公开(公告)号：US20170076384A1

公开(公告)日：2017-03-16

申请号：US14853663

申请日：2015-09-14

申请人： BANK OF AMERICA CORPORATION

发明人： Katherine Dintenfass ,  Matthew Hsieh ,  William F. Borowski ,  Alicia C. Jones-McFadden ,  Scott R. Enscoe, JR. ,  Kevin Andrew O'Neil, JR. ,  Minh N. Vuong

IPC分类号： G06Q40/06

CPC分类号： G06Q40/06

摘要： Embodiments of the invention are directed to systems, methods, and computer program products for generating and updating a benefactor profile comprising designations made by a benefactor for at least one beneficiary to receive assets from one or more financial accounts managed by the benefactor. Embodiments of the invention may be configured to store an electronic asset profile for the one or more assets comprising beneficiary information; store one or more limitations received from a benefactor comprising rules for communicating to a beneficiary regarding details associated with the one or more assets; create a beneficiary profile for the user; receive from the user a request to retrieve the details associated with the one or more assets from the beneficiary profile; and allow the user to view the beneficiary profile, whereby the user only sees information regarding the one or more assets as instructed by the benefactor.

摘要翻译： 本发明的实施例涉及用于生成和更新捐助者简档的系统，方法和计算机程序产品，其包括由至少一个受益人的受益者为从受益者管理的一个或多个财务账户接收资产所作的指定。 本发明的实施例可以被配置为存储包括受益人信息的一个或多个资产的电子资产简档; 存储从捐赠者收到的一个或多个限制，其包括关于与一个或多个资产相关的细节向受益人通信的规则; 为用户创建受益人资料; 从用户那里收到从受益人资料中检索与一个或多个资产相关联的细节的请求; 并且允许用户查看受益人简档，由此用户仅按照受益人的指示来看到关于一个或多个资产的信息。