SYSTEM AND METHOD FOR ASSOCIATING FINANCIAL TRANSACTION DATA WITH A USER'S PROJECT DATA USING A PORTABLE ELECTRONIC DEVICE

• US 20130218734A1
• Filed: 03/28/2013
• Published: 08/22/2013
• Est. Priority Date: 12/07/2007
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Keld, Marcia
• Granted Patent: US 8,738,475 B2
• Time in Patent Office: Days
• US Class Current: 705/30
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 20/00 Payment architectures, schemes or protocols apparatus for performing or posting payment transactions G07F7/08, G07F19/00; electronic cash registers G07G1/12
• CPC Class Codes: G06Q 20/02 involving a neutral party, e.g. certification authority, notary or trusted third party [TTP]
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 20/105 involving programming of a portable memory device, e.g. IC cards, "electronic purses"
• CPC Class Codes: G06Q 20/108 Remote banking, e.g. home banking
• CPC Class Codes: G06Q 20/14 specially adapted for billing systems
• CPC Class Codes: G06Q 20/20 Point-of-sale [POS] network systems
• CPC Class Codes: G06Q 20/203 Inventory monitoring
• CPC Class Codes: G06Q 20/227 characterised in that multiple accounts are available, e.g. to the payer
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• CPC Class Codes: G06Q 40/10 Tax strategies
• CPC Class Codes: G06Q 40/12 Accounting
• CPC Class Codes: G07G 1/12 electronically operated digital data processing aspects G06Q20/00
• CPC Class Codes: H04M 1/72403 with means for local support of applications that increase the functionality

Abstract

This invention relates to a system for viewing and manipulating a user'"'"'s financial transaction data and a method for associating financial transaction data with a user'"'"'s project data using a portable electronic device.

Claims

1-6. -6. (canceled)

7. A portable electronic device for interfacing with a expense reporting system, the portable electronic device comprising:

a notification component operable to display a notification;

an display component operable to display representations of the financial transaction data on a display of the portable electronic device;

an input component operable to receive a user request to create a project category;

an association component operable to associate all or a selected portion of the financial transaction data with one or more project category; and

communication circuitry operable to;

transmit requests for financial transaction information; and

receive financial transaction information.

8. The portable electronic device of claim 7, further comprising:

a bar code display component operable to generate and display a particular optical pattern associated with a project category.

9. The portable electronic device of claim 7, wherein the communications circuitry is further operable to:

transmit a request to purchase a product or service.

10. The portable electronic device of claim 7, further comprising:

a connector operable to couple the portable electronic device to a dock for at least one of audio and video playback.

11. Machine-readable media comprising machine-readable instructions recorded thereon for:

receiving financial transaction information wherein the information is received via a portable electronic device;

displaying representations of the financial transaction data on a display of the portable electronic device;

receiving a user request to create a project category; and

associating all or a selected portion of the financial transaction data with one or more project category.

12-37. -37. (canceled)