Patent №
US 10,074,091
Granted
2018-09-11
Filed 2015
Owner
PAYMATION, INC.
Lab
—
AI components
2
planning · hardware
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
14878857
A dynamic personalizable automated finance management system that provides a financial management platform that enables users to easily generate a plurality of customized rules or conditions associated with one or more accounts thereby creating account plans that intelligently and passively execute the transfer of funds among accounts. The rules with a plan are able to define if, how much, when and where to transfer money to and from the accounts based on user entered criteria or triggers upon which the rules/conditions are based.
AI classification
Ownership
PAYMATION, INC.
assignment · 373580296
Assignors
CRAWFORD, KHELLAR SEAN
On an employer assignment, the assignors are typically the inventors.