Collaborative Financial Management
First Claim
1. A computer program product, comprising instructions encoded in a non-transitory computer readable medium to cause a processor of a device to:
- display in a first region of a display of the device a name of a currently selected financial collaboration group out of a plurality of financial collaboration groups to which a user of the device is a member;
receive data representing a plurality of events associated with the currently selected financial collaboration group, each event of the plurality of events being one of a plurality of types;
simultaneously with the display of the name of the currently selected financial collaboration group in the first region of the display of the device, display in a second region of the display of the device an ordered list of the plurality of events, wherein each item in the ordered list includes a visual indicia of an event type for the event corresponding to the item; and
select a different financial collaboration group of the plurality of financial collaboration groups in response to a touch input in the first region of the display of the device.
1 Assignment
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Accused Products
Abstract
Methods, systems, and apparatus, including computer programs encoded on computer storage media, for collaborative financial management, including instructions to display in a first region of a display of the device a name of a currently selected financial collaboration group out of multiple financial collaboration groups to which a user of the device is a member. Instructions to receive data representing events associated with the currently selected financial collaboration group, each event of the being one of a multiple of types. Instructions to display in a second region of the display of the device an ordered list of the events, wherein each item in the ordered list includes a visual indicia of an event type for the event corresponding to the item. Instructions to select a different financial collaboration group in response to a touch input in the first region of the display of the device.
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Citations
46 Claims
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1. A computer program product, comprising instructions encoded in a non-transitory computer readable medium to cause a processor of a device to:
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display in a first region of a display of the device a name of a currently selected financial collaboration group out of a plurality of financial collaboration groups to which a user of the device is a member; receive data representing a plurality of events associated with the currently selected financial collaboration group, each event of the plurality of events being one of a plurality of types; simultaneously with the display of the name of the currently selected financial collaboration group in the first region of the display of the device, display in a second region of the display of the device an ordered list of the plurality of events, wherein each item in the ordered list includes a visual indicia of an event type for the event corresponding to the item; and select a different financial collaboration group of the plurality of financial collaboration groups in response to a touch input in the first region of the display of the device. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A method comprising:
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receiving, at a server system from a plurality of users of a respective plurality of user devices, data indicating that the users consent to join a financial collaboration group; identifying, in the server system, financial information associated with one or more financial accounts of a first user of the plurality of users; receiving, at the server system from a first user device of the first user, information identifying financial information to be shared by the first user; and providing, by the server system, for presentation on each user device of the plurality of user devices other than the first user device, respective information identifying the shared financial information. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30)
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31. A computer-implemented method comprising:
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providing an interface to a first user of a user device, wherein the interface comprises; a plurality of user representations associated with a respective plurality of users, wherein the plurality of users are included in a same financial collaboration group with the first user and one or more financial accounts of the first user are shared with the plurality of users, a plurality of context options, wherein each context option is associated with respective information about the financial collaboration group, a chat interface to display text from one or more users of the plurality of users, and a display area including information associated with one or more context options; receiving a selection of one or more context options; updating the interface with information associated with the selected context options; and providing the updated interface to the first user. - View Dependent Claims (32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42)
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43. A computer-implemented method comprising:
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identifying, on a user device, a second user to be included in a financial collaboration group with a first user of the user device, wherein one or more of the first user'"'"'s financial accounts are shared with the second user; receiving, at the user device, a selection of a relationship category from a plurality of relationship categories, wherein each relationship category identifies one or more operations that can be performed by the second user on the first user'"'"'s financial accounts; and receiving, at the user device, an indication that second user has consented to be included in the financial collaboration group. - View Dependent Claims (44, 45, 46)
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Specification