US Patent No: 7,752,535

Number of patents in Portfolio can not be more than 2000

Categorization of summarized information

ALSO PUBLISHED AS: 20060101323

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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A system for categorizing transactions includes a collection function gathering information concerning transactions, including at least date, description and amount of the transactions, for a particular person or enterprise, and a processing function categorizing individual ones of the collected transactions according to at least part of the transaction description. In preferred embodiments of the system a variety of categorization methods for collected information may be utilized including at least categorizing by providing individual categories according to category definition entered by a specific user or on behalf of an enterprise. Categorization may also be done for a first plurality of persons or enterprises according to category definition entered by a second plurality of persons or enterprises, or categories are developed from information taken from communication between users and the system. Probability algorithms may also be used in developing categories.

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Patent Owner(s)

Patent OwnerAddressTotal Patents
YODLEE.COM, INC.REDWOOD CITY, CA64

International Classification(s)

  • [Classification Symbol]
  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Satyavolu, Ramakrishna Santa Clara, CA 47 969

Cited Art Landscape

Patent Info (Count) # Cites Year
 
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MICROSOFT CORPORATION (16)
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6,014,429 Two-way wireless messaging system with transaction server 291 1996
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ERICSSON AB (1)
6,122,673 Port scheduler and method for scheduling service providing guarantees, hierarchical rate limiting with/without overbooking capability 47 1998
 
EXAFLOP LLC (1)
6,172,677 Integrated content guide for interactive selection of content and services on personal computer systems with multiple sources and multiple media presentation 207 1996
 
FINANCIAL ENGINES, INC. (1)
6,292,787 Enhancing utility and diversifying model risk in a portfolio optimization framework 130 1998
 
FIRST DATA CORPORATION (1)
6,141,651 Funding and settlement integrated suspense processing system 141 1998
 
First Marketrust Intl. (1)
5,537,314 Referral recognition system for an incentive award program 736 1995
 
FLEETBOSTON FINANCIAL CORPORATION (1)
6,609,200 Method and system for processing electronic documents 248 2000
 
FOLIOfn, Inc. (1)
6,516,303 Method, system, and apparatus for managing taxable events within a portfolio 86 2000
 
G.U.I. WORKS, LLC (1)
6,560,639 System for web content management based on server-side application 160 1999
 
GATEWAY, INC. (1)
6,081,830 Automatic linking to program-specific computer chat rooms 307 1997
 
GRAPHON CORPORATION (1)
6,324,538 Automated on-line information service and directory, particularly for the world wide web 103 1998
 
GROUP 1 SOFTWARE, INC. (1)
6,078,907 Method and system for electronically presenting and paying bills 278 1998
 
GTE SUPPORT SERVICES, INCORPORATED, A CORP OF DE (1)
4,727,243 Financial transaction system 347 1984
 
HEALTH HERO NETWORK, INC. (1)
5,887,133 System and method for modifying documents sent over a communications network 403 1997
 
HEMISPHERE SOLUTIONS N.A., L.L.C. (1)
5,933,811 System and method for delivering customized advertisements within interactive communication systems 1005 1996
 
HEWLETT-PACKARD COMPANY (1)
5,963,924 System, method and article of manufacture for the use of payment instrument holders and payment instruments in network electronic commerce 303 1996
 
HOME ACCOUNT NETWORK, INC. (1)
5,875,437 System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing 612 1997
 
HUMETRIX.COM, INC. (1)
5,995,965 System and method for remotely accessing user data records 153 1996
 
HUYGENS COMBUSTION LLC (1)
5,796,945 Idle time multimedia viewer method and apparatus for collecting and displaying information according to user defined indicia 157 1995
 
I-CUBE, INC. (1)
5,960,200 System to transition an enterprise to a distributed infrastructure 289 1996
 
I/P ENGINE, INC. (1)
5,983,214 System and method employing individual user content-based data and user collaborative feedback data to evaluate the content of an information entity in a large information communication network 296 1998
 
Iconovex Corporation (1)
5,708,825 Automatic summary page creation and hyperlink generation 421 1995
 
Immediata Corporation (1)
5,893,091 Multicasting with key words 298 1997
 
INCEPTIA LLC (1)
6,826,553 System for providing database functions for multiple internet sources 108 2000
 
