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公开(公告)号：US07013310B2
公开(公告)日：2006-03-14
申请号：US10040314
申请日：2002-01-03
IPC分类号： G06F17/00
CPC分类号： G06F17/30899 , Y10S707/95 , Y10S707/99942 , Y10S707/99943 , Y10S707/99944 , Y10S707/99945
摘要： Data is captured from a web site or other data source. Data is extracted from the web page using a data harvesting script or other data acquisition routine. The extracted data is then normalized and stored in a database. If data cannot be extracted from the web page, a copy of the captured web page is stored without personal information contained in the web page. The data harvesting script is then edited based on an analysis of the captured web page.
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公开(公告)号：US07873677B2
公开(公告)日：2011-01-18
申请号：US11209178
申请日：2005-08-22
IPC分类号： G06F17/30
CPC分类号： G06F17/30899 , Y10S707/95 , Y10S707/99942 , Y10S707/99943 , Y10S707/99944 , Y10S707/99945
摘要： Data is captured from a web site or other data source. Data is extracted from the web page using a data harvesting script or other data acquisition routine. The extracted data is then normalized and stored in a database. If data cannot be extracted from the web page, a copy of the captured web page is stored without personal information contained in the web page. The data harvesting script is then edited based on an analysis of the captured web page.
摘要翻译： 数据从网站或其他数据源捕获。 使用数据采集脚本或其他数据采集程序从网页提取数据。 然后将提取的数据归一化并存储在数据库中。 如果无法从网页中提取数据，则存储捕获的网页的副本，而不包含在网页中的个人信息。 然后，根据捕获的网页的分析，对数据采集脚本进行编辑。
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公开(公告)号：US07203845B2
公开(公告)日：2007-04-10
申请号：US10044289
申请日：2002-01-11
CPC分类号： G06F21/6245 , G06Q20/382 , G06Q40/08 , H04L63/083
摘要： A user is presented with multiple modes of operation, such that the multiple modes of operation define different trust options for handling data (such as login credentials or other sensitive data) associated with the user. A selection of one of the multiple modes of operation is received from the user. Data associated with the user is handled in accordance with the selected mode of operation.
摘要翻译： 向用户呈现多种操作模式，使得多种操作模式定义用于处理与用户相关联的数据（例如登录凭证或其他敏感数据）的不同信任选项。 从用户接收到多种操作模式之一的选择。 与用户相关联的数据根据所选择的操作模式进行处理。
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公开(公告)号：US07657761B2
公开(公告)日：2010-02-02
申请号：US11714627
申请日：2007-03-05
CPC分类号： G06F21/6245 , G06Q20/382 , G06Q40/08 , H04L63/083
摘要： A user is presented with multiple modes of operation, such that the multiple modes of operation define different trust options for handling data (such as login credentials or other sensitive data) associated with the user. A selection of one of the multiple modes of operation is received from the user. Data associated with the user is handled in accordance with the selected mode of operation.
摘要翻译： 向用户呈现多种操作模式，使得多种操作模式定义用于处理与用户相关联的数据（例如登录凭证或其他敏感数据）的不同信任选项。 从用户接收到多种操作模式之一的选择。 与用户相关联的数据根据所选择的操作模式进行处理。
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公开(公告)号：US08086508B2
公开(公告)日：2011-12-27
申请号：US10134046
申请日：2002-04-26
申请人： Sanjeev Dheer , Venkatachari Dilip , Roy Messing , Jeremy Sokolic , Manu Sareen , Gautam Sinha
发明人： Sanjeev Dheer , Venkatachari Dilip , Roy Messing , Jeremy Sokolic , Manu Sareen , Gautam Sinha
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02 , G06F17/30899 , G06Q40/00 , G06Q40/06
摘要： A delegated authority system allows an account holder to delegate authority to one or more individuals, such as financial advisors through a third party service. An individual receives authority to access financial accounts and/or access aggregated financial data. The individual may then retrieve account information from the individual accounts or from the aggregated financial data. In on exemplary system, the account information is accessed via the Internet or another data communication network.
摘要翻译： 授权制度允许帐户持有者通过第三方服务将权力授予一个或多个个人，如财务顾问。 个人获得访问财务帐户和/或访问汇总的财务数据的权限。 然后，个人可以从个人帐户或从汇总的财务数据中检索帐户信息。 在示例性系统中，通过因特网或另一数据通信网络访问帐户信息。
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公开(公告)号：US20120089500A1
公开(公告)日：2012-04-12
申请号：US13328804
申请日：2011-12-16
申请人： Sanjeev Dheer , Venkatachari Dilip , Roy Messing , Jeremy Sokolic , Manu Sareen , Gautam Sinha
发明人： Sanjeev Dheer , Venkatachari Dilip , Roy Messing , Jeremy Sokolic , Manu Sareen , Gautam Sinha
IPC分类号： G06Q40/02
CPC分类号： G06Q40/02 , G06F16/957 , G06Q40/00 , G06Q40/06
摘要： A delegated authority system allows an account holder to delegate authority to one or more individuals, such as financial advisors through a third party service. An individual receives authority to access financial accounts and/or access aggregated financial data. The individual may then retrieve account information from the individual accounts or from the aggregated financial data. In on exemplary system, the account information is accessed via the Internet or another data communication network.
