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.

Date of Patent:
Jan. 29, 2019

Filed:

Jan. 13, 2016
Applicant:

Sourcecode Technology Holdings, Inc., Bellevue, WA (US);

Inventors:

Michael Fuentes Morse, Snoqualmie, WA (US);

Rénier Britz, Snoqualmie, WA (US);

Olaf Alexander Wagner, Issaquah, WA (US);

David Jonathan Marcus, Bellevue, WA (US);

Johan Willem van Heerden, Snoqualmie, WA (US);

Adriaan van Wyk, Snoqualmie, WA (US);

Anthony Thomas Petro, Denver, CO (US);

Assignee:
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G07B 17/00 (2006.01); G06Q 40/00 (2012.01); G06F 3/0484 (2013.01); G06F 3/0482 (2013.01); G06F 17/22 (2006.01); G06Q 10/10 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/12 (2013.12); G06F 3/0482 (2013.01); G06F 3/04842 (2013.01); G06F 17/2247 (2013.01); G06Q 10/10 (2013.01);
Abstract

A system, method, and apparatus for managing expense reports are disclosed. An example apparatus includes an aggregation interface configured to receive, from a financial entity, a defined account data subset of account data related to a financial transaction of a user and a defined transaction data subset of transaction data of the financial transaction. The example apparatus also includes a secure transaction engine configured to create an expense object that includes the defined account data subset and the defined transaction data subset and display information from the expense object within a first graphical user interface in conjunction with information from other expense objects related to the user. The secure transaction engine is also configured to create an expense report that includes an expense object selected by the user and selectively excludes the other expense objects to shield the other expense objects from being accessible or viewed by a third-party.


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