Invention Grant
- Patent Title: Portfolio synchronizing between different interfaces
- Patent Title (中): 不同接口之间的组合同步
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Application No.: US09854233Application Date: 2001-05-10
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Publication No.: US07644023B2Publication Date: 2010-01-05
- Inventor: Srihari Kumar , Satyen Desai , John Kelley , Blake Earl Hayward , Jennifer Greene Scott , Senthil Kumar Pandurangan
- Applicant: Srihari Kumar , Satyen Desai , John Kelley , Blake Earl Hayward , Jennifer Greene Scott , Senthil Kumar Pandurangan
- Applicant Address: US CA Redwood City
- Assignee: Yodlee.com, Inc.
- Current Assignee: Yodlee.com, Inc.
- Current Assignee Address: US CA Redwood City
- Agency: Central Coast Patent Agency, Inc.
- Agent Donald R. Boys
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
A system for updating parameters of financial transactions associated with financial services initiated and completed on behalf of or directly by a user through access to a data-packet-network into more than one electronic interface accessible to the user is provided. The system comprises, a main electronic interface supported by back-end software, the main interface for registering all user accounts into at least one portfolio group, the accounts accessible in detail through the main interface, at least one cobranded electronic interface supported by back-end software, the cobranded interface mirroring the accounts registered in the main electronic interface and a plurality of institution-specific electronic interfaces for providing direct account registration, reporting, and maintenance specific to accounts provided by the associated institutions. Through direct linking between the main, cobranded, and institution-specific interfaces, any parameters associated with any action initiated to a specific account through any of the interfaces is immediately propagated to the other interfaces.
Public/Granted literature
- US20020019810A1 Portfolio synchronizing between different interfaces Public/Granted day:2002-02-14
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