INFORMATION ADVANTAGE (1)
6,453,339 System and method of presenting channelized data 81 1999
 
INFOSPACE, INC. (1)
6,499,042 Selective proxy approach to filling-in forms embedded in distributed electronic documents 70 1999
 
InstaKnow.com Inc. (1)
6,732,102 Automated data extraction and reformatting 63 2000
 
INTELLECTUAL VENTURES FUND 57 LLC (1)
6,271,840 Graphical search engine visual index 234 1998
 
INTELLECTUAL VENTURES I LLC (1)
5,937,168 Routing information within an adaptive routing architecture of an information retrieval system 46 1997
 
INTELLIGENT WAVE INC. (1)
2004/0236,696 History information adding program, fraud determining program using history information, and fraud determining system using history information 22 2003
 
INTELLISYNC CORPORATION (1)
6,544,295 Methods for managing preferred internet sites in a computer system having a browser 95 1996
 
Intermind Corporation (1)
5,862,325 Computer-based communication system and method using metadata defining a control structure 1242 1996
 
J.J. & Associates Inc. (1)
2002/0082,990 Method of invoice presentation and payment 103 2000
 
JDA SOFTWARE GROUP, INC (1)
6,169,992 Search engine for remote access to database management systems 201 1996
 
JPMORGAN CHASE BANK, N.A. (1)
2006/0116,949 System for automatically transferring account information, such as information regarding a financial services account 57 2006
 
JUNO ONLINE SERVICES, INC. (1)
6,014,502 Electronic mail system with advertising 167 1997
 
KOMORI CORPORATION (1)
5,758,577 Cylinder cleaning apparatus for printing press 13 1996
 
KUHURO INVESTMENTS AG, L.L.C. (1)
6,134,532 System and method for optimal adaptive matching of users to most relevant entity and information in real-time 645 1997
 
LA-CO INDUSTRIES, INC. (1)
5,340,537 Temperature indicating compositions 18 1993
 
LEIDOS, INC. (1)
6,038,668 System, method, and medium for retrieving, organizing, and utilizing networked data 173 1998
 
LEXTRON SYSTEMS, INC. (1)
6,289,389 Enhanced integrated data delivery system 55 1997
 
LOCATION SERVICES IP, LLC (1)
6,356,834 Geographic location referencing system and method 36 2001
 
LOGICLINK CORPORATION (1)
5,987,498 Credit card operated computer on-line service communication system 282 1996
 
LOT 11 ACQUISITION FOUNDATION, LLC (1)
5,983,200 Intelligent agent for executing delegated tasks 402 1997
 
MARSHALL COMMUNICATIONS, LLC (1)
5,854,897 Network communications marketing system 279 1996
 
MATSUSHITA ELECTRIC INDUSTRIAL CO., LTD. (1)
5,832,474 Document search and retrieval system with partial match searching of user-drawn annotations 258 1996
 
MBNA AMERICA (1)
* 2004/0162,778 System for providing an online account statement having hyperlinks 20 2003
 
MCAFEE, INC. (1)
6,266,774 Method and system for securing, managing or optimizing a personal computer 182 1998
 
METAVANTE CORPORATION (1)
2002/0002,536 Electronic bill presentment and payment system 46 2001
 
Michael Umen & Co., Inc. (1)
5,963,967 Drug document production system 25 1998
 
MIRROR WORLDS TECHNOLOGIES, LLC (1)
6,006,227 Document stream operating system 205 1996
 
MISSIONTREK LTD. CO. (1)
7,249,315 System and method of creating and following URL tours 36 2001
 
Mobile Area Networks, Inc. (1)
5,745,884 System and method for billing data grade network use on a per connection basis 163 1996
 
MOTOROLA SOLUTIONS, INC. (1)
6,380,890 Information appliance system having a navigational position generator and method 21 2000
 
NATIONAL SEMICONDUCTOR CORPORATION (1)
5,923,736 Hypertext markup language based telephone apparatus 161 1996
 
NCR CORPORATION (1)
6,128,624 Collection and integration of internet and electronic commerce data in a database during web browsing 302 1997
 
