Patents by Inventor David A. Wolbert

David A. Wolbert 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).

  • Method and apparatus for performing a financial transaction
    Patent number: 8996407
    Abstract: A system that performs a financial transaction on behalf of a user is presented. During operation, the system receives parameters for the financial transaction. Next, the system analyzes the parameters to determine financial benefits of using one or more subsets of financial sources from a set of financial sources associated with the user to fulfill the financial transaction. The system then selects a subset of financial sources which substantially maximizes the financial benefits for the user. Next, the system uses the selected subset of financial sources to fulfill the financial transaction on behalf of the user.
    Type: Grant
    Filed: April 27, 2007
    Date of Patent: March 31, 2015
    Assignee: Intuit Inc.
    Inventors: Benjamin R. Weiss, Jim Del Favero, David A. Wolbert
  • Method and apparatus for performing a financial transaction
    Publication number: 20080270277
    Abstract: A system that performs a financial transaction on behalf of a user is presented. During operation, the system receives parameters for the financial transaction. Next, the system analyzes the parameters to determine financial benefits of using one or more subsets of financial sources from a set of financial sources associated with the user to fulfill the financial transaction. The system then selects a subset of financial sources which substantially maximizes the financial benefits for the user. Next, the system uses the selected subset of financial sources to fulfill the financial transaction on behalf of the user.
    Type: Application
    Filed: April 27, 2007
    Publication date: October 30, 2008
    Inventors: Benjamin R. Weiss, Jim Del Favero, David A. Wolbert