IP Library Patent Application 11461394
Patent Application
App. No. 11/461,394

Incentive Programs For Healthcare Cards

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Quick Facts
Patent No.
US None
App. No.
11/461,394
Abstract

A computer-implemented method and system to facilitate a purchase by a cardmember using a transaction instrument associated with a tax-advantaged account, wherein the tax-advantaged account is associated with a healthcare plan. A request is received from a merchant to charge the tax-advantaged account for a transaction associated with the transaction instrument. A determination is made whether the charge is for a covered tax-advantaged expense The tax-advantaged account is credited with healthcare plan related points associated with the value of the charge only if the charge is determined to be for a covered tax-advantaged expense. The tax-advantaged account is also credited with transaction instrument related points associated with the value of the charge only if the charge is determined to be for a covered tax-advantaged expense.

Claims (23)

1 . A computer-implemented method to facilitate a purchase by a cardmember using a transaction instrument associated with a tax-advantaged account, wherein the tax-advantaged account is associated with a healthcare plan, comprising:

(a) receiving a request from a merchant to charge the tax-advantaged account for a transaction associated with the transaction instrument;

(b) determining whether the charge is for a covered tax-advantaged expense; and

(c) crediting the tax-advantaged account with healthcare plan related points associated with the value of the charge only if the charge is determined to be for a covered tax-advantaged expense; and

(d) crediting the tax-advantaged account with second issuer points associated with the value of the charge only if the charge is determined to be for a covered tax-advantaged expense.

2 . The method according to claim 1 , wherein the second issuer is the merchant requesting the charge.

3 . The method according to claim 1 , wherein the second issuer is a transaction instrument issuer.

4 . The method according to claim 1 , wherein the second points issuer comprises a manufacturer of an item purchased.

5 . The method according to claim 1 , wherein the second points issuer comprises an employer associated with the tax-advantaged account to be charged.

6 . A computer-implemented method to facilitate the use by a cardmember of a tax-advantaged account, wherein the tax-advantaged account is associated with a healthcare plan, comprising:

(a) receiving a request from the cardmember to deposit funds into the tax-advantaged account for a transaction associated with the transaction instrument; and

(b) crediting the tax-advantaged account with healthcare plan related points associated with the value of the funds deposited into the tax-advantaged account.

7 . The method according to claim 6 , wherein the points are credited to the tax-advantaged account by an employer of the cardmember.

8 . The method according to claim 6 , wherein the points are credited to the tax-advantaged account by a transaction instrument issuer.

9 . The method according to claim 6 , further comprising:

(c) receiving a request from a merchant to charge the tax-advantaged account for a transaction;

(d) determining whether the charge is for a covered tax-advantaged expense; and

(e) crediting the tax-advantaged account with healthcare plan related points associated with the value of the charge only if the charge is determined to be for a covered tax-advantaged expense.

10 . The method according to claim 9 , further comprising:

(f) crediting the tax-advantaged account with second issuer points associated with the value of the charge only if the charge is determined to be for a covered tax-advantaged expense.

11 . The method according to claim 10 , wherein the second issuer is the merchant requesting the charge.

12 . The method according to claim 10 , wherein the second issuer is a transaction instrument issuer.

13 . The method according to claim 10 , wherein the second points issuer comprises a manufacturer of an item purchased.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 20, 2018
From: INTELLECTUAL VENTURES ASSETS 66 LLC
To: LIBERTY PEAK VENTURES, LLC
Reel/Frame 045533/0882 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 19, 2010
From: AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC.
To: OLTINE ACQUISITIONS NY L.L.C.
Reel/Frame 023963/0139 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 30, 2006
From: HARRISON, SARAH E.; JAGATIC, JASON S.; SACHDEV, SUNIL
To: AMERICAN EXPRESS TRAVEL RELATED SERVICES COMPANY, INC.
Reel/Frame 018566/0114 →