| 发明名称 |
CENTRALIZED FINANCIAL ACCOUNT MIGRATION SYSTEM |
| 摘要 |
Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a database for tracking account settings migration including one or more switch tracking numbers associated with account migrations. The migration server further includes a web interface configured to receive from a user a switch tracking number, identification and login information associated with one or more existing financial accounts, and login information associated with a target financial account. The migration server also includes a transaction analysis module configured to parse transaction histories associated with each of the existing financial accounts to determine one or more likely automated funds transfers associated with each of the one or more existing financial accounts. The migration server further includes a migration module configured to initiate a migration of one or more likely automated funds transfers associated with each of the existing financial accounts. |
| 申请公布号 |
US2015142650(A1) |
申请公布日期 |
2015.05.21 |
| 申请号 |
US201314081587 |
申请日期 |
2013.11.15 |
| 申请人 |
The Fusion Network LLC |
发明人 |
Johnston Cale T.;Wolfe Hunter;Stromberg Michael J.;Loosbrock Anthony |
| 分类号 |
G06Q40/02;G06Q20/40;G06Q20/10;G06Q20/02 |
主分类号 |
G06Q40/02 |
| 代理机构 |
|
代理人 |
|
| 主权项 |
1. A system for migrating financial account settings, the system comprising:
a migration server including:
a database for tracking account settings migration, the database including one or more switch tracking numbers associated with account migrations;a web interface configured to receive from a user a switch tracking number, identification and login information associated with one or more existing financial accounts, and login information associated with a target financial account,a transaction analysis module configured to parse transaction histories associated with each of the one or more existing financial accounts to determine one or more likely automated funds transfers associated with each of the one or more existing financial accounts; anda migration module configured to, upon receiving confirmation from a user, initiate a migration of one or more likely automated funds transfers associated with each of the one or more existing financial accounts. |
| 地址 |
Eagan MN US |
