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US 2009/0024499 A1Published application
Displays containing flagged data
AssigneeFirst Data Corporation
InventorRobert Harry Ribble
Life of this patent
Estimating the term…
Abstract
Tools to provide visibility into a variety of financial transactions, and in particular aspects, financial transactions involving financial cards, such as debit cards and credit cards. Such tools can allow for authorized users (such as executives of card issuers, and the like) to view information about accounts that meet certain criteria. Merely by way of example, a user can select accounts that have undertaken (or attempted) a certain type of transaction and/or have had a transaction denied (such as a denial for improper PIN, exceeding withdrawal and/or spending limits, etc.) and/or view additional information about those accounts.
Claims31
A method of providing access to data about usage of financial instruments, the method comprising:
- maintaining a database comprising a plurality of records pertaining to a plurality of transactions involving a plurality of financial card accounts, wherein the plurality of records comprises a first record pertaining to a first transaction involving a first financial card account and a second record pertaining to a second transaction involving a second financial card account;
- providing a user interface for a user to view data about the plurality of transactions;
- providing for the user interface to display a set of summary information about the plurality of transactions;
- receiving, via the user interface, a selection of a type of transaction and a selection of a period of interest;
- accessing the database to obtain a set of data about transactions of the selected type over the selected period of interest;
- providing for the user interface to display, for the user, a plurality of transaction summaries comprising a first transaction summary and a second transaction summary, the first transaction summary displaying summary data about a first set of transactions occurring within a first subperiod of the selected period of interest, the first transaction summary comprising a plurality of fields that display aggregate data about the first set of transactions;
- receiving, via the user interface, a selection of the first transaction summary;
- generating, based on the selection of the first transaction summary, a query of the database for records pertaining to transactions of the selected type that occurred within the first subperiod;
- providing, in response to the selection of the first transaction summary, for the user interface to display a set of results of the query, wherein the display of the set of results comprises a display of a plurality of transaction detail entries, each of the plurality of transaction detail entries pertaining to one of the transactions in the first plurality of transactions, the plurality of transactions comprising the first transaction;
- receiving, via the user interface, a selection of one or more of the transaction detail entries;
- and
- providing for the display, via the user interface and in response to the selection of one or more transaction detail entries, of one or more sets of account information, each set of account information pertaining to a financial card account involved in one of the selected transaction detail entries, the one or more sets of account information comprising a first set of account information about the first financial card account, the first set of account information comprising a card status of the first financial card account and a cardholder name of the first financial card account.
9 more elements
A method of providing access to data about usage of financial instruments, the method comprising:
- maintaining a database comprising a plurality of records pertaining to a plurality of transactions involving a plurality of financial accounts, each financial account having associated therewith a financial instrument, wherein the plurality of records comprises a first record pertaining to a first transaction involving a first financial instrument and a second record pertaining to a second transaction involving a second financial instrument;
- providing a user interface for a user to view data about the plurality of transactions;
- receiving, via the user interface, a selection of a type of transaction;
- accessing the database to obtain a set of data for the selected type of transaction;
- providing for the user interface to display, for the user, information about one or more transactions of the selected type, the one or more transactions comprising the first transaction;
- receiving, via the user interface, a request to view account information about the first transaction;
- providing, in response to the selection of one or more transaction detail entries, for the user interface to display a set of account information about the first financial account.
4 more elements
A system for providing access to data about usage of financial instruments, the system comprising:
- a database comprising a plurality of records pertaining to a plurality of transactions involving a plurality of financial accounts, each financial account having associated therewith a financial instrument, wherein the plurality of records comprises a first record pertaining to a first transaction involving a first financial instrument and a second record pertaining to a second transaction involving a second financial instrument;
- one or more processors in communication with the database;
- and
- a computer readable storage medium having encoded thereon a computer program, the computer program comprising a set of instructions executable by the processor to perform a set of operations, the set of instructions comprising:
- instructions for providing a user interface for a user to view data about the plurality of transactions;
- instructions for receiving, via the user interface, a selection of a type of transaction;
- instructions for accessing the database to obtain a set of data for the selected type of transaction;
- instructions for providing for the user interface to display, for the user, information about one or more transactions of the selected type, the one or more transactions comprising the first transaction;
- instructions for receiving, via the user interface, a request to view additional detail about the first transaction;
- and
- instructions for providing, in response to the selection of one or more transaction detail entries, for the user interface to display a set of account information about the first financial account.
8 more elements
A computer readable storage medium having encoded thereon a computer program, the computer program comprising a set of instructions executable by a computer system to perform a set of operations, the set of instructions comprising:
- instructions for providing a user interface for a user to view data about the plurality of transactions;
- instructions for receiving, via the user interface, a selection of a type of transaction;
- instructions for accessing the database to obtain a set of data for the selected type of transaction;
- instructions for providing for the user interface to display, for the user, information about one or more transactions of the selected type, the one or more transactions comprising the first transaction;
- instructions for receiving, via the user interface, a request to view additional detail about the first transaction;
- and
- instructions for providing, in response to the selection of one or more transaction detail entries, for the user interface to display a set of account information about the first financial account.
4 more elements
Dependencies are inferred from the claim text.