Invention Grant
- Patent Title: Behavior based determination of financial transaction favorites
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Application No.: US16167139Application Date: 2018-10-22
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Publication No.: US10552902B1Publication Date: 2020-02-04
- Inventor: Margot Lockwood-Stein , Peter L. Shen , Amita Kheterpal
- Applicant: Wells Fargo Bank, N.A.
- Applicant Address: US CA San Francisco
- Assignee: Wells Fargo Bank, N.A.
- Current Assignee: Wells Fargo Bank, N.A.
- Current Assignee Address: US CA San Francisco
- Agency: Shumaker & Sieffert, P.A.
- Main IPC: G06Q40/00
- IPC: G06Q40/00 ; G06Q40/02 ; G06Q40/06

Abstract:
Techniques are described for monitoring a plurality of financial transactions of a customer performed across a plurality of financial accounts. The techniques may include determining a subset of the plurality of financial transactions based on a first metric applied to the plurality of financial transactions. The techniques may further include identifying a suggested financial transaction based on a second metric applied to the subset of the plurality of financial transactions. The techniques may further include presenting the suggested financial transaction to the customer via a user interface associated with at least one of the plurality of financial accounts.
Information query