Categorization of summarized information

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 7752535
APP PUB NO 20060101323A1
SERIAL NO

11293350

Stats

ATTORNEY / AGENT: (SPONSORED)

Importance

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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, CA69

International Classification(s)

  • [Classification Symbol]
  • [Patents Count]

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Satyavolu, Ramakrishna Fremont, US 34 1399

Cited Art Landscape

Patent Info (Count) # Cites Year
 
Other [Check patent profile for assignment information] (16)
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Yodlee.com, Inc. (24)
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6405245 System and method for automated access to personal information 87 1999
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5745754 Sub-agent for fulfilling requests of a web browser using an intelligent agent and providing a report 159 1995
5752246 Service agent for fulfilling requests of a web browser 343 1995
5793964 Web browser system 350 1995
5835724 System and method for communication information using the internet that receives and maintains information concerning the client and generates and conveys the session data to the client 351 1996
6172677 Integrated content guide for interactive selection of content and services on personal computer systems with multiple sources and multiple media presentation 314 1996
5908469 Generic user authentication for network computers 139 1997
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CHAT TV, LLC, A WHOLLY OWNED SUBSIDIARY OF INTERACTIVE BROADCAST SERVICES (2)
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6061716 Computer network chat room based on channel broadcast in real time 86 1998
 
The Brodia Group (1)
6341353 Smart electronic receipt system 268 1999
 
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IPF, Inc. (2)
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6625581 METHOD OF AND SYSTEM FOR ENABLING THE ACCESS OF CONSUMER PRODUCT RELATED INFORMATION AND THE PURCHASE OF CONSUMER PRODUCTS AT POINTS OF CONSUMER PRESENCE ON THE WORLD WIDE WEB (WWW) AT WHICH CONSUMER PRODUCT INFORMATION REQUEST (CPIR) ENABLING SERVLET TAGS ARE EMBEDDED WITHIN HTML-ENCODED DOCUMENTS 286 1999
 
RAPAPORT, JEFFREY ALAN (1)
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EXCALIBUR IP, LLC (2)
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6920609 Systems and methods for identifying and extracting data from HTML pages 61 2000
 
OPENTV, INC. (1)
5884033 Internet filtering system for filtering data transferred over the internet utilizing immediate and deferred filtering actions 506 1996
 
AT HOME BONDHOLDERS' LIQUIDATING TRUST (1)
6085186 Method and system using information written in a wrapper description language to execute query on a network 222 1997
 
ULOGIN LLC (1)
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RPX CLEARINGHOUSE LLC (1)
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FACEBOOK, INC. (3)
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EBAY INC. (2)
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6324569 Self-removing email verified or designated as such by a message distributor for the convenience of a recipient 246 2000
 
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CITIBANK, N.A. (2)
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* 5920848 Method and system for using intelligent agents for financial transactions, services, accounting, and advice 426 1998
 
THE NIELSEN COMPANY (US), LLC (1)
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5724595 Simple method for creating hypertext links 140 1996
5813007 Automatic updates of bookmarks in a client computer 213 1996
6055570 Subscribed update monitors 147 1997
6018724 Method and apparatus for authenticating on-line transaction data 295 1997
6208336 Dynamic graphical user interface feature-set configuration 23 1998
6199113 Apparatus and method for providing trusted network security 253 1998
 
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CANON KABUSHIKI KAISHA (2)
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INTEL CORPORATION (8)
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CLEARCOMMERCE CORPORATION (1)
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HEWLETT PACKARD ENTERPRISE DEVELOPMENT LP (12)
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BENHOV GMBH, LLC (1)
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EOEXCHANGE, INC. (1)
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5860068 Method and system for custom manufacture and delivery of a data product 479 1997
6490601 Server for enabling the automatic insertion of data into electronic forms on a user computer 371 1999
7328176 Universal shopping cart and order injection system 21 2005
 
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6138158 Method and system for pushing and pulling data using wideband and narrowband transport systems 419 1998
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6078929 Internet file system 147 1997
 
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6366923 Gathering selected information from the world wide web 64 1998
 
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6119229 Virtual property system 311 1997
 
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5887133 System and method for modifying documents sent over a communications network 501 1997
 
