Next generation assistance

Next generation assistance

Various examples are directed to computer-implemented systems and methods for next generation financial account assistance. The method includes receiving a request from a primary account holder to provide a first limited permission for a secondary member to access an account of the primary account h...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Frandsen, Nicolette Haacke, Kubera, Jane R, Balsam, Michael Alan, Padilla, Jonathan A, Kim, Katie Anne, Kalaboukis, Chris Theodore
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung:Various examples are directed to computer-implemented systems and methods for next generation financial account assistance. The method includes receiving a request from a primary account holder to provide a first limited permission for a secondary member to access an account of the primary account holder, and receiving a request from the primary account holder to provide a second limited permission for the secondary member to access the account of the primary account holder, where the second limited permission is activated based on one or more conditions selected by the primary account holder. In various embodiments, the method includes using the first limited permission to provide access to the secondary member to the account of the primary account holder for a first time period, and using the second limited permission to provide access to the secondary member to the account of the primary account holder for a second time period.