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Activity review for a financial and social management system

  • US 9,639,893 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 computer program product 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 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 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;

    an executable portion configured to identify the activities that meet the time period;

    an executable portion configured to 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 bydetermining 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

    an executable portion configured to 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;

    an executable portion configured to 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

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

    an executable portion configured to 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

    an executable portion configured to 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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