SYSTEMS AND METHOD OF MANAGING DOCUMENTS
    4.
    发明公开

    公开(公告)号:US20240296150A1

    公开(公告)日:2024-09-05

    申请号:US18663747

    申请日:2024-05-14

    CPC classification number: G06F16/215 G06F16/2365 G06F16/93

    Abstract: Systems and methods of managing documents associated with resources. The system includes a communication module, a processor, and a memory. The memory stores duplicate detection data and instructions that, when executed, configure the processor to: receive, via the communication module and from a client device, an image of the subject document; extract a document identifier from the image of the subject document; obtain a date associated with the subject document; determine that the subject document is unique by comparing a set of validation data values with the duplicate detection data; and in response to determining that the subject document is unique, transmit, to the client device, a provisional acceptance notification and provisionally allocate the resource associated with the subject document to a data record corresponding to a second identifier.

    SYSTEM AND METHOD FOR SECURE DATA TRANSFER

    公开(公告)号:US20220092552A1

    公开(公告)日:2022-03-24

    申请号:US17541340

    申请日:2021-12-03

    Abstract: In an aspect, a method includes: providing, to a first client device, an invitation configuration interface for display on the first client device, the invitation configuration interface including a selectable option to specify a date associated with an invitation for a milestone event, a selectable option to configure a value storage account, and a selectable option to define a recipient associated with the invitation; receiving, through the invitation configuration interface, a configuration parameter for the value storage account and a messaging address for the recipient; and providing an electronic invitation to the recipient by sending a message to a recipient device using the messaging address, the electronic invitation including a selectable option to send an electronic response to the invitation and a selectable option to transfer value to the value storage account.

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