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US 8,712,875 B2Granted
System and method 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 a 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 using a portable electronic device.
Claims20
A system for viewing and manipulating a user's financial transaction data, the system comprising:
- an electronic device connected to a wireless data network, the electronic device comprising a processor and a data storage unit configured to address a remote data storage unit in order to receive financial transaction data;
- user input means and a display associated with the electronic device;
- a notification component configured to present a notification to the user on the display, the notification comprising a first option and a second option;
- and
- selection tools for selecting an option;
- wherein selection of at least one option will cause the processor to execute an application comprising the following:
- a transaction retrieval component configured to access the user's financial transaction data and generate representations thereof,
- a category generation engine configured to generate user-defined project category data and representations thereof viewable to a user on the display,
- a transaction categorization engine configured to associate a percentage or portion of the user's financial transaction data representations for a single transaction with one or more of the user-defined project category data representations, and
- a data record generation engine configured create a data record containing the user's financial transaction data and the user-defined project category data, wherein the data record is in a form suitable for at least one of:
- review, storage, modification, analysis, and exportation.
8 more elements
A computer implemented method for expense reporting, the method comprising:
- accessing, using an electronic device connected to a wireless data network, a user's financial transaction data, the electronic device comprising the following:
- a processor,
- a data storage unit configured to address a remote data storage unit in order to receive financial transaction data,
- a user input means, and
- a display;
- presenting a notification to the user on the display, the notification comprising two or more options;
- selecting at least one option via the user input means;
- directly accessing the user's financial transaction data;
- displaying representations of the user's financial transaction data on the display of the electronic device;
- defining project category data and generating representations thereof on the display of the electronic device;
- associating a percentage or portion of the user's financial transaction data for a single transaction with user-defined project category data;
- and
- creating a data record having the user's financial transaction data and user-defined project category data, wherein the data record is in a form suitable for at least one of:
- review, storage, modification, analysis, and exportation.
11 more elements
Dependencies are inferred from the claim text.