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US 2010/0169168 A1Published application
Categorization of Summarized Information
AssigneeYodlee.com, Inc.
InventorRamakrishna Satyavolu
Life of this patent
Estimating the term…
Abstract
A system for categorizing transactions includes a collection function gathering information concerning transactions, including at least date, description and amount of the transactions, for a particular person or enterprise, and a processing function categorizing individual ones of the collected transactions according to at least part of the transaction description.
Claims18
A system for sorting and reporting financial transaction information, comprising;
- a collector function executing from a machine-readable medium, the collector function navigating to one or more network information sites and retrieving therefrom transaction information associated with a specific person or enterprise, the transaction information including at least date, description and amount of the transactions;
- an input function enabling a user to provide to the system a request for a summary of transactions over a specific range of dates, according types of transactions;
- a processing function parsing the collected transaction descriptions for determining purpose of transaction, using pre-stored description characteristics associated with purpose, and summarizing those transactions that meet the purpose and fall into the date range;
- and
- a reporting function for reporting the summarized transactions.
2 more elements
A method for sorting and reporting financial transaction information, comprising;
- (a) navigating to one or more network information sites by a collector function executing from a machine-readable medium, and retrieving therefrom transaction information associated with a specific person or enterprise, the transaction information including at least date, description and amount of the transactions;
- (b) providing by a user to the system through an input function a request for a summary of transactions over a specific range of dates, according types of transactions;
- (c) parsing the collected transaction descriptions by a processing function, determining purpose of transaction, using pre-stored description characteristics associated with purpose, and summarizing those transactions that meet the purpose and fall into the date range;
- and
- (d) reporting the summarized transactions by a reporting function.
2 more elements
Dependencies are inferred from the claim text.