ACCOUNT INFORMATION ANALYSIS
First Claim
1. A method for managing financial data associated with a plurality of financial service providers, the method comprising:
- receiving a set of criteria for identifying one or more accounts for one of the financial service providers, wherein the criteria specify an environment in which the financial data is stored, the environment comprising a plurality of categories for storing the financial data, and wherein the criteria include a date criterion;
identifying the one or more accounts based on the set of criteria in the environment specified by the criteria; and
evaluating the identified accounts based on the set of criteria.
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Accused Products
Abstract
Methods, systems, and machine-readable media are disclosed for managing financial data associated with a plurality of financial service providers. According to one embodiment, a method of managing financial data associated with a plurality of financial service providers can comprise receiving a set of criteria for identifying one or more accounts for one of the financial service providers. The criteria can specify an environment in which the financial data is stored, the environment comprising a plurality of categories for storing the financial data. The criteria can also include a date criterion. The one or more accounts can be identified based on the set of criteria in the environment specified by the criteria. The identified accounts can be evaluated based on the set of criteria. In some cases, the method can further comprise updating the accounts based on the evaluation.
8 Citations
35 Claims
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1. A method for managing financial data associated with a plurality of financial service providers, the method comprising:
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receiving a set of criteria for identifying one or more accounts for one of the financial service providers, wherein the criteria specify an environment in which the financial data is stored, the environment comprising a plurality of categories for storing the financial data, and wherein the criteria include a date criterion; identifying the one or more accounts based on the set of criteria in the environment specified by the criteria; and evaluating the identified accounts based on the set of criteria. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17)
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18. A method for managing financial data associated with a plurality of financial service providers, the method comprising:
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receiving a set of criteria for identifying one or more accounts for one of the financial service providers, wherein the criteria specify an environment in which the financial data is stored, the environment comprising a plurality of categories for storing the financial data; identifying the one or more accounts based on the set of criteria in the environment specified by the criteria; retrieving credit reporting information for an entity related to each of the one or more identified accounts from one or more credit reporting agencies; and adjusting account information for at least one of the one or more identified accounts based on the credit information. - View Dependent Claims (19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34)
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35. A system comprising:
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a communication network; a plurality of data stores communicatively coupled with the network and adapted to maintain financial account information associated with a plurality of financial service providers; a client device communicatively coupled with the communication network; and a server communicatively coupled with the communication network and adapted to receiving from the client device a set of criteria for identifying one or more accounts for one of the financial service providers, wherein the criteria specify an environment in which the financial data is stored, the environment comprising a plurality of categories for storing the financial data, and wherein the criteria include a date criterion;
identify the one or more accounts based on the set of criteria in the environment specified by the criteria;
retrieve credit reporting information for an entity related to each of the one or more identified accounts from one or more credit reporting agencies, and adjust account information for at least one of the one or more identified accounts based on the credit information, and means for evaluating the identified accounts based on the set of criteria.
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Specification