Invention Grant
- Patent Title: Providing search-directed user interface for online banking applications
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Application No.: US16952924Application Date: 2020-11-19
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Publication No.: US11514514B2Publication Date: 2022-11-29
- Inventor: Scott M. Blandford , Robert A. Lindenberg , Laura Shragowitz , Charles Reitzel , Albert F. Cole, Jr.
- Applicant: Teachers Insurance and Annuity Association of America
- Applicant Address: US NY New York
- Assignee: Teachers Insurance and Annuity Association of America
- Current Assignee: Teachers Insurance and Annuity Association of America
- Current Assignee Address: US NY New York
- Agency: Lowenstein Sandler LLP
- Main IPC: G06Q40/02
- IPC: G06Q40/02 ; G06F16/242 ; G06F16/248

Abstract:
Systems and methods for providing a search-directed user interface for online banking applications. An example method may comprise: receiving, via a graphical user interface (GUI) session associated with an authenticated user, a search argument comprising a character string; executing, by a processing device, a search query by matching the character string to account data of one or more accounts that the authenticated user is authorized to access, the account data comprising a plurality of data items representing at least one of: financial product types, financial product identifiers, financial transaction types, financial transaction descriptions, financial transaction amounts, portfolio types, accounts, and aggregated financial indicators; and causing a data set produced by executing the search query to be visually represented via the GUI session.
Public/Granted literature
- US20210073905A1 PROVIDING SEARCH-DIRECTED USER INTERFACE FOR ONLINE BANKING APPLICATIONS Public/Granted day:2021-03-11
Information query