Financial transaction information capturing and indexing system

• US 20040243494A1
• Filed: 05/28/2003
• Published: 12/02/2004
• Est. Priority Date: 05/28/2003
• Status: Abandoned Application

• Current Assignee: Integrated Data Control, Inc.
• Original Assignee: Integrated Data Control, Inc.
• Inventors: Jensen, Robert Leland, Smith, Daniel Victor
• Application Number:
  US10/449,306
• Publication Number:
  US 20040243494A1
• Time in Patent Office: Days
• US Class Current: 705/35
• 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: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 69/329 in the application layer [OSI layer 7]
• CPC Class Codes: H04L 9/40 Network security protocols

Abstract

An information capturing system and method is provided for retrieving financial transaction information and related images from a financial institution web site. First, an account transaction history web page is accessed having a first set of links to processed financial transaction document images and a second set of links to an assortment of other objects. The first set of links is distinguished from the second set of links in order to automatically download the processed financial transaction document images without downloading the assortment of other objects. The method further comprises specifying a folder in which to download the processed financial transaction document images; saving the processed financial transaction document images into the specified folder; and generating or updating a searchable index of the contents of the specified folder.

Claims

1. An information capturing system for retrieving financial transaction information, the system comprising:

a browser module operable to link to a web page containing an account transaction history web page, the account transaction history web page having a first set of links to processed financial transaction document images, and a second set of links to an assortment of other objects; and

a financial transaction image capture module operatively linked to the browser module, the image capture module being operable to evaluate the account transaction history web page, distinguish the first set of links from the second set of links, and automatically download the processed financial transaction document images without downloading the assortment of other objects.

2. The information capturing system of claim 1, wherein the processed financial transaction documents include cancelled checks.

3. The information capturing system of claim 1, further comprising a dialog box operable to enable a user to identify a folder into which the financial transaction image capture module saves the processed financial transaction documents images.

4. The information capturing system of claim 1, further comprising an index generating module operable to generate a searchable index of the account transaction history web page and the processed financial transaction documents images.

5. The information capturing system of claim 4, further comprising a dialog box operable to enable a user to specify a folder into which the financial transaction image capture module is to save the processed financial transaction documents images.

6. The information capturing system of claim 5, further comprising a database and file selection module operable to display the specified folder and any contents that have been saved to the specified folder.

7. A method for retrieving financial transaction information, the method comprising:

accessing a web page containing an account transaction history web page, the account transaction history web page having a first set of links to processed financial transaction document images, and a second set of links to an assortment of other objects;

automatically distinguishing the first set of links from the second set of links; and

automatically downloading the processed financial transaction document images without downloading the assortment of other objects.

8. The method of claim 7, further comprising specifying a folder in which to download the processed financial transaction document images.

9. The method of claim 8, further comprising saving the processed financial transaction document images into the specified folder.

10. The method of claim 9, further comprising downloading the account transaction history web page.

11. The method of claim 10, further comprising modifying the first set of links in the downloaded account transaction history web page to link to the saved processed financial transaction document images.

12. The method of claim 11, further comprising saving the downloaded account transaction history web page into the specified folder.

13. The method of claim 12, further comprising generating a searchable index of the contents of the specified folder.

14. The method of claim 12, further comprising updating a searchable index of the contents of the specified folder.

15. The method of claim 7, further comprising generating a searchable index of the downloaded processed financial transaction document images.

16. The method of claim 7, further comprising updating a searchable index of the downloaded processed financial transaction document images.

17. An information capturing system for retrieving financial transaction information, the system comprising:

means for linking to a web page containing an account transaction history web page, the account transaction history web page having a first set of links to processed financial transaction document images, and a second set of links to an assortment of other objects; and

means for automatically evaluating the account transaction history web page, distinguishing the first set of links from the second set of links, and downloading the processed financial transaction document images without downloading the assortment of other objects.

18. The information capturing system of claim 17, further comprising indexing means for generating a searchable index of the account transaction history web page and the processed financial transaction documents images.

19. The information capturing system of claim 18, further comprising means for enable a user to specify a folder into which the processed financial transaction documents images are to be saved.

20. The information capturing system of claim 19, further comprising means for displaying the contents of the specified folder.