Interactive map for grouped activities within a financial and social management system

• US 9,436,965 B2
• Filed: 02/18/2016
• Issued: 09/06/2016
• 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., Bondesen, Laura Corinne, Calman, Matthew A., Dintenfass, Katherine, Jones, Candice Michelle, Aweida, Charles Karim, Bossier, Parker Holt, Chen, Rebecca A., Kumar, Nandhita, Zhao, Min
• Primary Examiner(s): Morrison, Jay
• Assistant Examiner(s): Hoang, Ken
• Application Number:
  US15/047,600
• Publication Number:
  US 20160171630A1
• Time in Patent Office: 201 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 16/444 Spatial browsing, e.g. 2D maps, 3D or virtual spaces
• 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: 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, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may display the activities, activity information, and images in an interactive map using markers. The markers in the interactive may be displayed as a function of the time of the activity, include images, or transaction data related to the activity. Positioning information related to the location of the user at the time of the activities may also be overlaid on the interactive map.

Claims

1. A computer program product providing an integrated financial and social networking activity interface having an interactive map and an activity list illustrating transactions made by a user through a financial account and activity information associated with the transactions, 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 user has participated in a plurality of activities, wherein the plurality of activities at least comprises participating in the transactions with one or more entities;

an executable portion configured to access one or more sources of information to determine the activity information associated with the plurality of activities wherein the one or more sources of information at least comprise a social networking account of the user and the financial account of the user;

an executable portion configured to determine the activity information associated with the plurality of activities from the one or more sources, wherein the activity information comprises at least activity locations, activity times, one or more other users, categories, entities, and activity images associated with the plurality of activities;

wherein determining the one or more other users comprises;

determining the one or more other users associated with the plurality of activities from the social networking account based on users tagged in the social networking account at the activity locations or at the activity times of the plurality of activities; and

associating the one or more other users with the plurality of activities;

wherein determining the activity images comprises;

determining the activity images from the social networking account based on image time periods corresponding to the activity times for the plurality of activities, or based on image locations corresponding to the activity locations for the plurality of activities; and

associating the activity images with the plurality of activities, wherein the activity images comprise at least a location image and a user image;

an executable portion configured to generate the integrated financial and social networking activity interface, wherein the activity interface comprises;

the interactive map for the plurality of activities, wherein the interactive map comprises the plurality of activities, the activity locations, the activity times, the one or more other users, the categories, the entities, and the activity images for the plurality of activities; and

an activity list for the plurality of activities, wherein the activity list comprises the plurality of activities, the activity images, and a location tag for a location associated with one or more of the plurality of activities, a user tag for the one or more other users associated with one or more of the plurality of activities, an entity tag for an entity associated with one or more of the plurality of activities, and a category tag for a category associated with one or more of the plurality of activities;

an executable portion configured to display the integrated financial and social networking activity interface to the user in a user computer system, wherein the user may filter the activities in the interactive map and activity list, by selecting at least one of the location tag, the user tag, the entity tag, and the category tag.

2. The computer program product of claim 1, wherein the activity information associated with the plurality of activities from the one or more sources further comprises social relationship information with other users for the plurality of activities, entity information for the plurality of activities, and category information for the plurality of activities.

3. The computer program product of claim 1, wherein the computer-readable program code portions further comprise:

an executable portion configured to receive an indication to limit the plurality of activities to a time period and an area.

4. The computer program product of claim 1, wherein the executable portion configured to display the interactive map comprises:

an executable portion configured to display the plurality of activities on the interactive map using markers; and

an executable portion configured to associate at least a portion of the activity information with the markers.

5. The computer program product of claim 1, wherein the computer-readable program code portions further comprise:

an executable portion configured to receive an indication from the user to filter the plurality of activities based at least on the category tag; and

an executable portion configured to display in the interactive map and the activity list filtered activities based on the category tag.

6. The computer program product of claim 1, wherein the executable portion configured to determine the activity information related to the activity locations for the plurality of activities comprises:

an executable portion configured to determine the activity locations for the plurality of activities from a location determining device in a mobile device of the user, e-receipts from an e-mail account of the user, or tagged locations in the social networking account of the user.

