Patent application number | Description | Published |
20120290467 | NETWORKING PLATFORM FOR LENDING - A networking platform for lending is disclosed. The platform may facilitate communication of potential borrowers and potential lenders where such lenders are not traditional financial institutional lenders. Generally, the platform is configured in a manner in which the loan is facilitated between the borrower and a lender such that the platform service is sufficiently distanced from the actual lending such that the platform provider is not required to comply with various lending statutes and regulations. The platform may additionally be configured to poll a potential borrower's social network to identify acquaintances that may wish to fund at least a portion of the requested loan. | 11-15-2012 |
20130204774 | NETWORKING PLATFORM FOR LENDING - A networking platform for lending is disclosed. The platform may facilitate communication of potential borrowers and potential lenders where such lenders are not traditional financial institutional lenders. The platform may be configured to poll a potential borrower's social network to identify acquaintances that may wish to fund at least a portion of the requested loan. | 08-08-2013 |
20140006113 | ELIGIBILITY ASSISTANCE IN SOCIAL MEDIA OFFER SYSTEM | 01-02-2014 |
20140006151 | OFFERS ASSOCIATED WITH FUEL PURCHASE | 01-02-2014 |
20140006175 | SOCIAL MEDIA OFFER SYSTEM | 01-02-2014 |
20140006186 | READABLE INDICIA FOR FUEL PURCHASE | 01-02-2014 |
20140006187 | READABLE INDICIA FOR FUEL PURCHASE | 01-02-2014 |
20140006188 | MOBILE DEVICE FOR FUEL PURCHASE | 01-02-2014 |
20140006276 | MOBILE WALLET ACCOUNT NUMBER DIFFERENTIATION | 01-02-2014 |
20140052459 | READABLE INDICIA FOR HEALTHCARE PAYMENT CODES - Embodiments of the invention include systems, methods, and computer-program products for providing readable indicia for healthcare codes. As such, a readable indicia may be presented at a point-of-transaction (POT) for a user to select. The system may dynamically present the readable indicia based on the user, the merchant, and the products of the transaction. The user may select the readable indicia with his/her user device. Upon selection, the system may provide the user with private viewing and selecting of alternative payment methods available to the user for that transaction. Alternative payment methods may include insurance or government programs. The system may receive authorization to apply one of the alternative payment methods to the transaction. As such, the invention provides private, yet expedited transaction capabilities using alternative payment methods at a merchant POT. | 02-20-2014 |
20140052460 | READABLE INDICIA FOR MEDICAL OFFICE PAYMENT - Embodiments of the invention include systems, methods, and computer-program products for providing readable indicia for medical office payments. As such, a readable indicia may be presented at a point-of-transaction (POT) at a medical treatment providers for a user to select. The system may dynamically present the readable indicia based on the user, the treatments provided, and the user's insurance coverage. The user may select the readable indicia with his/her user device. Upon selection, the system may provide the user with expedited viewing of itemized treatments, insurance coverage for each treatment, and amount due for each treatment, co-pay amount, an amount to be paid by the insurance company, detectable information, and a total amount the user will owe the medical treatment provider. The system may receive authorization to accept the treatment and apply a payment means to the treatment. | 02-20-2014 |
20140052461 | READABLE INDICIA FOR INSURANCE PAYMENT - Embodiments of the invention include systems, methods, and computer-program products for providing a readable indicia for insurance payments. The system may provide a readable indicia on a statement from a treatment provider, such as a medical treatment provider, where the user's insurance may have covered a portion of the treatment price. The readable indicia may provide the user with itemized treatments received and payment methods for each. Furthermore, the system may provide the user with information associated with his/her insurance policy. The itemized treatments received may indicate the treatments that the user received from the medical provider during the visit, such as exams, tests, and the like. Payment methods for each include an amount, if any, that an insurance company may have contributed and/or the amount due from the user for the treatment. | 02-20-2014 |
20140052635 | TIME-SENSITIVE READABLE INDICIA FOR FUNDRAISING - Embodiments of the invention are directed to systems, methods and computer program products for processing readable indicia for fundraising. An exemplary system is configured to receive information associated with readable indicia associated with a non-profit organization; and process the readable indicia to authorize a payment to the non-profit organization. The readable indicia is valid for a predetermined period. Additionally, the readable indicia enables tracking of various types of information associated with fundraising. | 02-20-2014 |
20140129432 | STATEMENT COLLECTION, CONSOLIDATION, AND FACILITATION - Embodiments of the invention include systems, methods, and computer-program products for providing vendor statement management for a user, including the receiving, monitoring, and paying of statements with no or minimal user required interaction. As such, the invention provides a facilitated access to accurate statement information from all of the vendors or service providers consolidated into one reliable source. Embodiments of the present invention provide a system for statement management. Specifically, embodiments of the invention allow for determining vendor statements associated with a user, consolidating the found vendor statements, monitoring those statements, notifying user if vendor statement need attention or payment, and providing payment from a payment account for the vendor statement. | 05-08-2014 |
