Methods and systems for electronically displaying financial data

• US 9,047,705 B1
• Filed: 10/04/2012
• Issued: 06/02/2015
• Est. Priority Date: 10/04/2012
• Status: Active Grant

• Current Assignee: Citibank NA (Citigroup Incorporated)
• Original Assignee: Citibank NA (Citigroup Incorporated)
• Inventors: Ko, Thomas
• Primary Examiner(s): Tung, Kee M
• Assistant Examiner(s): McCulley, Ryan D
• Application Number:
  US13/644,455
• Time in Patent Office: 971 Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs
• CPC Class Codes: G06T 13/20 3D [Three Dimensional] animation

Abstract

Methods and systems for electronically displaying financial data involve, for example, providing access to an authorized user via a client computing device to financial data on a back-end server using a processor coupled to memory; likewise using the processor, sending the financial data to the client computing device from the back-end server; and also using the processor, rendering a three-dimensional graphic display showing a plurality of geographic locations associated with the financial data on the client computing device.

Claims

1. A method for electronically displaying financial data, comprising:

providing, using a processor coupled to memory, access to an authorized user via a client computing device to financial data on a back-end server;

sending, using the processor, the financial data to the client computing device from the back-end server;

rendering, using the processor, a three-dimensional graphic display showing a plurality of geographic locations associated with the financial data on the client computing device; and

activating, by the processor, a three-dimensional visualization of a tube or conduit representing a movement of value between at least two of the plurality of geographic locations, and animating an element of the tube or conduit to move in a direction of the movement of value between the at least two of the plurality of geographic locations at a rate of speed that is proportional to a volume of the movement of value between the at least two of the plurality of geographic locations.

2. The method of claim 1, wherein providing access to the authorized user via the client computing device further comprises providing a download of an application to one of a client desktop computer, a client laptop computer, a client mobile telephonic device, and a client tablet computer.

3. The method of claim 2, wherein providing the download of the application further comprises providing the download of the application as a portal view of a plurality of accounts of the client.

4. The method of claim 2, wherein providing the download of the application further comprises receiving set-up information from the client computing device consisting at least in part of an identification of a plurality of accounts of the client and an identification of at least one user authorized to access the plurality accounts of the client.

5. The method of claim 1, wherein sending the financial data to the client computing device further comprises sending the financial data to the client computing device without requiring the financial data to be saved on the client computing device.

6. The method of claim 1, wherein sending the financial data from the back-end server further comprises sending the financial data from at least one of a web server and a database.

7. The method of claim 1, wherein rendering the three-dimensional graphic display showing the plurality of geographic locations further comprises rendering a three-dimensional graphic display of a global to local map showing movement of value between at least two of the plurality of geographic locations from the financial data.

8. The method of claim 7, wherein rendering the three-dimensional graphic display of the global map showing movement of value between at least two of the geographic locations further comprises rendering the three-dimensional graphic display of the global map showing movement of the value between an origination account of the client at a first geographic location and a destination account of the client at a second geographic location.

9. The method of claim 1, wherein activating the three-dimensional visualization of the tube or conduit representing the movement of value further comprises activating the three-dimensional graphic display of a the tube or conduit of a color indicative of an identity of a financial institution as a source or destination of the movement of value.

10. The method of claim 1, wherein activating the three-dimensional visualization of the tube or conduit representing the movement of value further comprises activating the three-dimensional visualization of the tube or conduit of a color indicative of past, present, or future financial flow, trade flow, or liquidity flow components of the movement of value.

11. The method of claim 1, wherein activating the three-dimensional visualization of the tube or conduit representing the movement of value further comprises activating the three-dimensional graphic display of a tube or conduit of a size indicative of an aspect of the movement of value.

12. The method of claim 11, wherein activating the three-dimensional visualization of the tube or conduit of the size indicative of the aspect of the movement of value further comprises rendering the three-dimensional graphic display of a tube or conduit of a size indicative of a quantity or volume aspect of the movement of value.

13. The method of claim 1, wherein activating the three-dimensional visualization of the tube or conduit representing the movement of value further comprises activating the three-dimensional visualization of the tube or conduit associated with an arrow indicative of an aspect of the movement of value.

14. The method of claim 13, wherein activating the three-dimensional visualization of the tube or conduit associated with the arrow indicative of the aspect of the movement of value further comprises activating the three-dimensional visualization of the tube or conduit associated with the arrow indicative of a direction aspect of the movement of value.

15. The method of claim 1, further comprising generating a textual display of a plurality of data points in association with the three-dimensional display from the financial data on the client computing device.

16. The method of claim 1, further comprising receiving entry of a transaction related to at least one of a plurality of accounts of the client by the back-end server via the client computing device based at least in part on the three-dimensional graphic display.

17. The method of claim 1, further comprising rendering a three-dimensional graphic display of a bar graph showing trade data related to at least one of a plurality of accounts of the client from the financial data on the client computing device.

18. The method of claim 17, wherein rendering the three-dimensional graphic display of the bar graph further comprises rendering the three-dimensional graphic display of the bar graph showing three-dimensional bars representing positive values and three-dimensional bars representing negative values.

19. A system for electronically displaying financial data, comprising:

a processor coupled to memory, said processor being programmed for;

providing access to an authorized user via a client computing device to financial data on a back-end server;

sending the financial data to the client computing device from the back-end server;

rendering a three-dimensional graphic display showing a plurality of geographic locations associated with the financial data on the client computing device; and

activating a three-dimensional visualization of a tube or conduit representing a movement of value between at least two of the plurality of geographic locations, and animating an element of the tube or conduit to move in a direction of the movement of value between the at least two of the plurality of geographic locations at a rate of speed that is proportional to a volume of the movement of value between the at least two of the plurality of geographic locations.