Candice H Jones

US Patent:

20160300298, Oct 13, 2016

Filed:

Feb 29, 2016

Appl. No.:

15/056447

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale CA, US
Min Zhao - Sunnyvale NC, US

International Classification:

G06Q 40/00
G06Q 50/00

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system aggregates the activity information for a number of activities based on the location, user, entity, category, cost, time period, or the like and displays the aggregated activity information in an activity review interface. The financial and social management system may supplement the aggregated activity information with educational data.

US Patent:

20160300299, Oct 13, 2016

Filed:

Feb 29, 2016

Appl. No.:

15/056440

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale CA, US
Min Zhao - Sunnyvale NC, US

International Classification:

G06Q 40/02
G06Q 50/00
H04L 12/26
H04L 29/08
H04W 64/00

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system aggregates the activity information for a number of activities based on the location, user, entity, category, cost, time period, or the like and displays the aggregated activity information in an activity review interface. The financial and social management system may supplement the aggregated activity information with educational data.

US Patent:

20160171628, Jun 16, 2016

Filed:

Feb 18, 2016

Appl. No.:

15/047573

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale CA, US
Min Zhao - Sunnyvale CA, US

International Classification:

G06Q 40/00
G06Q 50/00

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, contact lists, calendars, and the like, and associates the activity information and images with the activities. The financial and social management system may determine locations, social relationships, entities, categories, or the like from the various sources of information and tag the activities with location tags, social relationship tags, entity tags, category tags, or the like. The tags allow the user to easily filter the activities based on the location, social relationship, entity, category, or other activity information and display the activities and activity information in customized interfaces.

US Patent:

20160171629, Jun 16, 2016

Filed:

Feb 18, 2016

Appl. No.:

15/047598

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale CA, US
Min Zhao - Sunnyvale CA, US

International Classification:

G06Q 40/00
G06Q 50/00
G06F 17/30

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may display the activities, activity information, and images in an interactive map using markers. The markers in the interactive may be displayed as a function of the time of the activity, include images, or transaction data related to the activity. Positioning information related to the location of the user at the time of the activities may also be overlaid on the interactive map.

US Patent:

20160171630, Jun 16, 2016

Filed:

Feb 18, 2016

Appl. No.:

15/047600

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale CA, US
Min Zhao - Sunnyvale CA, US

International Classification:

G06Q 40/00
G06Q 50/00
G06F 17/30

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may display the activities, activity information, and images in an interactive map using markers. The markers in the interactive may be displayed as a function of the time of the activity, include images, or transaction data related to the activity. Positioning information related to the location of the user at the time of the activities may also be overlaid on the interactive map.

US Patent:

20160163004, Jun 9, 2016

Filed:

Feb 18, 2016

Appl. No.:

15/047572

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale CA, US
Min Zhao - Sunnyvale CA, US

International Classification:

G06Q 50/00
G06Q 40/00
G06F 17/30
G06F 3/0482
G06F 3/0484

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, contact lists, calendars, and the like, and associates the activity information and images with the activities. The financial and social management system may determine locations, social relationships, entities, categories, or the like from the various sources of information and tag the activities with location tags, social relationship tags, entity tags, category tags, or the like. The tags allow the user to easily filter the activities based on the location, social relationship, entity, category, or other activity information and display the activities and activity information in customized interfaces.

US Patent:

20150088679, Mar 26, 2015

Filed:

Sep 20, 2013

Appl. No.:

14/033024

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale CA, US
Min Zhao - Sunnyvale CA, US

Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC

International Classification:

G06Q 30/06
G06Q 50/00
G06Q 20/22

US Classification:

705 262

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, calendars, contact lists, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system captures past and future activities based on a future location or future time period, and assembles the activities into packages. The proposed packages are supplemented with the images and the activity information related to past and future activities captured from the various sources of information, and the activities, activity information, and images are displayed in a package interface.

US Patent:

20150088704, Mar 26, 2015

Filed:

Sep 20, 2013

Appl. No.:

14/032646

Inventors:

- Charlotte NC, US
Laura Corinne Bondesen - Charlotte NC, US
Matthew A. Calman - Charlotte NC, US
Katherine Dintenfass - Charlotte NC, US
Candice Michelle Jones - Charlotte NC, US
Charles Karim Aweida - Broomfield CO, US
Parker Holt Bossier - Metairie LA, US
Rebecca A. Chen - Pittsburgh PA, US
Nandhita Kumar - Sunnyvale, IN
Min Zhao - Sunnyvale, CN

Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC

International Classification:

G06Q 50/00
G06Q 40/00

US Classification:

705 30

Abstract:

Embodiments of the invention comprise systems, computer program products, and methods for a financial and social management system that provides improved tracking and management related to how, where, when, and with whom a user enters into activities. The financial and social management system captures activity information and images from various sources of information, including but not limited to social networking accounts, e-receipts, location determination devices, and the like, and associates the activity information and images with the activities. The financial and social management system may display the activities, activity information, and images in an interactive map using markers. The markers in the interactive may be displayed as a function of the time of the activity, include images, or transaction data related to the activity. Positioning information related to the location of the user at the time of the activities may also be overlaid on the interactive map.