20140129442 | FINANCIAL INSTITUTION ACCOUNT NETWORKING - Embodiments of the invention include systems, methods, and computer-program products for provide a user with a central location that links one or more of the user's financial accounts into a single location for viewing and transacting with any of the one or more financial accounts. As such, the invention provides a facilitated access to one or more user financial accounts from any or all financial institutions consolidated into one source. Embodiments of the present invention provide a system for financial account linkage. Specifically, embodiments of the invention allow for monitoring, viewing, transacting, and transferring funds associated with any of the financial accounts of a user. The financial account monitoring program may be provided to a user via his/her mobile device in an interactive account monitoring/transaction fashion. | 05-08-2014 |
20140278897 | RETROACTIVE REWARDS BASED RECOMMENDATION OF PAYMENT VEHICLE TO INDIVIDUAL PRODUCTS OF A TRANSACTION - Embodiments of the invention are directed to a system, method, or computer program product for recommending payment vehicles for a transaction on a product-by-product basis based on available rewards for each product. In this way, the customer may complete a transaction with a merchant using a temporary line of credit. The invention may then apply individual products of the transaction to different recommended payment vehicles based on the maximum rewards each product may receive if applied to that payment vehicle. Once each product of the transaction has been reassigned to a recommended payment vehicle, the temporary line of credit may be terminated. | 09-18-2014 |
20140278970 | USING A FEDERATED NETWORK OF RETAILERS TO PROVIDE MESSAGES TO NETWORK CUSTOMERS OF ALL LOCATIONS OF A PARTICULAR NETWORK MERCHANT - Embodiments of the invention are directed to systems, methods and computer program products for communicating messages to one or more customers associated with a federated network of retailers. Embodiments determine that one or more customers associated with the federated network of retailers are in proximity to a retailer physical location associated with a retailer that is a member of the network; and present an offer to one or more of the federated network customers in proximity to the retailer. In some embodiments, determining comprises recognizing a mobile device is associated with a customer of at least one retailer that is a member of the federated network of retailers. Some embodiments determine that a customer in proximity to the location is not a customer of the retailer associated with the location and is a customer associated with the network of retailers; and present the offer is based on the determination. | 09-18-2014 |
20140278989 | DETERMINING AN OFFER BASED ON A PRE-PAID ACCOUNT BALANCE AND CONSUMER LOCATION - Embodiments of the present invention relate to systems, methods, and computer program products for determining an offer based on a balance value of a prepaid account and a location of a consumer who is the holder of the prepaid account. In some embodiments, a method is provided that includes: (a) receiving geographic location information associated with a consumer; (b) receiving information associated with the prepaid account of the consumer, wherein the consumer is a holder of the prepaid account; (c) determining a balance value of the prepaid account of the consumer; and (d) determining an offer to present to the consumer based at least partially on the balance value of the prepaid account and the location of the consumer. | 09-18-2014 |
20140278999 | USING A FEDERATED NETWORK OF RETAILERS TO PROVIDE OFFERS TO GROUPS OF CUSTOMERS WITHIN A MERCHANT LOCATION - Embodiments of the invention are directed to systems, methods and computer program products for providing offers to one or more customers associated with a federated network of retailers. Embodiments determine that one or more customers associated with the federated network of retailers are in proximity to a retailer physical location associated with a retailer that is a member of the federated network of retailers; and present an offer to one or more of the federated network customers in proximity to the retailer. In some embodiments, determining comprises recognizing a mobile device is associated with a customer of at least one retailer that is a member of the federated network of retailers. Some embodiments determine that a customer in proximity to the location is not a customer of the retailer associated with the location and is a customer associated with the network; and present the offer based on the determination. | 09-18-2014 |
20140279002 | ENHANCEMENT OF USER AFFINITY EXPERIENCE BASED ON OFFERS RELATED TO A GEOGRAPHIC AREA - Systems, methods, and computer program products enhance the affinity experience for affinity account holders by providing offers related to the user's geographic location. In the various systems, location data is received from a mobile device of the user that is in communication with the system, a geographic area of the mobile device is identified based on the location data, at least a portion of the geographic area associated with an affinity object associated with a financial vehicle of the user is determined, and one or more offers associated with the affinity object is identified based on the geographic area. | 09-18-2014 |
