发明名称 SYSTEM AND METHOD FOR FINANCIAL MANAGEMENT
摘要 The present teaching relates to methods, systems, and programming for financial management. In an example, a method for performing financial management is presented. A first set of rules associated with a first access credential to an account and a second set of rules associated with a second access credential to the account are provided. The second set of rules is at least partially different from the first set of rules. A determination is made whether the access credential received from a first user matches the first access credential. A first request related to the first user with respect to a transaction is received, and information regarding the transaction is extracted. At least one action is determined with respect to the first request based on the information and the first set of rules.
申请公布号 EP3095085(A1) 申请公布日期 2016.11.23
申请号 EP20150735393 申请日期 2015.01.12
申请人 LEE, PATRICIA 发明人 LEE, PATRICIA
分类号 G06Q30/06 主分类号 G06Q30/06
代理机构 代理人
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