# US 8,751,385 B1 · Financial email > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 8,751,385 B1 - Document ID: US8751385B1 - Status: Granted - Kind: B1 - Application number: 12/120,995 - Filed: 2008-05-15 - Granted: 2014-06-10 - Earliest claimed: 2008-05-15 - Assignees: The PNC Financial Services Group, Inc. - Applicants: Michael A. Chapman; Hyun Jin Ko; Rodney H. Monson; Mark A. Jones; Bryan L. Mackrell; Thomas S. Kunz - Inventors: Michael A. Chapman; Hyun Jin Ko; Rodney H. Monson; Mark A. Jones; Bryan L. Mackrell; Thomas S. Kunz - Web page: https://patentgrep.com/patent/US8751385B1 ## CPC - G06Q 40/02: Banking, e.g. interest calculation or account maintenance (credit or loans G06Q40/03) - G06Q 10/107: Computer-aided management of electronic mailing [e-mailing] - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A user interface hosted by a financial institution. The user interface is accessible via a communication network by a first user using a client device and includes at least one first screen for managing financial transactions of the first user. The user interface further includes a second screen for conducting email communication between the first user and at least one party other than the financial institution. ## Claims ### Claim 1 A user interface having an integrated email service hosted by a financial institution, the user interface accessible via a communication network by a first user using a client device, the user interface comprising: at least one first screen within the user interface for managing financial transactions of the first user; and a second screen within the user interface for conducting email communication between the first user and at least one party other than the financial institution, wherein the second screen comprises: a first list comprising at least one email received from a billing party by the first user, wherein the at least one email comprises an identity of the billing party, and a second list comprising a tag that is representative of the billing party and selectively associable with the at least one email received from the billing party using a drag and drop operation; wherein selective association of the tag with the at least one email received from the billing party on the second screen causes an indication of a corresponding financial transaction between the first user and the billing party to be provided on the at least one first screen. ### Claim 2 (depends on 1) The user interface of claim 1, wherein the second screen is for conducting email communication between the first user and the financial institution. ### Claim 3 (depends on 1) The user interface of claim 1, wherein the email associated with the tag comprises indicia representative of a status of the financial transaction. ### Claim 4 (depends on 3) The user interface of claim 3, wherein the indicia comprises a green color to represent a completed transaction. ### Claim 5 (depends on 3) The user interface of claim 3, wherein the indicia comprises a blue color to represent a scheduled transaction. ### Claim 6 (depends on 3) The user interface of claim 3, wherein the indicia comprises a red color to represent a late transaction. ### Claim 7 (depends on 1) The user interface of claim 1, wherein each email contained in the first list includes graphical indicia identifying a sender. ### Claim 8 (depends on 1) The user interface of claim 1 comprising an email address issued to the first user by the financial institution. ### Claim 9 (depends on 1) The user interface of claim 1 wherein the at least one first screen is selected from the group consisting of a financial calendar screen, an account detail screen, a bill scheduling screen, a payment screen, and an alert screen. ### Claim 10 (depends on 1) The user interface of claim 1 wherein selectively associating the tag with the at least one email received from the billing party on the second screen automatically provides a calendar-based indication of the corresponding financial transaction between the first user and the billing party on a financial calendar screen. ### Claim 11 (depends on 1) The user interface of claim 1 wherein selectively associating the tag with the at least one email received from the billing party on the second screen automatically provides a bill payment indication of the corresponding financial transaction between the first user and the billing party on a bill payment screen. ### Claim 12 (depends on 1) The user interface of claim 1 wherein selectively associating the tag with the at least one email received from the billing party on the second screen automatically provides a bill scheduling indication of the corresponding financial transaction between the first user and the billing party on a bill scheduling screen. ### Claim 13 (depends on 1) The user interface of claim 1 wherein selectively associating the tag with the at least one email received from the billing party on the second screen automatically provides an indicia representative of a status of the financial transaction by coloring the email received from the billing party. ### Claim 14 A system comprising: a network-enabled client device associated with a first user of a financial institution, wherein the client device includes a display; and a user interface having an integrated email service hosted by a financial institution, the user interface accessible via a communication network using the client device, wherein the user interface comprises: at least one first screen within the user interface for managing financial transactions of the first user; and a second screen within the user interface for conducting email communication between the first user and at least one party other than the financial institution; wherein the second screen comprises: a first list comprising at least one email received from a billing party by the first user, wherein the email comprises an identity of the billing party, and a second list comprising a tag that is representative of the billing party and selectively associable with the at least one email received from the billing party using a drag and drop operation; wherein selective association of the tag with the at least one email received from the billing party on the second screen causes an indication of a corresponding financial transaction between the first user and the billing party to be provided on the at least one first screen. ### Claim 15 (depends on 14) The system of claim 14, wherein the second screen is for conducting email communication between the first user and the financial institution. ### Claim 16 (depends on 14) The system of claim 14, wherein the email associated with the tag comprises indicia representative of a status of the financial transaction. ### Claim 17 (depends on 16) The system of claim 16, wherein the indicia comprises a green color to represent a completed transaction. ### Claim 18 (depends on 16) The system of claim 16, wherein the indicia comprises a blue color to represent a scheduled transaction. ### Claim 19 (depends on 16) The system of claim 16, wherein the indicia comprises a red color to represent a late transaction. ### Claim 20 (depends on 14) The system of claim 14, wherein each email contained in the first list includes graphical indicia identifying a sender.