发明名称 ACTIVITY REVIEW FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM
摘要 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.
申请公布号 US2015088715(A1) 申请公布日期 2015.03.26
申请号 US201314032653 申请日期 2013.09.20
申请人 BANK OF AMERICA CORPORATION 发明人 Votaw Elizabeth S.;Bondesen Laura Corinne;Calman Matthew A.;Dintenfass Katherine;Jones Candice Michelle;Aweida Charles Karim;Bossier Parker Holt;Chen Rebecca A.;Kumar Nandhita;Zhao Min
分类号 G06Q50/00;G06Q40/00 主分类号 G06Q50/00
代理机构 代理人
主权项 1. A system comprising: a memory device having computer readable program code store thereon; and a processing device operatively coupled to the memory device, wherein the processing device is configured to execute the computer readable program code to: receive an indication to identify and aggregate activity information for one or more activities over a time period;identify the one or more activities that meet the time period;aggregate the activity information for the one or more activities, wherein aggregating the activity information comprises: aggregating the activity information related to locations involved in the one or more activities;aggregating the activity information related to social relationships involved in the one or more activities;aggregating the activity information related to entities involved in the one or more activities; andaggregating the activity information related to categories involved in the one or more activities; anddisplay the aggregated activity information for the one or more activities related to the locations, the social relationships, the entities, and the categories in an interface.
地址 Charlotte NC US