Automating setup of a user's financial management application account for electronic transfer of data with a financial institution
First Claim
1. A computer implemented method for automating a setup of a user'"'"'s financial management product account for an electronic transfer of financial transaction data between a user'"'"'s account at a financial institution and the user'"'"'s financial management product account, comprising:
- electronically executing a financial management product on a processor in response to selection of a link presented by the financial institution, wherein the link comprises an account number of the user'"'"'s account at the financial institution, an identifier of the financial institution, and an identifier of the financial management product, wherein execution of the financial management product is triggered by the selection of the link;
electronically extracting, by the financial management product, the account number and the identifier of the financial institution from the link; and
electronically configuring the user'"'"'s financial management product account to receive the electronic transfer of financial transaction data from the user'"'"'s account at the financial institution using the account number and the identifier of the financial institution extracted from the link.
1 Assignment
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Accused Products
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.
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Citations
16 Claims
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1. A computer implemented method for automating a setup of a user'"'"'s financial management product account for an electronic transfer of financial transaction data between a user'"'"'s account at a financial institution and the user'"'"'s financial management product account, comprising:
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electronically executing a financial management product on a processor in response to selection of a link presented by the financial institution, wherein the link comprises an account number of the user'"'"'s account at the financial institution, an identifier of the financial institution, and an identifier of the financial management product, wherein execution of the financial management product is triggered by the selection of the link; electronically extracting, by the financial management product, the account number and the identifier of the financial institution from the link; and electronically configuring the user'"'"'s financial management product account to receive the electronic transfer of financial transaction data from the user'"'"'s account at the financial institution using the account number and the identifier of the financial institution extracted from the link. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A computer program product for automating a setup of a user'"'"'s financial management product account for an electronic transfer of financial transaction data between a user'"'"'s account at a financial institution and the user'"'"'s financial management product account, the computer program product comprising computer executable instructions for causing a processor to:
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execute a financial management product on the processor in response to selection of a link presented by the financial institution, wherein the link comprises an account number of the user'"'"'s account at the financial institution, an identifier of the financial institution, and an identifier of the financial management product, wherein execution of the financial management product is triggered by the selection of the link; extract the account number and the identifier of the financial institution from the link; and configure the user'"'"'s financial management product account to receive the electronic transfer of financial transaction data from the user'"'"'s account at the financial institution using the account number and the identifier of the financial institution extracted from the link. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A system for automating setup of a user'"'"'s financial management product account for electronic transfer of financial transaction data between a user'"'"'s account at a financial institution and the user'"'"'s financial management product account, the system comprising:
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means for executing a financial management product in response to selection of a link presented by the financial institution, wherein the link comprises an account number of the user'"'"'s account at the financial institution, an identifier of the financial institution, and an identifier of the financial management product, wherein executing the financial management product is triggered by the selection of the link; means for extracting the account number and the identifier of the financial institution from the link; and means for configuring the user'"'"'s financial management product account to receive the electronic transfer of financial transaction data from the user'"'"'s account at the financial institution using the account number and the identifier of the financial institution extracted from the link.
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16. A computer program product for automating setup of a user'"'"'s financial management product account for electronic transfer of financial transaction data between a user'"'"'s account at a financial institution and the user'"'"'s financial management product account, the computer program product comprising computer executable instructions for causing at least one processor to execute:
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means for executing a financial management product in response to a selection of a link presented by the financial institution, wherein the link comprises an account number of the user'"'"'s account at the financial institution, an identifier of the financial institution, and an identifier of the financial management product wherein executing the financial management product is triggered by the selection of the link; means for extracting, by the financial management product, the account number and the identifier of the financial institution from the link; and means for configuring the user'"'"'s financial management product account to receive the electronic transfer of financial transaction data from the user'"'"'s account at the financial institution using the account number and the identifier of the financial institution extracted from the link.
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Specification