SYSTEM AND METHOD FOR DELEGATING MANAGEMENT OF A FINANCIAL TRANSACTION ACCOUNT TO A DESIGNATED ASSISTANT

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United States of America Patent

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14185100

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Abstract

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Systems, methods and computer program products for enabling a holder of a transaction account linked to a financial transaction instrument to delegate management of the transaction account to an assistant. Information relating to the transaction account, including at least identification information relating to the holder of the transaction account, is stored in a database. The database stores financial transaction data relating to financial transactions performed using the financial transaction instrument. A designation of at least one assistant to manage the transaction account on behalf of the holder is accepted and stored. Assistant management authentication data associated with the transaction account is established, to be used by the assistant to execute management instructions at a designated level of management access. An instruction from the assistant is accepted to access transaction data associated with the transaction account.

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LIBERTY PEAK VENTURES LLC1400 PRESTON ROAD SUITE 482 PLANO TX 75201

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Click to zoom InYear of Issuance% of Matters IssuedCumulative IssuancesYearly Issuances201420152016201720182019202020212022202320240255075100

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Edwards, Brent M Thornhill, CA 3 46
Rosenfeld, Marc C Thornhill, CA 3 46
Sondermeyer, Robert J Toronto, CA 2 5
Thompson, Jane HC Markham, CA 3 46
Wright, Andre R Richmond Hill, CA 2 5

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