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:
Jul. 05, 2016

Filed:

Feb. 18, 2016
Applicant:

Bank of America Corporation, Charlotte, NC (US);

Inventors:

Elizabeth S. Votaw, Potomac, MD (US);

Laura Corinne Bondesen, Charlotte, NC (US);

Matthew A. Calman, Charlotte, NC (US);

Katherine Dintenfass, Charlotte, NC (US);

Candice Michelle Jones, Charlotte, NC (US);

Charles Karim Aweida, Broomfield, CO (US);

Parker Holt Bossier, Metairie, LA (US);

Rebecca A. Chen, Pittsburgh, PA (US);

Nandhita Kumar, Sunnyvale, CA (US);

Min Zhao, Sunnyvale, CA (US);

Assignee:

BANK OF AMERICA CORPORATION, Charlotte, NC (US);

Attorneys:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 50/00 (2012.01); G06F 3/0482 (2013.01); G06F 3/0484 (2013.01); G06F 17/30 (2006.01); G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 50/01 (2013.01); G06F 3/0482 (2013.01); G06F 3/04842 (2013.01); G06F 17/30601 (2013.01); G06F 17/30867 (2013.01); G06Q 40/00 (2013.01);
Abstract

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, contact lists, calendars, and the like, and associates the activity information and images with the activities. The financial and social management system may determine locations, social relationships, entities, categories, or the like from the various sources of information and tag the activities with location tags, social relationship tags, entity tags, category tags, or the like. The tags allow the user to easily filter the activities based on the location, social relationship, entity, category, or other activity information and display the activities and activity information in customized interfaces.


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