PROVIDER RELATIONSHIP MANAGEMENT SYSTEM THAT FACILITATES INTERACTION BETWEEN AN INDIVIDUAL AND ORGANIZATIONS
First Claim
1. A method for enabling the transfer of monetary value from an individual to an organization, the method performed by a computing system having a processor and a memory, the method comprising:
- receiving from an individual an indication of a desire to receive electronic documents from a sending organization;
receiving from the individual information that identifies the individual to the sending organization;
providing to the sending organization the indication of the desire of the individual to receive electronic documents from the sending organization and the information that identifies the individual to the sending organization;
receiving from the sending organization an approval of the individual;
enabling the sending organization to send electronic documents to the individual after the approval from the sending organization has been received;
receiving from the sending organization an indication of a desire to allow the transfer of monetary value to an account associated with the sending organization;
receiving from the individual an indication of a desire that monetary value be transferable from an account associated with the individual; and
enabling the transfer of monetary value from the account associated with the individual to the account associated with the sending organization upon receipt from the individual of a payment instruction associated with an electronic document.
1 Assignment
0 Petitions
Accused Products
Abstract
A provider relationship management system (“PRM system”) is disclosed that enables an individual to electronically interact with organizations. The PRM system allows individuals to add organizations to a personal provider directory. The individual may seek to establish an interactive connection with one or more organizations in the personal provider directory. If a selected organization agrees to establish an interactive connection with the individual, the organization is permitted to communicate with and send electronic documents to the individual. Each document is associated with a document type, and the document type is associated with certain actions that may be taken with respect to the corresponding document. Pay documents are associated with an action to transfer monetary value from an individual to an organization. The PRM system allows an account associated with an individual to be debited and an account associated with an organization to be credited to satisfy a pay document.
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Citations
24 Claims
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1. A method for enabling the transfer of monetary value from an individual to an organization, the method performed by a computing system having a processor and a memory, the method comprising:
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receiving from an individual an indication of a desire to receive electronic documents from a sending organization; receiving from the individual information that identifies the individual to the sending organization; providing to the sending organization the indication of the desire of the individual to receive electronic documents from the sending organization and the information that identifies the individual to the sending organization; receiving from the sending organization an approval of the individual; enabling the sending organization to send electronic documents to the individual after the approval from the sending organization has been received; receiving from the sending organization an indication of a desire to allow the transfer of monetary value to an account associated with the sending organization; receiving from the individual an indication of a desire that monetary value be transferable from an account associated with the individual; and enabling the transfer of monetary value from the account associated with the individual to the account associated with the sending organization upon receipt from the individual of a payment instruction associated with an electronic document. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A system for transferring monetary value from an individual to an organization, the system comprising:
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a user interface module that is configured to; receive from an individual an indication of a desire to receive electronic documents from a sending organization; receive from the individual information that identifies the individual to the sending organization; and receive from the individual an indication of a desire that monetary value be transferable from an account associated with the individual; an organization interface module that is configured to; provide to the sending organization the indication of the desire of the individual to receive electronic documents from the sending organization and the information that identifies the individual to the sending organization; receive from the sending organization an approval of the individual; and receive from the sending organization an indication of a desire to allow the transfer of monetary value to the account associated with the sending organization; and an interaction management module that is configured to; enable the sending organization to send electronic documents to the individual after the approval from the sending organization has been received; and enable the transfer of monetary value from the account associated with the individual to the account associated with the sending organization upon receipt from the individual of a payment instruction associated with an electronic document. - View Dependent Claims (10, 11, 12, 13, 14, 15, 16)
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17. A computer-readable storage medium encoded with instructions that, when executed by a processor, cause the processor to implement a method for enabling the transfer of monetary value from an individual to an organization, the method comprising:
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receiving from an individual an indication of a desire to receive electronic documents from a sending organization; receiving from the individual information that identifies the individual to the sending organization; providing to the sending organization the indication of the desire of the individual to receive electronic documents from the sending organization and the information that identifies the individual to the sending organization; receiving from the sending organization an approval of the individual; enabling the sending organization to send electronic documents to the individual after the approval from the sending organization has been received; receiving from the sending organization an indication of a desire to allow the transfer of monetary value to the account associated with the sending organization; receiving from the individual an indication of a desire that monetary value be transferable from an account associated with the individual; and enabling the transfer of monetary value from the account associated with the individual to the account associated with the sending organization upon receipt from the individual of a payment instruction associated with an electronic document. - View Dependent Claims (18, 19, 20, 21, 22, 23, 24)
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Specification