The Toronto-dominion Bank

Gregory Boddison

Avinash Malliah

Angelique Louise Carle

Rhonda Brenda Weppler

Michelle Lemoine

Jonathan Robert Curran

Darren Johnston

Derek Murray Payne

Dennis Harold Parker

Eugenio Caputo

Trevor James Van Arragon

Julie Elizabeth Hawthorne

Matthew Allan Pitcher

Cameron Scott Wiginton

Wendy Gayle Brisebois

Kyle Michael Mclean

Vadim Tchebotarev

Nandana Prabhath Withanage Don

Akshaykumar Shah

A computer-implemented method is disclosed. The method includes: sending, to a plurality of computing devices, an invitation containing a link to access a first electronic document in a first state; detecting a change in state of the first electronic document from the first state to a second state; identifying a first subset of the computing devices including devices that did not provide any indication of approval for the first electronic document and devices that have already received requests for updated approvals for the first electronic document; sending, to a second subset of the computing devices that are not included in the first subset, requests to provide indications of approval for the first electronic document in the second state; and responsive to receiving indications of approval for the first electronic document from computing devices of the second subset, generating a locked form of the first electronic document in the second state.

System and method for multi-party electronic signing of electronic documents

A method for signing an electronic document is disclosed. The method includes: receiving, from a first client device: a first electronic document in a first state, the first electronic document containing first data in the first state; a first indication of approval for the first electronic document in the first state; and a selection of one or more second client devices; sending, to each of the one or more second client devices, an invite to access the first electronic document in the first state, each invite including a link to access the first electronic document; receiving, from at least one of the one or more second client devices, a second indication of approval for the first electronic document in the first state; validating the second indications of approval; in response to the validating, submitting a locked form version of the first electronic document to a virtual document signing ceremony.

Some aspects provide: analyzing data exchange database records of a first entity; determining a sector with which the first entity is associated by at least one of the analyzing and first entity input identifying the sector; analyzing data exchange database records of second entity(ies) different from the first entity, to determine sector associated second entity(ies) data exchanges; analyzing the sector associated second entity(ies) data exchange records to determine data baseline(s); analyzing the first entity data exchange records to determine first entity data baseline(s), at least one of which corresponding in type to a respective one of the data baseline(s); comparing one of the data baseline(s) to a corresponding one of the first entity data baseline(s); identifying the relevant information based on the comparing; and notifying, via a communication module of the computing device, over a network, an electronic device associated with the first entity of the relevant information.

Methods and devices for identifying relevant information for a first entity

Some aspects provide: analyzing data exchange database records of a first entity; determining a sector with which the first entity is associated by at least one of the analyzing and first entity input identifying the sector; analyzing data exchange database records of second entity(ies) different from the first entity to determine which involve other entities associated with the sector; analyzing the records of the other entities associated with the sector; determining a benchmark index for the sector and an index for the first entity based on factor(s) of the other entities and the first entity; comparing the first entity index to the sector benchmark index and ranking the first entity against the other entities based on the comparing; determining a level of risk for the first entity based on the rank; and determining an amount of a contribution to the first entity based on the level of risk.

Methods and devices for determining, and identifying information to manage, a level of risk of a first entity

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Toronto, Canada

Gregory Boddison