Technique for collecting financial information

Technique for collecting financial information

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-so...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Vittal Sunil Bannur, Motz John P, Subbiah Thirugnanam, Ng Richard M, Pai Yogish, Battula Raghunath N
Format: Patent
Sprache:eng
Schlagworte:
CALCULATING
COMPUTING
COUNTING
DATA PROCESSING SYSTEMS OR METHODS, SPECIALLY ADAPTED FORADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORYOR FORECASTING PURPOSES
ELECTRIC DIGITAL DATA PROCESSING
PHYSICS
SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE,COMMERCIAL, FINANCIAL, MANAGERIAL, SUPERVISORY OR FORECASTINGPURPOSES, NOT OTHERWISE PROVIDED FOR
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Beschreibung
Zusammenfassung: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.