Interactive activity interface for managing personal data and performing transactions over a data packet network
    2.
    发明授权
    Interactive activity interface for managing personal data and performing transactions over a data packet network 有权
    用于管理个人数据并通过数据分组网络执行交易的交互式活动界面

    公开(公告)号:US07672879B1

    公开(公告)日:2010-03-02

    申请号:US09698708

    申请日:2000-10-27

    IPC分类号: G06Q40/99

    摘要: A software suite for enabling viewing and manipulation of multiple categories of aggregated data compiled from a plurality of data sources and accessible through a single interface operated on a data-packet-network is provided. The data sources are available for direct network-access through multiple access points available from within the interface. The software suite comprises, a calendar module having at least one display interface for enabling viewing and manipulation of time and date-sensitive calendar data, a transaction module having at least one display interface for enabling viewing and manipulation of financially oriented account data, a portfolio tracking module having at least one display interface for enabling viewing and manipulation of investment oriented account data, a net-worth reporting module having at least one display interface for displaying a solution-oriented net-worth report compiled from the aggregated data, a bill-payment module having at least one display interface for enabling viewing and initiation of payment action regarding current billing data and an account-alert module having at least one display interface for reporting time and event sensitive account alerts related to changes in account data due to occurring events or pre-configured time parameters.

    摘要翻译: 提供了一种用于使得能够查看和操纵从多个数据源编译并可通过在数据分组网络上操作的单个接口访问的多类聚合数据的软件套件。 数据源可用于通过接口内可用的多个接入点进行直接网络访问。 软件套件包括具有至少一个显示接口以用于观看和操纵时间和日期敏感日历数据的日历模块,具有用于使得能够查看和操纵面向财务的帐户数据的至少一个显示界面的交易模块,投资组合 跟踪模块具有至少一个显示界面,用于使得能够查看和操纵面向投资的帐户数据;净值报告模块,具有至少一个显示界面,用于显示从聚合数据编译的面向解决方案的净值报告; 支付模块具有至少一个显示接口,用于使得能够查看和启动关于当前计费数据的支付动作;以及帐户警报模块,其具有用于报告时间的至少一个显示界面和与由于发生事件而导致的帐户数据变化相关的事件敏感帐户警报 或预先配置的时间参数。