Generation and use of rules for reading of data for online account aggregation

• US 20020133605A1
• Filed: 03/01/2002
• Published: 09/19/2002
• Est. Priority Date: 03/19/2001
• Status: Abandoned Application

• Current Assignee: Adhesion Wealth Advisor Solutions, Inc. (Vestmark, Inc.)
• Original Assignee: Adhesion Wealth Advisor Solutions, Inc. (Vestmark, Inc.)
• Inventors: Saxena, Rajiv, Khanna, Alok, Mahadevan, Shekhar, Nene, Shrirang
• Application Number:
  US10/087,704
• Publication Number:
  US 20020133605A1
• Time in Patent Office: Days
• US Class Current: 709/229
• CPC Class Codes: G06F 21/41 where a single sign-on provides access to a plurality of computers
• CPC Class Codes: G06F 2221/2119 Authenticating web pages, e.g. with suspicious links
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: H04L 63/0263 Rule management

Abstract

In one embodiment, a method includes receiving a web page. The method also includes receiving a selection of data to extract from the web page. Additionally, the method comprises generating a rule for the selected data, wherein the rule is to include the location of the data selected. The method also includes storing the rule in a rules file for the web page. CROSS REFERENCE TO RELATED APPLICATION

Claims

1. A computer-implemented method comprising:

receiving a web page;

receiving a selection of data to extract from the web page;

generating a rule for the selected data, the rule to include the location of the data selected; and

storing the rule in a rules file for the web page.

2. The computer-implemented method of claim 1, wherein the location of the data selected comprises a row, a column and the length of the data.

3. The computer-implemented method of claim 1, wherein the web page is from a page for an account on a web site.

4. The computer-implemented method of claim 3, wherein the web page is a page indicating that a user is logged into the account on the web site.

5. The computer-implemented method of claim 1, wherein the rules file comprises a number of rules that are incorporated into a logging in of a number of different users for a number of different accounts on the web site.

6. A computer-implemented method comprising:

receiving a request for logins into at least two different online accounts for a user across a number of web sites;

performing logins for the at least two different online accounts for the user, wherein the logins are based on a set of instructions, the instructions to include a number of requests that are associated to a number of responses received from the web site during the logins;

receiving account data from the at least two different online accounts; and

extracting portions of the account data based on rules associated with the account data.

7. The computer-implemented method of claim 6, comprising displaying the portions of the account data for the at least two different online accounts.

8. The computer-implemented method of claim 6, wherein the rules file that can be incorporated into performing logins of a number of different users for a number of different accounts on the web site.

9. The computer-implemented method of claim 6, comprising integrating authentication data for the user into at least one instruction.

10. The computer-implemented method of claim 9, wherein integrating the authentication data for the user into the at least one instruction comprises replacing, within the at least one integrated instruction, generic variable names associated with a set of credentials comprising the authentication data for the account.

11. A machine-readable medium that provides instructions, which when executed by a machine, cause said machine to perform operations comprising:

receiving a web page;

receiving a selection of data to extract from the web page;

generating a rule for the selected data, the rule to include the location of the data selected; and

storing the rule in a rules file for the web page.

12. The machine-readable medium of claim 11, wherein the location of the data selected comprises a row, a column and the length of the data.

13. The machine-readable medium of claim 11, wherein the web page is from a page for an account on a web site.

14. The machine-readable medium of claim 13, wherein the web page is a page indicating that a user is logged into the account on the web site.

15. The machine-readable medium of claim 11, wherein the rules file comprises a number of rules that are incorporated into a logging in of a number of different users for a number of different accounts on the web site.

16. The machine-readable medium of claim 11, comprising receiving a request for a login into an online account, wherein the online account includes the web page.

17. The machine-readable medium of claim 16, comprising performing the login for the online account, wherein the login is based on a set of instructions, the instructions to include a number of requests that are associated to a number of responses received from the web site during the login.

18. The machine-readable medium of claim 17, comprising,

receiving the web page, the web page including account data from the online account;

and

extracting portions of the account data based on the rule in the rules file.

19. The machine-readable medium of claim 18, comprising displaying the portions of the account data for the online account.

20. The machine-readable medium of claim 19, wherein the rules file comprises a number of rules that are incorporated into a logging in of a number of different users for a number of different accounts on the web site.