Systems and methods for aggregating and managing financial service accounts
US-9710850-B2 · Jul 18, 2017 · US
US10831918B2 · US · B2
| Field | Value |
|---|---|
| Publication number | US-10831918-B2 |
| Application number | US-201916446874-A |
| Country | US |
| Kind code | B2 |
| Filing date | Jun 20, 2019 |
| Priority date | Oct 6, 2015 |
| Publication date | Nov 10, 2020 |
| Grant date | Nov 10, 2020 |
A practical reading order for non-experts. Skip the full description unless you need deep technical detail.
What the patent document calls the invention.
A short plain-language summary of the technical disclosure.
Who owns or filed the patent and who is credited as inventor.
Filing, priority, publication, and grant dates set the timeline.
The legal scope of protection — read this for what is actually claimed.
Technology tags used to group this patent with similar filings.
Prior art links and similar publications in this corpus.
Official abstract text for this publication.
A method of the present disclosure includes a host system authenticating a user of the user device to access secure host information associated with the user in a database. A request may be transmitted to a third-party system to access secure third-party information stored by the third party based on third-party authentication information. The host system may receive the secure third-party information and store the secure third-party information in a memory location of the database that is associated with a different memory location including the secure host information. The memory location and the different memory location may be associated in the database based on a common information type. The host system may generate a graphical user interface that positions the secure host information and the secure third-party information in the graphical user interface based on their respective location in the database.
Opening claim text (preview).
What is claimed is: 1. A system comprising: a processor coupled to a database; and a memory device accessible to the processor and comprising instructions that are executable by the processor to cause the processor to: authenticate a user of a user device to access secure host information associated with the user in the database; transmit a request to a third-party system to access secure third-party information stored by a third-party, the request including third-party authentication information associated with the user and stored in the database for authenticating a host party by the third-party system; receive secure third-party information corresponding to the user from the third-party system; store the secure host information corresponding to the user, the secure third-party information corresponding to the user, and a user identifier corresponding to the user in memory locations in the database; associate the memory locations in the database with each other; and create a graphical user interface that includes the secure host information and the secure third-party information positioned in the graphical user interface based on an association between the memory locations in the database. 2. The system of claim 1 , wherein the memory device comprises instructions that are executable by the processor to cause the processor to: transmit another request for updated secure third-party information to the third-party system, the other request including the third-party authentication information; receive the updated secure third-party information; associate the updated secure third-party information with the updated secure third-party information in the database; and create an updated graphical user interface including the secure host information and the updated secure third-party information by positioning the secure host information and the updated secure third-party information in the updated graphical user interface based on the association between the secure host information and the updated secure third-party information in the database. 3. The system of claim 1 , wherein the memory device comprises instructions that are executable by the processor to cause the processor to modify the secure third-party information stored in the database by: transmitting another request to modify the secure third-party information to the third-party system, the other request including the third-party authentication information and interface content usable by the third-party system to generate a user interface for modifying the secure third-party information. 4. The system of claim 3 , wherein the interface content includes interface instructions usable by the third-party system to generate the user interface having visual elements associated with the host party. 5. The system of claim 1 , wherein the memory device includes stored host authentication information usable to authenticate the user to access (i) the secure host information on a host website hosted by the host party and (ii) the third-party authentication information usable to authenticate the system to retrieve updated secure third-party information from the third-party system, wherein the memory device comprises instructions that are executable by the processor to cause the processor to retrieve the secure third-party information from the third-party system using the third-party authentication information in response to authenticating the user based on the host authentication information. 6. The system of claim 1 , wherein the memory device comprises instructions that are executable by the processor to cause the processor to determine one or more aggregated values corresponding to the secure host information and the secure third-party information stored in the database. 7. The system of claim 6 , wherein the memory device further comprises instructions that are executable by the processor to cause the processor to generate a user interface including a graphical representation of the one or more aggregated values. 8. A method comprising: authenticating, by a processing device of a system, a user of a user device to access secure host information associated with the user in a database; transmitting, by the processing device, a request to a third-party system to access secure third-party information stored by a third-party, the request including third-party authentication information associated with the user and stored in the database for authenticating a host party by the third-party system; receiving, by the processing device, secure third-party information corresponding to the user from the third-party system; storing, by the processing device, the secure host information corresponding to the user, the secure third-party information corresponding to the user, and a user identifier corresponding to the user in memory locations in the database; associating, by the processing device, the memory locations in the database with each other; and creating, by the processing device, a graphical user interface that includes the secure host information and the secure third-party information positioned in the graphical user interface based on an association between the memory locations in the database. 9. The method of claim 8 , further comprising: transmitting another request for updated secure third-party information to the third-party system, the other request including the third-party authentication information; receiving the updated secure third-party information; associating the updated secure third-party information with the updated secure third-party information in the database; and creating an updated graphical user interface including the secure host information and the updated secure third-party information by positioning the secure host information and the updated secure third-party information in the updated graphical user interface based on the association between the secure host information and the updated secure third-party information in the database. 10. The method of claim 8 , further comprising modifying the secure third-party information stored in the database by: transmitting another request to modify the secure third-party information to the third-party system, the other request including the third-party authentication information and interface content usable by the third-party system to generate a user interface for modifying the secure third-party information. 11. The method of claim 10 , wherein the interface content includes interface instructions usable by the third-party system to generate the user interface having visual elements associated with the host party. 12. The method of claim 8 , further comprising retrieving the secure third-party information from the third-party system using the third-party authentication information in response to authenticating the user based on host authentication information. 13. The method of claim 8 , further comprising determining one or more aggregated values corresponding to the secure host information and the secure third-party information stored in the database. 14. The method of claim 13 , further comprising generating a user interface including a graphical representation of the one or more aggregated values. 15. A non-transitory computer-readable medium comprising program code that is executable by a processor for causing the processor to: authenticate a user of a user device to access secure host information associated with the user in a database; transmit a request to a third-party system to access secure third-party information stored by a third-party, the request including third-pa
Third party · CPC title
Updates performed during online database operations; commit processing · CPC title
to a system of files or objects, e.g. local or distributed file system or database · CPC title
for controlling access to devices or network resources · CPC title
for authentication of entities (cryptographic mechanisms or cryptographic arrangements for entity authentication H04L9/32) · CPC title
Related publications grouped by family.
Answers are generated from the same data shown on this page.