US Patent No: 7,752,535

Number of patents in Portfolio can not be more than 2000

Categorization of summarized information

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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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First Claim

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Patent Owner(s)

Patent OwnerAddressTotal Patents
YODLEE.COM, INC.REDWOOD CITY, CA68

International Classification(s)

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  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Satyavolu, Ramakrishna Fremont, US 34 1090

Cited Art Landscape

Patent Info (Count) # Cites Year
 
Other [Check patent profile for assignment information] (16)
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PA S.C. SOLUTIONS LLC (1)
6,119,229 Virtual property system 286 1997
 
YAHOO! INC. (2)
* 5,983,227 Dynamic page generator 579 1997
6,920,609 Systems and methods for identifying and extracting data from HTML pages 55 2000
 
ENERGETIC POWER INVESTMENT LIMITED (1)
5,991,756 Information retrieval from hierarchical compound documents 268 1997
 
NCR CORPORATION (1)
6,128,624 Collection and integration of internet and electronic commerce data in a database during web browsing 334 1997
 
Assured Equities, Inc. (1)
6,064,985 Automated portfolio management system with internet datafeed 286 1998
 
HGST NETHERLANDS B.V. (1)
5,931,947 Secure array of remotely encrypted storage devices 200 1997
 
A9.COM, INC. (1)
5,963,949 Method for data gathering around forms and search barriers 56 1997
 
AMAZON TECHNOLOGIES, INC. (1)
* 6,199,079 Method and system for automatically filling forms in an integrated network based transaction environment 315 1998
 
Home Information Services, Inc. (2)
5,999,940 Interactive information discovery tool and methodology 132 1997
6,301,584 System and method for retrieving entities and integrating data 142 1998
 
PHILIPS SOLID-STATE LIGHTING SOLUTIONS, INC. (1)
6,717,376 Automotive information systems 250 2001
 
Time Base Pty Limited (1)
6,233,592 System for electronic publishing 68 1998
 
YT ACQUISITION CORPORATION (2)
5,613,012 Tokenless identification system for authorization of electronic transactions and electronic transmissions 752 1995
5,805,719 Tokenless identification of individuals 441 1997
 
XYLON LLC (1)
5,727,156 Internet-based automatic publishing system 252 1996
 
BANK OF AMERICA CORPORATION (2)
5,978,779 Distributed architecture utility 226 1997
6,128,602 Open-architecture system for real-time consolidation of information from multiple financial systems 360 1998
 
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 702 1997
 
I-CUBE, INC. (1)
5,960,200 System to transition an enterprise to a distributed infrastructure 302 1996
 
AMERIPRISE FINANCIAL, INC. (1)
6,430,542 Computer-implemented program for financial planning and advice system 150 1998
 
AOL INC. (1)
5,870,552 Method and apparatus for publishing hypermedia documents over wide area networks 268 1995
 
GATEWAY, INC. (1)
6,081,830 Automatic linking to program-specific computer chat rooms 397 1997
 
WYETH (1)
7,074,817 Substituted indole acid derivatives as inhibitors of plasminogen activator inhibitor-1 (PAI-1) 13 2002
 
ENTRUST, INC. (1)
6,182,142 Distributed access management of information resources 499 1998
 
Logiclink Corporation (1)
5,987,498 Credit card operated computer on-line service communication system 296 1996
 
MIRROR WORLDS TECHNOLOGIES, LLC (1)
6,006,227 Document stream operating system 232 1996
 
KOMORI CORPORATION (1)
5,758,577 Cylinder cleaning apparatus for printing press 14 1996
 
TELENAV, INC. (1)
6,266,615 Method and system for an interactive and real-time distributed navigation system 158 2000
 
Iconovex Corporation (1)
5,708,825 Automatic summary page creation and hyperlink generation 456 1995
 
NTT SOFTWARE CORPORATION (1)
6,240,443 Communication system and communication method 23 1998
 
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
 
LEIDOS, INC. (1)
6,038,668 System, method, and medium for retrieving, organizing, and utilizing networked data 186 1998
 
TWINTECH E.U. II, LIMITED LIABILITY COMPANY (1)
5,812,769 Method and apparatus for redirecting a user to a new location on the world wide web using relative universal resource locators 326 1995
 
BELARC, INC. (1)
6,085,229 System and method for providing client side personalization of content of web pages and the like 149 1998
 
ON-OFFLINE (1)
6,397,212 Self-learning and self-personalizing knowledge search engine that delivers holistic results 200 1999
 
HUMETRIX.COM, INC. (1)
5,995,965 System and method for remotely accessing user data records 161 1996
 
