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    Interactive map for grouped activities within a financial and social management system
    21.
    发明授权
    Interactive map for grouped activities within a financial and social management system 有权
    财务和社会管理系统中分组活动的互动地图

    公开(公告)号：US09436965B2

    公开(公告)日：2016-09-06

    申请号：US15047600

    申请日：2016-02-18

    Applicant: BANK OF AMERICA CORPORATION

    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

    IPC: G06Q40/00 ,  G06F17/30 ,  G06Q50/00

    CPC classification number: G06Q40/12 ,  G06F17/30061 ,  G06F17/30601 ,  G06F17/30867 ,  G06F17/3087 ,  G06Q50/01

    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 may display the activities, activity information, and images in an interactive map using markers. The markers in the interactive may be displayed as a function of the time of the activity, include images, or transaction data related to the activity. Positioning information related to the location of the user at the time of the activities may also be overlaid on the interactive map.

    Abstract translation: 本发明的实施例包括用于财务和社会管理系统的系统，计算机程序产品和方法，其提供与用户进入活动的方式，位置，时间和位置相关的改进的跟踪和管理。 财务和社会管理系统从各种信息来源捕获活动信息和图像，包括但不限于社交网络帐户，电子收据，位置确定设备等，并且将活动信息和图像与活动相关联。 财务和社会管理系统可以使用标记在交互式地图中显示活动，活动信息和图像。 交互式中的标记可以作为活动时间的函数显示，包括与活动相关的图像或交易数据。 在活动时与用户的位置相关的定位信息也可以叠加在交互式地图上。

    ACTIVITY LIST FILTERS FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM
    23.
    发明申请
    ACTIVITY LIST FILTERS FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM 有权
    财务和社会管理系统的活动清单过滤器

    公开(公告)号：US20150088915A1

    公开(公告)日：2015-03-26

    申请号：US14032686

    申请日：2013-09-20

    Applicant: BANK OF AMERICA CORPORATION

    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

    IPC: G06F17/30 ,  G06Q50/00

    CPC classification number: G06Q40/12 ,  G06F3/0482 ,  G06F3/04842 ,  G06F17/30601 ,  G06F17/30867 ,  G06F17/3087 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q50/01

    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.

    Abstract translation: 本发明的实施例包括用于财务和社会管理系统的系统，计算机程序产品和方法，其提供与用户进入活动的方式，位置，时间和位置相关的改进的跟踪和管理。 财务和社会管理系统从各种信息来源捕获活动信息和图像，包括但不限于社交网络帐户，电子收据，联系人列表，日历等，并将活动信息和图像与活动相关联。 财务和社会管理系统可以从各种信息来源确定位置，社会关系，实体，类别等，并且使用位置标签，社会关系标签，实体标签，类别标签等标记活动。 标签允许用户根据位置，社会关系，实体，类别或其他活动信息轻松过滤活动，并在定制界面中显示活动和活动信息。

    ACTIVITY LIST LINKED WITH RECEIPTS FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM
    24.
    发明申请
    ACTIVITY LIST LINKED WITH RECEIPTS FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM 审中-公开
    与财务和社会管理系统接收的活动清单

    公开(公告)号：US20150088714A1

    公开(公告)日：2015-03-26

    申请号：US14032602

    申请日：2013-09-20

    Applicant: BANK OF AMERICA CORPORATION

    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

    IPC: G06Q50/00

    CPC classification number: G06Q50/01 ,  G06Q40/02

    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 may parse activity information from the e-receipts and associate the activity information from the e-receipts with the corresponding activities. The financial and social management system may be able to identify activity information in the e-receipts related to the products and costs within the transaction, a time associated with the transaction, as well as the actual location associated with the transaction, or other activity information described herein.

    Abstract translation: 本发明的实施例包括用于财务和社会管理系统的系统，计算机程序产品和方法，其提供与用户进入活动的方式，位置，时间和位置相关的改进的跟踪和管理。 财务和社会管理系统从各种信息来源捕获活动信息和图像，包括但不限于社交网络帐户，电子收据，位置确定设备等，并且将活动信息和图像与活动相关联。 财务和社会管理系统可以从电子收据中解析活动信息，并将电子收据中的活动信息与相应的活动相关联。 财务和社会管理系统可能能够识别与交易内的产品和成本有关的电子收据中的活动信息，与交易相关联的时间以及与交易相关联的实际位置或其他活动信息 在此描述。

    ACTIVITY LIST ENHANCED WITH IMAGES FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM
    25.
    发明申请
    ACTIVITY LIST ENHANCED WITH IMAGES FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM 有权
    活动列表增强了财务和社会管理系统的图像

    公开(公告)号：US20150088712A1

    公开(公告)日：2015-03-26

    申请号：US14032537

    申请日：2013-09-20

    Applicant: BANK OF AMERICA CORPORATION

    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

    IPC: G06Q50/00 ,  G06K9/64 ,  G06F17/30 ,  G06Q40/00

    CPC classification number: G06Q50/01 ,  G06F17/30247 ,  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, stored database images, images over the Internet, and the like, and associates the activity information and images with the activities. The financial and social management system may determine images for other users associated with an activity of a first user by identifying tag users in a social networking account of the first user or contacts in a social networking account of the first user that participated in activities at the same time or locations as the activities of the first user.

    Abstract translation: 本发明的实施例包括用于财务和社会管理系统的系统，计算机程序产品和方法，其提供与用户进入活动的方式，位置，时间和位置相关的改进的跟踪和管理。 财务和社会管理系统从各种信息来源捕获活动信息和图像，包括但不限于社交网络帐户，电子收据，联系人列表，存储的数据库图像，因特网上的图像等，并且将活动 信息和图像与活动。 财务和社会管理系统可以通过识别第一用户的社交网络帐户中的标签用户或参与在第一用户的活动的第一用户的社交网络帐户中的联系来确定与第一用户的活动相关联的其他用户的图像 与第一个用户的活动相同的时间或位置。

    Activity review for a financial and social management system
    29.
    发明授权
    Activity review for a financial and social management system 有权
    财务和社会管理系统的活动审查

    公开(公告)号：US09324115B2

    公开(公告)日：2016-04-26

    申请号：US14032653

    申请日：2013-09-20

    Applicant: BANK OF AMERICA CORPORATION

    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

    IPC: G06Q50/00 ,  G06Q40/00

    CPC classification number: G06Q40/00 ,  G06Q40/02 ,  G06Q50/01 ,  H04L43/04 ,  H04L67/22 ,  H04L67/24 ,  H04L67/306 ,  H04W64/006

    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.

    Abstract translation: 本发明的实施例包括用于财务和社会管理系统的系统，计算机程序产品和方法，其提供与用户进入活动的方式，位置，时间和位置相关的改进的跟踪和管理。 财务和社会管理系统从各种信息来源捕获活动信息和图像，包括但不限于社交网络帐户，电子收据，位置确定设备等，并且将活动信息和图像与活动相关联。 财务和社会管理系统根据位置，用户，实体，类别，成本，时间段等聚合一些活动的活动信息，并将活动信息显示在活动审查界面中。 财务和社会管理系统可以用教育数据补充汇总的活动信息。

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