System for on-line financial services using distributed objects
First Claim
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1. A system for providing to web users financial information from a plurality of financial institutions comprising:
- a plurality of financial information servers for accessing financial information from each of the plurality of financial institutions;
a web server for accessing the plurality of financial information servers;
a name server comprising pairs of names and locations of financial information servers for locating the financial information servers for processing financial information requests; and
at least one web server process for performing the steps of;
(a) receiving a financial information request from a client, the financial information request comprising the name of a financial information server for servicing the financial information request;
(b) communicating with the name server to locate a financial information server for servicing the financial information request;
(c) communicating with the financial information server for servicing the financial information request;
(d) receiving the requested financial information from the financial information server for servicing the financial information request;
(e) organizing the requested financial information for presentation at the client; and
(f) transmitting the organized financial information to the client.
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Abstract
A system is disclosed for accessing recent financial information from various financial services providers. The system is based on a client/server architecture so that services are accessible from a variety of presentation tools. Communications between clients and servers are accomplished using “Interfaces” that group operations and attributes for various services. The system uses the TCP/IP protocol suite so financial services are available at any time and from any location.
76 Citations
44 Claims
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1. A system for providing to web users financial information from a plurality of financial institutions comprising:
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a plurality of financial information servers for accessing financial information from each of the plurality of financial institutions; a web server for accessing the plurality of financial information servers; a name server comprising pairs of names and locations of financial information servers for locating the financial information servers for processing financial information requests; and at least one web server process for performing the steps of; (a) receiving a financial information request from a client, the financial information request comprising the name of a financial information server for servicing the financial information request; (b) communicating with the name server to locate a financial information server for servicing the financial information request; (c) communicating with the financial information server for servicing the financial information request; (d) receiving the requested financial information from the financial information server for servicing the financial information request; (e) organizing the requested financial information for presentation at the client; and (f) transmitting the organized financial information to the client. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A method for providing to web users financial information from a plurality of financial institutions comprising:
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(a) providing for access using a web server a plurality of financial information servers for obtaining financial information from each of a plurality of financial institutions; (b) providing for access by the web server a name server comprising pairs of names and locations of financial information servers for locating the financial information servers for processing financial information requests; (c) receiving at the web server from a client a financial information request comprising the name of a financial information server for servicing the financial information request; (d) sending from the web server to the name server a request to locate a financial information server for servicing the financial information request; (e) sending from the web server to the financial information server for servicing the financial information a request for financial information according to the financial information request from the client; (f) receiving at the web server the requested financial information from the financial information server for servicing the financial information request; (g) organizing at the web server the requested financial information for presentation at the client; and (h) sending the organized financial information from the web server to client. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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23. A system for processing requests for financial information from a plurality of financial institutions comprising:
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a plurality of financial information servers for accessing financial information from the plurality of financial institutions; a web server for receiving financial information requests from clients and receiving from the financial information servers financial information responsive to the financial information requests, the financial information requests comprising a name of a financial information server for processing the financial information request; a name server comprising pairs of names and locations of financial information servers for processing the financial information requests from clients by receiving from each request the name of the financial information server for processing the financial information request and returning location information for the financial information server for processing the financial information request, wherein a client of the web server receives from the web server financial information responsive to a financial information request, the financial information received by the web server which communicates with the financial information server for processing the financial information request according to the location information from the name server. - View Dependent Claims (24, 25, 26, 27, 28, 29, 30, 31, 32, 33)
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34. A method for processing requests for financial information from a plurality of financial institutions comprising:
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(a) providing a plurality of financial information servers that obtain financial information the plurality of financial institutions; (b) providing for access by clients a web server that receives financial information requests and communicates with the financial information servers to receive financial information responsive to the financial information requests, the financial information requests comprising a name of a financial information server for processing the financial information request; (c) providing location information for a financial information server for processing a financial information request, the location information provided by a name server comprising pairs of names and locations of financial information servers that returns the location information for a financial information server for processing a financial information request in response to receiving a name of a financial information server; and (d) providing to a client of the web server financial information responsive to a financial information request, the financial information received by the web server which communicates with the financial information server for processing the financial information request according to the location information provided by the name server in response to receiving a name at a financial information server in the financial information request. - View Dependent Claims (35, 36, 37, 38, 39, 40, 41, 42, 43, 44)
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Specification