Patent ID: 8855377

Claim:
A method for semi-automated setup of accounts within a data management system comprising: obtaining digital image data representing a single digital image of two or more physical account related items, the two or more physical account related items being associated with a user and comprising at least an account card associated with a first account and a check associated with a second account; processing the digital image data to identify individual components of image data representing respective individual account related items in the digital image data; using an optical character recognition system to identify image-based account information associated with the individual account related items in the digital image data; transforming the identified image-based account information associated with the individual account related items in the digital image data into electronic account information data; determining a number representing how many individual accounts are associated with the digital image data; for each account up to the number: prompt the user for account log-in data required to gain access to electronic account data associated with the account; responsive to and upon completion of log-in information being provided by the user for the account, accessing the electronic account data, using the log-in information; prompting, while accessing the electronic account data for the account for which log-in data has already been provided by the user, the user for account log-in data for an account for which log-in data has not yet been provided by the user; using the electronic account information data to auto-fill one or more add account fields for each identified individual account related item image.