Financial transaction annotations

Patent metadata

Field	Value
Publication number	US-8972292-B2
Application number	US-39497909-A
Country	US
Kind code	B2
Filing date	Feb 27, 2009
Priority date	Feb 27, 2009
Publication date	Mar 3, 2015
Grant date	Mar 3, 2015

Abstract

Embodiments of the invention relate to systems, methods, and computer program products for annotating financial transactions. For example, one embodiment of the invention provides a financial institution's computer apparatus having a memory communicably coupled to a processor. In one embodiment, the memory device includes information regarding a plurality of bank accounts stored therein, and the processing device is configured to receive an indication of a transaction involving a first bank account stored in the memory device, send a request for ancillary information about the transaction to a party associated with the first bank account, receive ancillary information, such as a photograph of a product purchased in the transaction, from the party associated with the first bank account, and associate, in the memory device, the received ancillary information with the transaction.

First claim

What is claimed is:

1. A method implemented by a computerized apparatus configured for annotating financial transaction information, the method comprising:
receiving, at an online banking platform, financial transaction information related to a financial transaction, wherein the financial transaction information is received electronically through a first communication channel associated with a point-of-sale;
attributing the financial transaction information to an account of a co…

Assignees

• Calman Matthew A
• Votaw Elizabeth
• Bank Of America

Inventors

• Calman Matthew A
• Votaw Elizabeth

Classifications

• G06Q40/12

  Physics · mapped topic

• G06Q40/02 Primary

  Physics · mapped topic