SHARED ACCOUNT FILTERING OF E-RECEIPT DATA BASED ON EMAIL ADDRESS OR OTHER INDICIA

Apparatus, methods, and computer program products are described providing, within a personal finance management application (e.g., online banking, mobile banking or the like), customer-based transaction filtering for shared financial accounts (i.e., joint account or accounts otherwise held by more t...

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Bibliographic Details
Main Authors DINTENFASS KATHERINE, CALMAN MATTHEW A, HANSON CARRIE ANNE, BLACKHURST JASON P, BONDESEN LAURA C
Format Patent
LanguageEnglish
Published 19.02.2015
Subjects
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Summary:Apparatus, methods, and computer program products are described providing, within a personal finance management application (e.g., online banking, mobile banking or the like), customer-based transaction filtering for shared financial accounts (i.e., joint account or accounts otherwise held by more than one individual/customer). The filtering is configured to present holders of the shared accounts views (e.g., windows, sortable lists or the like) of which transactions, and in some embodiments which items in those transactions, were conducted by which holders of the account.
Bibliography:Application Number: US201313967930