HITACHI, LTD. (2)
5,619,716 Information processing system having a configuration management system for managing the software of the information processing system 146 1995
6,847,988 Service providing system and method which divides a request into plural service requests and provides an integrated service based on service utilization history information in response to the request 29 1999
 
FOLIOfn, Inc. (1)
6,516,303 Method, system, and apparatus for managing taxable events within a portfolio 86 2000
 
First Marketrust Intl. (1)
5,537,314 Referral recognition system for an incentive award program 761 1995
 
APPLE INC. (3)
5,724,567 System for directing relevance-ranked data objects to computer users 491 1994
5,966,441 Method and apparatus for creating a secure autonomous network entity of a network component system 35 1996
6,029,207 Apparatus and method for dynamic linking of computer software components 36 1997
 
VODAFONE AG (1)
6,199,099 System, method and article of manufacture for a mobile communication network utilizing a distributed communication network 589 1999
 
Vermeer Technologies, Inc. (1)
5,793,966 Computer system and computer-implemented process for creation and maintenance of online services 307 1995
 
RUTH A. WHITTEN (1)
5,924,090 Method and apparatus for searching a database of records 361 1997
 
CONNOTECH Experts-conseils, inc. (1)
5,590,196 Secure payment method using facsimile 296 1994
 
DISNEY ENTERPRISES, INC. (4)
5,978,766 Machine, method and medium for assisted selection of information from a choice space 113 1995
5,963,915 Secure, convenient and efficient system and method of performing trans-internet purchase transactions 606 1996
5,905,865 Apparatus and method of automatically accessing on-line services in response to broadcast of on-line addresses 369 1996
5,870,546 Method and apparatus for redirection of server external hyper-link reference 241 1997
 
KABUSHIKI KAISHA TOSHIBA (2)
6,029,180 Information presentation apparatus and method 33 1997
6,243,755 Information processing system using information caching based on user activity 71 1998
 
INTERNATIONAL BUSINESS MACHINES CORPORATION (36)
5,347,632 Reception system for an interactive computer network and method of operation 1073 1989
5,611,048 Remote password administration for a computer network among a plurality of nodes sending a password update message to all nodes and updating on authorized nodes 124 1994
5,446,891 System for adjusting hypertext links with weighed user goals and activities 441 1994
5,634,127 Methods and apparatus for implementing a message driven processor in a client-server environment 280 1994
5,838,918 Distributing system configuration information from a manager machine to subscribed endpoint machines in a distrubuted computing environment 207 1995
5,644,576 Medium access control scheme for wireless LAN using a variable length interleaved time division frame 358 1995
5,961,601 Preserving state information in a continuing conversation between a client and server networked via a stateless protocol 188 1996
5,787,425 Object-oriented data mining framework mechanism 189 1996
6,023,698 System and method for transparently registering and updating information over the internet 163 1996
5,878,408 Data management system and process 206 1996
6,073,173 Method and apparatus for optimal rebasing of web page transmission 27 1997
6,044,465 User profile storage on and retrieval from a non-native server domain for use in a client running a native operating system 101 1997
5,963,952 Internet browser based data entry architecture 186 1997
6,061,700 Apparatus and method for formatting a web page 58 1997
5,974,406 Automated matching, scheduling, and notification system 209 1997
5,990,887 Method and system for efficient network desirable chat feedback over a communication network 65 1997
6,006,217 Technique for providing enhanced relevance information for documents retrieved in a multi database search 110 1997
6,009,429 HTML guided web tour 188 1997
6,041,326 Method and system in a computer network for an intelligent search engine 90 1997
5,987,466 Presenting web pages with discrete, browser-controlled complexity levels 183 1997
6,000,033 Password control via the web 123 1997
6,236,991 Method and system for providing access for categorized information from online internet and intranet sources 154 1997
6,260,039 Web interface and method for accessing directory information 50 1997
6,085,188 Method of hierarchical LDAP searching with relational tables 151 1998
6,572,662 Dynamic customized web tours 80 1998
6,182,085 Collaborative team crawling:Large scale information gathering over the internet 86 1998
6,301,621 Web server with direct mail capability 69 1998
6,128,655 Distribution mechanism for filtering, formatting and reuse of web based content 258 1998
6,084,585 System for directly accessing fields on electronic forms 171 1998
6,286,043 User profile management in the presence of dynamic pages using content templates 187 1998
6,605,120 Filter definition for distribution mechanism for filtering, formatting and reuse of web based content 172 1998
6,356,899 Method for interactively creating an information database including preferred information elements, such as preferred-authority, world wide web pages 259 1999
6,349,257 System for personalized mobile navigation information 133 1999
6,801,929 Relevance clause for computed relevance messaging 107 1999
* 6,553,359 Data mining for association rules and sequential patterns within data of inhomogeneous type 15 2000
2006/0253,742 Automating modular manual tests including framework for test automation 16 2006
 
