IP Library Granted Patent US 11,574,021
Granted Patent B2
US 11,574,021 · App. 17/037,006 · Granted Feb 7, 2023

Visualization of transaction data

Inventors: Colin Hart (Arlington, VA); Allison Abbott (Washington, DC); Matthew Horton (Arlington, VA); Emma Sagan (Washington, DC); Kevan Emmott (Arlington, VA); Christine Ann Berglund (Brooklyn, NY); Jason Ji (Reston, VA); Alexandra A. Colevas (Arlington, VA); Steven Quadros (New York, NY); Adnan Malik (Voorhees, NJ); Jared M. Alexander (Vienna, VA); Scott Golder (Columbia, MD)
Assignee: Capital One Services, LLC
G06F16/904G06F3/0485G06F16/29G06Q40/12
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Quick Facts
Patent No.
US 11,574,021
App. No.
17/037,006
Granted
Feb 7, 2023
Kind
B2
Abstract

Provided, in an aspect, is a method for improved visualization of transaction data from a financial services computer network. The method includes receiving, at a computing device, a plurality of experience sets; presenting, on a display of the computing device, a graphical user interface (GUI); and updating the GUI in response to receiving a revision to the plurality of experience sets. Each experience set contains one or more transactions that relate to each other. The GUI includes a scrollable list having at least a portion of the experience set name for experience sets within a selected time period; and a calendar for the time period showing, for each day with at least one experience, a graphical element indicative of a total of all experience set amounts in that day.

Claims (19)

1. A method for improved visualization of transaction data from a financial services computer network, the method comprising:

receiving, at a computing device, a plurality of experience sets, wherein each experience set comprises an experience set name, an experience set timing data, and an experience set amount, wherein each experience set encompasses one or more non-recurring transactions that relate to each other, wherein each of the one or more transactions comprises a transaction place, a transaction time, and a transaction amount;

presenting, on a display of the computing device, a graphical user interface (GUI) comprising:

a list comprising at least a portion of the experience set name for experience sets within a selected time period, wherein the list comprises the at least a portion of the experience sets presented in a chronological order based on the experience set timing data for each of the experience sets; and

a calendar for the time period showing, for each day with at least one experience set, a graphical element with an area proportional to a total of all experience set amounts in the respective day; and

in response to a user selecting a graphical selector in the GUI, removing one or more transactions from the presented experience sets and resizing the presented respective graphical element according to the removed one or more transactions.

2. The method of claim 1 , further comprising displaying on the graphical user interface of the computing device, alongside the portion of the experience set name for each of the experience sets, one or more experience details selected from a group consisting of an experience set location, an experience set time span, an experience set amount that corresponds to a total of all transaction amounts in the experience set, a list of three transaction names for transactions with greatest transaction amounts in the experience set, and a combination thereof.

3. The method of claim 1 , further comprising, in response to a user scrolling through the list, highlighting in the calendar a graphical element that corresponds to a topmost experience set visible on the display.

4. The method of claim 1 , further comprising, in response to a user tapping on a graphical element in the calendar, automatically scrolling the list to place a corresponding experience set to be visible on the display above other experience sets.

5. The method of claim 1 , further comprising, in response to a user input, displaying a territorial map showing each transaction place encompassed by a chosen experience set.

6. The method of claim 1 , further comprising, in response to a user input, modifying an experience set.

7. The method of claim 1 , further comprising receiving from a user feedback regarding an experience set.

8. The method of claim 1 , wherein an experience set comprises transactions made within a preset distance to a user's default location and within a preset time window around noon.

9. The method of claim 1 , wherein an experience set comprises transactions made farther than a preset distance from a user's default location.

10. The method of claim 1 , wherein an experience set comprises transactions made within a preset distance to a user's default location and within a preset time window around 9 p.m.

11. A method for improved visualization of transaction data from a financial services computer network, the method comprising:

receiving, at a computing device, a plurality of experience sets, wherein each experience set comprises an experience set name, an experience set timing data, and an experience set amount, wherein each experience set encompasses one or more non-recurring transactions that relate to each other, wherein each of the one or more transactions comprises a transaction place, a transaction time, and a transaction amount;

presenting, on a display of the computing device, a graphical user interface (GUI) comprising a calendar for a selected time period showing, for each day with at least one experience set, a graphical elements with an area proportional to a total of all experience set a mounts in the respective day; and

in response to a user selecting a graphical selector in the GUI, removing one or more transactions from the at least one experience set and resizing the presented respective graphical element according to the removed one or more transactions.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 29, 2020
From: HART, COLIN; ABBOTT, ALLISON; HORTON, MATTHEW; SAGAN, EMMA; EMMOTT, KEVAN; BERGLUND, CHRISTINE ANN; JI, JASON; COLEVAS, ALEXANDRA A.; QUADROS, STEVEN; MALIK, ADNAN; ALEXANDER, JARED M.; GOLDER, SCOTT
To: CAPITAL ONE SERVICES, LLC
Reel/Frame 053922/0573 →
Continuity (2)
Continuation 16107524 · Aug 21, 2018
Related Publication 20210011948A1 · Jan 14, 2021