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:
Nov. 14, 2017
Filed:
Aug. 10, 2009
Yogish Pai, Santa Clara, CA (US);
Thirugnanam Subbiah, Irving, CA (US);
Sunil Bannur Vittal, Bangalore, IN;
Richard M. NG, Needham, MA (US);
Raghunath N. Battula, Sunnyvale, CA (US);
John P. Motz, Walnut Creek, CA (US);
Yogish Pai, Santa Clara, CA (US);
Thirugnanam Subbiah, Irving, CA (US);
Sunil Bannur Vittal, Bangalore, IN;
Richard M. Ng, Needham, MA (US);
Raghunath N. Battula, Sunnyvale, CA (US);
John P. Motz, Walnut Creek, CA (US);
INTUIT INC., Mountain View, CA (US);
Abstract
A technique for collecting financial information is described. During this technique, a customer request to a financial institution to access a financial-software application is used to initiate an exchange of financial information between the financial institution and a provider of the financial-software application. In particular, in response to the forwarded customer request, the provider of the financial-software application may request, and then receive, financial information associated with the customer's account from the financial institution. Subsequently, the provider of the financial-software application may provide a document that facilitates access to the financial-software application to the customer. This document may include at least some of the received financial information. Note that in all of the communication between the provider of the financial-software application and the financial institution, credential information for the customer, such as a password associated with the account, may be excluded.