Intuit, Inc.

Ingenix, Inc.

Matthew James Homier

Lisa Herrup Rogers

Thomas E Hurlbutt

Beth Goldman

Jose M Resendiz

Craig M Lasalle

Craig A Heath

Ellen Linardi

Lavanya Elangovan

Maureen Costello

Hetal A Soni

Patricia Keaney

Adam Lee

Mark Robert Shulman

Derrick Ruyoung Chao

Srinivas Singampalli

Trevor D Dryer

Patricia Powell

Katherine A Welker

Marilyn Hollinger

One or more financial accounts associated with a user are designated for balance monitoring and balance display. Balance increments are then defined and a unique balance indicator image, symbol, or display, is associated with each defined balance increment. One or more websites, and/or applications, are then designated to display the balance indicator images, symbols, or displays, and whenever one of the designated websites or applications is accessed, data indicating a current balance in the designated one or more financial accounts is obtained. The current balance amount is then encoded using the appropriate balance indicator image, symbol, or display, and the appropriate balance indicator image, symbol, or display, is displayed on a display device associated with the user computing system as part of, on, in, or through, the accessed designated website or application.

Method and system for secure syndicated balance display

Systems, methods and articles of manufacture for a computerize method of providing financial management to a user by integrating financial data from a plurality of sources such as online financial services. The system analyzes the financial data from a plurality of sources together to determine financial transactions beneficial to the user, and executes the financial transactions. The system may also analyze a user's transactional history among multiple accounts to identify and predict recommended financial transactions to the user. This provides an integrated solution for linking and coordinating multiple online banking services which previously had no operational link.

Methods and systems for integrated and automated financial services

Systems, computerized methods and computer program products for alerting consumers during on-line transactions. A consumer utilizes a browser executing on a computer to begin an on-line transaction. An add-on such as a plug-in to the browser detects that the consumer has begun an on-line transaction. The add-on accesses an account of the consumer hosted by a financial management system and compares alert criteria and data of the on-line transaction and before the on-line transaction is completed, generates an alert that is displayed to the consumer if execution of the on-line transaction would generate a pre-determined result relative to the alert criteria, e.g., if the transaction causes the consumer to go over budget or a bank account balance would drop below a certain level. The alert can be a passive notification or an active alert that invokes a waiting or cooling off period or prevents the consumer from completing the transaction.

Real-time alert during on-line transaction

Systems and methods for adding a payee to a user's list of payees in an online bill payment system provided by a financial institution. The online bill payment system accesses financial data of the user from a personal finance management application or a financial institution. The financial data is analyzed by a computer to identify payees of the user. The bill payment system determines if it has payment information for the identified payee, and adds the payee to the user's list of payees. Alternatively, the financial data may be accessed and aggregated by a personal finance management application and then analyzed by a computer to identify a payee. Then the identified payee is communicated to the online bill payment system, which adds the identified payee to the user's list of payees.

Methods and systems for automatic bill pay setup for online bill pay systems

A method for managing insurance claim data across insurance policies involves identifying a first insurance claim data and a second insurance claim data using pattern recognition on multiple insurance claim data associated with an insured party, where the first insurance claim data and the second insurance claim data are associated with a single insurance claim of the insured party, where the first insurance claim data is further associated with a first insurance policy, and where the second insurance claim data is further associated with a second insurance policy. The method further involves determining a financial responsibility of the insured party for the single insurance claim based on the first insurance claim data and the second insurance claim data, and presenting the financial responsibility in a graphical user interface (GUI).

Managing insurance claim data across insurance policies

A method for managing insurance claim data involves identifying a first insurance claim data and a second insurance claim data using pattern recognition on multiple insurance claim data associated with an insured party, where the first insurance claim data and the second insurance claim data are associated with a single insurance claim associated with the insured party, where the second insurance claim data is later in time than the first insurance claim data, and where the second insurance claim data includes a modification of the single insurance claim relative to the first insurance claim data. The method further involves determining a financial responsibility of the insured party for the single insurance claim based on the second insurance claim data, and presenting the first insurance claim data, the second insurance claim data, and the financial responsibility in a graphical user interface (GUI).

Managing insurance claim data

A method and mechanism identify various discrepancies that commonly arise when downloading transactional data from one database to another, and provide an ordered sequence of user interface tools to correct each type of discrepancy.

Intelligent reconciliation of database transfer errors

A method for presenting health care cost-saving opportunities to a health care consumer, the method including obtaining health care data and financial data associated with the health care consumer, identifying a plurality of health care cost-saving opportunities for the healthcare consumer using the health care data and the financial data, and presenting the plurality of health care cost-saving opportunities to the health care consumer in a user interface (UI).

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San Francisco, CA, United States of America

Matthew James Homier