ENRICHED FINANCIAL TRANSACTION RECORDS
    1.
    发明申请
    ENRICHED FINANCIAL TRANSACTION RECORDS 审中-公开
    丰富的财务交易记录

    公开(公告)号:US20150242961A1

    公开(公告)日:2015-08-27

    申请号:US14189530

    申请日:2014-02-25

    CPC classification number: G06Q40/12

    Abstract: Example systems and methods of providing enriched financial transaction records are described. In one implementation, a method identifies a financial transaction record that describes a financial transaction associated with a financial institution. The method accesses metadata that has a relationship to the financial transaction and is not structured as a financial transaction record. The metadata is associated with the financial transaction record.

    Abstract translation: 描述了提供丰富的金融交易记录的示例系统和方法。 在一个实施中,一种方法识别描述与金融机构相关联的金融交易的金融交易记录。 该方法访问与金融交易有关系的元数据,并不构成财务交易记录。 元数据与金融交易记录相关联。

    FINANCIAL CONVERSATION MANAGEMENT SYSTEMS AND METHODS
    3.
    发明申请
    FINANCIAL CONVERSATION MANAGEMENT SYSTEMS AND METHODS 审中-公开
    财务对话管理系统与方法

    公开(公告)号:US20150134449A1

    公开(公告)日:2015-05-14

    申请号:US14079365

    申请日:2013-11-13

    CPC classification number: G06Q30/0255

    Abstract: Example financial conversation management systems and methods are described. In one implementation, a method receives a request from a user and identifies financial data associated with the user. The method determines an answer to the request from the user and infers a user intent based on the financial data associated with the user. An offer is selected for the user based on the user intent.

    Abstract translation: 描述了财务会话管理系统和方法的示例。 在一个实现中,方法从用户接收请求并识别与用户相关联的财务数据。 该方法确定来自用户的请求的答案,并且基于与用户相关联的财务数据推断用户意图。 基于用户意图为用户选择报价。

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