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5892900 Systems and methods for secure transaction management and electronic rights protection 2407 1996
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SABRE GROUP, THE (1)
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5732074 Mobile portable wireless communication system 838 1996
 
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5923736 Hypertext markup language based telephone apparatus 171 1996
 
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5991756 Information retrieval from hierarchical compound documents 279 1997
 
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6128624 Collection and integration of internet and electronic commerce data in a database during web browsing 356 1997
 
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6064985 Automated portfolio management system with internet datafeed 287 1998
 
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5999940 Interactive information discovery tool and methodology 148 1997
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6233592 System for electronic publishing 71 1998
 
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5613012 Tokenless identification system for authorization of electronic transactions and electronic transmissions 822 1995
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5727156 Internet-based automatic publishing system 259 1996
 
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5978779 Distributed architecture utility 233 1997
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5960200 System to transition an enterprise to a distributed infrastructure 318 1996
 
AMERIPRISE FINANCIAL, INC. (1)
6430542 Computer-implemented program for financial planning and advice system 156 1998
 
AOL INC. (1)
5870552 Method and apparatus for publishing hypermedia documents over wide area networks 282 1995
 
GATEWAY, INC. (1)
6081830 Automatic linking to program-specific computer chat rooms 480 1997
 
TD AMERITRADE ONLINE HOLDINGS CORP. (1)
5845073 Interactive system for remoting creating, editing and administrating an online communcation system for a plurality of online service providers 106 1996
 
INTELLECTUAL VENTURES HOLDING 81 LLC (1)
6271840 Graphical search engine visual index 270 1998
 
WYETH (1)
7074817 Substituted indole acid derivatives as inhibitors of plasminogen activator inhibitor-1 (PAI-1) 13 2002
 
ENTRUST, INC. (1)
6182142 Distributed access management of information resources 535 1998
 
LOGICLINK CORPORATION (1)
5987498 Credit card operated computer on-line service communication system 310 1996
 
MIRROR WORLDS TECHNOLOGIES, LLC (1)
6006227 Document stream operating system 260 1996
 
DIVINE TECHNOLOGY VENTURES (1)
6538673 Method for extracting digests, reformatting, and automatic monitoring of structured online documents based on visual programming of document tree navigation and transformation 100 2000
 
KOMORI CORPORATION (1)
5758577 Cylinder cleaning apparatus for printing press 15 1996
 
TELENAV, INC. (1)
6266615 Method and system for an interactive and real-time distributed navigation system 175 2000
 
Iconovex Corporation (1)
5708825 Automatic summary page creation and hyperlink generation 484 1995
 
NTT SOFTWARE CORPORATION (1)
6240443 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)
6038668 System, method, and medium for retrieving, organizing, and utilizing networked data 202 1998
 
TWINTECH E.U. II, LIMITED LIABILITY COMPANY (1)
5812769 Method and apparatus for redirecting a user to a new location on the world wide web using relative universal resource locators 358 1995
 
SARATOGA DMS, LLC (1)
5924090 Method and apparatus for searching a database of records 390 1997
 
Belarc, Inc. (1)
6085229 System and method for providing client side personalization of content of web pages and the like 155 1998
 
ON-OFFLINE (1)
6397212 Self-learning and self-personalizing knowledge search engine that delivers holistic results 227 1999
 
HUMETRIX.COM, INC. (1)
5995965 System and method for remotely accessing user data records 168 1996
 
HITACHI, LTD. (2)
5619716 Information processing system having a configuration management system for managing the software of the information processing system 151 1995
6847988 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 31 1999
 
FOLIOFN, INC. (1)
6516303 Method, system, and apparatus for managing taxable events within a portfolio 88 2000
 
First Marketrust Intl. (1)
5537314 Referral recognition system for an incentive award program 785 1995
 
APPLE INC. (3)
5724567 System for directing relevance-ranked data objects to computer users 534 1994
5966441 Method and apparatus for creating a secure autonomous network entity of a network component system 43 1996
6029207 Apparatus and method for dynamic linking of computer software components 37 1997
 
VODAFONE AG (1)
6199099 System, method and article of manufacture for a mobile communication network utilizing a distributed communication network 648 1999
 
