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. 31, 2015

Filed:

Apr. 27, 2007
Applicants:

Benjamin R. Weiss, Portola Valley, CA (US);

Jim Del Favero, Redwood City, CA (US);

David A. Wolbert, Redondo Beach, CA (US);

Inventors:

Benjamin R. Weiss, Portola Valley, CA (US);

Jim Del Favero, Redwood City, CA (US);

David A. Wolbert, Redondo Beach, CA (US);

Assignee:

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

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 30/00 (2012.01); G06Q 40/00 (2012.01); G06Q 20/10 (2012.01); G06Q 20/02 (2012.01); G06Q 40/02 (2012.01);
U.S. Cl.
CPC ...
G06Q 20/10 (2013.01); G06Q 20/02 (2013.01); G06Q 40/02 (2013.01); G06Q 40/00 (2013.01);
Abstract

A system that performs a financial transaction on behalf of a user is presented. During operation, the system receives parameters for the financial transaction. Next, the system analyzes the parameters to determine financial benefits of using one or more subsets of financial sources from a set of financial sources associated with the user to fulfill the financial transaction. The system then selects a subset of financial sources which substantially maximizes the financial benefits for the user. Next, the system uses the selected subset of financial sources to fulfill the financial transaction on behalf of the user.


Find Patent Forward Citations

Loading…