AT&T IPM CORP. (1)
5,819,284 Personalized real time information display as a portion of a screen saver 420 1995
 
TVL LP (3)
5,901,287 Information aggregation and synthesization system 277 1996
5,995,943 Information aggregation and synthesization system 261 1997
6,208,975 Information aggregation and synthesization system 105 1997
 
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
 
CYVA RESEARCH HOLDINGS, LLC (1)
5,987,440 Personal information security and exchange tool 485 1997
 
FLEETBOSTON FINANCIAL CORPORATION (1)
6,609,200 Method and system for processing electronic documents 261 2000
 
Check Point Software Technologies, Inc. (1)
5,987,611 System and methodology for managing internet access on a per application basis for client computers connected to the internet 796 1997
 
AIMS Systems, Inc. (1)
6,031,354 On-line battery management and monitoring system and method 204 1997
 
TRANSOFT TECHNOLOGY CORPORATION (1)
6,185,601 Dynamic load balancing of a network of client and server computers 358 1998
 
FUJITSU LIMITED (6)
5,933,604 Network resource monitoring system and method for providing notice of changes in resources in a network 103 1996
5,913,202 Financial information intermediary system 405 1997
6,125,186 Encryption communication system using an agent and a storage medium for storing that agent 41 1997
5,999,179 Platform independent computer network management client 476 1997
6,205,456 Summarization apparatus and method 213 1998
6,421,693 Method to automatically fill entry items of documents, recording medium and system thereof 42 1998
 
SOUND VIEW INNOVATIONS, LLC (1)
5,619,648 Message filtering techniques 617 1994
 
FIRST DATA CORPORATION (1)
6,141,651 Funding and settlement integrated suspense processing system 147 1998
 
thinkAnalytics Ltd (1)
6,567,814 Method and apparatus for knowledge discovery in databases 125 1999
 
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 645 1997
 
NIPPON TELEGRAPH AND TELEPHONE CORPORATION (1)
5,999,975 On-line information providing scheme featuring function to dynamically account for user's interest 173 1998
 
CYBER WATCHER AS (1)
6,915,482 Method and arrangement for web information monitoring 39 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 531 1997
 
BLOCK FINANCIAL LLC (1)
* 2004/0158,524 Financial information access system 35 2004
 
TAMIRAS PER PTE. LTD., LLC (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 109 1999
 
Michael Umen & Co., Inc. (1)
5,963,967 Drug document production system 25 1998
 
PANASONIC ELECTRIC WORKS CO., LTD. (1)
6,085,238 Virtual LAN system 428 1997
 
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 121 1997
 
CONCORDE SOLUTIONS (1)
6,499,036 Method and apparatus for data item movement between disparate sources and hierarchical, object-oriented representation 91 1998
 
BORLAND SOFTWARE CORPORATION (1)
5,995,756 System for internet-based delivery of computer applications 160 1997
 
Charter One Financial, Inc. (1)
2003/0225,688 Financial account transfer apparatus and method 51 2002
 
MOTOROLA SOLUTIONS, INC. (1)
6,380,890 Information appliance system having a navigational position generator and method 21 2000
 
CONTINUUM SOFTWARE, INC. (1)
5,983,170 System and method for generating semantic analysis of textual information 35 1996
 
PAYPAL INTERNATIONAL LIMITED (1)
6,205,433 System and method for multi-currency transactions 202 1998
 
POLYCOM, INC. (1)
6,181,786 Method and apparatus for on-demand teleconferencing 64 1999
 
JPMORGAN CHASE BANK, N.A. (1)
2006/0116,949 System for automatically transferring account information, such as information regarding a financial services account 63 2006
 
MICROSOFT TECHNOLOGY LICENSING, LLC (16)
5,655,089 Method for the consolidation summarization and transmission of a plurality of mailable materials 98 1992
5,860,073 Style sheets for publishing system 419 1995
6,199,082 Method for delivering separate design and content in a multimedia publishing system 453 1995
5,907,837 Information retrieval system in an on-line network including separate content and layout of published titles 428 1995
5,815,665 System and method for providing trusted brokering services over a distributed network 704 1996
5,897,622 Electronic shopping and merchandising system 655 1996
6,070,150 Electronic bill presentment and payment system 450 1996
6,125,352 System and method for conducting commerce over a distributed network 329 1996
6,134,658 Multi-server location-independent authentication certificate management system 139 1997
6,088,711 Method and system for defining and applying a style to a paragraph 51 1997
6,223,292 Authorization systems, methods, and computer program products 109 1997
6,128,603 Consumer-based system and method for managing and paying electronic billing statements 383 1997
6,000,832 Electronic online commerce card with customer generated transaction proxy number for online transactions 599 1997
6,347,398 Automatic software downloading from a computer network 385 1999
* 6,792,422 Automatic categorization of financial transactions 39 2000
* 2002/0174,006 Cash flow forecasting 27 2001
 
