Invalidity dossier

US 8083137

Administration of financial accounts

Current assignee: Fintegraph LLC

Added 5/10/2026, 9:37:21 PM

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Patent summary

Title, assignee, inventors, filing/issue dates, abstract, and a plain-language overview of the claims.

✓ Generated

No results from the CAFC 2026 dockets specifically mention patent number 8083137. The previous PTAB challenges section already established that the Federal Circuit affirmed the PTAB's decision to invalidate claims 1, 5, 12, and 19 on July 13, 2017. [cite: US8083137B2 PTAB challenges]

Here is a concise summary of US Patent 8083137 based on the provided patent text:

Title: Administration of financial accounts [cite: US8083137B2]

Assignee: The current assignee is Fintegraph LLC. [cite: US8083137B2] The original assignee was Niaco Data Mgmt II LLC. [cite: US8083137B2]

Inventors: Mary C. Tannenbaum [cite: US8083137B2]

Filing Date: 2009-05-26 [cite: US8083137B2]

Issue Date: 2011-12-27 [cite: US8083137B2]

Abstract: The patent describes a credit facility for controlling financial transactions, allowing users to establish self-imposed, category-based spending limits. [cite: US8083137B2] The processing system provides messages and other information to the user, both on-demand and at the point of sale, based on the transaction category and its set limit. [cite: US8083137B2] Both the user and, optionally, third parties can receive account balance notifications on a category-by-category basis. [cite: US8083137B2] The main user can also assign category limits or prohibitions to sub-users of the same account. [cite: US8083137B2] In one embodiment, transaction-specific information is communicated to a third party. [cite: US8083137B2]

Plain-language overview of each independent claim:

  • Claim 1 (System Claim): This claim covers a system that stores a user's profile, including user-selected categories for tracking transactions. Each category has a user-defined spending limit. The system also includes a way to display summary data for at least one of these categories, and this summary data shows the user's pre-set limit for that category. [cite: US8083137B2]
  • Claim 5 (Method Claim): This claim covers a method that involves storing a user's profile in a database, where the profile contains user-selected categories to track transactions, and each category has a user-defined limit. The method further involves sending transaction summary data from the database, for at least one of these categories, to a receiving device over a communication medium. This summary data includes the user's pre-set limit for that category. [cite: US8083137B2]
  • Claim 12 (Method Claim with Table Presentation): This claim is similar to Claim 5, in that it covers storing a user's profile with user-selected categories and limits, and communicating transaction summary data. However, it specifically adds the limitation that the transaction summary data is designed to be presented in a table by the receiving device. [cite: US8083137B2]
  • Claim 19 (System Claim for Listing Transactions): This claim covers a system that lists a user's financial transactions from a recent accounting period, organized according to one or more user-selected categories. The system also presents, for each user-selected category, the total amount of financial transactions within that category for the accounting period, alongside the user-defined limit for that category. [cite: US8083137B2]

Generated 5/29/2026, 8:56:01 PM