System and method for programmatically accessing financial data
US12148028B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Jan 16, 2024 |
| Grant date | Nov 19, 2024 |
| Priority date | — |
| Expiry date | Jan 16, 2044 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q40/12
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Systems and methods for programmatic access of external financial service systems. An application proxy instance is created that simulates an application of an external financial service system. A normalized account request is received for financial data of the external financial service system for a specified account. The normalized account request is provided by an external financial application system by using a financial data API of the financial platform system. Responsive to the normalized account request, communication is negotiated with the external financial service system by using the application proxy instance to access the requested financial data from the external financial service system by using a proprietary Application Programming Interface (API) of the external financial service system. The financial data is provided to the external financial application system as a response to the normalized account request.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.