CASHEDGE, INC. (1)
7,013,310 Method and apparatus for retrieving and processing data 42 2002
 
VALUE CLICK, INC. (2)
5,848,396 Method and apparatus for determining behavioral profile of a computer user 1517 1996
5,991,735 Computer program apparatus for determining behavioral profile of a computer user 781 1998
 
LOT 11 ACQUISITION FOUNDATION, LLC (1)
5,983,200 Intelligent agent for executing delegated tasks 433 1997
 
SAP AMERICA, INC. (1)
6,654,761 Controlling which part of data defining a node-link structure is in memory 46 1998
 
METAVANTE CORPORATION (1)
2002/0002,536 Electronic bill presentment and payment system 47 2001
 
SUFFOLK TECHNOLOGIES, LLC (2)
5,931,907 Software agent for comparing locally accessible keywords with meta-information and having pointers associated with distributed information 200 1997
6,334,132 Method and apparatus for creating a customized summary of text by selection of sub-sections thereof ranked by comparison to target data items 43 1998
 
HEMISPHERE SOLUTIONS N.A., L.L.C. (1)
5,933,811 System and method for delivering customized advertisements within interactive communication systems 1117 1996
 
Dazel Corporation (1)
6,044,372 Method and apparatus for publishing information to a communications network and enabling subscriptions to such information 171 1997
 
VERIZON PATENT AND LICENSING INC. (6)
6,377,567 System and method for distributing data collected from call center services 31 1997
6,377,993 Integrated proxy interface for web based data management reports 210 1998
6,631,402 Integrated proxy interface for web based report requester tool set 122 1998
6,745,229 Web based integrated customer interface for invoice reporting 147 1998
7,225,249 Integrated systems for providing communications network management services and interactive generating invoice documents 235 1998
6,351,464 Virtual second line hybrid network communication system 92 1999
 
ERICSSON AB (1)
6,122,673 Port scheduler and method for scheduling service providing guarantees, hierarchical rate limiting with/without overbooking capability 47 1998
 
STARGAZER SOFTWARE, LIMITED LIABILITY COMPANY (1)
5,483,445 Automated billing consolidation system and method 429 1993
 
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 362 1996
 
TON-THAT, JOA (1)
6,915,336 Real time internet communication system 41 1999
 
INTELLISYNC CORPORATION (1)
6,544,295 Methods for managing preferred internet sites in a computer system having a browser 101 1996
 
Star Sight (1)
6,263,501 Systems and methods for linking television viewers with advertisers and broadcasters 367 1999
 
F. POSZAT HU, L.L.C. (1)
6,339,761 Internet service provider advertising system 153 1999
 
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 135 1997
 
UNISYS CORPORATION (1)
5,974,430 Method for dynamically embedding objects stored in a web server within HTML for display by a web browser 116 1997
 
INFORMATION ADVANTAGE (1)
6,453,339 System and method of presenting channelized data 96 1999
 
ADVANCED SATELLITE RESEARCH, LLC (1)
6,205,473 Method and system for asymmetric satellite communications for local area networks 84 1997
 
AT&T CORP. (4)
5,905,736 Method for the billing of transactions over the internet 373 1996
6,058,250 Bifurcated transaction system in which nonsensitive information is exchanged using a public network connection and sensitive information is exchanged after automatically configuring a private network connection 122 1996
6,289,346 Apparatus and method for a bookmarking system 182 1998
6,330,561 Method and apparatus for improving end to end performance of a data network 101 1998
* Cited By Examiner

Patent Citation Ranking

Forward Cite Landscape

Patent Info (Count) # Cites Year
 
ADOBE SYSTEMS INCORPORATED (1)
* 7,886,226 Content based Ad display control 8 2007
 
CLEARING HOUSE PAYMENTS COMPANY, L.L.C., THE (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 1 2004
* Cited By Examiner

Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
7.5 Year Payment $3600.00 $1800.00 $900.00 Jan 6, 2018
11.5 Year Payment $7400.00 $3700.00 $1850.00 Jan 6, 2022
Fee Large entity fee small entity fee micro entity fee
Surcharge - 7.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge - 11.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge after expiration - Late payment is unavoidable $700.00 $350.00 $175.00
Surcharge after expiration - Late payment is unintentional $1,640.00 $820.00 $410.00