Method and system for performing a financial transaction using a user interface

US11645635B2 · kind B2 · utility

Assignee

• CAPITAL ONE SERVICES, LLC · US

Inventors

• Elizabeth E. Cole · Washington, US
• Julio Farach · Atlanta, US
• Jill Sorg · Richmond, US
• Donald Jeffrey Smith · Richmond, US
• Hector Crespo · Frisco, US
• Lynn Jackson · Denton, US

Key dates

• Filing date: Apr 27, 2021
• Grant date: May 9, 2023
• Expiry date: Apr 27, 2041

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/02
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A system and method for performing a financial transaction by determining a master account number associated with one or more accounts that a user may access, providing data to generate a user interface displaying a list of the accounts and an indicator associated with a financial transaction, receiving indicator information associating the indicator with one or more of the accounts, receiving terms for the financial transaction, and performing the financial transaction. The list of accounts may be expanded to view account information.