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Systems, methods and computer program products facilitating automated confirmations and third-party verifications

  • US 7,383,232 B2
  • Filed: 10/23/2002
  • Issued: 06/03/2008
  • Est. Priority Date: 10/24/2001
  • Status: Active Grant
First Claim
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1. A method for providing financial information of a client to an accountant over a communications network, comprising:

  • receiving and storing, at a service provider computer, client financial information transmitted from a financial institution computer, wherein the client financial information includes financial information and one or more account numbers uniquely identifying the client financial information;

    receiving by the service provider an accountant identification data from an accountant computer;

    receiving at the financial institution computer a request from a client computer to generate a PIN;

    generating the PIN by the financial institution computer;

    transmitting the PIN to the client computer;

    transmitting the PIN from the client computer to the service provider computer;

    transmitting an identifier and an account code from the client computer to the accountant computer;

    authenticating the accountant by the service provider using the accountant identification data;

    receiving by the service provider the identifier and the account code from the accountant computer;

    comparing the PIN with the identifier, and the account code with the account identifier, and based on the comparison retrieving client financial information using the account code; and

    transmitting the client financial information to the accountant computer.

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