NEC CORPORATION (1)
6,631,496 System for personalizing, organizing and managing web information 243 1999
 
NETDELIVERY CORPORATION (1)
5,790,793 Method and system to create, transmit, receive and process information, including an address to further information 399 1995
 
NIPPON TELEGRAPH AND TELEPHONE CORPORATION (1)
5,999,975 On-line information providing scheme featuring function to dynamically account for user's interest 160 1998
 
NOMOREFORMS, INC. (1)
6,088,700 Automated forms completion for global information network applications 155 1999
 
NTT SOFTWARE CORPORATION (1)
6,240,443 Communication system and communication method 23 1998
 
OneCore Financial Network, Inc. (1)
6,606,606 Systems and methods for performing integrated financial transaction 200 1999
 
ONLINE RESOURCES CORPORATION (1)
5,220,501 Method and system for remote delivery of retail banking services 1376 1989
 
ONOE, MIKI (1)
5,951,642 System for collecting detailed internet information on the basis of the condition of activities of information viewers viewing information of service providers 89 1997
 
OPEN TEXT S.A. (1)
5,892,909 Intranet-based system with methods for co-active delivery of information to multiple users 425 1997
 
PA S.C. SOLUTIONS LLC (1)
6,119,229 Virtual property system 267 1997
 
PANASONIC ELECTRIC WORKS CO., LTD. (1)
6,085,238 Virtual LAN system 374 1997
 
PARADOX TECHNICAL SOLUTIONS LLC (1)
* 6,119,101 Intelligent agents for electronic commerce 471 1997
 
PARALLEL NETWORKS LICENSING, LLC (1)
5,894,554 System for managing dynamic web page generation requests by intercepting request at web server and routing to page server thereby releasing web server to process other requests 348 1996
 
PATRICE D. GUYOT (1)
6,119,098 System and method for targeting and distributing advertisements over a distributed network 314 1997
 
PAYPAL INTERNATIONAL LIMITED (1)
6,205,433 System and method for multi-currency transactions 186 1998
 
PENTAIR POOL PRODUCTS, INC. (1)
5,318,007 Heat exchanger manifold for swimming pool or spa heaters 18 1993
 
PHILIPS SOLID-STATE LIGHTING SOLUTIONS, INC. (1)
6,717,376 Automotive information systems 224 2001
 
Plainfield Software (1)
5,893,075 Interactive system and method for surveying and targeting customers 175 1995
 
POLYCOM, INC. (1)
6,181,786 Method and apparatus for on-demand teleconferencing 64 1999
 
PROACT TECHNOLOGIES CORP. (1)
6,226,750 Secure session tracking method and system for client-server environment 60 1998
 
RAPAPORT, JEFFREY ALAN (1)
5,890,152 Personal feedback browser for obtaining media files 241 1996
 
REALCOM US INC. (1)
6,901,394 Method and system for enhanced knowledge management 56 2001
 
RED HAT, INC. (1)
5,987,454 Method and apparatus for selectively augmenting retrieved text, numbers, maps, charts, still pictures and/or graphics, moving pictures and/or graphics and audio information from a network resource 493 1997
 
RPX CORPORATION (1)
6,157,924 Systems, methods, and computer program products for delivering information in a preferred medium 213 1997
 
RUTH A. WHITTEN (1)
5,924,090 Method and apparatus for searching a database of records 326 1997
 
S1, INC. (1)
6,023,684 Three tier financial transaction system with cache memory 236 1997
 
SABA SOFTWARE, INC. (1)
6,643,652 Method and apparatus for managing data exchange among systems in a network 458 2001
 
SABIC INNOVATIVE PLASTICS IP B.V. (1)
6,601,066 Method and system for verifying hyperlinks 33 1999
 
SABRE GROUP, THE (1)
6,286,029 Kiosk controller that retrieves content from servers and then pushes the retrieved content to a kiosk in the order specified in a run list 68 1997
 
SAP AMERICA, INC. (1)
6,654,761 Controlling which part of data defining a node-link structure is in memory 45 1998
 
