Visualization of transaction data

Patent metadata

Field	Value
Publication number	US-10810261-B2
Application number	US-201816107524-A
Country	US
Kind code	B2
Filing date	Aug 21, 2018
Priority date	Aug 21, 2018
Publication date	Oct 20, 2020
Grant date	Oct 20, 2020

Abstract

Provided, in an aspect, is a method for improved visualization of transaction data from a financial services computer network. The method includes receiving, at a computing device, a plurality of experience sets; presenting, on a display of the computing device, a graphical user interface (GUI); and updating the GUI in response to receiving a revision to the plurality of experience sets. Each experience set contains one or more transactions that relate to each other. The GUI includes a scrollable list having at least a portion of the experience set name for experience sets within a selected time period; and a calendar for the time period showing, for each day with at least one experience, a graphical element indicative of a total of all experience set amounts in that day.

First claim

What is claimed is:

1. A method for improved visualization of transaction data from a financial services computer network, the method comprising:
receiving, at a computing device, a plurality of experience sets, wherein each experience set comprises an experience set name, an experience set timing data, and an experience set amount, wherein each experience set encompasses one or more transactions that relate to each other, wherein each of the one or more transactions comprises a transaction place, a transaction time, and a transaction amount, wherein each of the plurality of experience sets excludes one or more recurring transactions identified via a machine learning model trained on a set of user transactions; and
presenting, on a display of the computing device, a graphical user interface (GUI) comprising:
a scrollable list comprising at least a portion of the experience set name for experience sets within a selected time period, wherein the scrollable list is a timeline having the experience sets presented in a chronological order based on the experience set timing data for each of the experience sets; and
a calendar for the time period showing, for each day with at least one experience set, a graphical element indicative of a total of all experience set amounts in that day, the graphical element being sized based on the sum of the transaction amounts within all experience sets in that day.

2. The method of claim 1 , further comprising displaying on the graphical user interface of the computing device, alongside the portion of the experience set name for each of the experience sets, one or more experience details selected from the group consisting of an experience set location, an experience set time span, an experience set amount that corresponds to a total of all transaction amounts in the experience set, a list of three transaction names for transactions with greatest transaction amounts in the experience set, and a combination thereof.

3. The method of claim 1 , further comprising, in response to a user scrolling through the scrollable list, highlighting in the calendar a graphical element that corresponds to a topmost experience set visible on the display screen.

4. The method of claim 1 , further comprising, in response to a user tapping on a graphical element in the calendar, automatically scrolling the scrollable list to place a corresponding experience set to be visible on the display screen above other experience sets.

5. The method of claim 1 , further comprising, in response to a user input, displaying a territorial map showing each transaction place encompassed by a chosen experience set.

6. The method of claim 1 , further comprising, in response to a user input, modifying an experience set.

7. The method of claim 1 , further comprising receiving from a user feedback regarding an experience set.

8. The method of claim 1 , wherein an experience set comprises transactions made within a preset distance to a user's default location and within a preset time window around noon.

9. The method of claim 1 , wherein an experience set comprises transactions made farther than a preset distance from a user's default location.

10. The method of claim 1 , wherein an experience set comprises transactions made within a preset distance to a user's default location and within a preset time window around 9 p.m.

11. A method implemented on a computer for humanizing in a graphical user interface presentation of transaction data from a financial services computer network, the method comprising:
receiving, at a computing device, a plurality of experience categories, wherein each experience category has an experience category name and an experience category amount, wherein each category encompasses one or more experience sets of a common experience set type that fall within a selected time period, wherein each experience set has an experience set name, an experience set date, an experience set time span, and an experience set amount, wherein each experience set further encompasses one or more transactions that relate to the experience set, and wherein each of the one or more transactions has a transaction place, a transaction time, and a transaction amount, wherein each of the plurality of experience categories excludes one or more recurring transactions identified via a machine learning model trained on a set of user transactions; and
presenting on a display of the computing device, a graphical user interface (GUI) comprising:
a scrollable list comprising at least a portion of the experience category name for each of the experience categories within the time period, wherein the scrollable list is a timeline having the experience categories presented in a chronological order based on the experience set timing data for each of the experience sets; and
a breakdown schematic for the time period showing, for each experience category, a distinct graphical element indicative of the experience category amount in the time period, the distinct graphical element being sized based on the sum of the transaction amounts within the experience category in that time period.

12. The method of claim 11 , further comprising, in response to a user input, changing the time period, and accordingly updating both the scrollable list and the breakdown schematic.

13. The method of claim 11 , further comprising, in response to a user input, displaying the one or more experience sets encompassed by a category.

14. The method of claim 11 , further comprising, in response to a user input, displaying a territorial map showing each transaction place encompassed by a chosen experience category.

15. The method of claim 11 , further comprising, in response to a user input, modifying an experience category.

16. The method of claim 11 , further comprising receiving feedback from a user regarding an experience category.

17. The method of claim 11 , further comprising, in response to a user input, changing an experience set name, removing a transaction from an experience set, adding another transaction to an experience set, merging an experience set with another experience set, or a combination thereof.

18. A computing device comprising:
a memory storing instructions; and
a processor that, when executing the instructions, is configured to:
receive a plurality of experience sets, wherein each experience set comprises an experience set name, an experience set timing date, and an experience set amount, wherein each experience set encompasses one or more transactions that relate to each other, wherein each of the one or more transactions comprises a transaction place, a transaction time, and a transaction amount, wherein each of the plurality of experience sets excludes one or more recurring transactions identified via a machine learning model trained on a set of user transactions; and
present, on a display, a graphical user interface (GUI) with a calendar view comprising:
a scrollable list comprising at least a portion of the experience set name for experience sets within a selected time period, wherein the scrollable list is a timeline having the experience sets presented in a chronological order based on the experience set timing data for each of the experience sets;
a calendar for the time period showing, for each day with at least one experience set, a graphical element indicative of a total of all experience set amounts in that day, the graphical element being sized based on the sum of the transaction amounts within all experience sets in that day; and
an option to switch a view between from the calen

Assignees

• Capital One Services Llc

Inventors

• Hart Colin
• Abbott Allison
• Horton Matthew
• SAGAN Emma
• Emmott Kevan
• Berglund Christine Ann
• Ji Jason
• Colevas Alexandra A
• Quadros Steven
• Malik Adnan
• Alexander Jared M
• Golder Scott

Classifications

• G06F3/0485

  Scrolling or panning · CPC title

• G06F16/904 Primary

  Browsing; Visualisation therefor (for navigating the web G06F16/954; browsing optimisation for the web G06F16/957) · CPC title

• G06Q40/12 Primary

  Accounting · CPC title

• G06F16/29

  Geographical information databases · CPC title