SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS
Number of patents in Portfolio can not be more than 2000
United States of America Patent
Stats
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N/A
Issued Date -
Nov 11, 2021
app pub date -
May 4, 2021
filing date -
May 5, 2020
priority date (Note) -
Published
status (Latency Note)
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Importance

US Family Size
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Non-US Coverage
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Abstract
Systems and methods for secure updating of allocations to user accounts are provided. In one aspect, a system includes one or more computer readable storage mediums having program instructions embodied therewith, and one or more processors configured to cause the system to identify an external institution associated with the future transfers, and initiate, based on the identified external institution, a proxy instance of a software application of the external institution to determine a set of endpoints and a set of the future transfers to the endpoints. The system is further configured to receive a request from a user to change at least one of the set of the endpoints and the set of the further transfers to the endpoints, and use the proxy instance, executing the requested change to at least one of the set of the endpoints or the set of the future transfers to the endpoints.
First Claim
all claims..Other Claims data not available
Family
Country | kind | publication No. | Filing Date | Type | Sub-Type |
---|---|---|---|---|---|
WO | A1 | WO2021226188 | May 05, 2021 | Patent | Application |
Type : Patent Sub-Type : Application | |||||
INTERNATIONAL APPLICATION PUBLISHED WITH INTERNATIONAL SEARCH REPORT | SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS | Nov 11, 2021 | |||
EP | A1 | EP4147131 | May 05, 2021 | Patent | Application |
Type : Patent Sub-Type : Application | |||||
APPLICATION PUBLISHED WITH SEARCH REPORT | SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS | Mar 15, 2023 | |||
CA | A1 | CA3177591 | May 05, 2021 | Patent | Application |
Type : Patent Sub-Type : Application | |||||
APPLICATION LAID OPEN | SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS | Nov 11, 2021 | |||
US | A1 | US20240135337 | Dec 18, 2023 | Patent | Application |
Type : Patent Sub-Type : Application | |||||
FIRST PUBLISHED PATENT APPLICATION | SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS | Apr 25, 2024 |
- 15 United States
- 10 France
- 8 Japan
- 7 China
- 5 Korea
- 2 Other
Patent Owner(s)
Patent Owner | Address | |
---|---|---|
PLAID INC | 1098 HARRISON ST SAN FRANCISCO CA 94103 |
International Classification(s)

- 2021 Application Filing Year
- G06Q Class
- 17360 Applications Filed
- 8028 Patents Issued To-Date
- 46.25 % Issued To-Date
Inventor(s)
Inventor Name | Address | # of filed Patents | Total Citations |
---|---|---|---|
Cano, Raymond | Houston, US | 4 | 24 |
# of filed Patents : 4 Total Citations : 24 | |||
Fisher, Thomas | San Francisco, US | 16 | 97 |
# of filed Patents : 16 Total Citations : 97 | |||
Johnson, Maxwell Dodge | San Francisco, US | 2 | 24 |
# of filed Patents : 2 Total Citations : 24 | |||
Lai, Michael | San Francisco, US | 17 | 285 |
# of filed Patents : 17 Total Citations : 285 | |||
Wang, Jeffrey Zhiyuan | San Francisco, US | 2 | 24 |
# of filed Patents : 2 Total Citations : 24 |
Cited Art Landscape
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Patent Citation Ranking
- 24 Citation Count
- G06Q Class
- 98.97 % this patent is cited more than
- 4 Age
Forward Cite Landscape
- No Forward Cites to Display

Maintenance Fees
Fee | Large entity fee | small entity fee | micro entity fee | due date |
---|---|---|---|---|
3.5 Year Payment | $1600.00 | $800.00 | $400.00 | May 11, 2025 |
7.5 Year Payment | $3600.00 | $1800.00 | $900.00 | May 11, 2029 |
11.5 Year Payment | $7400.00 | $3700.00 | $1850.00 | May 11, 2033 |
Fee | Large entity fee | small entity fee | micro entity fee |
---|---|---|---|
Surcharge - 3.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
Surcharge - 7.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
Surcharge - 11.5 year - Late payment within 6 months | $160.00 | $80.00 | $40.00 |
Surcharge after expiration - Late payment is unavoidable | $700.00 | $350.00 | $175.00 |
Surcharge after expiration - Late payment is unintentional | $1,640.00 | $820.00 | $410.00 |
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