United States Patent Application No. 15/398,003
`Filing Date: January 4, 2017 - Inventor: Elizabeth Rose Dyor
`Page 2 of 6
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`AMENDMENTS TO THE CLAIMS
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`The status of each claim is indicated with one of (Original), (Currently amended),
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`(Canceled), (Withdrawn), (New), (Previously presented), or (Not entered). This listing of claims
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`will replace all prior versions, and listings, of claims in the application:
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`What is claimed is:
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`1.
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`(Currently amended) A method for transferring payment information to a personal
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`financial management program comprising:
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`invoking a financial assistant operating on a network device upon a determination of a
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`transmission of transaction data to a commercial web server configured to conduct online financial
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`transactions,
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`intercepting, by the financial assistant on the network device, the transaction data in a first
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`data structure comprising a plurality of components of transaction data, the first data structure
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`compatible with conducting an online transaction with the commercial web server,
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`copying, by the financial assistant on the network device, each component of the
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`transaction data into a second data structure compatible with the personal financial management
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`programrwherein—flmeemid—datwmabwedifieH—fimn—thefirwdatmieawe,
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`entering, by the financial assistant on the network device, additional transaction data not
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`included in the transmitted transaction data into the second data structure including at least one of
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`a category and remarks, and
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`transmitting, by the network device,
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`the copied transaction data and the additional
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`transaction data to the personal financial management program.
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`United States Patent Application No. 15/398,003
`Filing Date: January 4, 2017 - Inventor: Elizabeth Rose Dyor
`Page 3 of 6
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`2.
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`(Original) The method of claim 1, wherein the financial assistant is invoked upon
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`the commencement of an online transaction.
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`3.
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`(Original) The method of claim 1, wherein the financial assistant is invoked during
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`an online transaction.
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`4.
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`(Original) The method of claim 1, further comprising displaying, by the network
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`device, a repurchase based on the transmitted data.
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`5.
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`(Original) The method of claim 1, further comprising, by the network device,
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`conducting statistical analysis on the transmitted data.
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`6.
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`(Original) The method of claim 1, wherein a default value for the category is
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`provided by at least one of the personal financial management program, network device and a user.
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`7.
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`(Original) The method of claim 1, wherein a default value for the category is based
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`upon previous categories selected for purchases made from a particular merchant.
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`8.
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`(Original) The method of claim 1, further comprising receiving, by the network
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`device, user input for a note to associate with the transaction data.
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`9.
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`(Currently amended) A method of delivery of transaction data to a financial
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`management program comprising:
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`using a network device to conduct an online financial transaction with a commercial web
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`server,
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`searching, by a financial assistant on the network device, a set of transmitted data related
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`to the online financial transaction,
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`determining, by the financial assistant on the network device, whether the searched data
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`comprises transaction data for the online financial transaction,
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`United States Patent Application No. 15/398,003
`Filing Date: January 4, 2017 - Inventor: Elizabeth Rose Dyor
`Page 4 of 6
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`when the searched data comprises transaction data in a first data structure compatible with
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`conducting the online financial transaction, copying and storing, by the financial assistant on the
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`network device, the transaction data and additional transaction data not included in the transmitted
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`transaction data into in a second data structure compatible with the financial management program,
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`10.
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`(Original) The method of claim 9, further comprising repurchasing, by the network
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`device, items from the transaction data from a same merchant by clicking on a repurchase control.
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`11.
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`(Original) The method of claim 9, further comprising repurchasing, by the network
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`device, items from the transaction data from a different merchant by clicking on a repurchase
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`control.
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`12.
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`(Original) The method of claim 11, wherein activation of a repurchase control
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`initiates a search in accordance with a user profile to determine whether goods and services are
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`available from a different provider at a better price.
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`13.
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`(Original) The method of claim 12, where the user profile includes at least one of a
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`set, the set comprising:
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`the amount of time that a user is willing to wait to make the purchase,
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`the type of quality assurance the user demands or desires,
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`privacy policy requirements, and
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`preference toward environmentally friendly providers.
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`14.
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`(Currently amended) The method of claim 9, further comprising repurchasing, by
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`the network device,
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`items from the transaction data from a same merchant by clicking on a
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`epurehase e-p_urchase control, wherein received user input adjusts goods and services to be
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`repurchased.
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`United States Patent Application No. 15/3 98,003
`Filing Date: January 4, 2017 - Inventor: Elizabeth Rose Dyor
`Page 5 of 6
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`15.
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`(Original) The method of claim 9, wherein the second data structure includes a
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`category field and a default value for the category field is provided by at least one of the network
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`device and a user.
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`16.
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`(Original) The method of claim 1, wherein the network device is at least one of a
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`terminal device and a computer server.
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`17.
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`(Original) The method of claim 9, wherein the network device is at least one of a
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`terminal device and a computer server.
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`18.
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`(Original) The method of claim 1, wherein the online transaction includes
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`exchanging an account number to render payment for at least one of a good and service.
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`19.
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`(Original) The method of claim 9, wherein the online transaction includes
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`exchanging an account number to render payment for at least one of a good and service.
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`20.
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`(Original) The method of claim 1, wherein the personal financial management
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`program resides on one or more server devices and is accessible from the network device.
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`21.
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`(Original) The method of claim 1, wherein the financial management program
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`resides on one or more server devices and is accessible from the network device.
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