Intuit, Inc.

Digicert, Inc.

Symantec Corporation

Michael Klieman

Muhammet Serdar Akin

Perry Tancredi

Gautam Kanaparthi

Jessica Crewse

Todd Matthew Fitch

Steven A Sholtis

Thomas Frasher

Kevin M Reeth, Ii

Joseph William Wells, Iii

Craig LaSalle

Jeffrey P Zimmerman

Michael A Battaglia

Lei Wang

Charles Eric Destrempes

Akim Maryanchik

Keng H Teh

Wendy Spies

Anne Brosnahan

Tara Feldmeier

Patricia D Armada

Julia Patterson

Techniques are disclosed for identifying and authenticating prospective certificate authority customers of a secure socket layer (SSL) certificate prior to receiving an order from the customer. The CA generates a list of prospective customers of digital certificates (e.g., by scanning networked servers via the Internet for the presence of an installed digital certificate). The CA retrieves data for each customer on the list and determines, based on a set of approval criteria, which prospective customers to target in enrollment campaigns. For each approved customer, the CA initiates an enrollment process prior to receiving a request from the customer to provide a certificate.

System and method for automated customer verification

Techniques are disclosed for generating multiple key pairs using different algorithms and similarly installing certificates signed using the different algorithms. A customer server receives a selection of algorithms for generating a public/private key pair (e.g., RSA, ECC, DSA, etc.). The customer server generates key pairs for each selection and also generates corresponding certificate signing requests (CSR). The customer server sends the CSRs to a certificate authority (CA). The CA generates certificates associated with algorithm and sends the certificates to the customer server. The customer server may prompt a user to select one or more of the certificates to install, and upon receiving the selection, the customer installs the certificates.

Multi-algorithm key generation and certificate install

Techniques are disclosed for rapidly securing a server in response to request for a high-assurance digital certificate. As described, a CA may issue a basic tier certificate after performing a verification process to confirm that a party requesting a certificate for a given network domain, in fact, has control of that domain. Once issued and provisioned on the server, the server can establish secure connections with clients. At the same time, the CA continues to perform progressive identity verification processes for progressively higher tiers of certificates. Once the identity verification process at each tier is complete, the CA issues a new certificate for the corresponding tier, which may then be provisioned on the server. After performing all of the identity verification processes, the server can issue the requested high-assurance certificate.

Automated step-up digital certificate installation process

A method and system for personalized healthcare related expense investment planning includes a process for personalized healthcare related expense investment planning whereby, in one embodiment, a timeframe is defined during which the investor/user wishes to provide funds to cover healthcare expenses. In one embodiment, the user's healthcare services utilization for the defined timeframe is then projected/predicted using a personalized healthcare service utilization model. In one embodiment, the cost of the user's projected healthcare service utilization for the defined timeframe is then calculated/predicted based on the user taking part in one or more defined healthcare programs. In one embodiment, the calculated cost of the user's projected healthcare service utilization for the defined timeframe is then used to select an investment plan and/or strategy to provide healthcare expense funds for the defined timeframe.

Method and system for personalized healthcare related expense investment planning

A method and system for healthcare benefit plan selection determines a healthcare consumer's projected/predicted healthcare service utilization for a defined timeframe using a personalized healthcare service utilization model created based on: general/demographic data associated with the healthcare consumer; the healthcare consumer's historical healthcare service utilization; and the healthcare consumer's personal health profile data. Data associated with the rules governing the operation and use of two or more candidate healthcare benefit plans is also obtained. The operation and rules of use are then applied to healthcare consumer's projected healthcare service utilization for the defined timeframe to create expected healthcare consumer experience model data under each of two or more candidate healthcare benefit plans. In one embodiment, comparison data and/or a plan recommendation is then provided to the healthcare consumer.

Method and system for healthcare benefit plan selection

A method and system for health care expense verification and reimbursement processing includes a process for health care expense verification and reimbursement processing whereby electronic data including data representing health care expense transactions is collected. The electronic data is then analyzed and health care expense transactions that are potentially eligible for reimbursement from a health care expense account are identified. The identified health care expense transactions are then verified as eligible health care expense transactions based on the electronic data collected and/or the source of the data. Data representing the verified health care expense transactions is then electronically and automatically made available to a health care expense account program administrator for immediate reimbursement processing.

Method and system for health expense verification and processing

A system and method for modifying financial transaction categorization lists based on input from multiple users whereby, when a given user of a computing system implemented financial management system modifies their own list of possible categorizations for a given financial transaction, data indicating the given user's modification of the given user's own list of possible categorizations for a given financial transaction is obtained by the computing system implemented financial management system. The obtained data indicating the given user's modification of their own list of possible categorizations for a given financial transaction is then used by the computing system implemented financial management system to create and/or modify a shared list of possible categorizations for a given financial transaction. The shared list of possible categorizations for a given financial transaction is then made available to, and/or used by, a community of users of the computing system implemented financial management system.

Method and system for modifying financial transaction categorization lists based on input from multiple users

A system and method for adding check information to an electronic transaction listing whereby a paper check, or copy of a paper check, is scanned into a computing system and converted to an electronic image of the paper check. One or more areas of the image of the paper check are identified and the image of the paper check is sub-divided into image sub-sections based on the content displayed in a given area/sub-section. One or more image sub-sections are copied from the electronic image of the paper check and then added to a check based financial transaction listing in a financial transaction list.

Method and system for adding check information to an electronic transaction listing

A method and system for providing family health history data includes a process for providing family health history data whereby, all, or part of, a family member's health data is obtained from, but not limited to, any of the following sources: the family member and/or agents of the family member; one or more other family members, one or more healthcare providers; one or more healthcare insurance plan providers; one or more healthcare benefit program administrators; one or more financial institutions; and/or any other source of a family member's health data. All, or part of, the family member's health data is then provided to other family members, healthcare providers for family members, state and/or private agencies, and/or any other party as designated by the family member, and on a selective access basis, as designated by the family member, for use as family health history data by the designated parties.

Method and system for providing family medical history data

A method and apparatus for goal orientated computing system implemented financial management using projected balances includes a process for goal orientated financial management using projected balances whereby a user defines financial goals and then automatic payment rules based on projected account balance data are created to help accomplish those goals.

Goal orientated computing system implemented financial management using projected balances

A method and system for aggregating and standardizing healthcare quality ratings includes a process for aggregating and standardizing healthcare quality ratings whereby data representing healthcare provider quality ratings is obtained from one or more sources, i.e., parties offering and/or presenting healthcare provider quality ratings data. The data representing healthcare provider quality ratings obtained from one or more sources is then aggregated. The aggregated data representing healthcare provider quality ratings obtained from one or more sources is then standardized and/or normalized to provide a standardized and uniform ratings format/system. The normalized aggregated data representing healthcare provider quality ratings obtained from one or more sources is then stored, for access by authorized parties.

Method and system for aggregating and standardizing healthcare quality measures

A method and system for migrating transactions, such as bill payment transactions, between payment modules and/or payment processors. Each payment object is set up with payment information input to a payment module and results in one or more transactions. During a selective migration, each transaction is treated separately, based on a state of the transaction. A transaction that has either not been yet submitted, or has been completed can be migrated directly, while a transaction that is in some state of processing is iteratively migrated as it completes processing.

Bill payment migration

A system, method, and a computer program product that enrolls a user with a bill payment service without requiring a user to provide account information.

Growing community of inventors

Belmont, CA, United States of America

Michael Klieman