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:
Sep. 14, 2010
Filed:
Jul. 24, 2000
Venkatachari Dilip, Cupertino, CA (US);
Sanjeev Dheer, Scarsdale, NY (US);
Venkatachari Dilip, Cupertino, CA (US);
Sanjeev Dheer, Scarsdale, NY (US);
CashEdge, Inc., New York, NY (US);
Abstract
A system analyzes multiple financial accounts having a common account holder and identifies a particular attribute, such as interest rate, associated with each of the multiple financial accounts. The system then makes a determination regarding whether an adjustment of funds among the multiple financial accounts would benefit the account holder. If the adjustment of funds would benefit the account holder, then recommending the adjustment of funds to the account holder and offering to perform the recommended adjustment of funds. The system executes the adjustment of funds if the account holder accepts the offer to perform the recommended adjustment of funds.