Method and apparatus for obtaining and presenting WEB summaries to users

• US 20010000537A1
• Filed: 12/14/2000
• Published: 04/26/2001
• Est. Priority Date: 12/08/1998
• Status: Abandoned Application

• Current Assignee: Yodlee Incorporated (Envestnet Incorporated)
• Original Assignee: Yodlee Incorporated (Envestnet Incorporated)
• Inventors: Rajan, Sreeranga Prasannakumar, Satyavolu, Ramakrishna, Inala, Suman Kumar, Rangan, P. Venkat
• Application Number:
  US09/737,404
• Publication Number:
  US 20010000537A1
• Time in Patent Office: Days
• US Class Current: 715/500
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 16/957 Browsing optimisation, e.g. caching or content distillation
• CPC Class Codes: G06F 16/958 Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking
• CPC Class Codes: G06F 21/41 where a single sign-on provides access to a plurality of computers
• CPC Class Codes: G06F 2221/2119 Authenticating web pages, e.g. with suspicious links
• CPC Class Codes: H04L 65/1101 Session protocols
• CPC Class Codes: H04L 65/80 Responding to QoS
• CPC Class Codes: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 67/289 Intermediate processing functionally located close to the data consumer application, e.g. in same machine, in same home or in same sub-network
• CPC Class Codes: H04L 67/306 User profiles
• CPC Class Codes: H04L 67/56 Provisioning of proxy services store-and-forward switching systems in data switching networks H04L12/54
• CPC Class Codes: H04L 67/567 Integrating service provisioning from a plurality of service providers

Abstract

A portal server includes a software agent configured to do summary searches for subscribers based on Internet destinations provided by the subscribers, to retrieve information from such destinations based on pre-programmed site information, and to download the summary information to the subscriber. The destinations and the nature of the information to be retrieved is pre-programmed. There is further a configuration and intitiation interface for a subscriber to set up and start a summary search. In some cases the summary searches are configured for individual clients as templates stored and retrieved at the Internet-connected server. Also in some cases retrieved information is immediately sent to the subscriber, and in other situations such information is saved at the portal to be retrieved by a subscriber at a later time. In preferred embodiments of the invention autologins are accomplished for a subscriber at Internet destinations by use of pre-stored configuration information.

Claims

1. An Internet Portal, comprising:

an Internet-connected server; and

a portal software executing on the server, including a summary software agent;

wherein the Portal maintains a list of Internet destinations specific for a subscriber, and the summary software agent accesses the Internet destinations, retrieves information according to pre-programmed criteria, and summarizes the retrieved information for delivery to the subscriber.

2. The Portal of

claim 1

further comprising a configuration and intitiation interface for a subscriber to set up and start a summary search.

3. The Portal of

claim 1

wherein the summary searches are configured for individual clients as templates stored and retrieved at the Internet-connected server.

4. The Portal of

claim 1

wherein information retrieved in a summary search is stored to be retrieved by the subscriber.

5. The Portal of

claim 1

wherein information retrieved in a summary search is downloaded immediately to the subscriber.

6. The Portal of

claim 1

wherein autologins are performed for the subscriber at each Internet site according to a data stored for the subscriber at the Portal.

7. In an Internet Portal system, a method for providing summaries of information at WEB sites, URLs for which are maintained for individual subscribers, the method comprising steps of:

(a) configuring a summary software agent executable on the Portal to access the URLs;

(b) retrieving information from individual ones of the WEB sites accessed according to pre-programmed criteria specific to each subscriber;

and

(c) providing the information to the subscriber.

8. The method of

claim 7

further comprising a step for the subscriber to configure and intitiate, via a configuration and initiation interface, a summary search.

9. The method of

claim 7

wherein the summary searches are configured for individual clients as templates stored and retrieved at the Internet-connected server.

10. The method of

claim 7

wherein information retrieved in a summary search is stored to be retrieved by the subscriber.

11. The method of

claim 7

wherein information retrieved in a summary search is downloaded immediately to the subscriber.

12. The method of

claim 7

wherein autologins are performed for the subscriber at each Internet site according to a data stored for the subscriber at the Portal.