SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS

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United States of America Patent

APP PUB NO 20210350340A1
SERIAL NO

17302499

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Abstract

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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.

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Patent Owner(s)

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PLAID INC1098 HARRISON ST SAN FRANCISCO CA 94103

International Classification(s)

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  • 2021 Application Filing Year
  • G06Q Class
  • 17360 Applications Filed
  • 8028 Patents Issued To-Date
  • 46.25 % Issued To-Date
Click to zoom InYear of Issuance% of Matters IssuedCumulative IssuancesYearly Issuances202120222023202420250255075100

Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Cano, Raymond Houston, US 4 24
Fisher, Thomas San Francisco, US 16 97
Johnson, Maxwell Dodge San Francisco, US 2 24
Lai, Michael San Francisco, US 17 285
Wang, Jeffrey Zhiyuan San Francisco, US 2 24

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Patent Citation Ranking

  • 24 Citation Count
  • G06Q Class
  • 98.97 % this patent is cited more than
  • 4 Age
Citation count rangeNumber of patents cited in rangeNumber of patents cited in various citation count ranges492434812456418331101 - 1011 - 2021 - 3031 - 4041 - 5051 - 6061 - 70100 +0250500750100012501500175020002250250027503000325035003750400042504500475050005250

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