Method and apparatus for delegating authority

US8086508B2 · kind B2 · utility

Assignee

• CashEdge, Inc. · US

Inventors

• Sanjeev Dheer · Scarsdale, US
• Venkatachari Dilip · Cupertino, US
• Roy Messing · Ridgefield, US
• Jeremy Sokolic · New York, US
• Manu Sareen · New York, US
• Gautam Sinha · Clifton Park, US

Key dates

• Filing date: Apr 26, 2002
• Grant date: Dec 27, 2011
• Expiry date: May 12, 2025

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q40/06
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A delegated authority system allows an account holder to delegate authority to one or more individuals, such as financial advisors through a third party service. An individual receives authority to access financial accounts and/or access aggregated financial data. The individual may then retrieve account information from the individual accounts or from the aggregated financial data. In on exemplary system, the account information is accessed via the Internet or another data communication network.