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公开(公告)号：US20220138842A1
公开(公告)日：2022-05-05
申请号：US16216851
申请日：2018-12-11
发明人： Abraham Drucker , Khushbu Katariya , Timothy R. Knowlton , Shelby Morita-Fowler , Brian M. Pearce , Dana Roytenberg , John T. Wright
摘要： A method includes collecting account data for an account from an authentication server. The method also includes receiving a request for the account data from an owner of the account or from a custodial entity. The method further includes determining a portion of the account data that may be accessed based on a permissions grid. The permissions grid includes a list of authorized entities including at least one of the owner or the custodial entity. The permissions grid also includes a list of permissions associated with each entity from the list of authorized entities. The method includes transmitting the portion of the account data in response to the request.
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公开(公告)号：US20200320493A1
公开(公告)日：2020-10-08
申请号：US16376571
申请日：2019-04-05
发明人： Abraham Drucker , Khushbu Katariya , Timothy R. Knowlton , Shelby K. Morita-Fowler , Brian M. Pearce , Dana Roytenberg , John T. Wright
摘要： A method for managing accounts using an account management system comprising an allocation management circuit and a transaction management circuit. The method includes identifying, by the allocation management circuit, funds to be allocated; determining, by the allocation management circuit, an allocation for the funds amongst a plurality of allocation options comprising (i) a pending account for a payee, and (ii) a projected account, based on a priority for the pending account for the payee and a priority for the projected account; and implementing, by the transaction management circuit, the allocation for the funds
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公开(公告)号：US10657320B1
公开(公告)日：2020-05-19
申请号：US15015825
申请日：2016-02-04
发明人： Darren James Dobier , Toby Jason Peecher , Randall Howard Flory , Abraham Drucker , Anita Sukur , Bhanu Sankaran , Himanshu G. Patel , Rui Fan , Ravi K. Maganti
IPC分类号： G06F40/174 , G06F40/14
摘要： An eForm system includes defining an eForm, defining document metadata associated with the eForm, and defining supplemental metadata associated with the eForm. In response to a document generation request, the eForm definition, the associated document metadata, and the associated supplemental metadata are assembled. In response to a document display request, an eForm display is generated based on the eForm definition, the associated document metadata, and the associated supplemental metadata.
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公开(公告)号：US20240362557A1
公开(公告)日：2024-10-31
申请号：US18766394
申请日：2024-07-08
发明人： Abraham Drucker , Khushbu Katariya , Timothy R. Knowlton , Shelby K. Morita-Fowler , Brian M. Pearce , Dana Roytenberg , John T. Wright
IPC分类号： G06Q10/0631 , G06Q40/12
CPC分类号： G06Q10/06313 , G06Q10/063114 , G06Q40/12
摘要： A method for managing a budget includes determining, by a budget management system, funds of a project management account that are to be routed to a task manager for a project. The determining comprises: determining a current progress of a task managed by the task manager, the task included in a budget for the project that identifies the task manager and that includes payment information for the task manager that specifies a financial account, determining an amount owed to the task manager, and setting the amount owed to the task manager as the amount of the funds to be routed to the task manager. The method further comprises transmitting, by the budget management system to a financial computing system, a request to transfer the determined funds to the financial account specified by the payment information.
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公开(公告)号：US11074530B1
公开(公告)日：2021-07-27
申请号：US16229384
申请日：2018-12-21
发明人： Abraham Drucker , Khushbu Katariya , Timothy R. Knowlton , Shelby K. Morita-Fowler , Brian M. Pearce , Dana Roytenberg , John T. Wright
摘要： A method for managing a budget includes determining, by a budget management system, funds of a project management account that are to be routed to a task manager for a project. The determining comprises: determining a current progress of a task managed by the task manager, the task included in a budget for the project that identifies the task manager and that includes payment information for the task manager that specifies a financial account, determining an amount owed to the task manager, and setting the amount owed to the task manager as the amount of the funds to be routed to the task manager. The method further comprises transmitting, by the budget management system to a financial computing system, a request to transfer the determined funds to the financial account specified by the payment information.
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公开(公告)号：US12033098B1
公开(公告)日：2024-07-09
申请号：US17378339
申请日：2021-07-16
发明人： Abraham Drucker , Khushbu Katariya , Timothy R. Knowlton , Shelby K. Morita-Fowler , Brian M. Pearce , Dana Roytenberg , John T. Wright
IPC分类号： G06Q10/0631 , G06Q40/12
CPC分类号： G06Q10/06313 , G06Q10/063114 , G06Q40/12
摘要： A method for managing a budget includes determining, by a budget management system, funds of a project management account that are to be routed to a task manager for a project. The determining comprises: determining a current progress of a task managed by the task manager, the task included in a budget for the project that identifies the task manager and that includes payment information for the task manager that specifies a financial account, determining an amount owed to the task manager, and setting the amount owed to the task manager as the amount of the funds to be routed to the task manager. The method further comprises transmitting, by the budget management system to a financial computing system, a request to transfer the determined funds to the financial account specified by the payment information.
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公开(公告)号：US20210248673A1
公开(公告)日：2021-08-12
申请号：US15332626
申请日：2016-10-24
发明人： Abraham Drucker , Allen R. Blatter , Jacob A. Williams , Giovanni A. Moro , Michael J. Boggs , Ravi K. Maganti
摘要： An information gathering and management system generates a user interface configured to receive a process initiation, such as a loan application, from a customer. Customer information required for the initiated process is determined, and a first portion of the required customer information that is available from a first data source is identified and displayed on the user interface. A second portion of the required customer information that is not available from the first data source is identified and displayed on the user interface. The second portion of the required customer information is received from the customer via the user interface.
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公开(公告)号：US20210217114A1
公开(公告)日：2021-07-15
申请号：US15351735
申请日：2016-11-15
摘要： A home status system and method include receiving data regarding a house condition, storing the house condition data in a database and generating a user interface for displaying house information. The generated user interface displays a real-time status of predetermined areas of the house based on the house condition data. The data may be applied to predetermined rules to determine home projects that are displayed on the user interface.
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