with educational data.
Public/Granted literature
- US20160300299A1 ACTIVITY REVIEW FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM Public/Granted day:2016-10-13
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