首页> 外国专利> SYSTEM AND METHOD FOR TRANSACTION LEARNING

SYSTEM AND METHOD FOR TRANSACTION LEARNING

机译:交易学习的系统和方法

摘要

A system and method a method for providing for providing personalized transaction learning and tagging. The method may include tagging transactions associated with one or more financial accounts belonging to an account holder, whether the account holder be the primary, secondary, or a related account holder, such as a spouse, parent, guardian, and the like. The method may include linking all accounts belong to and/or associated with an account holder and receiving transaction data from each linked account. Once the system receives the transaction data, the system may query the account holder for input regarding the transaction data. The input may include tagging the transaction as belonging to a particular spending category and/or affirming or denying that the transaction belongs to a particular category. The system may receive and create categories based on account holder data, demographic data, credit data, and account holder profile data.
机译:提供用于提供个性化交易学习和标记的系统和方法。该方法可以包括标记与属于账户持有者的一个或多个金融账户相关联的交易,无论该账户持有者是主要的,次要的还是相关的账户持有者,例如配偶,父母,监护人等。该方法可以包括链接属于账户持有者和/或与账户持有者关联的所有账户,并从每个链接的账户接收交易数据。一旦系统接收到交易数据,系统就可以向账户持有者查询关于交易数据的输入。输入可以包括将交易标记为属于特定支出类别和/或确认或拒绝交易属于特定类别。该系统可以基于帐户持有者数据,人口统计数据,信用数据和帐户持有者简档数据来接收和创建类别。

著录项

  • 公开/公告号US2020349590A1

    专利类型

  • 公开/公告日2020-11-05

    原文格式PDF

  • 申请/专利权人 CAPITAL ONE SERVICES LLC;

    申请/专利号US202016935834

  • 发明设计人 MOSHE BENJAMIN;

    申请日2020-07-22

  • 分类号G06Q30/02;

  • 国家 US

  • 入库时间 2022-08-21 11:21:17

相似文献

  • 专利
  • 外文文献
  • 中文文献
获取专利

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号