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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ALSO PUBLISHED AS: 20060101323
ATTORNEY / AGENT: (SPONSORED)
 

Importance

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Abstract

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, CA57

International Classification(s)

  • [Classification Symbol]
  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Satyavolu, Ramakrishna Santa Clara, CA 41 616

Cited Art

Patent Info (Count) # Cites Year
 
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FUJITSU LIMITED (6)
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LUCENT TECHNOLOGIES INC. (5)
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TRAVELOCITY.COM LP (3)
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XEROX CORPORATION (3)
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6,172,677 Integrated content guide for interactive selection of content and services on personal computer systems with multiple sources and multiple media presentation 136 1996
 
FINANCIAL ENGINES, INC. (1)
6,292,787 Enhancing utility and diversifying model risk in a portfolio optimization framework 115 1998
 
FIRST DATA CORPORATION (1)
6,141,651 Funding and settlement integrated suspense processing system 120 1998
 
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FLEETBOSTON FINANCIAL CORPORATION (1)
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GRAPHON CORPORATION (1)
6,324,538 Automated on-line information service and directory, particularly for the world wide web 84 1998
 
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6,078,907 Method and system for electronically presenting and paying bills 219 1998
 
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5,887,133 System and method for modifying documents sent over a communications network 302 1997
 
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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 230 1996
 
HOME ACCOUNT NETWORK, INC. (1)
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ICONOVEX CORPORATION (1)
5,708,825 Automatic summary page creation and hyperlink generation 366 1995
 
IMMEDIATA CORPORATION (1)
5,893,091 Multicasting with key words 243 1997
 
INCEPTIA LLC (1)
6,826,553 System for providing database functions for multiple internet sources 85 2000
 
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6,453,339 System and method of presenting channelized data 73 1999
 
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2004/0236,696 History information adding program, fraud determining program using history information, and fraud determining system using history information 13 2003
 
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6,544,295 Methods for managing preferred internet sites in a computer system having a browser 80 1996
 
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2002/0082,990 Method of invoice presentation and payment 72 2000
 
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6,169,992 Search engine for remote access to database management systems 156 1996
 
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2006/0116,949 System for automatically transferring account information, such as information regarding a financial services account 40 2006
 
JUNO ONLINE SERVICES, INC. (1)
6,014,502 Electronic mail system with advertising 124 1997
 
KOMORI CORPORATION (1)
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6,134,532 System and method for optimal adaptive matching of users to most relevant entity and information in real-time 470 1997
 
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6,289,389 Enhanced integrated data delivery system 44 1997
 
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2004/0162,778 System for providing an online account statement having hyperlinks 13 2003
 
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6,266,774 Method and system for securing, managing or optimizing a personal computer 153 1998
 
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6,377,567 System and method for distributing data collected from call center services 24 1997
 
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2002/0002,536 Electronic bill presentment and payment system 31 2001
 
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5,923,736 Hypertext markup language based telephone apparatus 145 1996
 
NCR CORPORATION (1)
6,128,624 Collection and integration of internet and electronic commerce data in a database during web browsing 261 1997
 
NEC CORPORATION (1)
6,631,496 System for personalizing, organizing and managing web information 199 1999
 
NETDELIVERY CORPORATION (1)
5,790,793 Method and system to create, transmit, receive and process information, including an address to further information 360 1995
 
NEW AURORA CORPORATION (1)
6,175,864 Method and apparatus for storyboard scripting of application programs running on a computer system 12 1997
 
NIELSEN COMPANY (US), LLC, THE (1)
6,138,155 Method and apparatus for tracking client interaction with a network resource and creating client profiles and resource database 145 1998
 
NIPPON TELEGRAPH AND TELEPHONE CORPORATION (1)
5,999,975 On-line information providing scheme featuring function to dynamically account for user's interest 117 1998
 
NOMOREFORMS, INC. (1)
6,088,700 Automated forms completion for global information network applications 132 1999
 
NTT SOFTWARE CORPORATION (1)
6,240,443 Communication system and communication method 21 1998
 
ONECORE FINANCIAL NETWORK, INC. (1)
6,606,606 Systems and methods for performing integrated financial transaction 167 1999
 
ONLINE RESOURCES CORPORATION (1)
5,220,501 Method and system for remote delivery of retail banking services 1137 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 57 1997
 
OPEN TEXT S.A. (1)
5,892,909 Intranet-based system with methods for co-active delivery of information to multiple users 348 1997
 
