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Activity review for a financial and social management system

  • US 9,639,892 B2
  • Filed: 02/29/2016
  • Issued: 05/02/2017
  • Est. Priority Date: 09/20/2013
  • Status: Active Grant
First Claim
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1. A system for providing an activity review of a first user in an activity review interface based on aggregated activity information from one or more financial accounts and one or more social networking accounts, 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 to identify and aggregate activity information for activities over a time period, wherein the activities are transactions made by the first user with one or more financial accounts and the activity information is financial account information captured from the one or more financial accounts and is supplemented with social networking information captured from the one or more social networking accounts;

    identify the activities that meet the time period;

    aggregate the activity information for the activities, wherein aggregating the activity information comprises;

    aggregating the activity information related to locations involved in the activities;

    aggregating the activity information related to social relationships involved in the activities, wherein the social relationships are determined by determining the locations and times of the transactions from the one or more financial accounts of the first user;

    accessing the one or more social networking accounts of the first user;

    determining other users associated with the locations and the times of the transactions within the one or more social networking accounts; and

    associating the other users with the activities of the first user;

    aggregating the activity information related to entities involved in the activities; and

    aggregating the activity information related to categories involved in the activities; and

    capture at least one location image associated with at least one of the locations, wherein the at least one location image is captured by;

    accessing the one or more social networking accounts of the first user;

    capturing a location image from the one or more social networking accounts, wherein the location image is associated with at least one of the locations within the social networking account;

    capture at least one user image of at least one of the other users associated with the social relationships, wherein the at least one user image is captured by;

    accessing the one or more social networking accounts of the first user;

    capturing a user image from the one or more social networking accounts, wherein the user image is associated with at least one of the other users; and

    capture at least one entity image associated with at least one of the entities, wherein an entity image is captured from an electronic source;

    capture at least one category image associated with at least one of the categories, wherein a category image is captured from an electronic source; and

    display the aggregated activity information for the activities related to the locations, the social relationships, the entities, and the categories in the activity review interface along with the location image, the user image, the entity image, and the category image on a display of the first user computer system.

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