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:
Mar. 30, 2021
Filed:
Jan. 12, 2015
Patricia Lee, New York, NY (US);
Patricia Lee, New York, NY (US);
Other;
Abstract
The present teaching relates to methods, systems, and programming for financial management. In an example, a method for performing financial management is presented. A first set of rules associated with a first access credential to an account and a second set of rules associated with a second access credential to the account are provided. The second set of rules is at least partially different from the first set of rules. A determination is made whether the access credential received from a first user matches the first access credential. A first request related to the first user with respect to a transaction is received, and information regarding the transaction is extracted. At least one action is determined with respect to the first request based on the information and the first set of rules.