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196 条记录 (耗时 0.025 秒)

    AUTOMATED ENTERPRISE TRANSACTION DATA AGGREGATION AND ACCOUNTING
    51.
    发明申请
    AUTOMATED ENTERPRISE TRANSACTION DATA AGGREGATION AND ACCOUNTING 审中-公开

    公开(公告)号：US20200074565A1

    公开(公告)日：2020-03-05

    申请号：US16559396

    申请日：2019-09-03

    申请人： MX Technologies, Inc.

    发明人： James Dotter

    IPC分类号： G06Q40/00 ,  G06Q40/02

    摘要： Apparatuses, systems, methods, and computer program products are presented for automated enterprise transaction data aggregation and accounting. A hardware computer server is configured to create metadata records for a plurality of transactions for one or more accounts. A hardware computer server is configured to determine a category for each of the transactions based on the metadata records. A hardware computer server is configured to select an offer for a product based on determined categories and created metadata records. Computer executable program code installed on a non-transitory computer readable storage medium of a hardware device comprises operations configured to receive, from a network interface of a hardware computer server over a network interface of the hardware device, an offer for a product and to display the offer for a product to a user on an electronic display of the hardware device.

    DISTRIBUTED, DECENTRALIZED DATA AGGREGATION
    52.
    发明申请
    DISTRIBUTED, DECENTRALIZED DATA AGGREGATION 审中-公开

    公开(公告)号：US20200067899A1

    公开(公告)日：2020-02-27

    申请号：US16670834

    申请日：2019-10-31

    申请人： MX Technologies, Inc.

    发明人： John Ryan Caldwell

    IPC分类号： H04L29/06 ,  H04L29/08 ,  H04L12/911 ,  H04L12/26 ,  G06F21/62

    摘要： Apparatuses, systems, methods, and computer program products are disclosed for distributed and/or decentralized data aggregation. A method includes accessing each of a plurality of third party service providers, from a hardware device associated with a user, using the user's electronic credentials, to download data associated with the user from the third party service providers. A method includes determining whether a hardware device associated with a user is available to download data associated with the user. A method includes accessing one or more of the third party service providers, from a different device, using the user's electronic credentials, to download the data associated with the user to the different device, in response to determining that the hardware device associated with the user is unavailable to download the data.

    Providing financial transaction data to a user
    53.
    发明授权
    Providing financial transaction data to a user 有权

    公开(公告)号：US10510113B2

    公开(公告)日：2019-12-17

    申请号：US14481776

    申请日：2014-09-09

    申请人： MX TECHNOLOGIES, INC.

    发明人： John Ryan Caldwell

    IPC分类号： G06Q40/02 ,  G06Q20/38

    摘要： The disclosure extends to computer-implemented personal financial management tools, methods and systems for providing financial transaction data to a user in the form of transaction images, such as check images, deposit images, receipt images, and other transaction related images, which may be incorporated into the personal financial management tool. The disclosure also extends to computer-implemented personal financial management tools, methods and systems for receiving core data, which may include transaction data, from a financial or banking institution and processing the data by cleansing the data, automatically categorizing the data, classifying the data, and then sending that processed data back to the financial or banking institution. The disclosure also extends to receiving and sending such data to and from the financial or banking institution in real-time.

    AGGREGATION PLATFORM FILTER
    54.
    发明申请
    AGGREGATION PLATFORM FILTER 审中-公开

    公开(公告)号：US20190116172A1

    公开(公告)日：2019-04-18

    申请号：US16159420

    申请日：2018-10-12

    申请人： MX Technologies, Inc.

    发明人： John Ryan Caldwell

    IPC分类号： H04L29/06 ,  H04L29/08

    摘要： Apparatuses, systems, methods, and computer program products are presented for an aggregation platform filter. A hardware computing device is configured to download users' data from a first plurality of third-party service providers over a data network on behalf of the users for a second plurality of third-party service providers. A filter module is configured monitor electronic credentials of users used by a hardware computing device to download the users' data. A filter module is configured to detect similar electronic credentials of a user for the same third-party service provider from a first plurality being used for multiple third-party service providers from a second plurality of third-party service providers. A filter module is configured to share, with multiple third-party service providers, the same data downloaded by a hardware computing device from a same third-party service provider with similar electronic credentials using a same session identity.

    DATA AGGREGATION USING A LIMITED-USE CODE
    55.
    发明申请
    DATA AGGREGATION USING A LIMITED-USE CODE 审中-公开

    公开(公告)号：US20190089700A1

    公开(公告)日：2019-03-21

    申请号：US16137509

    申请日：2018-09-20

    申请人： MX Technologies, Inc.

    发明人： John Ryan Caldwell ,  James Dotter

    IPC分类号： H04L29/06

    摘要： Apparatuses, methods, systems, and program products are disclosed for data aggregation using a limited-use code. An apparatus includes a message module configured to intercept a message comprising a limited-use code. A message may be sent from a third-party server and intended for a user of a hardware device. A limited-use code may be used to verify an identity of a user for access to a third-party server. An apparatus includes a parse module configured to parse a message to determine a limited-use code. An apparatus includes a submission module configured to provide a limited-use code to a third-party server without user input.