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.
Patent No.:
Date of Patent:
Dec. 10, 2024
Filed:
May. 28, 2019
Applicant:
Charles Schwab & Co., Inc., San Francisco, CA (US);
Inventors:
William Pearson, San Francisco, CA (US);
Charles E. Gotlieb, San Francisco, CA (US);
Assignee:
CHARLES SCHWAB & CO., INC., San Francisco, CA (US);
Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06F 40/174 (2020.01); G06Q 50/18 (2012.01); G06V 30/413 (2022.01); G06V 30/414 (2022.01); G06V 30/416 (2022.01);
U.S. Cl.
CPC ...
G06Q 50/18 (2013.01); G06F 40/174 (2020.01); G06V 30/413 (2022.01); G06V 30/414 (2022.01); G06V 30/416 (2022.01);
Abstract
A system and method identifies the review order of a set of documents and then sends documents to parties for review according to the precedence identified. The parties review the documents and provide approvals or rejections. The documents approved may be used to open accounts.