20140279003 | ENHANCEMENT OF USER AFFINITY EXPERIENCE BASED ON MESSAGING RELATED TO A GEOGRAPHIC AREA - Systems, methods, and computer program products enhance the affinity experience for affinity account holders by providing topic notifications related to the user's geographic location. In the various systems, location data is received from a mobile device of the user that is in communication with the system, a geographic area of the mobile device is identified based on the location data, at least a portion of the geographic area associated with an affinity object associated with a financial vehicle of the user is determined, and one or more topics associated with the affinity object is identified based on the geographic area. | 09-18-2014 |
20140279005 | SYSTEMS AND METHODS FOR PROVIDING AN OFFER BASED ON AN ACCOUNT BALANCE AND LOCATION OF A CONSUMER - Embodiments of the present invention relate to systems, methods, and computer program products for presenting an offer to a consumer based on account balance information and consumer location information. In some embodiments, a method is provided that includes: (a) receive geographic location information associated with the mobile computing device of the consumer; (b) receive information associated with the credit account of the consumer, wherein the consumer is a holder of the credit account; (c) determine whether the balance value of the credit account has an existing balance value greater than zero; and (d) present, via the mobile computing device of the consumer, the offer to the consumer based at least in part on determining that the geographic location of the mobile device of the consumer is proximate to or coincident with a location of the merchant and determining that the existing balance value of the credit account associated with the merchant is greater than zero. | 09-18-2014 |
20140279006 | SYSTEMS AND METHODS FOR DETERMINING AN OFFER BASED ON AN ACCOUNT BALANCE AND LOCATION OF A CONSUMER - Embodiments of the present invention relate to systems, methods, and computer program products for determining an offer based on a balance value of a credit account a location of a consumer having the credit account. In some embodiments, a method is provided that includes: (a) receive geographic location information associated with a mobile computing device of the consumer; (b) receive information associated with the credit account of the consumer, wherein the consumer is a holder of the credit account; (c) determine a balance value of the credit account of the consumer; and (d) determine an offer to present to the consumer based at least partially on the balance value of the credit account and a determined location of the consumer. | 09-18-2014 |
20140279010 | USING A FEDERATED NETWORK OF RETAILERS TO PROVIDE MESSAGES TO NETWORK CUSTOMERS ASSOCIATED WITH CATEGORIES OF MERCHANTS - Embodiments of the invention are directed to systems, methods and computer program products for communicating messages to one or more customers associated with a federated network of retailers. Embodiments determine that one or more customers associated with the federated network of retailers are in proximity to a retailer physical location associated with a retailer that is a member of the federated network of retailers; create one or more messages based on the determination that the one or more customers are in proximity to the retailer physical location; and initiate communication of the one or more messages to the one or more customers. In some embodiments, determining comprises recognizing a mobile device is associated with a customer of at least one retailer that is a member of the federated network of retailers. | 09-18-2014 |
20140279123 | GEOLOCATION CHECK-IN SYSTEM - Embodiments of the invention are directed to systems, methods and computer program products for providing a geolocation check-in system. An exemplary apparatus is configured to collect positioning data related to a user. After collecting position data the apparatus may be configure to determine, based at least partially on the positioning data that the user has crossed a threshold of a geofence associated with a merchant's location. Based at least partially on this determination the apparatus may be configured to initiate a merchant check-in associated with the user and transmit user information to the merchant. | 09-18-2014 |
20140279270 | PRE-ORDERING BASED ON LOCATION OF A CUSTOMER - Embodiments of the invention relate to systems and methods that enable a user to pre-order products from an internal or external organization. The organization procures the products and/or completes the pre-order, such as completes a payment for the pre-order or finishes the pre-order, based on the location of the user, as determined through the user's mobile device. The order is only completed when the customer location is determined to be within a desired location of the collection point for the pre-order. Preparation of the products pre-ordered by the user commences upon the user location satisfying a predetermined criteria, such as the user being located an approximate distance from a particular location, the user having an approximate arrival time from a particular location, the user located within an electronic geographic fenced area around a particular location, or the user identified as moving with respect to a particular location. | 09-18-2014 |
20140279409 | RECOMMENDING RETROACTIVE VEHICLE FOR PAYMENT BASED ON IN-FLOWS AND OUT-FLOWS - Embodiments of the invention are directed to a system, method, or computer program product for recommending a payment vehicle for a transaction, retroactively. In this way, the invention provides retroactive payment vehicle recommendation after the transaction has occurred based on criteria from customer inputs, customer in-flows, and customer out-flows. In this way, the customer may complete a transaction with a merchant using a temporary line of credit. Subsequently the system may apply the transaction to the determined recommended payment vehicle. Then the temporary line of credit may be terminated. | 09-18-2014 |
