Activity list filters for a financial and social management system
First Claim
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.
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Accused Products
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.
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Citations
18 Claims
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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:
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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. - View Dependent Claims (2, 3, 4, 5, 6)
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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:
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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. - View Dependent Claims (8, 9, 10, 11, 12)
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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:
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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. - View Dependent Claims (14, 15, 16, 17, 18)
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Specification