Vermeer Technologies, Inc. (1)
5793966 Computer system and computer-implemented process for creation and maintenance of online services 331 1995
 
CONNOTECH EXPERTS-CONSEILS INC. (1)
5590196 Secure payment method using facsimile 317 1994
 
DISNEY ENTERPRISES, INC. (4)
5978766 Machine, method and medium for assisted selection of information from a choice space 120 1995
5963915 Secure, convenient and efficient system and method of performing trans-internet purchase transactions 635 1996
5905865 Apparatus and method of automatically accessing on-line services in response to broadcast of on-line addresses 409 1996
5870546 Method and apparatus for redirection of server external hyper-link reference 263 1997
 
KABUSHIKI KAISHA TOSHIBA (2)
6029180 Information presentation apparatus and method 33 1997
6243755 Information processing system using information caching based on user activity 86 1998
 
INTERNATIONAL BUSINESS MACHINES CORPORATION (36)
5347632 Reception system for an interactive computer network and method of operation 1132 1989
5611048 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 126 1994
5446891 System for adjusting hypertext links with weighed user goals and activities 461 1994
5634127 Methods and apparatus for implementing a message driven processor in a client-server environment 286 1994
5838918 Distributing system configuration information from a manager machine to subscribed endpoint machines in a distrubuted computing environment 224 1995
5644576 Medium access control scheme for wireless LAN using a variable length interleaved time division frame 382 1995
5961601 Preserving state information in a continuing conversation between a client and server networked via a stateless protocol 196 1996
5787425 Object-oriented data mining framework mechanism 190 1996
6023698 System and method for transparently registering and updating information over the internet 173 1996
5878408 Data management system and process 230 1996
6073173 Method and apparatus for optimal rebasing of web page transmission 27 1997
6044465 User profile storage on and retrieval from a non-native server domain for use in a client running a native operating system 105 1997
5963952 Internet browser based data entry architecture 196 1997
6061700 Apparatus and method for formatting a web page 59 1997
5974406 Automated matching, scheduling, and notification system 215 1997
5990887 Method and system for efficient network desirable chat feedback over a communication network 92 1997
6006217 Technique for providing enhanced relevance information for documents retrieved in a multi database search 116 1997
6009429 HTML guided web tour 195 1997
6041326 Method and system in a computer network for an intelligent search engine 101 1997
5987466 Presenting web pages with discrete, browser-controlled complexity levels 201 1997
6000033 Password control via the web 135 1997
6236991 Method and system for providing access for categorized information from online internet and intranet sources 163 1997
6260039 Web interface and method for accessing directory information 52 1997
6085188 Method of hierarchical LDAP searching with relational tables 164 1998
6572662 Dynamic customized web tours 87 1998
6182085 Collaborative team crawling:Large scale information gathering over the internet 92 1998
6301621 Web server with direct mail capability 69 1998
6128655 Distribution mechanism for filtering, formatting and reuse of web based content 289 1998
6084585 System for directly accessing fields on electronic forms 191 1998
6286043 User profile management in the presence of dynamic pages using content templates 215 1998
6605120 Filter definition for distribution mechanism for filtering, formatting and reuse of web based content 187 1998
6356899 Method for interactively creating an information database including preferred information elements, such as preferred-authority, world wide web pages 281 1999
6349257 System for personalized mobile navigation information 150 1999
6801929 Relevance clause for computed relevance messaging 110 1999
* 6553359 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 19 2006
 
AT&T IPM CORP. (1)
5819284 Personalized real time information display as a portion of a screen saver 490 1995
 
TVL LP (3)
5901287 Information aggregation and synthesization system 299 1996
5995943 Information aggregation and synthesization system 291 1997
6208975 Information aggregation and synthesization system 114 1997
 
SIEMENS AKTIENGESELLSCHAFT (1)
5740365 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 17 1995
 
CYVA RESEARCH HOLDINGS, LLC (1)
5987440 Personal information security and exchange tool 577 1997
 
FLEETBOSTON FINANCIAL CORPORATION (1)
6609200 Method and system for processing electronic documents 272 2000
 
Check Point Software Technologies, Inc. (1)
5987611 System and methodology for managing internet access on a per application basis for client computers connected to the internet 903 1997
 
