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公开(公告)号：US20160300198A1
公开(公告)日：2016-10-13
申请号：US14685476
申请日：2015-04-13
发明人： Anthony David Guido , Melanie Ann Soranno , Jeffrey John Parker , Amanda Jane Holcomb , Richard Andrew Starbuck , James Kevin Cobb , Dariane Katinka Hunt , Jay G. Frater , Robert Osmer
IPC分类号： G06Q20/10
CPC分类号： G06Q20/10
摘要： Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's contact information and external account information for use in presenting contact and accounts associated with the customer. The system presents a consolidated view of both the customer's contacts and external account. Transfers are then processed using at least one of the contact information associated with the one or more contacts and the account information associated with the one or more external accounts.
摘要翻译： 本发明的实施例涉及用于简化客户金融和客户货币管理平台并提供电子财务管理的系统，方法和计算机程序产品。 示例性装置可以被配置为提供对与至少一个数据库接口的资金转账管理门户的访问，以访问客户的联系人信息和外部帐户信息，以用于呈现与客户相关联的联系人和帐户。 该系统提供了客户联系人和外部帐户的统一视图。 然后使用与一个或多个联系人相关联的联系信息和与一个或多个外部帐户相关联的帐户信息中的至少一个来处理转移。
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2.发明申请公开(公告)号：US20160300199A1
公开(公告)日：2016-10-13
申请号：US14685481
申请日：2015-04-13
发明人： Anthony David Guido , Melanie Ann Soranno , Jeffrey John Parker , Amanda Jane Holcomb , Richard Andrew Starbuck , James Kevin Cobb , Dariane Katinka Hunt , Jay G. Frater , Robert Osmer
IPC分类号： G06Q20/10 , G06F3/0484
CPC分类号： G06Q20/10
摘要： Efficient and easy scheduling of future transfers and, specifically, recurring future transfers is provided for within a consolidated fund transfer management platform. In this regard, the platform is configured to identify transfer patterns based on a customer's historical fund transfers and the customer's current transfer request inputs, such as transferor account, transferee/transferee account, transfer amount and the like. In response to identifying the transfer pattern, the platform is configured to suggest to the customer setting-up a recurring transfer, such that future transfers indicated in the pattern will occur automatically on a recurring basis. Once the customer has selected the suggested recurring transfer option the customer is presented with applicable frequency and duration options for establishing the recurring transfer. In this regard, the platform is highly intuitive to the user, such that the user can easily configure future transfers and, specifically, future recurring transfers.
摘要翻译： 在综合资金转移管理平台内提供了有效和轻松地安排未来转移，特别是经常性的未来转移。 在这方面，该平台被配置为基于客户的历史资金转移和客户的当前转移请求输入（例如转账者，受让人/受让人账户，转账金额等）来识别转账模式。 响应于识别传输模式，平台被配置为向客户建议重复的传送，使得在模式中指示的未来传输将在循环的基础上自动发生。 一旦客户选择了建议的周期性转账选项，客户就可以看到适用的频次和期限选项，用于建立定期转账。 在这方面，该平台对于用户来说是非常直观的，使得用户可以容易地配置将来的转移，具体地说，将来会定期进行转移。
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公开(公告)号：US10163083B2
公开(公告)日：2018-12-25
申请号：US14685468
申请日：2015-04-13
发明人： Anthony David Guido , Melanie Ann Soranno , Jeffrey John Parker , Amanda Jane Holcomb , Richard Andrew Starbuck , James Kevin Cobb , Dariane Katinka Hunt , Jay G. Frater , Robert Osmer
摘要： Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.
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公开(公告)号：US20160300196A1
公开(公告)日：2016-10-13
申请号：US14685460
申请日：2015-04-13
发明人： Anthony David Guido , Amanda Jane Holcomb , Richard Andrew Starbuck , Jeffrey John Parker , James Kevin Cobb , Dariane Katinka Hunt , Jay G. Frater , Melanie Ann Soranno , Robert Osmer
IPC分类号： G06Q20/10
CPC分类号： G06Q20/10
摘要： An intuitive and consolidated platform for managing fund transfers is disclosed. The comprehensive platform allows a customer to make fund transfers between their financial accounts, both internal and external, including domestic and international, as well as, transfers to third-party accounts (e.g., family, friends, business and the like), including accounts held domestically and internationally. The intuitive aspect of the platform provides transfer options specific to the selected transfer type and the selected transfer account.
摘要翻译： 披露了管理资金转移的直观和综合平台。 综合平台允许客户在其内部和外部的财务账户（包括国内和国际）以及转移到第三方账户（如家人，朋友，业务等）之间进行资金转帐，包括账户 在国内和国际上举行。 平台的直观方面提供特定于所选传输类型和所选传输帐户的传输选项。
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公开(公告)号：US20160300204A1
公开(公告)日：2016-10-13
申请号：US14685468
申请日：2015-04-13
发明人： Anthony David Guido , Melanie Ann Soranno , Jeffrey John Parker , Amanda Jane Holcomb , Richard Andrew Starbuck , James Kevin Cobb , Dariane Katinka Hunt , Jay G. Frater , Robert Osmer
IPC分类号： G06Q20/10
CPC分类号： G06Q20/108 , G06F3/017
摘要： Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.
摘要翻译： 本发明的实施例涉及用于简化客户金融和客户货币管理平台并提供电子财务管理的系统，方法和计算机程序产品。 示例性装置可以被配置为提供对与至少一个数据库接口的资金转账管理门户的访问，以访问客户的财务信息，以用于呈现与由金融机构维护的客户账户中的至少一个相关联的账户活动。 系统收到查看帐户活动的请求，其中请求指定用于查看帐户活动的格式。 响应于接收到请求，系统检索与至少一个帐户相关联的一个或多个资金转账相关的数据，并以所请求的格式显示帐户活动以查看账户活动。
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6.发明申请公开(公告)号：US20160300197A1
公开(公告)日：2016-10-13
申请号：US14685462
申请日：2015-04-13
发明人： Anthony David Guido , Melanie Ann Soranno , Jeffrey John Parker , Amanda Jane Holcomb , Richard Andrew Starbuck , James Kevin Cobb , Dariane Katinka Hunt , Jay G. Frater , Robert Osmer
IPC分类号： G06Q20/10 , G06F3/0484 , G06F3/0482
CPC分类号： G06Q20/10 , G06F3/0482 , G06F3/04842 , G06F17/243 , G06F2203/04803
摘要： An intuitive layout of a user-interface, otherwise referred to as a GUI or digital form, within a platform for managing fund transfers. The invention provides for customers to select a transferor account and a transferee account and/or recipient and, in response to selection, be presented with display of transfer options that are specific to the transfer type and/or transfer accounts. Moreover, the transfer information that is displayed is positioned within the user-interface so as to provide the customer with a clear indication of what information needs to be inputted or otherwise selected to manage the transfer of funds. As such the present invention provides a consolidated and simplified approach to managing fund transfer requests; thus making it easy for customers to conduct and schedule fund transfers.
摘要翻译： 在用于管理资金转移的平台内的用户界面的直观布局，否则称为GUI或数字形式。 本发明提供客户选择转让人账户和受让人帐户和/或接收方，并且响应于选择，呈现特定于转移类型和/或转账账户的转账选项的显示。 此外，显示的传送信息位于用户界面内，以向客户提供需要输入或以其他方式选择的信息以便管理资金的转移的明确指示。 因此，本发明提供了一种综合和简化的管理资金转移请求的方法; 从而使客户容易进行和安排资金转移。
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