GESTURE-BASED VISUALIZATION OF FINANCIAL DATA

• US 20150058774A1
• Filed: 08/22/2013
• Published: 02/26/2015
• Est. Priority Date: 08/22/2013
• Status: Abandoned Application

• Current Assignee: Intuit, Inc.
• Original Assignee: Intuit, Inc.
• Inventors: Shenoy, Mithun U., Kakkar, Samir Revti, Sreepathy, Anu, Madhani, Sunil H.
• Application Number:
  US13/973,326
• Publication Number:
  US 20150058774A1
• Time in Patent Office: Days
• US Class Current: 715/771
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

The disclosed embodiments provide a system that processes financial data. During operation, the system provides a user interface for displaying the financial data to a user. Upon detecting a gesture provided by the user through the user interface, the system identifies a context associated with the gesture. Next, the system displays a visualization of the financial data within the user interface based on the context.

Claims

1. A computer-implemented method for processing financial data, comprising:

providing a user interface for displaying the financial data to a user; and

upon detecting a gesture provided by the user through the user interface;

identifying a context associated with the gesture; and

displaying a visualization of the financial data within the user interface based on the context.

2. The computer-implemented method of claim 1, further comprising:

upon detecting a complementary gesture provided by the user through the user interface, removing the visualization from the user interface.

3. The computer-implemented method of claim 2,

wherein the gesture comprises a first motion, and

wherein the complementary gesture comprises a second motion that is opposite the first motion.

4. The computer-implemented method of claim 1, wherein identifying the context associated with the gesture involves at least one of:

identifying a type of the gesture;

obtaining a region of the user interface associated with the gesture;

identifying one or more keywords associated with the region; and

matching the one or more keywords to the financial data.

5. The computer-implemented method of claim 4, wherein matching the one or more keywords to the financial data involves:

if the financial data matches more than one keyword;

obtaining, from the user, a selection of a keyword from the one or more keywords; and

obtaining a subset of the financial data matching the keyword.

6. The computer-implemented method of claim 1, wherein the visualization comprises at least one of:

a chart;

a list;

a map;

a hierarchy;

a network; and

a table.

7. The computer-implemented method of claim 1, wherein the gesture is at least one of:

a pinching gesture;

a tapping gesture;

a press-and-hold gesture;

a panning gesture; and

a swiping gesture.

8. The computer-implemented method of claim 1, wherein the visualization is displayed within an overlay in the user interface.

9. A system for processing financial data, comprising:

an interaction apparatus configured to detect a gesture provided by a user through a user interface;

an analysis apparatus configured to identify a context associated with the gesture; and

the user interface configured to display a visualization of the financial data based on a context associated with the gesture.

10. The system of claim 9,

wherein the interaction apparatus is further configured to detect a complementary gesture provided by the user through the user interface, and

wherein the user interface is further configured to remove the displayed visualization in response to the complementary gesture.

11. The system of claim 9, wherein identifying the context associated with the gesture involves at least one of:

identifying a type of the gesture;

obtaining a region of the user interface associated with the gesture;

identifying one or more keywords associated with the region; and

matching the one or more keywords to the financial data.

12. The system of claim 11, wherein matching the one or more keywords to the financial data involves:

if the financial data matches more than one keyword;

obtaining, from the user, a selection of a keyword from the one or more keywords; and

obtaining a subset of the financial data matching the keyword.

13. The system of claim 9, wherein the visualization comprises at least one of:

a chart;

a list;

a map;

a hierarchy;

a network; and

a table.

14. The system of claim 9, wherein the gesture is at least one of:

a pinching gesture;

a tapping gesture;

a press-and-hold gesture;

a panning gesture; and

a swiping gesture.

15. A computer-readable storage medium storing instructions that when executed by a computer cause the computer to perform a method for processing financial data, the method comprising:

providing a user interface for displaying the financial data to a user; and

upon detecting a gesture provided by the user through the user interface;

identifying a context associated with the gesture; and

displaying a visualization of the financial data within the user interface based on the context.

16. The computer-readable storage medium of claim 15, the method further comprising:

upon detecting a complementary gesture provided by the user through the user interface, removing the visualization from the user interface.

17. The computer-readable storage medium of claim 16,

wherein the gesture comprises a first motion, and

wherein the complementary gesture comprises a second motion that is opposite the first motion.

18. The computer-readable storage medium of claim 15, wherein identifying the context associated with the gesture involves at least one of:

identifying a type of the gesture;

obtaining a region of the user interface associated with the gesture;

identifying one or more keywords associated with the region; and

matching the one or more keywords to the financial data.

19. The computer-readable storage medium of claim 18, wherein matching the one or more keywords to the financial data involves:

if the financial data matches more than one keyword;

obtaining, from the user, a selection of a keyword from the one or more keywords; and

obtaining a subset of the financial data matching the keyword.

20. The computer-readable storage medium of claim 15, wherein the visualization comprises at least one of:

a chart;

a list;

a map;

a hierarchy;

a network; and

a table.

21. The computer-readable storage medium of claim 15, wherein the visualization is displayed within an overlay in the user interface.