发明名称 REGULATION COMPLIANT DATA INTEGRATION FOR FINANCIAL INSTITUTIONS
摘要 A method to access financial data. The method includes redirecting, by a computer processor and based on an input of a user, the user to a website of a financial institution (FI), wherein the user submits a request via the website to access the financial data, obtaining, in response to the user submitting the request, a token identifying the request, identifying, by the computer processor, a financial data structure in a remote repository based on the token, wherein the FI stores a financial data record in the financial data structure in response to the request, and retrieving, without user intervention, the financial data record from the financial data structure, wherein the financial data record is used by a financial management application to prepare a financial management report for the user.
申请公布号 WO2013191711(A1) 申请公布日期 2013.12.27
申请号 WO2012US43936 申请日期 2012.06.25
申请人 INTUIT INC.;JIN, HUI;PAI, YOGISH;VUSIRIKALA, RAJU VENKATA SATYA, SANYASI 发明人 JIN, HUI;PAI, YOGISH;VUSIRIKALA, RAJU VENKATA SATYA, SANYASI
分类号 G06Q40/02;G06Q20/24;G06Q20/40 主分类号 G06Q40/02
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