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. 16, 2025
Filed:
Aug. 24, 2022
Truist Bank, Charlotte, NC (US);
James Harrison Creager, Raleigh, NC (US);
Truist Bank, Charlotte, NC (US);
Abstract
A method for generating a transaction forecast is provided. The method includes accessing a forecast transaction template that defines forecast animation features of the transaction forecast. The method further includes predicting a set of recurring and expected charges at a client account and detecting a triggering event of transactions at the client account, wherein the triggering event is defined in the forecast transaction template. Additionally, the method includes identifying at least one additional transaction event relevant to the transaction forecast. Further, the method includes constructing a timeline of the set of expected charges, the at least one additional transaction event, and the triggering event and generating the transaction forecast including an animation of the additional transaction events, the set of expected charges, and the triggering event in the timeline.