Management method and system for a user
First Claim
1. A method for managing multiple accounts associated with a user, the method comprising:
- (a) receiving a machine readable data signal into a computer system, the signal including a first set of information associated with identification of the user;
(b) in response to the first set of information, identifying a second set of information using the computer system, the second set of information relating to a financial investment account associated with the user, the financial investment account being associated with a financial institution;
(c) in response to the first set of information, identifying a third set of information using the computer system, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial investment account;
(d) generating a fourth set of information with the computer system based upon the second set of information and the third set of information, wherein the fourth set of information includes at least one item of information not provided in any of the first, second, and third sets of information; and
(e) sending from a server a machine readable signal including the fourth set of information to the user or a designee of the user.
17 Assignments
0 Petitions
Accused Products
Abstract
The invention provides a system, method, machine readable program and a graphical user interface for managing multiple accounts associated with a user. The method includes receiving a first set of information associated with identification of a user, in response to the first set of information, identifying a second set of information relating to a financial account associated with the user, the financial account being associated with a financial institution, in response to the first set of information. The method also includes identifying a third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution. A fourth set of information is generated based upon the second set of information and the third set of information. The method also includes sending a signal representative of the fourth set of information. The signal may be sent to the user or a designee of the user.
18 Citations
53 Claims
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1. A method for managing multiple accounts associated with a user, the method comprising:
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(a) receiving a machine readable data signal into a computer system, the signal including a first set of information associated with identification of the user; (b) in response to the first set of information, identifying a second set of information using the computer system, the second set of information relating to a financial investment account associated with the user, the financial investment account being associated with a financial institution; (c) in response to the first set of information, identifying a third set of information using the computer system, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial investment account; (d) generating a fourth set of information with the computer system based upon the second set of information and the third set of information, wherein the fourth set of information includes at least one item of information not provided in any of the first, second, and third sets of information; and (e) sending from a server a machine readable signal including the fourth set of information to the user or a designee of the user. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39, 40, 41, 42, 43)
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44. A system for managing multiple accounts associated with a user, the system comprising:
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(a) executable machine readable program means physically embodied on a physical medium for receiving a first set of information associated with identification of the user; (b) executable machine readable program means physically embodied on a physical medium for identifying a second set of information in response to the first set of information, the second set of information relating to a financial investment account associated with the user, the financial investment account being associated with a financial institution; (c) executable machine readable program means physically embodied on a physical medium for identifying a third set of information in response to the first set of information, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial investment account; (d) executable machine readable program means physically embodied on a physical medium for generating a fourth set of information based upon the second set of information and the third set of information, wherein the fourth set of information includes at least one item of information not provided in any of the first, second, and third sets of information; and (e) executable machine readable program means physically embodied on a physical medium for sending a signal representative of the fourth set of information to the user or a designee of the user.
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45. A machine readable program physically embodied on a computer readable medium containing instructions for controlling a system for managing multiple accounts associated with a user, the program comprising:
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(a) a first computer code segment physically embodied and executable on the physical medium for processing a first set of received information associated with identification of the user; (b) a second computer code segment physically embodied and executable on the physical medium for identifying a second set of information in response to the first set of information, the second set of information relating to a financial investment account associated with the user, the financial investment account being associated with a financial institution; (c) a third computer code segment physically embodied and executable on the physical medium for identifying a third set of information in response to the first set of information, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial investment account; (d) a fourth computer code segment physically embodied and executable on the physical medium for generating a fourth set of information based upon the second set of information and the third set of information, wherein the fourth set of information includes at least one item of information not provided in any of the first, second, and third sets of information; and (e) a fifth computer code segment physically embodied and executable on the physical medium for sending a signal representative of the fourth set of information to the user or a designee of the user.