20140279490 | AUTOMATED TELLER MACHINE (ATM) USER LOCATION VERIFICATION - Embodiments of the invention provide unauthorized-transaction protection with user location verification. It is determined whether out-of-network transaction costs and/or an out-of-area transaction costs are associated with an ATM transaction associated with an authorized user. It is also determined whether a geographic location associated with the ATM transaction is geographically proximate to a geographic location associated with a mobile device that is associated with the authorized user. If out-of-network transaction costs and/or an out-of-area transaction costs are associated with the ATM transaction, it is determined whether to reduce the out-of-network transaction costs and/or an out-of-area transaction costs associated with the ATM transaction based at least partially on whether the geographic location associated with the ATM transaction is geographically proximate to the geographic location associated with the mobile device. | 09-18-2014 |
20140279503 | PROVIDING CUSTOMER ALERTS BASED ON GEO-THRESHOLDS - Embodiments of the invention provide unauthorized-transaction protection with user location verification. It is determined whether a geographic location associated with a transaction is geographically located within geo-thresholds associated with an authorized user and/or whether the geographic location associated with the transaction is geographically proximate to a geographic location associated with a mobile device that is associated with the authorized user. If neither the geographic location associated with the transaction is geographically located within the geo-thresholds nor the geographic location associated with the transaction is geographically proximate to the geographic location associated with the mobile device, an alert is sent to the authorized user and/or to a merchant associated with the transaction. | 09-18-2014 |
20140279505 | RECOMMENDING VEHICLE FOR PAYMENT BASED ON SOCIAL NETWORK DATA - Embodiments of the invention are directed to a system, method, or computer program product for recommending payment vehicles for a transaction based on social network data. Embodiments of the invention allow a customer to receive a recommended payment vehicle for a transaction with a merchant where the recommended payment vehicle is determined based on social network data. In this way, a payment recommendation may be based on one or more preferences of a trusted advisor, social network friend, family member, celebrity, or an aggregation of data related to how a group of individuals on a social network are selecting payment vehicles for various merchants. The invention may review this social network data and provide the customer with a payment vehicle recommendation for a transaction with a merchant. | 09-18-2014 |
20140279713 | AUTOMATED PAYMENT FOR A RENTAL PERIOD BASED ON DETERMINING THE LOCATION OF A RENTER'S MOBILE COMMUNICATION DEVICE - Systems, apparatus, methods and computer programs provide for self-service rental of rental items. The self-service aspect of the invention allows for renters to obtain the rental, leave the rental agency facility, return the rental item and pay for the rental without having to come into contact with anyone at the rental agency. The invention implements a renter's mobile device. In this regard, the mobile device receives information related to the rental item that the renter desires to rent and initiates the self-service process. The rental period is defined by the time at which the mobile device, equipped with location-determining mechanisms, departs a designated rental area and the time at which the mobile device returns to the same or another designated rental area. Once the rental period is known, the rental period payment amount can be determined based on a predetermined rental rate and payment provided. | 09-18-2014 |
20140279799 | PROVIDING REWARDS BUCKETS AND SAVINGS TOWARDS SPECIFIC GOALS - Embodiments of the invention relate to systems, methods, and computer program products for providing a rewards program. The system, method, and computer program product are configured to determine that a customer has completed an action; determine that the customer has earned a reward based on the action; determine a category associated with the reward; and apply the reward to the category. In some situations, the categories are default categories provided by the financial institution. In other situations, the categories are defined by the customer. The system determines which category an earned award is routed into using a decision engine that evaluates the award and/or the action completed by the customer and compares the award and/or action to rules, such as default rules, custom rules, or dynamic rules. The categories may also include goals and the system assists in tracking customer's progress towards the goal. | 09-18-2014 |
20150058197 | NETWORKING PLATFORM FOR LENDING - A networking platform for lending is disclosed. The platform may facilitate communication of potential borrowers and potential lenders where such lenders are not traditional financial institutional lenders. The platform may be configured to poll a potential borrower's social network to identify acquaintances that may wish to fund at least a portion of the requested loan. | 02-26-2015 |
