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:
Dec. 27, 2011

Filed:

Apr. 26, 2002
Applicants:

Sanjeev Dheer, Scarsdale, NY (US);

Venkatachari Dilip, Cupertino, CA (US);

Roy Messing, Ridgefield, CT (US);

Jeremy Sokolic, New York, NY (US);

Manu Sareen, New York, NY (US);

Gautam Sinha, Fremont, CA (US);

Inventors:

Sanjeev Dheer, Scarsdale, NY (US);

Venkatachari Dilip, Cupertino, CA (US);

Roy Messing, Ridgefield, CT (US);

Jeremy Sokolic, New York, NY (US);

Manu Sareen, New York, NY (US);

Gautam Sinha, Fremont, CA (US);

Assignee:

CashEdge, Inc., New York, NY (US);

Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

A delegated authority system allows an account holder to delegate authority to one or more individuals, such as financial advisors through a third party service. An individual receives authority to access financial accounts and/or access aggregated financial data. The individual may then retrieve account information from the individual accounts or from the aggregated financial data. In on exemplary system, the account information is accessed via the Internet or another data communication network.


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