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:
Oct. 22, 2013

Filed:

Oct. 24, 2012
Applicant:

Jpmorgan Chase Bank N.a., New York, NY (US);

Inventors:

Marcia Keld, Middletown, DE (US);

Manning Field, Media, PA (US);

Assignee:

JPMorgan Chase Bank, N.A., New York, NY (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G07B 17/00 (2006.01); G07F 19/00 (2006.01); G06Q 40/00 (2012.01); G06Q 40/06 (2012.01); G06F 17/30 (2006.01);
U.S. Cl.
CPC ...
G06Q 40/10 (2013.01); G06Q 40/00 (2013.01); G06Q 40/06 (2013.01); G06F 17/30595 (2013.01);
Abstract

Embodiments of the invention are directed to a computer-implemented interactive account management system operated in cooperation with a financial institution on behalf of multiple account holders. The interactive account management system may include a financial networking engine implemented by a processor for defining a financial network for each account holder and for identifying each member of an account holder financial network based on stored account information and account holder input. The system may additionally include interactive processing components for processing information to provide collaborative interaction between the members of the account holder financial network defined by the financial networking engine and user interface presentation tools for displaying financial guidance and collaborative interaction interfaces and inviting active participation from the financial network members.


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