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:
Sep. 14, 2021

Filed:

Apr. 15, 2019
Applicant:

Plaid Inc., San Francisco, CA (US);

Inventors:

William Hockey, San Francisco, CA (US);

Joy Zheng, San Francisco, CA (US);

Baker Shogry, San Francisco, CA (US);

Michael Kelly, San Francisco, CA (US);

Assignee:
Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
H04L 29/06 (2006.01); G06F 21/62 (2013.01); G06Q 40/00 (2012.01); G06Q 20/32 (2012.01);
U.S. Cl.
CPC ...
G06F 21/6245 (2013.01); G06Q 20/3221 (2013.01); G06Q 40/12 (2013.12); H04L 63/0853 (2013.01); H04L 63/102 (2013.01);
Abstract

A system and method for secure permissioning of access to user accounts, including secure distribution of aggregated user account data can include generating a financial report based on account information associated with one or more user accounts; receiving a financial report request for the financial report of the user account, wherein the financial report request is identified as being received from a third-party system; generating an audit report token associated with the financial report; sharing the audit token with the first third-party system in response to the financial report request; and providing the first third-party system account access to the financial report through the report token, where the audit report token can be shared with a second third-party system and provided by the second third-party system in order to confirm authorization to the report and integrity of the report.


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