ACTIVITY LIST TAGGED WITH ACTIVITY INFORMATION FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM

• US 20150088713A1
• Filed: 09/20/2013
• Published: 03/26/2015
• Est. Priority Date: 09/20/2013
• Status: Abandoned Application

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Votaw, Elizabeth S., Bondesen, Laura Corinne, Calman, Matthew A., Dintenfass, Katherine, Jones, Candice Michelle, Aweida, Charles Karim, Bossier, Parker Holt, Chen, Rebecca A., Kumar, Nandhita, Zhao, Min
• Application Number:
  US14/032,594
• Publication Number:
  US 20150088713A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 50/01 Social networking

Abstract

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.

Claims

1. A system comprising:

a memory device having computer readable program code store thereon; and

a processing device operatively coupled to the memory device, wherein the processing device is configured to execute the computer readable program code to;

receive an indication that a first user has participated in one or more activities, wherein the one or more activities comprise participating in a transaction with an entity for a product using a financial account of the first user at a financial institution;

associate tags with the one or more activities, wherein the associated tags are a location tag, a user tag, an entity tag, or a category tag; and

display the one or more activities with associated tags in an activity list interface.

2. The system of claim 1, wherein the processing device configured to execute the computer readable program code to associate the user tag with the one or more activities comprises:

accessing activity information for a location or a time period of a first activity of the first user;

identifying a second user that participated in a second activity at the location or the time period of the first activity;

accessing a social networking account of the first user;

determining if the second user is a contact of the first user; and

creating the user tag associating the second with the first activity when the second user participated in the second activity at the location or time period of the first activity and the second user and first user are contacts in the social networking account of the first user.

3. The system of claim 1, wherein the processing device configured to execute the computer readable program code to associate the location tag with the one or more activities comprises:

accessing activity information for a location of a first activity of the first user, wherein the location is determined from transaction information provided by the entity, from a mobile device of the first user, from an e-receipt in an e-mail account of the first user, or from a social networking account of the first user; and

creating the location tag associating the location with the first activity.

4. The system of claim 1, wherein the processing device configured to execute the computer readable program code to associate the entity tag with the one or more activities comprises:

accessing activity information for an entity associated with a first activity of the first user, wherein the entity is determined from transaction information provided by the entity, from a mobile device of the first user, from an e-receipt in an e-mail account of the first user, or from a social networking account of the first user; and

creating the entity tag associating the entity with the first activity.

5. The system of claim 1, wherein the processing device configured to execute the computer readable program code to associate the category tag with the one or more activities comprises:

accessing activity information for a category associated with a first activity of the first user, wherein the category is determined from entity or product codes provided in the transaction information, from an e-receipt in an e-mail account of the first user, from entity or product information captured through the Internet, or from a social networking account of the first user; and

creating the category tag associating the category with the first activity.

6. The system of claim 1, wherein the processing device is further configured to execute the computer readable program code to:

receive an indication from the first user to add, remove, or edit the location tag, the user tag, the entity tag, or the category tag for the one or more activities.

7. The system of claim 1, wherein the processing device is further configured to execute the computer readable program code to:

associate a location image with the location tag, a user image with the user tag, an entity image with the entity tag, or a category image with the category tag.

8. A computer program product, the computer program product comprising at least one non-transitory computer-readable medium having computer-readable program code portions embodied therein, the computer-readable program code portions comprising:

an executable portion configured to receive an indication that a first user has participated in one or more activities, wherein the one or more activities at least comprise participating in a transaction with an entity for a product using a financial account of the first user at a financial institution;

an executable portion configured to associate tags with the one or more activities, wherein the associated tags are a location tag, a user tag, an entity tag, or a category tag; and

an executable portion configured to display the one or more activities with associated tags in an activity list interface.

9. The computer program product of claim 8, wherein the executable portion configured to associate the user tag with the one or more activities comprises:

an executable portion configured to access activity information for a location or a time period of a first activity of the first user;

an executable portion configured to identify a second user that participated in a second activity at the location or the time period of the first activity;

an executable portion configured to access a social networking account of the first user;

an executable portion configured to determine if the second user is a contact of the first user; and

an executable portion configured to create the user tag associating the second user with the first activity when the second user participated in the second activity at the location or time period of the first activity and the second user and first user are contacts in the social networking account of the first user.

