IP Library Patent Application 18371998
Patent Application
App. No. 18/371,998

SYSTEM AND METHOD FOR AGGREGATING AND PRESENTING FINANCIAL INFORMATION

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Quick Facts
Patent No.
US None
App. No.
18/371,998
Abstract

Disclosed herein is a system and method for managing financial information. According to an embodiment, electronic purchase data is received from an electronic payment source. The received electronic purchase data is generated into one or more visual representation formats using a transformation server. Once the visual representation has been generated, the visual representation format is rendered using a display device.

Claims (10)

1 . A computer system comprising:

a memory, the memory storing a set of instructions;

one or more processors that execute the set of instructions to:

(A) obtain, from a third-party source that maintains records for a financial account of a user, electronic purchase data, the electronic purchase data identifying a transaction of the user from which payment was made using the financial account of the user;

(B) generate an electronic receipt for the transaction, the electronic receipt including a set of information that is based on, but not the same as, the electronic purchase data;

wherein generating the electronic receipt includes:

(i) providing a verification identifier that is unique to the electronic receipt on the electronic receipt, the verification identifier being generated after the electronic purchase data is obtained, and

(ii) linking the electronic receipt to the stored electronic purchase data;

(C) provide an interface to enable a third-party submitter to submit a verification code that corresponds to the verification identifier; and

(D) verify that the electronic receipt corresponds to the transaction identified by the electronic purchase data from which the electronic receipt that provides the verification code was generated.

Assignments (1)
SECURITY INTEREST Recorded Feb 27, 2024
From: EXPENSIFY, INC.
To: CANADIAN IMPERIAL BANK OF COMMERCE
Reel/Frame 066573/0876 →