公开(公告)号：US07013310B2

公开(公告)日：2006-03-14

申请号：US10040314

申请日：2002-01-03

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

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

IPC: G06F17/00

CPC classification number: G06F17/30899 ,  Y10S707/95 ,  Y10S707/99942 ,  Y10S707/99943 ,  Y10S707/99944 ,  Y10S707/99945

Abstract: 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：US10013665B2

公开(公告)日：2018-07-03

申请号：US15394782

申请日：2016-12-29

Applicant: Sanjeev Dheer ,  Christopher Marino ,  Gregory David Smelker ,  Shailesh Arun Alawani ,  Nitesh Gupta

Inventor： Sanjeev Dheer ,  Christopher Marino ,  Gregory David Smelker ,  Shailesh Arun Alawani ,  Nitesh Gupta

IPC: G06F3/00 ,  G06F9/44 ,  G06F9/46 ,  G06F13/00 ,  G06Q10/06 ,  G06Q50/00 ,  G06F17/30 ,  H04L29/08 ,  G06F21/62

CPC classification number: G06Q10/0635 ,  G06F16/951 ,  G06F21/6245 ,  G06Q10/06395 ,  G06Q50/01 ,  H04L67/306

Abstract: A monitoring and information exchange network (MIEN) system and method are disclosed. The system and method include a network hardware and software platform through which multiple entities can more automatically conduct and manage their relationships and exchange data. Entities include but are not limited to corporate entities. Connections are established and maintained in the network on an individual-to-individual basis. Once connections are established the connection itself is automatically archived along with all communications history, and data exchange history. Documents and data that must regularly be exchanged can be automatically requested and generated.

公开(公告)号：US20120245983A1

公开(公告)日：2012-09-27

申请号：US13488403

申请日：2012-06-04

Applicant: Behram Panthaki ,  Aaron Rudenstine ,  Jeremy Sokolic ,  Amir Sunderji ,  Sanjeev Dheer ,  Neil Platt ,  Demetris Papademetriou

Inventor： Behram Panthaki ,  Aaron Rudenstine ,  Jeremy Sokolic ,  Amir Sunderji ,  Sanjeev Dheer ,  Neil Platt ,  Demetris Papademetriou

IPC: G06Q30/06 ,  G06Q30/02

CPC classification number: G06Q20/102 ,  G06Q20/10 ,  G06Q20/1085 ,  G06Q40/02 ,  G06Q40/12

Abstract: Embodiments described herein include an electronic transaction service network (also referred to herein as a centralized electronic transaction (CET) service) According to an embodiment, a financial management system hosts multiple CET web sites on behalf of multiple merchants. All transactions through any CET web site are executed and managed by the financial management system. Merchants may customize their web sites to include a branded look and feel. The merchant web sites are part of a CET service for which customer can register. Registered customers can then view and pay invoices from any merchants having CET web sites, whether purchases were made online or offline. Customers specify preferences for the CET service including choosing existing customer accounts from which the financial management system is to pay invoices on behalf of the customer. This eliminates the need for the customer to open and fund a separate payment account as in traditional methods.

Abstract translation: 本文描述的实施例包括电子交易服务网络（此处也称为集中式电子交易（CET）服务）。根据实施例，财务管理系统代表多个商家托管多个CET网站。 通过CET网站进行的所有交易均由财务管理系统执行和管理。 商家可以定制他们的网站，以包含品牌的外观和感觉。 商家网站是客户可以注册的CET服务的一部分。 然后，注册客户可以查看并支付任何拥有CET网站的商家的发票，无论购买是在线还是离线。 客户指定CET服务的偏好，包括选择现有的客户帐户，财务管理系统将从该客户账户代表客户支付发票。 这样就不需要像传统的方法一样，客户开立和分配单独的支付账户。

公开(公告)号：US08266065B2

公开(公告)日：2012-09-11

申请号：US11949006

申请日：2007-11-30

Applicant: Venkatachari Dilip ,  Sanjeev Dheer ,  Amir Sunderji ,  Param Singh

Inventor： Venkatachari Dilip ,  Sanjeev Dheer ,  Amir Sunderji ,  Param Singh

IPC: G06Q20/00

CPC classification number: G06Q40/02 ,  G06Q20/023 ,  G06Q20/10 ,  G06Q20/102 ,  G06Q20/108 ,  G06Q20/3821 ,  G06Q20/40 ,  G06Q20/401 ,  G06Q40/00 ,  G06Q40/04

Abstract: A system receives account access information from a user. The account is then accessed using the received access information. Data is harvested from a web page associated with the account or received from another financial data source. The user's ability to access the account is authenticated based on the obtained information.

