发明授权
- 专利标题: Portfolio synchronizing between different interfaces
- 专利标题(中): 不同接口之间的组合同步
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申请号: US09854233申请日: 2001-05-10
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公开(公告)号: US07644023B2公开(公告)日: 2010-01-05
- 发明人: Srihari Kumar , Satyen Desai , John Kelley , Blake Earl Hayward , Jennifer Greene Scott , Senthil Kumar Pandurangan
- 申请人: Srihari Kumar , Satyen Desai , John Kelley , Blake Earl Hayward , Jennifer Greene Scott , Senthil Kumar Pandurangan
- 申请人地址: US CA Redwood City
- 专利权人: Yodlee.com, Inc.
- 当前专利权人: Yodlee.com, Inc.
- 当前专利权人地址: US CA Redwood City
- 代理机构: Central Coast Patent Agency, Inc.
- 代理商 Donald R. Boys
- 主分类号: G06Q40/00
- IPC分类号: G06Q40/00
摘要:
A system for updating parameters of financial transactions associated with financial services initiated and completed on behalf of or directly by a user through access to a data-packet-network into more than one electronic interface accessible to the user is provided. The system comprises, a main electronic interface supported by back-end software, the main interface for registering all user accounts into at least one portfolio group, the accounts accessible in detail through the main interface, at least one cobranded electronic interface supported by back-end software, the cobranded interface mirroring the accounts registered in the main electronic interface and a plurality of institution-specific electronic interfaces for providing direct account registration, reporting, and maintenance specific to accounts provided by the associated institutions. Through direct linking between the main, cobranded, and institution-specific interfaces, any parameters associated with any action initiated to a specific account through any of the interfaces is immediately propagated to the other interfaces.
公开/授权文献
- US20020019810A1 Portfolio synchronizing between different interfaces 公开/授权日:2002-02-14
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