PA S.C. SOLUTIONS LLC (1)
6,119,229 Virtual property system 205 1997
 
PANASONIC ELECTRIC WORKS CO., LTD. (1)
6,085,238 Virtual LAN system 324 1997
 
PARADOX TECHNICAL SOLUTIONS LLC (1)
6,119,101 Intelligent agents for electronic commerce 341 1997
 
PARADYNE CORPORATION (1)
6,219,705 System and method of collecting and maintaining historical top communicator information on a communication device 21 1999
 
PARALLEL NETWORKS, 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 300 1996
 
PATRICE D. GUYOT (1)
6,119,098 System and method for targeting and distributing advertisements over a distributed network 225 1997
 
PAYPAL INTERNATIONAL LIMITED (1)
6,205,433 System and method for multi-currency transactions 139 1998
 
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6,717,376 Automotive information systems 180 2001
 
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6,181,786 Method and apparatus for on-demand teleconferencing 57 1999
 
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6,226,750 Secure session tracking method and system for client-server environment 52 1998
 
RAPAPORT, JEFFREY ALAN (1)
5,890,152 Personal feedback browser for obtaining media files 182 1996
 
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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 424 1997
 
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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 58 1997
 
SAP AMERICA, INC. (1)
6,654,761 Controlling which part of data defining a node-link structure is in memory 41 1998
 
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SBJ IP HOLDINGS I, LLC (1)
6,330,592 Method, memory, product, and code for displaying pre-customized content associated with visitor data 60 1998
 
SCHUKHAUS GROUP GMBH, LLC (1)
5,794,233 Browse by prompted keyword phrases 39 1996
 
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6,484,155 Knowledge management system for performing dynamic distributed problem solving 54 1999
 
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5,832,494 Method and apparatus for indexing, searching and displaying data 143 1996
 
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6,263,501 Systems and methods for linking television viewers with advertisers and broadcasters 160 1999
 
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5,483,445 Automated billing consolidation system and method 328 1993
 
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6,397,212 Self-learning and self-personalizing knowledge search engine that delivers holistic results 145 1999
 
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5,778,368 Real-time embedded software respository with attribute searching apparatus and method 319 1996
 
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7,006,993 Method and apparatus for surrogate control of network-based electronic transactions 95 2000
 
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6,112,212 Systems and methods for organizing and analyzing information stored on a computer network 53 1997
 
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6,253,188 Automated interactive classified ad system for the internet 251 1996
 
TIBCO, INC. (1)
6,038,601 Method and apparatus for storing and delivering documents on the internet 211 1997
 
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6,233,592 System for electronic publishing 57 1998
 
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5,974,430 Method for dynamically embedding objects stored in a web server within HTML for display by a web browser 94 1997
 
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6,339,761 Internet service provider advertising system 85 1999
 
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5,855,020 Web scan process 206 1996
 
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6,330,321 Method for on-demand teleconferencing 31 2001
 
WATSON; CRAIG MICHAEL (1)
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OTHER [CHECK PATENT PROFILE FOR ASSIGNMENT INFORMATION] (16)
5,799,151 Interactive electronic trade network and user interface 225 1995
5,790,789 Method and architecture for the creation, control and deployment of services within a distributed computer environment 351 1996
5,818,935 Internet enhanced video system 249 1997
5,956,709 Dynamic data assembling on internet client side 133 1997
6,304,860 Automated debt payment system and method using ATM network 134 1997
6,381,592 Candidate chaser 63 1997
6,252,544 Mobile communication device 241 1999
6,694,546 Canopy assembly having universal components for different types of canopies 9 1999
6,810,414 System and methods for easy-to-use periodic network data capture engine with automatic target data location, extraction and storage 110 2000
2001/0000,537 Method and apparatus for obtaining and presenting WEB summaries to users 28 2000
2001/0037,294 System and method for syndicated transactions 15 2001
2002/0095,651 Interactive funds transfer interface 33 2001
2004/0078,282 Electronic sales receipt and report generator 10 2002
2003/0120,774 Networked architecture for enabling automated gathering of information from WEB servers 7 2003
2005/0165,651 Point of sale business transaction data gathering using portable memory device 14 2004
2005/0210,297 Network-based bookmark management and WEB-summary system 9 2005

Patent Citation Ranking

Forward Cites

Patent Info (Count) # Cites Year
 
ADOBE SYSTEMS INCORPORATED (1)
7,886,226 Content based Ad display control 0 2007
 
CLEARING HOUSE PAYMENTS COMPANY L.L.C., THE (1)
7,979,348 Payment identification code and payment system using the same 1 2003

Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
3.5 Year Payment $1600.00 $800.00 $400.00 Jan 6, 2014
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 - 3.5 year - Late payment within 6 months $160.00 $80.00 $40.00
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