Activity list filters for a financial and social management system

• US 9,323,852 B2
• Filed: 09/20/2013
• Issued: 04/26/2016
• Est. Priority Date: 09/20/2013
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Votaw, Elizabeth S., Calman, Matthew A., Dintenfass, Katherine, Jones, Candice Michelle, Aweida, Charles Karim, Bossier, Parker Holt, Chen, Rebecca A., Kumar, Nandhita, Zhao, Min, Bondesen, Laura Corinne
• Primary Examiner(s): Morrison, Jay
• Assistant Examiner(s): Hoang, Ken
• Application Number:
  US14/032,686
• Publication Number:
  US 20150088915A1
• Time in Patent Office: 949 Days
• Field of Search: 705/319, 705/14.58, 705/39, 705/14.53, 705/1.1, 705/28, 705/14.23, 705/14.57, 705/325, 705/342, 705/343, 705/344, 705/5, 705/7.11, 705/14.1, 705/14.35, 705/14.45, 705/14.46, 705/14.54, 705/14.66, 705/14.73, 705/26.2, 705/26.3, 705/26.35, 705/26.61, 705/26.9, 705/27.1, 705/332, 705/4, 705/44, 705/7.19, 705/7.29, 705/7.34, 709/204, 709/206, 709/217, 709/220, 709/224, 726/4, 726/26, 726/27, 726/28, 726/3, 726/17, 726/2, 726/29, 726/5, 726/6
• US Class Current: 1/1
• CPC Class Codes: G06F 16/287 Visualization; Browsing
• CPC Class Codes: G06F 16/9535 Search customisation based on user profiles and personalisation
• CPC Class Codes: G06F 16/9537 Spatial or temporal dependent retrieval, e.g. spatiotemporal queries
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• 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 40/12 Accounting
• 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, contact lists, calendars, and the like, and associates the activity information and images with the activities. The financial and social management system may determine locations, social relationships, entities, categories, or the like from the various sources of information and tag the activities with location tags, social relationship tags, entity tags, category tags, or the like. The tags allow the user to easily filter the activities based on the location, social relationship, entity, category, or other activity information and display the activities and activity information in customized interfaces.

Claims

1. A system for filtering transactions within an activity interface for a financial account based on activity information captured from a social networking account, the system comprising:

one or more memory devices having computer readable program code store thereon; and

one or more processing devices operatively coupled to the one or more memory devices, wherein the one or more processing devices are configured to execute the computer readable program code to;

receive an indication that a first user has participated in activities, wherein the activities comprise participating in transactions with entities for products using the financial account of the first user at a financial institution;

associate activity information with the activities, wherein the activity information is at least partially received from the social networking account of the first user, and the activity information comprises at least a second user associated with one or more of the activities;

display the activities and the associated activity information in the activity interface for the financial account, wherein the activities have a location tag for a location associated with one or more of the activities, a user tag for the second user associated with one or more of the activities, an entity tag for an entity associated with one or more of the activities, and a category tag for a category associated with one or more of the activities;

receive an indication from the first user to filter the activities into filtered activities based on the location tag, the user tag, the entity tag, or the category tag, wherein the indication to filter the activities is at least based on the category tag; and

display the filtered activities and the associated activity information in a filtered activity interface, wherein the filtered activity interface is at least a category interface comprising an image associated with the category, the activity list illustrating the filtered activities and the activity information associated with the category, and an interactive map illustrating the location of the filtered activities associated with the category.

2. The system of claim 1, wherein the one or more processing devices are further configured to execute the computer readable program code to:

access the social networking account of the first user;

determine social networking information occurring at the location and time of the activities; and

associate the social networking information with the activities.

3. The system of claim 1, wherein the indication to filter the activities is based on the location tag, and wherein displaying the filtered activities comprises:

displaying an activity location interface comprising an image associated with the location, the activity list illustrating the filtered activities and the activity information associated with the location, and an interactive map illustrating the location of the filtered activities.

4. The system of claim 1, wherein the indication to filter the activities is based on the user tag, and wherein displaying the filtered activities comprises:

displaying a social relationship interface comprising an image associated with the second user, the activity list illustrating the filtered activities and the activity information associated with the second user, and an interactive map illustrating the location of the filtered activities associated with the second user.

5. The system of claim 1, wherein the indication to filter the activities is based on the entity tag, and wherein displaying the filtered activities comprises:

displaying an entity interface comprising an image associated with the entity, the activity list illustrating the filtered activities and the activity information associated with the entity, and an interactive map illustrating the location of the filtered activities associated with the entity.

6. The system of claim 1, wherein the one or more processing devices are further configured to execute the computer readable program code to:

receive an indication from the first user to add, remove, or edit the location tag, the user tag, the entity tag, or the category tag for the one or more activities in the filtered interfaces.