AIMS Systems, Inc. (1)
6031354 On-line battery management and monitoring system and method 220 1997
 
TRANSOFT TECHNOLOGY CORPORATION (1)
6185601 Dynamic load balancing of a network of client and server computers 375 1998
 
FUJITSU LIMITED (6)
5933604 Network resource monitoring system and method for providing notice of changes in resources in a network 106 1996
5913202 Financial information intermediary system 413 1997
6125186 Encryption communication system using an agent and a storage medium for storing that agent 44 1997
5999179 Platform independent computer network management client 503 1997
6205456 Summarization apparatus and method 253 1998
6421693 Method to automatically fill entry items of documents, recording medium and system thereof 46 1998
 
SOUND VIEW INNOVATIONS, LLC (1)
5619648 Message filtering techniques 662 1994
 
FIRST DATA CORPORATION (1)
6141651 Funding and settlement integrated suspense processing system 153 1998
 
AT&T INTELLECTUAL PROPERTY II, L.P. (1)
6289346 Apparatus and method for a bookmarking system 227 1998
 
thinkAnalytics Ltd (1)
6567814 Method and apparatus for knowledge discovery in databases 134 1999
 
HOME ACCOUNT NETWORK, INC. (1)
5875437 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 693 1997
 
NIPPON TELEGRAPH AND TELEPHONE CORPORATION (1)
5999975 On-line information providing scheme featuring function to dynamically account for user's interest 184 1998
 
CYBER WATCHER AS (1)
6915482 Method and arrangement for web information monitoring 41 2001
 
RED HAT, INC. (1)
5987454 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 583 1997
 
BLOCK FINANCIAL LLC (1)
* 2004/0158,524 Financial information access system 35 2004
 
Michael Umen & Co., Inc. (1)
5963967 Drug document production system 25 1998
 
PANASONIC ELECTRIC WORKS CO., LTD. (1)
6085238 Virtual LAN system 486 1997
 
ONOE, MIKI (1)
5951642 System for collecting detailed internet information on the basis of the condition of activities of information viewers viewing information of service providers 138 1997
 
CONCORDE SOLUTIONS (1)
6499036 Method and apparatus for data item movement between disparate sources and hierarchical, object-oriented representation 100 1998
 
BORLAND SOFTWARE CORPORATION (1)
5995756 System for internet-based delivery of computer applications 169 1997
 
Charter One Financial, Inc. (1)
2003/0225,688 Financial account transfer apparatus and method 56 2002
 
MOTOROLA SOLUTIONS, INC. (1)
6380890 Information appliance system having a navigational position generator and method 22 2000
 
CONTINUUM SOFTWARE, INC. (1)
5983170 System and method for generating semantic analysis of textual information 39 1996
 
PAYPAL INTERNATIONAL LIMITED (1)
6205433 System and method for multi-currency transactions 211 1998
 
POLYCOM, INC. (1)
6181786 Method and apparatus for on-demand teleconferencing 65 1999
 
INFOSPACE HOLDINGS LLC (1)
6499042 Selective proxy approach to filling-in forms embedded in distributed electronic documents 88 1999
 
JPMORGAN CHASE BANK, AS ADMINISTRATIVE AGENT (1)
2006/0116,949 System for automatically transferring account information, such as information regarding a financial services account 73 2006
 
MICROSOFT TECHNOLOGY LICENSING, LLC (16)
5655089 Method for the consolidation summarization and transmission of a plurality of mailable materials 99 1992
5860073 Style sheets for publishing system 465 1995
6199082 Method for delivering separate design and content in a multimedia publishing system 494 1995
5907837 Information retrieval system in an on-line network including separate content and layout of published titles 461 1995
5815665 System and method for providing trusted brokering services over a distributed network 753 1996
5897622 Electronic shopping and merchandising system 683 1996
6070150 Electronic bill presentment and payment system 459 1996
6125352 System and method for conducting commerce over a distributed network 350 1996
6134658 Multi-server location-independent authentication certificate management system 142 1997
6088711 Method and system for defining and applying a style to a paragraph 54 1997
6223292 Authorization systems, methods, and computer program products 120 1997
6128603 Consumer-based system and method for managing and paying electronic billing statements 411 1997
6000832 Electronic online commerce card with customer generated transaction proxy number for online transactions 640 1997
6347398 Automatic software downloading from a computer network 405 1999
* 6792422 Automatic categorization of financial transactions 43 2000
* 2002/0174,006 Cash flow forecasting 27 2001
 