10. The computer program product of claim 8, wherein the executable portion configured to associate the location tag with the one or more activities comprises:

an executable portion configured to access activity information for a location of a first activity of the first user, wherein the location is determined from transaction information provided by the entity, from a mobile device of the first user, from an e-receipt in an e-mail account of the first user, or from a social networking account of the first user; and

an executable portion configured to create the location tag associating the location with the first activity.

11. The computer program product of claim 8, wherein the executable portion configured to associate the entity tag with the one or more activities comprises:

an executable portion configured to access activity information for an entity associated with a first activity of the first user, wherein the entity is determined from transaction information provided by the entity, from a mobile device of the first user, from an e-receipt in an e-mail account of the first user, or from a social networking account of the first user; and

an executable portion configured to create the entity tag associating the entity with the first activity.

12. The computer program product of claim 8, wherein the executable portion configured to associate the category tag with the one or more activities comprises:

an executable portion configured to access activity information for a category associated with a first activity of the first user, wherein the category is determined from entity or product codes provided in the transaction information, from an e-receipt in an e-mail account of the first user, from entity or product information captured through the Internet, or from a social networking account of the first user; and

an executable portion configured to create the category tag associating the category with the first activity.

13. The computer program product of claim 8, wherein the computer-readable program code portions further comprise:

an executable portion configured to receive an indication from the first user to add, remove, or edit the location tag, the user tag, the entity tag, or the category tag for the one or more activities.

14. The computer program product of claim 8, wherein the computer-readable program code portions further comprise:

an executable portion configured to associate a location image with the location tag, a user image with the user tag, an entity image with the entity tag, or a category image with the category tag.

15. A method comprising:

receiving, by a processing device, an indication that a first user has participated in one or more activities, wherein the one or more activities comprise participating in a transaction with an entity for a product using a financial account of the first user at a financial institution;

associating, by the processing device, tags with the one or more activities, wherein the associated tags are a location tag, a user tag, an entity tag, or a category tag; and

displaying, by the processing device the one or more activities with associated tags in an activity list interface.

16. The method of claim 15, wherein associating the user tag with the one or more activities comprises:

accessing activity information for a location or a time period of a first activity of the first user;

identifying a second user that participated in a second activity at the location or the time period of the first activity;

accessing a social networking account of the first user;

determining if the second user is a contact of the first user; and

creating the user tag associating the second with the first activity when the second user participated in the second activity at the location or time period of the first activity and the second user and first user are contacts in the social networking account of the first user.

17. The method of claim 15, wherein associating the location tag with the one or more activities comprises:

accessing activity information for a location of a first activity of the first user, wherein the location is determined from transaction information provided by the entity, from a mobile device of the first user, from an e-receipt in an e-mail account of the first user, or from a social networking account of the first user; and

creating the location tag associating the location with the first activity.

18. The method of claim 15, wherein associating the entity tag with the one or more activities comprises:

accessing activity information for an entity associated with a first activity of the first user, wherein the entity is determined from transaction information provided by the entity, from a mobile device of the first user, from an e-receipt in an e-mail account of the first user, or from a social networking account of the first user; and

creating the entity tag associating the entity with the first activity.

19. The method of claim 15, wherein associating the category tag with the one or more activities comprises:

accessing activity information for a category associated with a first activity of the first user, wherein the category is determined from entity or product codes provided in the transaction information, from an e-receipt in an e-mail account of the first user, from entity or product information captured through the Internet, or from a social networking account of the first user; and

creating the category tag associating the category with the first activity.

20. The method of claim 15, further comprising:

receiving, by the processing device, an indication from the first user to add, remove, or edit the location tag, the user tag, the entity tag, or the category tag for the one or more activities.

21. The method of claim 15, further comprising:

associating, by the processing device, a location image with the location tag, a user image with the user tag, an entity image with the entity tag, or a category image with the category tag.