专利检索 ap:("Wells Fargo Bank, N.A.") AND inv:"Michael Chauvin" 第 1 页

1.

发明授权
Systems and methods for enhancing regulatory compliance through digitization 有权

公开(公告)号：US12125048B1

公开(公告)日：2024-10-22

申请号：US17321985

申请日：2021-05-17

申请人： Wells Fargo Bank, N.A.

发明人： Jennifer L. Wiig , Richard Wells , Pamela Rehg , Janette K. Henry , Danya Duddleston , Sarah Spindler , Michael Chauvin , Mark Iverson

IPC分类号： G06Q30/018 , G06Q30/0214 , G06Q50/18

CPC分类号： G06Q30/018 , G06Q30/0214 , G06Q50/18

摘要： Systems, apparatuses, methods, and computer program products are disclosed for enhancing regulatory compliance through digitization. An example method includes automatically generating a digital affiliated business arrangement disclosure statement (ABAD) for a client, and causing presentation of the digital ABAD by a graphical user interface (GUI) of a client device associated with the client. The example method further includes causing referral of the client to an affiliate. The example method further includes generating a digital ABAD record and storing the digital ABAD record.