Electronic receipt manager apparatuses, methods and systems

Patent metadata

Field	Value
Publication number	US-9646291-B2
Application number	US-201213470026-A
Country	US
Kind code	B2
Filing date	May 11, 2012
Priority date	May 11, 2011
Publication date	May 9, 2017
Grant date	May 9, 2017

Abstract

The ELECTRONIC RECEIPT MANAGER APPARATUSES, METHODS AND SYSTEMS (“ERM”) transforms transaction initiation requests and receipt requests via ERM components into receipt formatting, organization, storage and linkage with transactions. The ERM may be configured to receive a receipt through an interface of a portable device and determine a set of fields for formatting data from the receipt. The ERM may format the data from the receipt to include the set of fields and store the formatted data in a memory element of the portable device.

First claim

What is claimed is:

1. A processor-implemented method for managing receipts on a portable device, comprising:
receiving a receipt having receipt data through an interface of a portable device, the receipt including a plurality of receipt parameters;
uploading the receipt to a cloud storage system;
receiving custom report parameters through an input device of the portable device, the custom report parameters specifying one or more of the plurality of receipt parameters;
transmitting the custom report parameters to the cloud storage system;
receiving a request for a receipt history report from a user, including at least one receipt query parameter;
transmitting the at least one receipt query parameter to the cloud storage system;
receiving report data from the cloud storage system including receipt data for receipts stored on the cloud storage system that satisfy the at least one receipt query parameter, the report data having receipt parameters in conformance to the custom report parameters;
generating the receipt history report based on the report data and providing the generated receipt history report on the interface of the portable device;
formatting the report data into a set of fields selected according to a user preference selection comprising the custom report parameters, wherein the set of fields are determined based on at least one of a display size and capacity of a memory element of the portable device;
receiving a request from the user to display a new field that is available from the receipt data but was not selected according to the user preference selection; and
in response to the request, obtaining data for the new field and reformatting the report data to display the new field in the receipt history report.

2. The method of claim 1 , wherein the interface of the portable device for receiving the receipt includes an e-mail interface and an image capture interface.

3. The method of claim 1 , wherein the set of fields includes a return eligibility indicator that indicates whether one or more products associated with the receipt is eligible for return.

4. The method of claim 1 , further comprising:
generating a unique receipt identifier; and
storing the unique receipt identifier in the memory element of the portable device.

5. The method of claim 4 , wherein the receipt is for a transaction conducted on an account issued by an issuer, the method further comprising:
sending a copy of the receipt along with the unique receipt identifier to the issuer of the account.

6. The method of claim 4 , further comprising:
obtaining the formatted report data stored in the memory element of the portable device; and
displaying the formatted report data in a display interface of the portable device, wherein the formatted report data includes a field for an icon or a link through which the receipt is accessible.

7. The method of claim 1 ,
wherein the cloud storage system generates a unique receipt identifier and transmits the unique receipt identifier to the portable device.

8. The method of claim 7 , wherein the receipt is for a transaction conducted on an account issued by an issuer, and wherein the cloud storage system sends the unique receipt identifier and at least a portion of the receipt data to the issuer of the account.

9. The method of claim 8 , wherein the unique receipt identifier is linked to a corresponding transaction on the account at the issuer such that the receipt for the transaction is accessible to the user from a user interface for management of the account maintained by the issuer.

10. The method of claim 7 , further comprising:
receiving a selection of at least one search parameter from the user; and
creating a receipt search request including the selection of the at least one search parameter.

11. The method of claim 10 , further comprising:
transmitting the receipt search request to the cloud storage system.

12. The method of claim 10 , further comprising:
determining that the portable device is offline; and
executing a query on the memory element of the portable device, said query being based on the selection of the at least one search parameter, to identify a matching receipt; and
displaying the matching receipt to the user.

13. The method of claim 10 , wherein the at least one search parameter is selected from a group consisting of transaction date, merchant, purchase category, payment card and receipt identifier.

14. A processor-readable tangible non-transitory medium storing processor-issuable instructions to:
receive a receipt having receipt data through an interface of a portable device, the receipt including a plurality of receipt parameters;
upload the receipt to a cloud storage system;
receive custom report parameters through an input device of the portable device, the custom report parameters specifying one or more of the plurality of receipt parameters;
transmit the custom report parameters to the cloud storage system;
receive a request for a receipt history report from a user, including at least one receipt query parameter;
transmit the at least one receipt query parameter to the cloud storage system;
receive report data from the cloud storage system including receipt data for receipts stored on the cloud storage system that satisfy the at least one receipt query parameter, the report data having receipt parameters in conformance to the custom report parameters; and
generate the receipt history report based on the report data and provide the generated receipt history report on the interface of the portable device;
format the report data into a set of fields selected according to a user preference selection comprising the custom report parameters, wherein the set of fields are determined based on at least one of a display size and capacity of a memory element of the portable device;
receive a request from the user to display a new field that is available from the receipt data but was not selected according to the user preference selection; and
in response to the request, obtain data for the new field and reformat the report data to display the new field in the receipt history report.

15. An electronic receipt manager system, comprising:
a portable device having an input interface configured to receive an electronic receipt corresponding to a transaction, the electronic receipt including receipt data and a plurality of receipt parameters;
wherein the portable device receives custom report parameters through an input device of the portable device, the custom report parameters specifying one or more of the plurality of receipt parameters;
a cloud storage system coupled to a receipt database; and an issuer of an account on which the transaction is conducted;
wherein said portable device is configured to:
transmit the electronic receipt and the custom report parameters to the cloud storage system;
display a receipt history report on an interface of the portable device, wherein the receipt history report is generated based on report data received from the cloud storage system;
format the report data into a set of fields selected according to a user preference selection comprising the custom report parameters, wherein the set of fields are determined based on at least one of a display size and capacity of a memory element of the portable device;
receive a request from the user to display a new field that is available from the receipt data but was not selected according to the user preference selection; and
in response to the request, receive data for the new field and reformat the report data to display the new field in the receip

Assignees

• Britt Juliene P
• Visa Int Service Ass

Inventors

• Britt Juliene P

Classifications

• G06Q20/047 Primary

  using payment protocols involving electronic receipts · CPC title

• G06Q30/06 Primary

  Buying, selling or leasing transactions · CPC title

• G06F16/951

  Indexing; Web crawling techniques · CPC title

• G06Q20/20

  Point-of-sale [POS] network systems · CPC title

• G06Q20/327

  Short range or proximity payments by means of M-devices · CPC title