ACTIVITY HISTORY FOR A FINANCIAL AND SOCIAL MANAGEMENT SYSTEM

• US 20150088716A1
• 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:
  US14/032,655
• Publication Number:
  US 20150088716A1
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03
• 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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system identifies activity history for a location or time period in the past, and displays the activities, activity information, and images for the location or time period in the in past in an activity history interface. At least a portion of the activity history may be shared with other users, and offers may be shared based on the activity history.

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 to identify activity history for one or more activities of a first user in a past time period or for a location, 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;

identify the one or more activities that meet the past time period or the location;

identify one or more images associated with the one or more activities;

identify activity information associated with the one or more activities, wherein the activity information comprises a tagged location, a tagged user, a tagged entity, or a tagged category; and

display the one or more activities that meet the past time period or the location, the activity information for the one or more activities, and the one or more images associated with the one or more activities in an activity history interface.

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

accessing a social networking account of the first user; and

determining one or more images associated with the one or more activities based on the past time period or the location of the one or more activities.

3. The system of claim 1, wherein the processing device configured to execute the computer readable program code to receive the indication to identify activity history for the one or more activities comprises:

automatically receiving the indication when a mobile device of the first user is identified at the location of the one or more activities.

4. The system of claim 1, wherein the processing device configured to execute the computer readable program code to receive the indication to identify activity history for the one or more activities comprises:

receiving the indication when the first user requests the activity history for the location.

5. The system of claim 1, wherein the processing device configured to execute the computer readable program code to receive the indication to identify activity history for the one or more activities comprises:

automatically receiving the indication when the past time period is meets a pre-identified threshold time period.

6. The system of claim 1, wherein the processing device configured to execute the computer readable program code to receive the indication to identify activity history for the one or more activities comprises:

receiving the indication when the first user requests the activity history for the time period.

7. The system of claim 1, wherein the processing device configured to execute the computer readable program code to identify activity information associated with the one or more activities comprises:

accessing a social networking account of the first user or accessing an e-mail account of the first user.

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 to identify activity history for one or more activities of a first user in a past time period or for a location, 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;

an executable portion configured to identify the one or more activities that meet the past time period or the location;

an executable portion configured to identify one or more images associated with the one or more activities;

an executable portion configured to identify activity information associated with the one or more activities, wherein the activity information comprises a tagged location, a tagged user, a tagged entity, or a tagged category; and

an executable portion configured to display the one or more activities that meet the past time period or the location, the activity information for the one or more activities, and the one or more images associated with the one or more activities in an activity history interface.

9. The computer program product of claim 8, wherein the executable portion configured to identify the one or more images associated with the one or more activities comprises:

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

an executable portion configured to determine one or more images associated with the one or more activities based on the past time period or the location of the one or more activities.

10. The computer program product of claim 8, wherein the executable portion configured to identify the activity history for the one or more activities comprises:

an executable portion configured to automatically receive the indication when a mobile device of the first user is identified at the location of the one or more activities.

11. The computer program product of claim 8, wherein the executable portion configured to identify the activity history for the one or more activities comprises:

an executable portion configured to receive the indication when the first user requests the activity history for the location.

12. The computer program product of claim 8, wherein the executable portion configured to receive the indication to identify the activity history for the one or more activities comprises:

an executable portion configured to automatically receive the indication when the past time period is meets a pre-identified threshold time period.

13. The computer program product of claim 8, wherein the executable portion configured to receive the indication to identify the activity history for the one or more activities comprises:

an executable portion configured to receive the indication when the first user requests the activity history for the time period.

14. The computer program product of claim 8, wherein the executable portion configured to identify the activity information associated with the one or more activities comprises:

an executable portion configured to access a social networking account of the first user or configured to access an e-mail account of the first user.

15. A method comprising:

receiving, by a processing device, an indication to identify activity history for one or more activities of a first user in a past time period or for a location, 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;

identifying, by the processing device, the one or more activities that meet the past time period or the location;

identifying, by the processing device, one or more images associated with the one or more activities;

identifying, by the processing device, activity information associated with the one or more activities, wherein the activity information comprises a tagged location, a tagged user, a tagged entity, or a tagged category; and

displaying, by the processing device, the one or more activities that meet the past time period or the location, the activity information for the one or more activities, and the one or more images associated with the one or more activities in an activity history interface.

16. The method of claim 15, wherein identifying the one or more images associated with the one or more activities comprises:

accessing a social networking account of the first user; and

determining one or more images associated with the one or more activities based on the past time period or the location of the one or more activities.

17. The method of claim 15, wherein receiving the indication to identify the activity history for the one or more activities comprises:

automatically receiving the indication when a mobile device of the first user is identified at the location of the one or more activities.

18. The method of claim 15, wherein receiving the indication to identify the activity history for the one or more activities comprises:

receiving the indication when the first user requests the activity history for the location.

19. The method of claim 15, wherein receiving the indication to identify the activity history for the one or more activities comprises:

automatically receiving the indication when the past time period is meets a pre-identified threshold time period.

20. The method of claim 15, wherein receiving the indication to identify the activity history for the one or more activities comprises:

receiving the indication when the first user requests the activity history for the time period.

21. The method of claim 15, wherein identifying the activity information associated with the one or more activities comprises:

accessing a social networking account of the first user or accessing an e-mail account of the first user.