IP Library Patent Application 13180521
Patent Application
App. No. 13/180,521

SYSTEM AND METHOD FOR PROVIDING REWARDS THROUGH A USER FINANCIAL INSTRUMENT

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Quick Facts
Patent No.
US None
App. No.
13/180,521
Abstract

A system and method for providing rewards through a user financial instrument includes gathering transaction data from a user's financial account, wherein the user's financial account is a financial institution account that is maintained on behalf of the user and analyzing the transaction data to determine a reward level. The savings opportunity from the merchant may be matched to the user based on the reward level. The user is enabled to redeem the savings opportunity during a subsequent transaction with the merchant.

Claims (24)

1 . A method, comprising:

gathering transaction data from a user for a merchant from a user's financial account, wherein the user's financial account is a financial institution account that is maintained on behalf of the user;

analyzing the transaction data to determine a reward level;

matching a savings opportunity from the merchant to the user based on the reward level; and

enabling the user to redeem the savings opportunity during a subsequent transaction with the merchant.

2 . The method of claim 1 , further comprising, allowing the merchant to set a criterion for determining the reward level.

3 . The method of claim 2 , wherein the criterion relates to an amount spent with the merchant.

4 . The method of claim 2 , wherein the criterion relates to a number of visits to the merchant.

5 . The method of claim 1 , wherein as the reward level improves, the matched savings opportunity improves.

6 . The method of claim 1 , wherein the financial account is at least one of a bank account, a checking account, a savings account, a credit account, a personal finance program account, and a loan account.

7 . The method of claim 1 , wherein enabling comprises automatic redemption upon presentation of a transaction card associated with the user's financial account.

8 . The method of claim 1 , wherein enabling comprises providing the user with at least one of a printed coupon, a bar code coupon presented on a mobile device, and a credit on a merchant loyalty card.

9 . The method of claim 1 , wherein analyzing comprises extracting at least one of a merchant name, a merchant category, a merchant location, a transaction amount, a transaction frequency, a zip code, a store name, a store category, a store number, a transaction description, a purchase frequency, and a total spending amount.

10 . The method of claim 1 , wherein the savings opportunity is a coupon.

11 . The method of claim 10 , wherein the coupon is a barcode presented on a mobile device.

12 . The method of claim 10 , wherein the coupon is a printed coupon presented in a statement.

13 . The method of claim 10 , wherein the coupon is an online redemption coupon code.

14 . The method of claim 1 , wherein the savings opportunity is an automatic discount on a subsequent transaction.

15 . The method of claim 1 , wherein the savings opportunity is a credit on a subsequent transaction.

16 . The method of claim 1 , wherein the savings opportunity is a pre-paid offer.

17 . The method of claim 1 , wherein the savings opportunity is a merchant loyalty program.

18 . The method of claim 17 , wherein the merchant loyalty program is implemented through the use of a transaction card associated with the financial account.

19 . The method of claim 17 , wherein the merchant loyalty program is implemented by providing the user with at least one of a printed coupon, a bar code coupon presented on a mobile device, and a credit on a merchant loyalty card.

20 . The method of claim 1 , wherein the step of matching is limited to savings opportunities near a user's identified location.

Assignments (2)
CHANGE OF NAME Recorded Aug 12, 2012
From: BILLSHRINK, INC.
To: TRUAXIS, INC.
Reel/Frame 028770/0606 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 20, 2011
From: SATYAVOLU, RAMAKRISHNA V.; KOTHARI, SAMIR; DAREDIA, SHEHZAD
To: BILLSHRINK, INC.
Reel/Frame 026937/0602 →