System and method for associating financial transaction data with a user's project data using a portable electronic device

• US 8,738,475 B2
• Filed: 03/28/2013
• Issued: 05/27/2014
• 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
• Primary Examiner(s): Goyea, Olusegun
• Application Number:
  US13/852,776
• Publication Number:
  US 20130218734A1
• Time in Patent Office: 425 Days
• Field of Search: 705/26.1, 705/30, 705/31, 705/35, 705/40, 235/379, 455/557
• US Class Current: 705/28
• 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. A portable electronic device for interfacing with a expense reporting system, the portable electronic device comprising:

a notification component configured to display a notification;

a display component configured to display representations of financial transaction data, including line-item data, on a display of the portable electronic device;

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

an association component configured to associate a selected portion or percentage of the financial transaction data, including the line-item data, for a single transaction with one or more project category; and

communication circuitry configured to;

transmit requests for financial transaction information; and

receive financial transaction information.

2. The portable electronic device of claim 1, further comprising:

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

3. The portable electronic device of claim 1, wherein the communications circuitry is further configured to:

transmit a request to purchase a product or service.

4. The portable electronic device of claim 1, further comprising:

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

5. Non-transitory 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, including line-item data, on a display of the portable electronic device;

receiving a user request to create a project category; and

associating a selected portion or percentage of the financial transaction data, including the line-item data, for a single transaction with one or more project category.