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。

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。

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.

公开(公告)号：US07013310B2

公开(公告)日：2006-03-14

申请号：US10040314

申请日：2002-01-03

申请人： Roy Messing ,  Jeremy N. Sokolic ,  Sanjeev Dheer ,  Venkatachari Dilip

发明人： Roy Messing ,  Jeremy N. Sokolic ,  Sanjeev Dheer ,  Venkatachari Dilip

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.

公开(公告)号：US07873677B2

公开(公告)日：2011-01-18

申请号：US11209178

申请日：2005-08-22

申请人： Roy Messing ,  Jeremy N. Sokolic ,  Sanjeev Dheer ,  Venkatachari Dilip

发明人： Roy Messing ,  Jeremy N. 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.

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。