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. 13, 2011

Filed:

Jan. 25, 2008
Applicants:

Charles Shieh, Cupertino, CA (US);

Stephanie Martini, Leeds, UT (US);

Jan Panero Benway, San Carlos, CA (US);

Miriam Nga-shun VU, San Francisco, CA (US);

Inventors:

Charles Shieh, Cupertino, CA (US);

Stephanie Martini, Leeds, UT (US);

Jan Panero Benway, San Carlos, CA (US);

Miriam Nga-Shun Vu, San Francisco, CA (US);

Assignee:

Intuit Inc., Mountain View, CA (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G07B 17/00 (2006.01); G07F 19/00 (2006.01); G06Q 20/00 (2006.01); G06F 15/02 (2006.01); G07C 1/10 (2006.01);
U.S. Cl.
CPC ...
Abstract

A method for upgrading from a stand-alone product to an integrated financial product, that includes generating a plurality of product accounts associated with a user of the stand-alone product, modifying, while using the stand-alone product, the plurality of product accounts with financial transaction data associated with the user, activating the integrated financial product after modifying the plurality of product accounts, and accessing the financial transaction data using a financial module of the integrated financial product, wherein functionality provided by the stand-alone product is distinct from functionality provided by the financial module.


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