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:
Aug. 02, 2011
Filed:
Nov. 18, 2009
Srihari Kumar, Santa Clara, CA (US);
Satyen Desai, San Bruno, CA (US);
John Kelley, Palo Alto, CA (US);
Blake Earl Hayward, Redwood Shores, CA (US);
Jennifer Green Scott, San Francisco, CA (US);
Senthil Kumar Pandurangan, San Jose, CA (US);
Srihari Kumar, Santa Clara, CA (US);
Satyen Desai, San Bruno, CA (US);
John Kelley, Palo Alto, CA (US);
Blake Earl Hayward, Redwood Shores, CA (US);
Jennifer Green Scott, San Francisco, CA (US);
Senthil Kumar Pandurangan, San Jose, CA (US);
Yodlee.com, Redwood City, CA (US);
Abstract
A system for updating parameters of financial transactions associated with financial services initiated and completed on behalf of or directly by a user through access to a data-packet-network into more than one electronic interface accessible to the user is provided. The system comprises, a main electronic interface supported by back-end software, the main interface for registering all user accounts into at least one portfolio group, the accounts accessible in detail through the main interface, at least one cobranded electronic interface supported by back-end software, the cobranded interface mirroring the accounts registered in the main electronic interface and a plurality of institution-specific electronic interfaces for providing direct account registration, reporting, and maintenance specific to accounts provided by the associated institutions. Through direct linking between the main, cobranded, and institution-specific interfaces, any parameters associated with any action initiated to a specific account through any of the interfaces is immediately propagated to the other interfaces.