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    Activity list filters for a financial and social management system
    6.
    发明授权
    Activity list filters for a financial and social management system 有权
    财务和社会管理系统的活动列表过滤器

    公开(公告)号：US09323852B2

    公开(公告)日：2016-04-26

    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 ,  G06Q40/02 ,  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 HISTORY FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM
    7.
    发明申请
    ACTIVITY HISTORY FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM 审中-公开
    财务和社会管理系统的活动历史

    公开(公告)号：US20150088716A1

    公开(公告)日：2015-03-26

    申请号：US14032655

    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 identifies activity history for a location or time period in the past, and displays the activities, activity information, and images for the location or time period in the in past in an activity history interface. At least a portion of the activity history may be shared with other users, and offers may be shared based on the activity history.

    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识别过去位置或时间段的活动历史记录，并且在活动历史界面中显示过去的位置或时间段的活动，活动信息和图像。 活动历史的至少一部分可以与其他用户共享，并且可以基于活动历史共享优惠。

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