Jennifer L Scott

US Patent:

7734541, Jun 8, 2010

Filed:

May 10, 2001

Appl. No.:

09/854222

Inventors:

Srihari Kumar - Redwood City CA, US
Jennifer Greene Scott - San Francisco CA, US
Blake Earl Hayward - Redwood Shores CA, US
Satyen Desai - San Bruno CA, US

Assignee:

Yodlee.com, Inc. - Redwood City CA

International Classification:

G06Q 40/00

US Classification:

705 39, 705 42, 705 18, 235379

Abstract:

In a software suite for enabling viewing and manipulation of data through a single portal accessible from a data-packet-network, a software interface for enabling proxy transfer of funds from one financial account to another is provided. The software interface comprises, an interactive main window for configuring transfer funds orders, viewing pending transfers, viewing transaction history, and viewing active account balances related to registered financial accounts, an interactive selection window accessible through the main interface, the selection window for enabling selection of individual accounts for grouping into a list of activated accounts and an automated confirmation window enabling confirmation of data parameters of a requested funds transfer. A user operating the main interface may initiate funds transfer orders to be performed between accounts at requested times by proxy in a fashion transparent at the time of execution to the requesting user.

US Patent:

8224747, Jul 17, 2012

Filed:

Apr 19, 2010

Appl. No.:

12/762907

Inventors:

Srihari Kumar - Redwood City CA, US
Suman Kumar Inala - Santa Clara CA, US
Jennifer Scott - San Francisco CA, US
Blake Earl Hayward - Redwood Shores CA, US
Satyen Desai - San Bruno CA, US

Assignee:

Yodlee.com, Inc. - Redwood City CA

International Classification:

G06Q 40/00

US Classification:

705 39, 705 42, 705 43, 705 44, 705 2641, 707622, 707661, 707640

Abstract:

In a software suite for enabling viewing and manipulation of data through a single portal accessible from a data-packet-network, a software interface for enabling proxy transfer of funds from one financial account to another is provided. The software interface comprises, an interactive main window for configuring transfer funds orders, viewing pending transfers, viewing transaction history, and viewing active account balances related to registered financial accounts, an interactive selection window accessible through the main interface, the selection window for enabling selection of individual accounts for grouping into a list of activated accounts and an automated confirmation window enabling confirmation of data parameters of a requested funds transfer. A user operating the main interface may initiate funds transfer orders to be performed between accounts at requested times by proxy in a fashion transparent at the time of execution to the requesting user.