7. The computer program product of claim 1, wherein the executable portion configured to determine the activity information related to the activity times for the plurality of activities comprises:

an executable portion configured to determine the activity times associated with the plurality of activities from a time associated with a location from a location determining device in a mobile device of the user, a time associated with an e-receipt from an e-mail account of the user, or a time associated with a tagged location in the social networking account of the user.

8. A method providing an integrated financial and social networking activity interface having an interactive map and an activity list illustrating transactions made by a user through a financial account and activity information associated with the transactions, the method comprising:

receiving, by one or more processing devices, an indication that a user has participated in a plurality of activities, wherein the plurality of activities at least comprise participating in the transactions with one or more entities;

accessing, by the one or more processing devices, one or more sources of information to determine the activity information associated with the plurality of activities, wherein the one or more sources of information at least comprise a social networking account of the user and the financial account of the user;

determining, by the one or more processing devices, the activity information associated with the plurality of activities from the one or more sources, wherein the activity information comprises at least activity locations, activity times, one or more other users, categories, entities, and activity images associated with the plurality of activities;

wherein determining the one or more other users comprises;

determining the one or more other users associated with the plurality of activities from the social networking account based on users tagged in the social networking account at the activity locations or at the activity times of the plurality of activities; and

associating the one or more other users with the plurality of activities;

wherein determining the activity images comprises;

determining the activity images from the social networking account based on image time periods corresponding to the activity times for the plurality of activities, or based on image locations corresponding to the activity locations for the plurality of activities; and

associating the activity images with the plurality of activities, wherein the activity images comprise at least a location image and a user image;

generating, by the one or more processing devices, the integrated financial and social networking activity interface, wherein the activity interface comprises;

the interactive map for the plurality of activities, wherein the interactive map comprises the plurality of activities, the activity locations, the activity times, the one or more other users, the categories, the entities, and the images for the plurality of activities; and

an activity list for the plurality of activities, wherein the activity list comprises the plurality of activities, the activity images, a location tag for a location associated with one or more of the plurality of activities, a user tag for the one or more other users associated with one or more of the plurality of activities, an entity tag for an entity associated with one or more of the plurality of activities, and a category tag for a category associated with one or more of the plurality of activities;

displaying, by the one or more processing devices, the integrated financial and social networking activity interface to the user in a user computer system, wherein the user may filter the plurality of activities in the interactive map and the activity list, by selecting at least one of the location tag, the user tag, the entity tag, and the category tag.

9. The method of claim 8, wherein the activity information associated with the plurality of activities from the one or more sources further comprises social relationship information with other users for the plurality of activities, entity information for the plurality of activities, and category information for the plurality of activities.

10. The method of claim 8, further comprising:

receiving, by the one or more processing devices, an indication to limit the plurality of activities to a time period and an area.

11. The method of claim 8, wherein displaying the interactive map comprises:

displaying, by the one or more processing devices, the plurality of activities on the interactive map using markers; and

associating, by the processing device, at least a portion of the activity information with the markers.

12. The method of claim 8, further comprising:

receiving, by the one or more processing devices, an indication from the user to filter the plurality of activities based at least on the category tag; and

displaying, by the one or more processing devices, in the interactive map and the activity list filtered activities based on the category tag.

13. The method of claim 8, wherein determining the activity information related to the activity locations for the plurality of activities comprises:

determining, by the one or more processing devices, the activity locations for the plurality of activities from a location determining device in a mobile device of the user, e-receipts from an e-mail account of the user, or tagged locations in the social networking account of the user.

14. The method of claim 8, wherein determining the activity information related to the activity locations for the plurality of activities comprises:

determining, by the one or more processing devices, the activity times associated with the plurality of activities from a time associated with a location from a location determining device in a mobile device of the user, a time associated with an e-receipt from an e-mail account of the user, or a time associated with a tagged location in the social networking account of the user.