United Services Automobile Association (usaa)

Steven Wayne Meier, Jr

Larry Wayne Clark

Linda Giessel King

Patricia A Rosas

Mark Shafer

Aaron David Bend

John Richard Camacho

Brent Myron Merryman

Donna Ray Molinar

Devin Michael Becker

Marcus David Saenz

Christopher Michael Stegge

Dennis Michael Berry, Jr

Methods and systems for rules-based data access are described. In some embodiments, a request for access to customer data by a requesting entity is received; the data is categorized; the person's preferences with respect to allowing access to data are compiled; a requesting entity is determined; and the providing entity that collected each requested data item is determined. Data shareability rules are evaluated based on the policies that regulate the access of the customer data and the requesting entity, and the customer data is provided to the requesting entity according to the evaluation.

Rules-based data access systems and methods

Methods and systems for rules-based data access are described. In some embodiments, a request for access to customer data by a requesting entity is received; the data is categorized; the person's preferences with respect to allowing access to data are compiled; a requesting entity is determined; and the providing entity that collected each requested data item is determined. Data shareability rules are evaluated based on the policies that regulate the access of the customer data, the customer preferences, the requesting entity, and the providing entity; and the customer data is provided to the requesting entity according to the evaluation.

A self-service distribution system and method to request a withdrawal of funds from tax-deferred accounts (i.e., a distribution), such as individual retirement accounts (IRAs). The system may retrieve information about a participant's age and type of account from which a distribution is requested. A series of checks defined by rules and regulations that apply to tax-deferred accounts may be run against participant and account information retrieved by the system. A sequence of user interfaces may present information and warnings, such as tax consequences of the distribution, to the guide the participant. The participant may request distributions having a certain frequency, amount, and timing through the presented user interfaces. After all of the information is entered to initiate the distribution, a verification page is presented such that the participant may confirm the enter information is correct. Upon submitting the request, a confirmation is presented.

Systems and methods for administering self-service mutual fund and IRA distributions to participants

Growing community of inventors

San Antonio, TX, United States of America

Steven Wayne Meier, Jr