摘要翻译： 授权制度允许帐户持有者通过第三方服务将权力授予一个或多个个人，如财务顾问。 个人获得访问财务帐户和/或访问汇总的财务数据的权限。 然后，个人可以从个人帐户或从汇总的财务数据中检索帐户信息。 在示例性系统中，通过因特网或另一数据通信网络访问帐户信息。
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公开(公告)号：US20060047724A1
公开(公告)日：2006-03-02
申请号：US11209178
申请日：2005-08-22
申请人： Roy Messing , Jeremy Sokolic , Sanjeev Dheer , Venkatachari Dilip
发明人： Roy Messing , Jeremy Sokolic , Sanjeev Dheer , Venkatachari Dilip
IPC分类号： G06F17/30
CPC分类号： G06F17/30899 , Y10S707/95 , Y10S707/99942 , Y10S707/99943 , Y10S707/99944 , Y10S707/99945
摘要： Data is captured from a web site or other data source. Data is extracted from the web page using a data harvesting script or other data acquisition routine. The extracted data is then normalized and stored in a database. If data cannot be extracted from the web page, a copy of the captured web page is stored without personal information contained in the web page. The data harvesting script is then edited based on an analysis of the captured web page.
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公开(公告)号：US20090292632A1
公开(公告)日：2009-11-26
申请号：US12422228
申请日：2009-04-10
申请人： Sanjeev Dheer , Jeremy N. Sokolic
发明人： Sanjeev Dheer , Jeremy N. Sokolic
CPC分类号： G06Q40/025 , G06F16/957 , G06Q20/10 , G06Q40/00 , G06Q40/02 , G06Q40/04 , G06Q40/06
摘要： A compliance monitoring system and method identifies an individual or entity to be monitored for account compliance and receives account information associated with the individual or entity. The compliance monitoring system and method obtains holdings in the account and determines whether the holdings in the account comply with a predetermined rule.
摘要翻译： 合规性监控系统和方法识别待监控的个人或实体进行帐户合规，并接收与个人或实体相关联的帐户信息。 合规监控系统和方法获取账户中的持有量，并确定账户中的持有是否符合预定规则。
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公开(公告)号：US07536340B2
公开(公告)日：2009-05-19
申请号：US10739892
申请日：2003-12-18
申请人： Sanjeev Dheer , Jeremy N. Sokolic
发明人： Sanjeev Dheer , Jeremy N. Sokolic
IPC分类号： G06Q40/00
CPC分类号： G06F17/30899 , G06Q20/10 , G06Q40/00 , G06Q40/02 , G06Q40/025 , G06Q40/04 , G06Q40/06
摘要： A compliance monitoring system and method identifies an individual or entity to be monitored for account compliance and receives account information associated with the individual or entity. The compliance monitoring system and method obtains holdings in the account and determines whether the holdings in the account comply with a predetermined rule.
摘要翻译： 合规性监控系统和方法识别待监控的个人或实体进行帐户合规，并接收与个人或实体相关联的帐户信息。 合规监控系统和方法获取账户中的持有量，并确定账户中的持有是否符合预定规则。
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公开(公告)号：US07321874B2
公开(公告)日：2008-01-22
申请号：US11698468
申请日：2007-01-25
申请人： Venkatachari Dilip , Sanjeev Dheer
发明人： Venkatachari Dilip , Sanjeev Dheer
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02 , G06Q20/023 , G06Q20/10 , G06Q20/102 , G06Q20/108 , G06Q20/3821 , G06Q20/40 , G06Q20/401 , G06Q40/00 , G06Q40/04
摘要： A withdrawal of assets is initiated from a first account at a first financial institution. A deposit of the assets withdrawn from the first account is initiated to a second account at a second financial institution. The first account and the second account have a common account holder. The withdrawal and deposit of assets may be initiated after analyzing multiple accounts of the account holder and determining whether an adjustment of funds among the multiple accounts would benefit the account holder. A debit instruction is used to initiate the withdrawal of assets and a credit instruction is used to initiate the deposit of the withdrawn assets. The withdrawal and deposit of assets can be implemented using one or more payment networks, debit networks, or a wire transfer between the two financial institutions.
摘要翻译： 从第一家金融机构的第一个账户开始提取资产。 从第一个帐户提取的资产的存款发起到第二个金融机构的第二个账户。 第一个帐户和第二个帐户有一个共同的账户持有人。 在分析账户持有人的多个账户并确定多个账户之间的资金调整是否会使账户持有者受益的情况下，可以启动资产的提取和存入。 借记指示用于启动资产的提取，信用证指示用于启动已撤回资产的存款。 可以使用一个或多个支付网络，借记网络或两个金融机构之间的电汇来实施资产的提取和存款。
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