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:
Mar. 02, 2010

Filed:

Oct. 27, 2000
Applicants:

Srihari Kumar, Santa Clara, CA (US);

Satyen Desai, San Bruno, CA (US);

John Kelley, Palo Alto, CA (US);

Blake Earl Hayward, Redwood Shores, CA (US);

Jenny Scott, Redwood Shores, CA (US);

Senthil Kumar Pandurangan, San Jose, CA (US);

Inventors:

Srihari Kumar, Santa Clara, CA (US);

Satyen Desai, San Bruno, CA (US);

John Kelley, Palo Alto, CA (US);

Blake Earl Hayward, Redwood Shores, CA (US);

Jenny Scott, Redwood Shores, CA (US);

Senthil Kumar Pandurangan, San Jose, CA (US);

Assignee:

Yodlee.com, Inc., Redwood City, CA (US);

Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/99 (2006.01);
U.S. Cl.
CPC ...
Abstract

A software suite for enabling viewing and manipulation of multiple categories of aggregated data compiled from a plurality of data sources and accessible through a single interface operated on a data-packet-network is provided. The data sources are available for direct network-access through multiple access points available from within the interface. The software suite comprises, a calendar module having at least one display interface for enabling viewing and manipulation of time and date-sensitive calendar data, a transaction module having at least one display interface for enabling viewing and manipulation of financially oriented account data, a portfolio tracking module having at least one display interface for enabling viewing and manipulation of investment oriented account data, a net-worth reporting module having at least one display interface for displaying a solution-oriented net-worth report compiled from the aggregated data, a bill-payment module having at least one display interface for enabling viewing and initiation of payment action regarding current billing data and an account-alert module having at least one display interface for reporting time and event sensitive account alerts related to changes in account data due to occurring events or pre-configured time parameters.


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