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:
Feb. 09, 2021
Filed:
Nov. 26, 2014
Intuit Inc., Mountain View, CA (US);
Marni Berger, Belmont, CA (US);
Joseph William Wells, III, San Carlos, CA (US);
Ariege Misherghi, San Jose, CA (US);
Kristin Ann Carter, San Jose, CA (US);
Aaron Brady, McKinney, TX (US);
Soojin Jeong Lim, Saratoga, CA (US);
Intuit inc., Mountain View, CA (US);
Abstract
A system and method for managing alerts analyzes financial data received from multiple sources according to financial rules associated with a client consumer. Financial data not meeting one or more conditions of the financial rules is organized and presented to a financial professional managing the financial data on behalf of the client consumer. Some conditions of some financial rules are learned, based on events relating to the financial data. Some financial rules are performed for more than one client, while others are specific to a particular client.