SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20240135337A1
SERIAL NO

18543145

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ATTORNEY / AGENT: (SPONSORED)

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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)

Patent OwnerAddress
PLAID INC1098 HARRISON ST SAN FRANCISCO CA 94103

International Classification(s)

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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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