Financial management system and method with customizable user interface

US10460379B1 · kind B1 · utility

Assignee

• Wells Fargo Bank, N.A. · US

Inventors

• Andrew J. Diggdon · Oakland, US
• John Maher · Fairfax, US
• Karen Moore · Vacaville, US
• Yon Wing Lee · San Francisco, US
• Brian Paul McMahon · Collegeville, US

Key dates

• Filing date: Sep 12, 2012
• Grant date: Oct 29, 2019
• Expiry date: Sep 12, 2032

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/03
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A computer-implemented data processing system includes a data storage device and a processor and program logic stored in memory and executable by the processor. The program logic may include account management logic coupled to the data storage device to manage accounts respectively associated with a plurality of users, and interface logic coupled to the account management logic and the data storage device to connect the data processing system to computing systems associated with the plurality of users by way of the Internet, the interface logic providing the users with web access to an on-line banking area of a website of a financial institution, the interface logic further configured to establish a connection with one of the users and provide the user with a user interface. The user interface may be customizable based on inputs received from the user to provide selected ones of display modules.