Computer-based systems configured to provide a portal for migrating one or more existing relationships from one entity to another entity and methods of use thereof
US11023870B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Oct 16, 2019 |
| Grant date | Jun 1, 2021 |
| Priority date | — |
| Expiry date | Oct 16, 2039 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q20/4016
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems and methods associated with providing an automated portal to migrate one or more relationships with one entity to another entity are disclosed. In one embodiment, an exemplary method may comprise: providing a portal enabling automated migration of existing relationships from existing entities to a first entity; generating a first UI configured for identifying and providing access information regarding existing relationships for potential migration; generating a second UI to display information regarding the existing relationships and provide UI elements enabling the user to receive migration offers; determining terms of replacement relationships that the first entity can offer the user; generating a third UI to (i) compare terms between the existing and new relationships, and (ii) enable the user to authorize the relationship migration; performing an automated generation process to create the new relationship(s); and performing an automated transfer process to transfer all objects to the new relationship.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.