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:
Dec. 12, 2023

Filed:

May. 20, 2021
Applicant:

Wells Fargo Bank, N.a., San Francisco, CA (US);

Inventors:

Joseph Neil Johansen, Rock Hill, SC (US);

Leonardo E. Gonzalez, Charlotte, NC (US);

Patrick L Wilde, Charlotte, NC (US);

Christian P. Krobisch, Charlotte, NC (US);

Assignee:

Wells Fargo Bank, N.A., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/02 (2023.01);
U.S. Cl.
CPC ...
G06Q 40/02 (2013.01);
Abstract

Various examples described herein are directed to systems and methods for generating a financial account statement. First financial data associated with a first financial account statement for a customer is received, Second financial data associated with a second financial account statement for the customer is received. The first financial data may be from an earlier financial account statement. Changes between the first financial data and the second financial data are determined. Highlighted changes to augment based on preferences of the customer and the determined changes are determined. Content associated with the highlighted changes is determined. The second financial account statement is created based on the second financial data. The content associated with the highlighted changes is linked in the second financial account statement.


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