Patents by Inventor Kathy Yee
Kathy Yee has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Patent number: 11861689Abstract: A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories. The system further includes a server coupled to the storage device and configured to retrieve the financial data for the plurality of financial transactions from the data storage device; receive a request from the user to generate a budget for the user, the budget including budget cash flow amounts for the plurality of transaction categories, determine an average cash flow amount for each of the plurality of transaction categories, the average cash flow amount for each of the transaction categories being based on the financial data for financial transactions associated with the transaction category.Type: GrantFiled: October 25, 2019Date of Patent: January 2, 2024Assignee: Wells Fargo Bank, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee, Brian Paul McMahon, Brett David Ehrlich
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Patent number: 10936679Abstract: A method and apparatus for facilitating data management over a network are described. In one embodiment, a request to display aggregate transaction data for a user is received, the aggregate transaction data containing data related to multiple disparate transactions organized into categories based on corresponding category codes and transaction codes associated with each transaction. The aggregate transaction data are retrieved from a database. A report containing the aggregate transaction data is generated and displayed for the user in a user interface area.Type: GrantFiled: December 3, 2018Date of Patent: March 2, 2021Assignee: Wells Fargo Bank, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Patent number: 10810684Abstract: A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.Type: GrantFiled: September 21, 2018Date of Patent: October 20, 2020Assignee: Wells Fargo Bank, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Patent number: 10460376Abstract: A data management system includes a storage device configured to store financial data for a plurality of financial transactions, the financial data for the plurality of financial transactions being associated with a plurality of different accounts of a user, each of the plurality of financial transactions being associated with one of a plurality of transaction categories.Type: GrantFiled: November 26, 2008Date of Patent: October 29, 2019Assignee: WELLS FARGO BANK, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee, Brian Paul McMahon, Brett David Ehrlich
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Patent number: 10204161Abstract: A method and apparatus for facilitating data management over a network are described. In one embodiment, a request to display aggregate transaction data for a user is received, the aggregate transaction data containing data related to multiple disparate transactions organized into categories based on corresponding category codes and transaction codes associated with each transaction. The aggregate transaction data are retrieved from a database. A report containing the aggregate transaction data is generated and displayed for the user in a user interface area.Type: GrantFiled: November 10, 2008Date of Patent: February 12, 2019Assignee: WELLS FARGO BANK, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Patent number: 10096071Abstract: A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.Type: GrantFiled: April 14, 2014Date of Patent: October 9, 2018Assignee: WELLS FARGO BANK, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Patent number: 8700503Abstract: A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.Type: GrantFiled: April 30, 2012Date of Patent: April 15, 2014Assignee: Wells Fargo Bank, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Patent number: 8620780Abstract: A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.Type: GrantFiled: September 14, 2012Date of Patent: December 31, 2013Assignee: Wells Fargo Bank, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Publication number: 20130013469Abstract: A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.Type: ApplicationFiled: September 14, 2012Publication date: January 10, 2013Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Publication number: 20120215668Abstract: A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.Type: ApplicationFiled: April 30, 2012Publication date: August 23, 2012Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Patent number: 8170932Abstract: A transaction management system includes a database system configured to receive and store data for a plurality of financial transactions, the data for the plurality of financial transactions being associated with a plurality of financial accounts of a user. The system further includes a server system coupled to the database system and configured to categorize the plurality of financial transactions into a plurality of categories, the categories including merchant categories and payment method categories, the server system being further configured to provide a plurality of user interfaces to the user, each user interface providing a display of a different portion of the plurality of financial transactions, each user interface configured to enable a user to select a link configured to direct the user to an image of a check associated with one of the plurality of financial transactions; and categorize the financial transaction into a one of the merchant categories.Type: GrantFiled: November 26, 2008Date of Patent: May 1, 2012Assignee: Wells Fargo Bank, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Patent number: 7451134Abstract: A method and apparatus for facilitating data management over a network are described. In one preferred embodiment, a request to display aggregate transaction data for a user is received, the aggregate transaction data containing data related to multiple disparate transactions organized into categories based on corresponding category codes and transaction codes associated with each transaction. The aggregate transaction data are retrieved from a database. A report containing the aggregate transaction data is generated and displayed for the user in a user interface area.Type: GrantFiled: April 26, 2005Date of Patent: November 11, 2008Assignee: Wells Fargo Bank, N.A.Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee
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Publication number: 20060036586Abstract: A method and apparatus for facilitating data management over a network are described. In one preferred embodiment, a request to display aggregate transaction data for a user is received, the aggregate transaction data containing data related to multiple disparate transactions organized into categories based on corresponding category codes and transaction codes associated with each transaction. The aggregate transaction data are retrieved from a database. A report containing the aggregate transaction data is generated and displayed for the user in a user interface area.Type: ApplicationFiled: April 26, 2005Publication date: February 16, 2006Inventors: Matthew Krakowiecki, Pearl Kolling, Jack Mackouse, Kevin Rhein, Elizabeth Hoople, Kathy Yee