公开(公告)号：US20150088771A1

公开(公告)日：2015-03-26

申请号：US14032464

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: G06Q50/01 ,  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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may tag the activities with activity information, such as location, social relationship, entity, and category information. Moreover, the financial and social management system may display the activity and activity information in activity list interfaces, packaged activity interfaces, filtered activity interfaces, activity history interfaces, activity review interfaces, or other like interfaces that incorporate aspects of financial transactions and social networking information.

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活动信息来标记活动，例如位置，社会关系，实体和类别信息。 此外，财务和社会管理系统可以在活动列表界面，打包的活动界面，过滤的活动界面，活动历史界面，活动审查界面或其他类似的界面中显示活动和活动信息，其中包含金融交易和社交网络信息的各个方面 。

公开(公告)号：US20150088717A1

公开(公告)日：2015-03-26

申请号：US14032741

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: G06Q50/01 ,  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 identify activities associated with other users (e.g., gift deposit) that can be ultimately linked to other activities associated with merchants (e.g., purchase of a product). The financial and social management system may provide social relationship information between users based on the activities entered by the first user when other users are involved or linked to the activities.

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识别与其他用户相关联的活动（例如，礼物存款），其可以最终与与商家相关联的其他活动（例如，购买产品）相关联。 财务和社会管理系统可以基于在其他用户涉及或与活动相关联时由第一用户输入的活动来在用户之间提供社交关系信息。

公开(公告)号：US20150088715A1

公开(公告)日：2015-03-26

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。