SAP PORTALS, INC. (1)
7,085,994 Snippet selection 59 2001
 
SARTORIUS BIOHIT LIQUID HANDLING OY (1)
5,895,838 Method for correcting a liquid dispensing error, and a liquid dispensing device 31 1998
 
SBJ IP HOLDINGS I, LLC (1)
6,330,592 Method, memory, product, and code for displaying pre-customized content associated with visitor data 73 1998
 
SCHUKHAUS GROUP GMBH, LLC (1)
5,794,233 Browse by prompted keyword phrases 45 1996
 
SCIENTIFIC RESEARCH MANAGEMENT CORPORATION (1)
5,778,367 Automated on-line information service and directory, particularly for the world wide web 529 1995
 
SEIKO EPSON CORPORATION (1)
5,907,838 Information search and collection method and system 51 1997
 
SENTAR, INC. (1)
6,484,155 Knowledge management system for performing dynamic distributed problem solving 60 1999
 
SIEMENS AKTIENGESELLSCHAFT (1)
5,740,365 Personal service computer directly connected to communication systems having program structure for generating administration and maintenance instructions and communicating those instructions to respective communication system 16 1995
 
SOFTWARE RIGHTS ARCHIVE, LLC (1)
5,832,494 Method and apparatus for indexing, searching and displaying data 173 1996
 
SOUND VIEW INNOVATIONS, LLC (1)
5,619,648 Message filtering techniques 547 1994
 
Star Sight (1)
6,263,501 Systems and methods for linking television viewers with advertisers and broadcasters 265 1999
 
STARGAZER SOFTWARE, LIMITED LIABILITY COMPANY (1)
5,483,445 Automated billing consolidation system and method 419 1993
 
STRATEGIC INTELLECTUAL SOLUTIONS LLC (1)
6,219,705 System and method of collecting and maintaining historical top communicator information on a communication device 23 1999
 
SUZAMAKI TRANSFER JP LLC (1)
6,397,212 Self-learning and self-personalizing knowledge search engine that delivers holistic results 188 1999
 
TAO TECHNOLOGIES, LLC (1)
6,212,548 System and method for multiple asynchronous text chat conversations 240 1998
 
TD AMERITRADE IP COMPANY, INC. (1)
5,845,073 Interactive system for remoting creating, editing and administrating an online communcation system for a plurality of online service providers 64 1996
 
TEKNOWLEDGE CORPORATION (1)
6,029,175 Automatic retrieval of changed files by a network software agent 528 1996
 
TELENAV, INC. (1)
6,266,615 Method and system for an interactive and real-time distributed navigation system 137 2000
 
TELOGY NETWORKS, INC. (1)
5,778,368 Real-time embedded software respository with attribute searching apparatus and method 352 1996
 
TERADATA US, INC. (1)
5,774,123 Apparatus and method for enhancing navigation of an on-line multiple-resource information service 51 1995
 
The Coca-Cola Company (1)
* 7,006,993 Method and apparatus for surrogate control of network-based electronic transactions 141 2000
 
THE NIELSEN COMPANY (US), LLC (1)
6,138,155 Method and apparatus for tracking client interaction with a network resource and creating client profiles and resource database 177 1998
 
The Pangea Project LLC (1)
6,112,212 Systems and methods for organizing and analyzing information stored on a computer network 70 1997
 
thinkAnalytics Ltd (1)
6,567,814 Method and apparatus for knowledge discovery in databases 121 1999
 
Thomson Newspapers, Inc. (1)
6,253,188 Automated interactive classified ad system for the internet 362 1996
 
Tibco, Inc. (1)
6,038,601 Method and apparatus for storing and delivering documents on the internet 252 1997
 
Time Base Pty Limited (1)
6,233,592 System for electronic publishing 63 1998
 
TON-THAT, JOA (1)
6,915,336 Real time internet communication system 32 1999
 
TOTAL TRAVEL MANAGEMENT, INC. (1)
5,237,499 Computer travel planning system 359 1991
 
Transcom Software Inc. (1)
* 2003/0204,485 Gathering change data from information provider network indicative of event changes at information provider node relative to pre-stored information in the database by information collection agents 25 2003
 
TRANSOFT TECHNOLOGY CORPORATION (1)
6,185,601 Dynamic load balancing of a network of client and server computers 341 1998
 