7. A computer program product for filtering transactions within an activity interface for a financial account based on activity information captured from a social networking account, 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 that a first user has participated in activities, wherein the activities comprise participating in transactions with entities for products using the financial account of the first user at a financial institution;

an executable portion configured to associate activity information with the activities, wherein the activity information is at least partially received from the social networking account of the first user, and the activity information comprises at least a second user associated with one or more of the activities;

an executable portion configured to display the activities and the associated activity information in the activity interface for the financial account, wherein the activities have a location tag for a location associated with one or more of the activities, a user tag for the second user associated with one or more of the activities, an entity tag for an entity associated with one or more of the activities, and a category tag for a category associated with one or more of the activities;

an executable portion configured to receive an indication from the first user to filter the activities into filtered activities based on the location tag, the user tag, the entity tag, or the category tag, wherein the indication to filter the activities is at least based on the category tag; and

an executable portion configured to display the filtered activities and the associated activity information in a filtered activity interface, wherein the filtered activity interface is at least a category interface comprising an image associated with the category, the activity list illustrating the filtered activities and the activity information associated with the category, and an interactive map illustrating the location of the filtered activities associated with the category.

8. The computer program product of claim 7, wherein the computer-readable program code portions further comprise:

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

an executable portion configured to determine social networking information occurring at the location and time of the activities; and

an executable portion configured to associate the social networking information with the activities.

9. The computer program product of claim 7, wherein the indication to filter the activities is based on the location tag, and wherein the executable portion configured to display the filtered activities comprises:

displaying an activity location interface comprising an image associated with the location, the activity list illustrating the filtered activities and the activity information associated with the location, and an interactive map illustrating the location of the filtered activities.

10. The computer program product of claim 7, wherein the indication to filter the activities is based on the user tag, and wherein the executable portion configured to display the filtered activities comprises:

displaying a social relationship interface comprising an image associated with the second user, the activity list illustrating the filtered activities and the activity information associated with the second user, and an interactive map illustrating the location of the filtered activities associated with the second user.

11. The computer program product of claim 7, wherein the indication to filter the activities is based on the entity tag, and wherein displaying the filtered activities comprises:

displaying an entity interface comprising an image associated with the entity, the activity list illustrating the filtered activities and the activity information associated with the entity, and an interactive map illustrating the location of the filtered activities associated with the entity.

12. The computer program product of claim 7, wherein the computer-readable program code portions further comprise:

an executable portion configured to receive an indication from the first user to add, remove, or edit the location tag, the user tag, the entity tag, or the category tag for the one or more activities in the filtered interfaces.

13. A method for filtering transactions within an activity interface for a financial account based on activity information captured from a social networking account, the method comprising:

receiving, by one or more processing devices, an indication that a first user has participated in activities, wherein the activities comprise participating in transactions with entities for products using the financial account of the first user at a financial institution;

associating, by the one or more processing devices, activity information with the activities, wherein the activity information is at least partially received from the social networking account of the first user, and the activity information comprises at least a second user associated with one or more of the activities;

display, by the one or more processing devices, the activities and the associated activity information in the activity interface for the financial account, wherein the activities have a location tag for a location associated with one or more of the activities, a user tag for the second user associated with one or more of the activities, an entity tag for an entity associated with one or more of the activities, and a category tag for a category associated with one or more of the activities;

receiving, by the one or more processing devices, an indication from the first user to filter the activities into filtered activities based on the location tag, the user tag, the entity tag, or the category tag, wherein the indication to filter the activities is at least based on the category tag; and

displaying, by the one or more processing devices, the filtered activities and the associated activity information in a filtered activity interface, wherein the filtered activity interface is at least a category interface comprising an image associated with the category, the activity list illustrating the filtered activities and the activity information associated with the category, and an interactive map illustrating the location of the filtered activities associated with the category.

14. The method of claim 13, further comprising:

accessing, by the one or more processing devices, the social networking account of the first user;

determining, by the one or more processing devices, social networking information occurring at the location and time of the activities; and

associating, by the one or more processing devices, the social networking information with the activities.

15. The method of claim 13, wherein the indication to filter the activities is based on the location tag, and wherein displaying the filtered activities comprises:

displaying an activity location interface comprising an image associated with the location, the activity list illustrating the filtered activities and the activity information associated with the location, and an interactive map illustrating the location of the filtered activities.

16. The method of claim 13, wherein the indication to filter the activities is based on the user tag, and wherein displaying the filtered activities comprises:

displaying a social relationship interface comprising an image associated with the second user, the activity list illustrating the filtered activities and the activity information associated with the second user, and an interactive map illustrating the location of the filtered activities associated with the second user.

17. The method of claim 13, wherein the indication to filter the activities is based on the entity tag, and wherein displaying the filtered activities comprises:

displaying an entity interface comprising an image associated with the entity, the activity list illustrating the filtered activities and the activity information associated with the entity, and an interactive map illustrating the location of the filtered activities associated with the entity.

18. The method of claim 13, further comprising:

receiving, by the one or more processing devices, an indication from the first user to add, remove, or edit the location tag, the user tag, the entity tag, or the category tag for the one or more activities in the filtered interfaces.