The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Dec. 25, 2018
Filed:
Apr. 13, 2015
Bank of America Corporation, Charlotte, NC (US);
Anthony David Guido, Corona, CA (US);
Melanie Ann Soranno, Salem, NY (US);
Jeffrey John Parker, Fort Mill, SC (US);
Amanda Jane Holcomb, Charlotte, NC (US);
Richard Andrew Starbuck, Walnut Creek, CA (US);
James Kevin Cobb, Napa, CA (US);
Dariane Katinka Hunt, Concord, MA (US);
Jay G. Frater, Madison, WI (US);
Robert Osmer, Charlotte, NC (US);
Bank of America Corporation, Charlotte, NC (US);
Abstract
Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.