TRAVELPORT INC. (1)
6,360,205 Obtaining and utilizing commercial information 163 1999
 
U.S. PHILIPS CORPORATION (1)
6,349,307 Cooperative topical servers with automatic prefiltering and routing 128 1998
 
UNISYS CORPORATION (1)
5,974,430 Method for dynamically embedding objects stored in a web server within HTML for display by a web browser 108 1997
 
V.G. SOLUTIONS LIMITED LIABILITY COMPANY (1)
6,339,761 Internet service provider advertising system 136 1999
 
VAN-KA B.V. (1)
5,893,128 Distributed work flow management 58 1995
 
VERITY, INC. (1)
5,855,020 Web scan process 249 1996
 
Vermeer Technologies, Inc. (1)
5,793,966 Computer system and computer-implemented process for creation and maintenance of online services 292 1995
 
VIAGOLD DIRECT NETWORK LIMITED (1)
6,697,860 System and method for linking web sites 26 2000
 
VODAFONE AG (1)
6,199,099 System, method and article of manufacture for a mobile communication network utilizing a distributed communication network 515 1999
 
VOYANT TECHNOLOGIES, INC. (1)
6,330,321 Method for on-demand teleconferencing 45 2001
 
Watson; Craig Michael (1)
5,978,780 Integrated bill consolidation, payment aggregation, and settlement system 337 1997
 
Webivore Research, LLC (1)
6,366,923 Gathering selected information from the world wide web 51 1998
 
WESTERN MEDICAL CONSULTANTS, INC. (1)
4,987,538 Automated processing of provider billings 100 1989
 
WHITSERVE LLC (1)
5,895,468 System automating delivery of professional services 78 1996
 
WIND RIVER SYSTEMS, INC. (1)
6,003,077 Computer network system and method using domain name system to locate MIB module specification and web browser for managing SNMP agents 131 1997
 
WYETH (1)
7,074,817 Substituted indole acid derivatives as inhibitors of plasminogen activator inhibitor-1 (PAI-1) 13 2002
 
YANICKLO TECHNOLOGY LIMITED LIABILITY COMPANY (1)
6,408,292 Method of and system for managing multi-dimensional databases using modular-arithmetic based address data mapping processes on integer-encoded business dimensions 102 1999
 
ZAPA DIGITAL ARTS LTD. (1)
6,313,835 Simplified on-line preparation of dynamic web sites 121 1999
 
Other [Check patent profile for assignment information] (16)
5,799,151 Interactive electronic trade network and user interface 250 1995
5,790,789 Method and architecture for the creation, control and deployment of services within a distributed computer environment 378 1996
5,818,935 Internet enhanced video system 310 1997
5,956,709 Dynamic data assembling on internet client side 171 1997
6,304,860 Automated debt payment system and method using ATM network 187 1997
6,381,592 Candidate chaser 70 1997
6,252,544 Mobile communication device 339 1999
6,694,546 Canopy assembly having universal components for different types of canopies 10 1999
6,810,414 System and methods for easy-to-use periodic network data capture engine with automatic target data location, extraction and storage 135 2000
2001/0000,537 Method and apparatus for obtaining and presenting WEB summaries to users 35 2000
2001/0037,294 System and method for syndicated transactions 18 2001
2002/0095,651 Interactive funds transfer interface 41 2001
* 2004/0078,282 Electronic sales receipt and report generator 16 2002
2003/0120,774 Networked architecture for enabling automated gathering of information from WEB servers 9 2003
* 2005/0165,651 Point of sale business transaction data gathering using portable memory device 17 2004
2005/0210,297 Network-based bookmark management and WEB-summary system 11 2005
* Cited By Examiner

Patent Citation Ranking

Forward Cite Landscape

Patent Info (Count) # Cites Year
 
THE CLEARING HOUSE PAYMENTS COMPANY L.L.C. (2)
7,979,348 Payment identification code and payment system using the same 3 2003
8,725,607 Electronic payment clearing and check image exchange systems and methods 0 2004
 
ADOBE SYSTEMS INCORPORATED (1)
* 7,886,226 Content based Ad display control 8 2007
* Cited By Examiner

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