Invention Grant
- Patent Title: System and method for data management and financial transaction categorization
- Patent Title (中): 数据管理和金融交易分类的系统和方法
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Application No.: US12324581Application Date: 2008-11-26
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Publication No.: US08170932B1Publication Date: 2012-05-01
- Inventor: Matthew Krakowiecki , Pearl Kolling , Jack Mackouse , Kevin Rhein , Elizabeth Hoople , Kathy Yee
- Applicant: Matthew Krakowiecki , Pearl Kolling , Jack Mackouse , Kevin Rhein , Elizabeth Hoople , Kathy Yee
- Applicant Address: US CA San Francisco
- Assignee: Wells Fargo Bank, N.A.
- Current Assignee: Wells Fargo Bank, N.A.
- Current Assignee Address: US CA San Francisco
- Agency: Foley & Lardner LLP
- Main IPC: G07B17/00
- IPC: G07B17/00 ; G06F17/60

Abstract:
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.
Information query