发明名称 SYSTEM AND METHOD FOR DATA MANAGEMENT AND FINANCIAL TRANSACTION CATEGORIZATION
摘要 A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.
申请公布号 US2013013469(A1) 申请公布日期 2013.01.10
申请号 US201213619901 申请日期 2012.09.14
申请人 WELLS FARGO BANK, N.A.;KRAKOWIECKI MATTHEW;KOLLING PEARL;MACKOUSE JACK;RHEIN KEVIN;HOOPLE ELIZABETH;YEE KATHY 发明人 KRAKOWIECKI MATTHEW;KOLLING PEARL;MACKOUSE JACK;RHEIN KEVIN;HOOPLE ELIZABETH;YEE KATHY
分类号 G06Q40/00 主分类号 G06Q40/00
代理机构 代理人
主权项
地址