公开(公告)号：US08255336B2

公开(公告)日：2012-08-28

申请号：US11949009

申请日：2007-11-30

Applicant: Venkatachari Dilip ,  Sanjeev Dheer ,  Amir Sunderji ,  Param Singh

Inventor： Venkatachari Dilip ,  Sanjeev Dheer ,  Amir Sunderji ,  Param Singh

IPC: G06Q20/00

CPC classification number: G06Q40/02 ,  G06Q20/023 ,  G06Q20/10 ,  G06Q20/102 ,  G06Q20/108 ,  G06Q20/3821 ,  G06Q20/40 ,  G06Q20/401 ,  G06Q40/00 ,  G06Q40/04

Abstract: A system receives account access information from a user. The account is then accessed using the received access information. Data is harvested from a web page associated with the account or received from another financial data source. The user's ability to access the account is authenticated based on the obtained information.

公开(公告)号：US08249983B2

公开(公告)日：2012-08-21

申请号：US10040929

申请日：2001-12-31

Applicant: Venkatachari Dilip ,  Sanjeev Dheer ,  Amir Sunderji ,  Param Singh

Inventor： Venkatachari Dilip ,  Sanjeev Dheer ,  Amir Sunderji ,  Param Singh

IPC: G06Q40/00

CPC classification number: G06Q40/02 ,  G06Q20/023 ,  G06Q20/10 ,  G06Q20/102 ,  G06Q20/108 ,  G06Q20/3821 ,  G06Q20/40 ,  G06Q20/401 ,  G06Q40/00 ,  G06Q40/04

Abstract: A system receives account access information from a user. The account is then accessed using the received access information. Data is harvested from a web page associated with the account or received from another financial data source. The user's ability to access the account is authenticated based on the obtained information.

Abstract translation: 系统从用户接收帐户访问信息。 然后使用接收的访问信息访问该帐户。 从与帐户相关联的网页或从另一个财务数据源接收的数据收集数据。 用户访问帐户的能力根据获得的信息进行身份验证。

公开(公告)号：US07873677B2

公开(公告)日：2011-01-18

申请号：US11209178

申请日：2005-08-22

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

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

IPC: G06F17/30

CPC classification number: G06F17/30899 ,  Y10S707/95 ,  Y10S707/99942 ,  Y10S707/99943 ,  Y10S707/99944 ,  Y10S707/99945

Abstract: 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.

Abstract translation: 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。

公开(公告)号：US07657761B2

公开(公告)日：2010-02-02

申请号：US11714627

申请日：2007-03-05

Applicant: Jeremy N. Sokolic ,  Sanjeev Dheer ,  Venkatachari Dilip

Inventor： Jeremy N. Sokolic ,  Sanjeev Dheer ,  Venkatachari Dilip

IPC: H04L9/00 ,  H04K1/00 ,  G06F15/16 ,  G06F21/24

CPC classification number: G06F21/6245 ,  G06Q20/382 ,  G06Q40/08 ,  H04L63/083

Abstract: 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.

Abstract translation: 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。

公开(公告)号：US20090292632A1

公开(公告)日：2009-11-26

申请号：US12422228

申请日：2009-04-10

Applicant: Sanjeev Dheer ,  Jeremy N. Sokolic

Inventor： Sanjeev Dheer ,  Jeremy N. Sokolic

IPC: G06Q10/00 ,  G06Q40/00

CPC classification number: G06Q40/025 ,  G06F16/957 ,  G06Q20/10 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/04 ,  G06Q40/06

Abstract: 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.

Abstract translation: 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。

公开(公告)号：US07536340B2

公开(公告)日：2009-05-19

申请号：US10739892

申请日：2003-12-18

Applicant: Sanjeev Dheer ,  Jeremy N. Sokolic

Inventor： Sanjeev Dheer ,  Jeremy N. Sokolic

IPC: G06Q40/00

CPC classification number: G06F17/30899 ,  G06Q20/10 ,  G06Q40/00 ,  G06Q40/02 ,  G06Q40/025 ,  G06Q40/04 ,  G06Q40/06

Abstract: 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.

Abstract translation: 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。