Financial transaction data profile

US8862512B2 · kind B2 · utility

Assignee

• Bank of America Corporation · US

Inventors

• David Joa · Irvine, US
• Kerry Michelle Cantley · Fort Mill, US
• Kurt D. Newman · Matthews, US
• Debashis Ghosh · Charlotte, US

Key dates

• Filing date: Feb 25, 2010
• Grant date: Oct 14, 2014
• Expiry date: Jan 14, 2032

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/12
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Embodiments of the invention include a method of developing a financial transaction data profile. Financial instruments are received as images, where the financial instruments include transactional data. The transactional data is extracted from the financial instruments and uploaded to a computer. The transactional data is organized so that the transactional data is grouped into categories. The categories are stored for presentation to the user in a financial transaction profile.