The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Jul. 03, 2018

Filed:

Aug. 21, 2017
Applicant:

Connect Financial Llc, Wellesley, MA (US);

Inventors:

Jennifer Hillary Elizabeth Wyon, Belmont, MA (US);

Rachael Thomas Acker, West Roxbury, MA (US);

Joshua Matthew Eaker, West Roxbury, MA (US);

Martin Frenzel, Wayland, MA (US);

Allen Charles Madsen, Boston, MA (US);

Jeremy Mark Isikoff, Brookline, MA (US);

Madison Elizabeth Packer, Somerville, MA (US);

Assignee:

Connect Financial LLC, Boston, MA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 21/00 (2013.01); G06F 21/31 (2013.01); G06F 21/62 (2013.01); G06Q 40/00 (2012.01);
U.S. Cl.
CPC ...
G06F 21/31 (2013.01); G06F 21/6245 (2013.01); G06Q 40/00 (2013.01);
Abstract

Among other things, first and second sets of authentication credentials are used to access respectively data about a first set of one or more accounts from a first source and data about the one or more of the second accounts from the a second source. The data are analyzed to identify (a) one account of the first set of one or more accounts and (b) the one of the one or more of the second accounts as possibly a single account. After information is presented to a user an indication is received from the user that they are a single account. For a computation that requires data about the single account, data from the first source or data from the second source or data from both are used, based on a predefined computational rule.


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