Automating setup of a user's financial management application account for electronic transfer of data with a financial institution

US7831511B1 · kind B1 · utility

Assignee

• Intuit Inc. · US

Inventors

• Muhammet Serdar Akin · Santa Clara, US
• Anne-Marie Colendich · Capitola, US
• Gary S. Hanson · Wright, US
• Anders B. Martinson · Union City, US
• Edward Robinson · London, GB
• Mark Robert Shulman · Mountain View, US
• Jeannie M. Stauffer · Sunnyvale, US
• Lei Wang · Nanjing, CN

Key dates

• Filing date: Jan 7, 2004
• Grant date: Nov 9, 2010
• Expiry date: May 16, 2028

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/00
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Computer implemented methods, systems, and computer program products for automating the setup of a user's financial management product account for electronic transfer of data between an account at a financial institution and the user's financial management product account, by receiving a link having financial account information, executing the user's financial management product in response to the link, extracting the financial account information from the link, providing the financial account information from the link to the user's financial management product, and configuring the financial management product account to receive electronic transfer of data from the account at the financial institution.