CashEdge, Inc. (1)
7013310 Method and apparatus for retrieving and processing data 46 2002
 
VALUE CLICK, INC. (2)
5848396 Method and apparatus for determining behavioral profile of a computer user 1666 1996
5991735 Computer program apparatus for determining behavioral profile of a computer user 867 1998
 
LOT 11 ACQUISITION FOUNDATION, LLC (1)
5983200 Intelligent agent for executing delegated tasks 469 1997
 
SAP AMERICA, INC. (1)
6654761 Controlling which part of data defining a node-link structure is in memory 47 1998
 
METAVANTE CORPORATION (1)
2002/0002,536 Electronic bill presentment and payment system 48 2001
 
SUFFOLK TECHNOLOGIES, LLC (2)
5931907 Software agent for comparing locally accessible keywords with meta-information and having pointers associated with distributed information 211 1997
6334132 Method and apparatus for creating a customized summary of text by selection of sub-sections thereof ranked by comparison to target data items 49 1998
 
HEMISPHERE SOLUTIONS N.A., L.L.C. (1)
5933811 System and method for delivering customized advertisements within interactive communication systems 1217 1996
 
Dazel Corporation (1)
6044372 Method and apparatus for publishing information to a communications network and enabling subscriptions to such information 184 1997
 
VERIZON PATENT AND LICENSING INC. (6)
6377567 System and method for distributing data collected from call center services 35 1997
6377993 Integrated proxy interface for web based data management reports 225 1998
6631402 Integrated proxy interface for web based report requester tool set 132 1998
6745229 Web based integrated customer interface for invoice reporting 156 1998
7225249 Integrated systems for providing communications network management services and interactive generating invoice documents 276 1998
6351464 Virtual second line hybrid network communication system 101 1999
 
ERICSSON AB (1)
6122673 Port scheduler and method for scheduling service providing guarantees, hierarchical rate limiting with/without overbooking capability 48 1998
 
STARGAZER SOFTWARE, LIMITED LIABILITY COMPANY (1)
5483445 Automated billing consolidation system and method 432 1993
 
XURA LTD (1)
6792082 Voice mail system with personal assistant provisioning 192 1999
 
PARALLEL NETWORKS LICENSING, LLC (1)
5894554 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 383 1996
 
TON-THAT, JOA (1)
6915336 Real time internet communication system 45 1999
 
INTELLISYNC CORPORATION (1)
6544295 Methods for managing preferred internet sites in a computer system having a browser 114 1996
 
Star Sight (1)
6263501 Systems and methods for linking television viewers with advertisers and broadcasters 414 1999
 
F. POSZAT HU, L.L.C. (1)
6339761 Internet service provider advertising system 164 1999
 
WIND RIVER SYSTEMS, INC. (1)
6003077 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)
5974430 Method for dynamically embedding objects stored in a web server within HTML for display by a web browser 125 1997
 
INFORMATION ADVANTAGE (1)
6453339 System and method of presenting channelized data 103 1999
 
AT&T CORP. (3)
5905736 Method for the billing of transactions over the internet 386 1996
6058250 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 129 1996
6330561 Method and apparatus for improving end to end performance of a data network 116 1998
* Cited By Examiner

Patent Citation Ranking

Forward Cite Landscape

Patent Info (Count) # Cites Year
 
ADOBE SYSTEMS INCORPORATED (2)
* 7886226 Content based Ad display control 13 2007
9582477 Content based ad display control 0 2011
 
NEW YORK CLEARING HOUSE ASSOCIATION (1)
7979348 Payment identification code and payment system using the same 3 2003
 
PLAID TECHNOLOGIES, INC. (2)
9595023 System and method for facilitating programmatic verification of transactions 0 2015
9449346 System and method for programmatically accessing financial data 0 2015
 
THE CLEARING HOUSE PAYMENTS COMPANY L.L.C. (1)
8725607 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