Method and apparatus for performing a financial transaction

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20080077514A1
SERIAL NO

11523929

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Abstract

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A system that facilitates performing a financial transaction. During operation, the system receives a request on behalf of a user to perform the financial transaction, wherein the request includes parameters for the financial transaction. Next, the system retrieves a set of rules associated with financial sources which can be used to fulfill the financial transaction, wherein the rules for a given financial source can be used to determine financial benefits associated with using the given financial source. The system then applies the set of rules to the parameters to determine the financial benefits associated with using each of the financial sources. Next, the system analyzes the determined financial benefits to identify one or more financial sources that meet a selection criteria. The system then fulfills the financial transaction using the one or more identified financial sources.

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Patent Owner(s)

Patent OwnerAddress
INTUIT INC2700 COAST AVENUE MOUNTAIN VIEW CA 94043

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Hart, Matt E Lunenburg, MA 21 1006

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