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46. A server for generating a graphical user interface for controlling a system for managing multiple accounts associated with a user, comprising:
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(a) means for generating a machine readable data signal segment configured to instruct a computer to generate a first field for receiving a first set of information associated with identification of the user; (b) means for generating a machine readable data signal segment configured to instruct a computer to generate a second field for specifying a second set of information relating to a financial account associated with the user, the financial account being associated with a financial institution; (c) means for generating a machine readable data signal segment configured to instruct a computer to generate a third field for specifying a third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial account; (d) means for generating a machine readable data signal segment configured to instruct a computer to generate a fourth field for requesting generation of a fourth set of information based upon the second set of information and the third set of information; and (e) means for generating a machine readable data signal segment configured to instruct a computer to generate a fifth field for displaying a signal representative of the fourth set of information to the user or a designee of the user, wherein the fourth set of information includes at least one item of information not provided in any of the first, second, and third sets of information.
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47. A method for managing multiple accounts associated with a user, the method comprising:
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(a) receiving a machine readable data signal into a computer system, the signal including a first set of information associated with identification of the user; (b) in response to the first set of information, identifying a second set of information using the computer system, the second set of information relating to a financial account associated with the user, the financial account being associated with a financial institution; (c) in response to the first set of information, identifying a third set of information using the computer system, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial account; (d) generating a fourth set of information with the computer system based upon the second set of information and the third set of information, and wherein the fourth set of information includes at least one piece of information selected from the group consisting of an alert, a prompt, an explanation of drug-to-drug interactions, a projection, an advertisement, and a news release; and (e) sending from a server a machine readable signal including the fourth set of information to the user or a designee of the user. - View Dependent Claims (48)
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49. A system for managing multiple accounts associated with a user, the system comprising:
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(a) executable machine readable program means for receiving a first set of information associated with identification of the user; (b) executable machine readable program means for identifying a second set of information in response to the first set of information, the second set of information relating to a financial account associated with the user, the financial account being associated with a financial institution; (c) executable machine readable program means for identifying a third set of information in response to the first set of information, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial account; (d) executable machine readable program means for generating a fourth set of information based upon the second set of information and the third set of information, and wherein the fourth set of information includes at least one piece of information selected from the group consisting of an alert, a prompt, an explanation of drug-to-drug interactions, a projection, an advertisement, and a news release; and (e) executable machine readable program means for sending a signal representative of the fourth set of information to the user or a designee of the user. - View Dependent Claims (50)
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51. A machine readable program embodied on a computer readable medium containing instructions for controlling a system for managing multiple accounts associated with a user, the program comprising:
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(a) a first computer code segment physically embodied and executable on the physical medium for processing a first set of received information associated with identification of the user; (b) a second computer code segment physically embodied and executable on the physical medium for identifying a second set of information in response to the first set of information, the second set of information relating to a financial account associated with the user, the financial account being associated with a financial institution; (c) a third computer code segment physically embodied and executable on the physical medium for identifying a third set of information in response to the first set of information, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial account; (d) a fourth computer code segment physically embodied and executable on the physical medium for generating a fourth set of information based upon the second set of information and the third set of information, and wherein the fourth set of information includes at least one piece of information selected from the group consisting of an alert, a prompt, an explanation of drug-to-drug interactions, a projection, an advertisement, and a news release; and (e) a fifth computer code segment physically embodied and executable on the physical medium for sending a signal representative of the fourth set of information to the user or a designee of the user. - View Dependent Claims (52)
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53. A method for managing multiple accounts associated with a user, the method comprising:
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(a) receiving a machine readable data signal into a computer system, the signal including a first set of information associated with identification of the user; (b) in response to the first set of information, identifying a second set of information using the computer system, the second set of information relating to at least one non-checking financial investment account associated with the user, the financial investment account being associated with a financial institution; (c) in response to the first set of information, identifying a third set of information using the computer system, the third set of information relating to a health account associated with the user, the health account being associated with a healthcare institution and unassociated with the financial investment account; (d) generating a fourth set of information with the computer system based upon the second set of information and the third set of information; and (e) sending from a server a machine readable signal including the fourth set of information to the user or a designee of the user.
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Specification