System for Associating Financial Transaction Data with User's Project Data
AssigneeJPMorgan Chase Bank, N.A.
InventorMarcia Keld
Life of this patent
Estimating the term…
Abstract
This invention relates to an expense reporting system for viewing and manipulating a user's financial transaction data and a method for associating financial transaction data with a user's project data. The system includes a user's financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display; and an expense reporting module having a graphical user interface (GUI) that allows a user to define project category data and associate representations of the user's financial data with the user-defined project category data.
Claims22
An expense reporting system for viewing and manipulating a user's financial transaction data, comprising:
- a user's financial transaction data hosted in a data storage unit, addressable on a network, and accessible by a remote user on a user interface unit having a user input means and a display;
- an expense reporting module having a graphical user interface (GUI), the expense reporting module comprising:
- a transaction retrieval component operable to access the user's financial transaction data and generate representations thereof viewable by a user on the user interface unit display;
- a category generation engine operable to generate user-defined project category data and representations thereof viewable to a user on the user interface unit display;
- a transaction categorization engine operable to associate selected ones of the user's financial transaction data representations with one or more of the user-defined project category data representations;
- a GUI generation engine operable to express a graphical arrangement of the selected ones of the user's financial transaction representations associated with the one or more user-defined project category data representations on the user interface unit display;
- and
- a data record generation engine operable to convert the graphical arrangement into a data record, wherein the data record is in a form suitable for at least one of review, storage, modification analysis, or exportation.
12-30. (canceled)
Dependencies are inferred from the claim text.