US 12,086,876 B2
User interface for recurring transaction management
Ori Ephraim Goldfield, New York, NY (US); Calvin Jun-Gong Lee, Weehawken, NJ (US); Geoffrey Jacques Charles, Brooklyn, NY (US); Ariel Petren Langer, New York, NY (US); and Diego D. Zaks Barrios, New York, NY (US)
Assigned to Ramp Business Corporation, New York, NY (US)
Filed by Ramp Business Corporation, New York, NY (US)
Filed on Sep. 5, 2023, as Appl. No. 18/461,405.
Application 18/461,405 is a continuation of application No. 17/390,701, filed on Jul. 30, 2021, granted, now 11,861,693.
Prior Publication US 2023/0419400 A1, Dec. 28, 2023
Int. Cl. G06Q 40/02 (2023.01); G06F 3/0482 (2013.01); G06F 16/35 (2019.01); G06Q 20/12 (2012.01); G06Q 30/016 (2023.01); G06Q 30/0204 (2023.01); G06Q 40/12 (2023.01)
CPC G06Q 40/02 (2013.01) [G06F 3/0482 (2013.01); G06F 16/35 (2019.01); G06Q 30/0204 (2013.01); G06Q 40/12 (2013.12); G06Q 20/127 (2013.01); G06Q 30/016 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A system comprising:
a software-as-a-service (SaaS) platform comprising a graphical user interface (GUI) configured to generate a transaction insight portal for a plurality of clients to manage transactions; and
a computing server in communication with the SaaS platform, the computing server comprising a processor and a memory, the memory configured to store a set of code instructions, the set of code instructions, when executed by the processor, causes the processor to:
receive transaction data associated with a target client of the SaaS platform;
determine that the transaction data includes a subscription transaction series;
apply a recommendation model to the transaction data to identify a transaction improvement recommendation;
cause the GUI of the SaaS platform to display the transaction improvement recommendation to the target client at the transaction insight portal;
receive an indication of adoption of the transaction improvement recommendation from the target client; and
adjust a subscription plan corresponding to the subscription transaction series based on the transaction improvement recommendation.