Matthew Krakowiecki - Denver CO, US Pearl Kolling - Oakland CA, US Jack Mackouse - Walnut Creek CA, US Kevin Rhein - Minnetonka MN, US Elizabeth Hoople - Walnut Creek CA, US Kathy Yee - Orinda CA, US
Assignee:
Wells Fargo Bank, N.A. - San Francisco CA
International Classification:
G07B 17/00 G06F 17/60
US Classification:
705 30, 705 38
Abstract:
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.
System And Method For Data Management And Financial Transaction Categorization
Matthew Krakowiecki - Denver CO, US Pearl Kolling - Oakland CA, US Jack Mackouse - Walnut Creek CA, US Kevin Rhein - Minnetonka MN, US Elizabeth Hoople - Walnut Creek CA, US Kathy Yee - Orinda CA, US
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.
Method And Apparatus For Facilitating Data Management Over A Network
Matthew Krakowiecki - Phoenix AZ, US Pearl Kolling - Oakland CA, US Jack Mackouse - Walnut Creek CA, US Kevin Rhein - Minnetonka MN, US Elizabeth Hoople - Walnut Creek CA, US Kathy Yee - Orinda CA, US
International Classification:
G06F 17/30
US Classification:
707003000
Abstract:
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.
System And Method For Data Management And Financial Transaction Categorization
Matthew Krakowiecki - Denver CO, US Pearl Kolling - Oakland CA, US Jack Mackouse - Walnut Creek CA, US Kevin Rhein - Minnetonka MN, US Elizabeth Hoople - Walnut Creek CA, US Kathy Yee - Orinda CA, US
International Classification:
G06Q 40/02 G06Q 40/00
US Classification:
705 30, 705 42
Abstract:
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.
Bremer Financial Services
Member Board of Directors
National Foundation For Credit Counseling Oct 2010 - Oct 2016
Member of the Board
Wells Fargo Sep 2011 - Mar 2016
Senior Executive Vice President and Chief Information Officer
Uncf 2010 - 2012
Board Member
Wells Fargo Oct 1999 - Jun 2011
Group Executive Card Services and Consumer Lending
Education:
University of Chicago 1976 - 1978
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management
University of Illinois at Urbana - Champaign 1972 - 1976
Bachelors, Bachelor of Science, Psychology
Skills:
Financial Services Banking Credit Cards Risk Management Vendor Management Business Analysis Leadership Management Portfolio Management Credit Relationship Management Executive Management Strategy Process Improvement Sdlc Program Management Strategic Planning Electronic Payments Analytics Change Management Financial Risk Loans Business Process Improvement Cross Functional Team Leadership Mortgage Lending Retail Banking It Strategy Payments Call Centers Enterprise Architecture Debit Cards Innovation Management Project Management Strategic Leadership Team Leadership Software Development Life Cycle