AGGREGATION OF ITEM-LEVEL TRANSACTION DATA FOR A GROUP OF INDIVIDUALS

Apparatus, methods, and computer program products are provided for that automatically identify transactions and/or items in a transaction that are associated with a group of individuals, such as a family, co-workers, a special interest group, a demographic group a social network group or the like. O...

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Main Authors DINTENFASS KATHERINE, CALMAN MATTHEW A, HANSON CARRIE ANNE, BLACKHURST JASON P, BONDESEN LAURA C
Format Patent
LanguageEnglish
Published 16.04.2015
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 provided for that automatically identify transactions and/or items in a transaction that are associated with a group of individuals, such as a family, co-workers, a special interest group, a demographic group a social network group or the like. Once transactions and/or items in the transaction have been identified as being associated with the group, the transaction data associated with the transactions and/or the items in the transactions is aggregated and aggregated views of the data are made accessible to individuals in the group, such as through a financial institution financial management application, e.g., online or mobile banking application.
Bibliography:Application Number: US201314052334