Patent · US Active

Financial instrument having loan proceeds and pre-paid characteristics

US8751396B2 · kind B2 · utility

0Cited by
1References
20Claims
0Family size

Assignee

Inventor

Key dates

Filing dateSep 28, 2011
Grant dateJun 10, 2014
Priority date
Expiry dateNov 3, 2031

Classification

  • Technology area (CPC G)Physics
  • CPC primaryG06Q40/02
  • WIPO fieldIT methods for management
  • WIPO sectorElectrical engineering

Abstract

Financial methods and systems for using a financial instrument are disclosed. A financial account includes both a loan balance portion and a pre-paid cash balance portion. The loan balance portion and the pre-paid cash balance portion are used in performing a purchase transaction. The purchase transaction is initiated by the account holder using the financial instrument. A prioritization scheme is selected that indicates an order of priority of the loan balance portion and the pre-paid cash balance portion of a financial account. A purchase amount is applied to the financial account according to the prioritization scheme. A transaction fee is not charged by the financial institution when any portion of the loan balance portion is applied to the purchase amount. And, a transaction fee is charged by the financial institution when no portion of the loan balance portion is applied to the purchase amount.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.