Mobile content management

• US 8,930,498 B2
• Filed: 03/31/2010
• Issued: 01/06/2015
• Est. Priority Date: 03/31/2010
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Votaw, Elizabeth S., Jordan, Marcia T., Buchhop, Peter K., Fyk, Anne Bradford, Sitar, Krsto, Loafman, Melissa L.
• Primary Examiner(s): Lazaro, David
• Assistant Examiner(s): KOROBOV, VITALI A
• Application Number:
  US12/751,502
• Publication Number:
  US 20110246614A1
• Time in Patent Office: 1,742 Days
• Field of Search: 709/219, 709/227, 709/246
• US Class Current: 709/219
• CPC Class Codes: G06Q 20/3221 Access to banking information through M-devices
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

A computer system interacts with a mobile device to support the needs of remote users and may leverage e-ink technology so that a mobile user can access, manage and read documents without being tethered. The mobile device allows for both user-initiated downloads from a corporate entity as well as corporate pushes by the corporate entity to ensure that the user has updated content. The computer system receives a request for selected electronic content, where the request includes updated configuration information and user identification. The computer system then maps the user identification to a device type from a plurality of device types. Embodiments support different device types including electronic ink display capable devices. The selected electronic content is then downloaded to the mobile device. Subsequently, the computer system pushes updated versions of the selected electronic content based on the updated configuration information.

Claims

1. A computer-assisted method for updating electronic content of a document to a first user comprising:

presenting a plurality of display items comprising first and second display items that correspond to first and second choices, respectively, for updating the electronic content, wherein the first choice specifies periodical updating of the electronic content of the document to the first user and the second choice specifies a given time for updating the electronic content of the document to the first user;

receiving, by a computer system, a request for selected electronic content in the document, the request including updated configuration information, wherein the updated configuration information includes at least one updated updating characteristic about updating the electronic content and comprises one of the plurality of choices, wherein the plurality of choices further comprises a third display item corresponding to a third choice and wherein the third choice specifies updating, by a different user, a selected document at a specific time to the first user;

mapping, by the computer system, a user identification to a plurality of device types;

identifying a first device from the plurality of device types based on a content characteristic of the selected electronic content, wherein the first device is one of a plurality of devices associated with the first user;

downloading, by the computer system, a first version of the selected electronic content to the first device; and

pushing, by the computer system, an updated version of the selected electronic content in the document to the first device based on the updated configuration information, wherein the updated version comprises a revision of the first version of the selected electronic content.

2. The method of claim 1, wherein the identifying comprises:

when an amount of text of the selected electronic content exceeds a predetermined limit, identifying the first device, said first device comprising an electronic ink display; and

when the amount of text does not exceed the predetermined limit, identifying a second device based on a user preference, said second device being different from said first device.

3. The method of claim 1, further comprising:

verifying permission to access the selected electronic document prior to downloading the selected electronic content and pushing the updated version.

4. The method of claim 1, wherein the plurality of choices further comprises a third display item corresponding to a third choice, wherein the third choice specifies updating, by a different user, a selected document at a specific time to the first user.

5. The method of claim 1 further comprising:

directing, by the computer system, the electronic content through a mobile communication channel type to the first device based on a device type.

6. The method of claim 5, wherein the device type is indicative of an electronic ink display capability, the method further comprising:

directing, by the computer system, the electronic content to an electronic ink device based on the device type.

7. The method of claim 5 further comprising:

formatting the electronic content to a format compatible to the device type, wherein different device types support different formats.

8. A non-transitory computer-readable storage medium storing computer-executable instructions that, when executed, cause a processor to perform:

presenting a plurality of display items comprising first and second display items that correspond to first and second choices, respectively, for updating electronic content, wherein the first choice specifies periodical updating of the electronic content of a document to a first user and the second choice specifies a given time for updating the electronic content of the document to the first user;

receiving a request for selected electronic content in the document, the request including updated configuration information, wherein the updated configuration information includes at least one updated updating characteristic about updating the electronic content and comprises one of the plurality of choices, wherein the plurality of choices further comprises a third display item corresponding to a third choice and wherein the third choice specifies updating, by a different user, a selected document at a specific time to the first user;

mapping a user identification to a plurality of device types;

identifying a first device from the plurality of device types based on a content characteristic of the selected electronic content, wherein the first device is one of a plurality of devices associated with the first user;

downloading a first version of the selected electronic content to the first device; and

pushing an updated version of the selected electronic content in the document to the first device based on the updated configuration information, wherein the updated version comprises a revision of the first version of the selected electronic content.

9. The computer-readable medium of claim 8, wherein the processor performs:

when an amount of text of the selected electronic content exceeds a predetermined limit, identifying the first device, said first device comprising an electronic ink display; and

when the amount of text does not exceed the predetermined limit, identifying a second device based on a user preference, said second device being different from said first device.

10. The computer-readable medium of claim 8, wherein the processor performs:

verifying permission to access the selected electronic document prior to downloading the selected electronic content and pushing the updated version.

11. The computer-readable medium of claim 8, wherein the processor performs:

directing the electronic content through a mobile communication channel type to the first device based on a device type.

12. The computer-readable medium of claim 11, wherein the device type is indicative of an electronic ink display capability and wherein the processor performs:

directing the electronic content to an electronic ink device based on the device type.

13. The computer-readable medium of claim 11, wherein the processor performs:

formatting the electronic content to a format compatible to the device type, wherein different device types support different formats.

14. An apparatus comprising:

at least one memory; and

at least one processor coupled to the at least one memory and configured to perform, based on instructions stored in the at least one memory;

presenting a plurality of display items comprising first and second display items that correspond to first and second choices, respectively, for updating electronic content, wherein the first choice specifies periodical updating of the electronic content of a document to a first user and the second choice specifies a given time for updating the electronic content of the document to the first user;

receiving a request for selected electronic content in the document, the request including updated configuration information, wherein the updated configuration information includes at least one updated updating characteristic about updating the electronic content and comprises one of the plurality of choices, wherein the plurality of choices further comprises a third display item corresponding to a third choice and wherein the third choice specifies updating, by a different user, a selected document at a specific time to the first user;

mapping a user identification to a plurality of device types;

identifying a first device from the plurality of device types based on a content characteristic of the selected electronic content, wherein the first device is one of a plurality of devices associated with the first user;

downloading a first version of the selected electronic content to the first device; and

pushing an updated version of the selected electronic content in the document to the first device based on the updated configuration information, wherein the updated version comprises a revision of the first version of the selected electronic content.

15. The apparatus of claim 14, wherein the at least one processor is further configured to perform:

when an amount of text of the selected electronic content exceeds a predetermined limit, identifying the first device, said first device comprising an electronic ink display; and

when the amount of text does not exceed the predetermined limit, identifying a second device based on a user preference, said second device being different from said first device.

16. The apparatus of claim 14, wherein the at least one processor is further configured to perform:

verifying permission to access the selected electronic document prior to downloading the selected electronic content and pushing the updated version.

17. The apparatus of claim 14, wherein the at least one processor is further configured to perform:

directing the electronic content through a mobile communication channel type to the first device based on a device type.

18. The apparatus of claim 17, wherein the device type is indicative of an electronic ink display capability and wherein the at least one processor is further configured to perform:

directing the electronic content to an electronic ink device based on the device type.

19. The apparatus of claim 17, wherein the at least one processor is further configured to perform:

formatting the electronic content to a format compatible to the device type, wherein different device types support different formats.