System and method for intelligently interfacing with financial information
AssigneeCapital One Services, LLC
InventorDavid Aaron Pinski
Life of this patent
Estimating the term…
Abstract
A system and method for interfacing with financial information. The system includes a touch screen display. The touch-screen display includes a plurality of logical regions. Each one of the plurality of logical regions includes content that is expandable based on a user selection. The system also includes logic to associate a plurality of a user's financial data of a predetermined type with each one of the logical regions. The system further includes logic to vary an amount of the associated financial data displayed on the display based on a first type of user selection of one of the logical regions.
Claims20
A method for executing a financial transaction request, the method comprising:
- displaying a first logical region of a user interface, the first logical region being associated with one or more user financial accounts of a user and having first predetermined boundaries within the user interface;
- displaying a second logical region of the user interface, the second logical region being associated with transactional data of the user and having second predetermined boundaries within the user interface, the second predetermined boundaries non-overlapping with respect to the first predetermined boundaries;
- receiving a user input corresponding to selection of a portion of the first logical region and a portion of the second logical region;
- associating a selected user financial account of the one or more user financial accounts corresponding to the selected portion of the first logical region with a selected transaction corresponding to the selected portion of the second logical region;
- and
- initiating a financial transaction using the selected user financial account in correspondence to the selected transaction.
A method for executing a financial transaction request, the method comprising:
- displaying a first logical region of a user interface, the first logical region being associated with one or more user financial accounts of a user and having first dynamic boundaries that adjust based on user input, the first logical region comprising:
- a first logical subregion comprising a first subset of account information associated with a first financial account of the one or more user financial accounts and having first predetermined boundaries disposed within the first dynamic boundaries, and
- a second logical subregion comprising a second subset of account information associated with a second financial account of the one or more user financial accounts and having second predetermined boundaries disposed within the first dynamic boundaries;
- displaying a second logical region of the user interface, the second logical region having second dynamic boundaries disposed within the user interface, the second dynamic boundaries being non-overlapping with respect to the first dynamic boundaries and configured to adjust based on the user input;
- receiving the user input corresponding to selection of the first and second logical subregions;
- associating the first financial account corresponding to the first subset of account information with the second financial account corresponding to the second subset of account information;
- and
- initiating a financial transaction between the first financial account and the second financial account.
A system comprising:
- one or more processors;
- and
- memory storing instructions that, when executed by the one or more processors, cause the system to:
- display a first logical region of a user interface, the first logical region having first boundaries within the user interface and being associated with one or more user financial accounts of a user;
- display a second logical region of the user interface, the second logical region being associated with transactional data of the user and having second boundaries within the user interface, the second boundaries non-overlapping with respect to the first boundaries;
- responsive to receiving a first user input corresponding to selection of a portion of the first logical region, transition the first logical region between (i) a first general configuration displaying comparatively general account information of the one or more user financial accounts and (ii) a first specific configuration displaying comparatively specific account information of at least one of the one or more user financial accounts;
- and
- responsive to receiving a second user input corresponding to selection of a portion of the second logical region, transition the second logical region between (i) a second general configuration displaying comparatively general transactional information of the transactional data and (ii) a second specific configuration displaying comparatively specific transactional information of at least one transaction corresponding to the transactional data.
Dependencies are inferred from the claim text.