20150088679 | PROPOSED PACKAGES FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, calendars, contact lists, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system captures past and future activities based on a future location or future time period, and assembles the activities into packages. The proposed packages are supplemented with the images and the activity information related to past and future activities captured from the various sources of information, and the activities, activity information, and images are displayed in a package interface. | 03-26-2015 |
20150088704 | INTERACTIVE MAP FOR GROUPED ACTIVITIES WITHIN A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may display the activities, activity information, and images in an interactive map using markers. The markers in the interactive may be displayed as a function of the time of the activity, include images, or transaction data related to the activity. Positioning information related to the location of the user at the time of the activities may also be overlaid on the interactive map. | 03-26-2015 |
20150088705 | GROUPED PACKAGES FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, calendars, contact lists, location determination devices, and the like, and associates the activity information and images with the activities of one or more users. The financial and social management system captures past and future activities of the multiple users based on a location or time period, and assembles the activities into group packages. The group packages are supplemented with the images and the activity information related to the past and future activities captured from the various sources of information of the multiple users. | 03-26-2015 |
20150088712 | ACTIVITY LIST ENHANCED WITH IMAGES FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, stored database images, images over the Internet, and the like, and associates the activity information and images with the activities. The financial and social management system may determine images for other users associated with an activity of a first user by identifying tag users in a social networking account of the first user or contacts in a social networking account of the first user that participated in activities at the same time or locations as the activities of the first user. | 03-26-2015 |
20150088713 | ACTIVITY LIST TAGGED WITH ACTIVITY INFORMATION FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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. | 03-26-2015 |
20150088714 | ACTIVITY LIST LINKED WITH RECEIPTS FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may parse activity information from the e-receipts and associate the activity information from the e-receipts with the corresponding activities. The financial and social management system may be able to identify activity information in the e-receipts related to the products and costs within the transaction, a time associated with the transaction, as well as the actual location associated with the transaction, or other activity information described herein. | 03-26-2015 |
20150088715 | ACTIVITY REVIEW FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system aggregates the activity information for a number of activities based on the location, user, entity, category, cost, time period, or the like and displays the aggregated activity information in an activity review interface. The financial and social management system may supplement the aggregated activity information with educational data. | 03-26-2015 |
20150088716 | ACTIVITY HISTORY FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system identifies activity history for a location or time period in the past, and displays the activities, activity information, and images for the location or time period in the in past in an activity history interface. At least a portion of the activity history may be shared with other users, and offers may be shared based on the activity history. | 03-26-2015 |
20150088717 | LINKING USERS AND TRANSACTIONS THROUGH ACTIVITY INFORMATION IN A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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 identify activities associated with other users (e.g., gift deposit) that can be ultimately linked to other activities associated with merchants (e.g., purchase of a product). The financial and social management system may provide social relationship information between users based on the activities entered by the first user when other users are involved or linked to the activities. | 03-26-2015 |
20150088718 | PAST PACKAGES FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, calendars, contact lists, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system captures past activities that occurred at the same or similar locations or time periods, and assemblies the activities into packages. The packages are supplemented with the images and the activity information related to the activities captured from the various sources of information, and the activities, activity information, and images are displayed in a package interface. | 03-26-2015 |
20150088771 | FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may tag the activities with activity information, such as location, social relationship, entity, and category information. Moreover, the financial and social management system may display the activity and activity information in activity list interfaces, packaged activity interfaces, filtered activity interfaces, activity history interfaces, activity review interfaces, or other like interfaces that incorporate aspects of financial transactions and social networking information. | 03-26-2015 |
20150088915 | ACTIVITY LIST FILTERS FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM - 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. | 03-26-2015 |