Patents by Inventor Leslie Rae Witt

Leslie Rae Witt 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).

  • Patent number: 11551291
    Abstract: A computer-implemented method includes managing bank accounts respectively associated with a plurality of account holders for a bank, including processing transactions for the bank accounts where a transaction includes at least credit card transactions and checking transactions and where the first user has full access to a first bank account. The method includes providing a second user restricted access to the first bank account, establishing a connection with the second user via the Internet, providing the second user, according to the restricted access, a user interface to display at least a portion of a plurality of budget categories and at least a portion of transactions associated with the first bank account, receiving an input from the second user to flag a transaction, and responsive to the input, updating the user interface to reflect the flag and notifying the first user of the flag.
    Type: Grant
    Filed: August 28, 2019
    Date of Patent: January 10, 2023
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Gilberto Lopez, Leslie Rae Witt
  • Patent number: 11244406
    Abstract: A computer-implemented method for setting and tracking financial goals includes associating a user with a financial goal. The method also includes associating the user with a virtual community. The virtual community includes a number of users having similar financial profiles and similar financial goals. The method also includes tracking progress of the number of users of the virtual community towards their respective financial goals and providing to the user via a user interface a comparison of the user's progress towards the user's financial goal relative to the progress of the number of users of the virtual community towards their respective financial goals.
    Type: Grant
    Filed: November 27, 2018
    Date of Patent: February 8, 2022
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Gilberto Lopez, Leslie Rae Witt, Jeff D. Street, Nancy S. Middleton, Evan Siegel, Brittany Harris, Nonna A. Pastore, Ben Soccorsy, Todd Lawrence Denbo
  • Publication number: 20200380610
    Abstract: A system includes a server system that includes a processor and instructions stored in non-transitory machine-readable media. The instructions are configured to cause the server system to receive authentication information from a client device. The authentication information relates to a financial account of a user. The instructions are also configured to cause the server system to authenticate the user so as to associate the client device with the financial account of the user. The system also includes a financial notification circuit located on the client device. The financial notification circuit is configured to determine a location of the client device. The financial notification circuit is also configured to provide a notification on the client device alerting the client to not spend money at the location.
    Type: Application
    Filed: June 9, 2015
    Publication date: December 3, 2020
    Inventors: Gilberto Lopez, Leslie Rae Witt, Brittany Y. Harris, Zoe Tierney, Mark McCormick, Karen Yu, Urmila Raghavan, Michele Armosino, Gregory K. Morishige, Jonathan Velline
  • Publication number: 20200380596
    Abstract: A personal financial notification device includes a processor coupled to machine readable storage media having instructions stored therein. The instructions, when executed by the processor, cause the processor to receive a non-confidential status of a financial account of a user from a separate mobile device. The financial account is associated with the personal financial notification device. The instructions also cause the processor to display the non-confidential status of the financial account without requiring user authentication.
    Type: Application
    Filed: January 9, 2015
    Publication date: December 3, 2020
    Inventors: Gilberto Lopez, Leslie Rae Witt, Urmila Raghavan, Gregory K. Morishige, Karen Yu, Michele Armosino, Jonathan Velline
  • Patent number: 10402896
    Abstract: A computer-implemented method of managing personal financial accounts includes retrieving account information associated with a financial account of a user. The account information includes a plurality of transactions and no more than three budget categories. The method also includes providing a user interface to display graphical representations of at least a portion of the plurality of transactions and at least a portion of the budget categories. In addition, the method includes receiving a first input from the user categorizing one of the transactions into one or more of the plurality of budget categories. Further, the method includes updating the user interface to reflect the categorization of the transaction.
    Type: Grant
    Filed: January 9, 2015
    Date of Patent: September 3, 2019
    Assignee: WELLS FARGO BANK, N.A.
    Inventors: Gilberto Lopez, Leslie Rae Witt
  • Patent number: 10223754
    Abstract: A computer-implemented method for setting and tracking financial goals includes retrieving account information associated with a financial account of a user. The method also includes providing to the user via a user interface, prospective financial goals. The method further includes receiving from the user via the user interface, a selection of one of the financial goals. Further yet, the method includes monitoring the user's account information to track the user's progress towards the selected financial goal. In addition, the method includes providing to the user via the user interface, based on the monitoring of the user's account information, no more than three suggested actions to improve the user's progress towards the selected financial goal.
    Type: Grant
    Filed: June 9, 2015
    Date of Patent: March 5, 2019
    Assignee: WELLS FARGO BANK, N.A.
    Inventors: Gilberto Lopez, Leslie Rae Witt, Jeff D. Street, Nancy S. Middleton, Evan Siegel, Brittany Harris, Nonna A. Pastore, Ben Soccorsy, Todd Lawrence Denbo
  • Publication number: 20120112500
    Abstract: The invention comprises a vehicle and seating arrangement having a central hub with four sides surrounded by four seats. The seats are arranged adjacent a respective side of the hub and facing substantially parallel to the side of the hub. In at least one embodiment, the arrangement provides access for each passenger to the aisle.
    Type: Application
    Filed: November 21, 2008
    Publication date: May 10, 2012
    Inventors: Timothy Graham Rundle, Lauren Mary Grace Van Uden, Andrew Bissett, Gavin Edward Balasingam, Mitchell Hughes, Kerry Alan Reeves, Victoria Anne Bamford, Matthew James Cooper, Glen Wilson Porter, Stephen Lee Kim, Leslie Rae Witt, Stacey Hsu-Wen Chang, Jeremy John Sutherland, Daniel McLaughlin