System for on-line financial services using distributed objects
First Claim
Patent Images
1. A system for providing to web users financial data from a plurality of financial institutions comprising:
- a plurality of financial information servers for accessing financial data from each of said plurality of financial institutions;
a web server for receiving from client computers requests for financial data and for accessing said plurality of financial information servers to retrieve financial data requested by said client computers;
a request for financial data from at least two of said plurality of financial information servers, said request received at said web server from a client computer;
at least one process at said web server for performing the steps of;
(a) determining which of said plurality of financial information servers to access to retrieve financial data responsive to said request for financial data from said at least two of said plurality of financial information servers;
(b) communicating with said at least two of said plurality of financial information servers to retrieve said financial data responsive to said request for financial data;
(d) receiving from said at least two of said plurality of financial information servers said financial data responsive to said request for financial data;
(e) organizing for presentation at said client computer said financial data responsive to said request received from said at least two of said plurality of financial information servers; and
(f) transmitting said organized financial data to said client computer.
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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.
85 Citations
53 Claims
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1. A system for providing to web users financial data from a plurality of financial institutions comprising:
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a plurality of financial information servers for accessing financial data from each of said plurality of financial institutions; a web server for receiving from client computers requests for financial data and for accessing said plurality of financial information servers to retrieve financial data requested by said client computers; a request for financial data from at least two of said plurality of financial information servers, said request received at said web server from a client computer; at least one process at said web server for performing the steps of; (a) determining which of said plurality of financial information servers to access to retrieve financial data responsive to said request for financial data from said at least two of said plurality of financial information servers; (b) communicating with said at least two of said plurality of financial information servers to retrieve said financial data responsive to said request for financial data; (d) receiving from said at least two of said plurality of financial information servers said financial data responsive to said request for financial data; (e) organizing for presentation at said client computer said financial data responsive to said request received from said at least two of said plurality of financial information servers; and (f) transmitting said organized financial data to said client computer. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19)
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20. A method for providing to web users financial information from a plurality of financial institutions comprising:
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(a) providing a plurality of financial information servers for obtaining financial data from each of a plurality of financial institutions; (b) providing a web server for accessing said plurality of financial information servers to retrieve from said financial information servers financial data requested by clients; (c) receiving at said web server from a client a request for financial data from at least one of said plurality of financial information servers; (d) determining at said web server which of said plurality of financial information servers to access to retrieve financial data responsive to said request from said client; (e) transmitting from said web server to said financial information server an access request to retrieve financial data responsive to said request from said client; (f) receiving at said web server requested financial data from said financial information server; (g) organizing at said web server said requested financial data for presentation at said client; and (h) transmitting organized financial data from said web server to said client. - View Dependent Claims (21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37)
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38. A method for providing to web users financial information from a plurality of financial institutions comprising:
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(a) providing a plurality of financial information servers for obtaining financial data from each of a plurality of financial institutions; (b) providing a web server for accessing said plurality of financial information servers to retrieve from said financial information servers financial data requested by clients; (c) accepting at said web server a client request for financial data from at least two of said plurality of financial information servers; (d) determining at said web server which of said plurality of financial information servers to access to retrieve financial data responsive to said request from said client; (e) transmitting from said web server to a first financial information server a first access request to retrieve financial data responsive to said request from said client; (f) receiving at said web server requested financial data from said first financial information server; (g) transmitting from said web server to a second financial information server a second access request to retrieve financial data responsive to said request from said client; (h) receiving at said web server requested financial data from said second financial information server; (i) organizing at said web server said requested financial data from said first financial information server and said second financial information server for presentation at said client; and (j) transmitting organized financial data from said web server to said client. - View Dependent Claims (39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53)
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Specification