Aaron J Miller

US Patent:

20170178113, Jun 22, 2017

Filed:

Dec 15, 2016

Appl. No.:

15/380520

Inventors:

- McLean VA, US
TAMARA SIGLER - Vienna VA, US
AARON MILLER - Boston MA, US
KYLE TROMBLEY - Washington DC, US
JUSTIN CRIST LEE - Cambridge MA, US
JACK SHU - Arlington VA, US

International Classification:

G06Q 20/24
G06Q 20/40
G06Q 20/32
G06Q 20/10

Abstract:

An exemplary device for allocating transactions across a plurality of sources includes a screen, a memory storing instructions, and a processor configured to execute the instructions to perform operations including: displaying on the screen an interface for a multi-source payment account profile; generating a first window in the interface indicating at least one characteristic of transactions and listing a plurality of potential payment sources available to include in a default allocation of funds settings, the default allocation settings including at least one relative percentage at which the listed payment sources are used to fund transactions; receiving a first user operation adjusting the relative percentages; transmitting the adjusted relative percentages to a server over a communication network; receiving from the server information regarding an approved transaction; and switching the first window to a second window identifying the approved transaction and approved allocation of funds for the approved transaction.