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GB2411749A - Systems of linking multiple entities to multiple accounts - Google Patents

Systems of linking multiple entities to multiple accounts Download PDF

Info

Publication number
GB2411749A
GB2411749A GB0510973A GB0510973A GB2411749A GB 2411749 A GB2411749 A GB 2411749A GB 0510973 A GB0510973 A GB 0510973A GB 0510973 A GB0510973 A GB 0510973A GB 2411749 A GB2411749 A GB 2411749A
Authority
GB
United Kingdom
Prior art keywords
accounts
linked
entities
systems
details
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Withdrawn
Application number
GB0510973A
Other versions
GB0510973D0 (en
Inventor
Jerome E Gudgeon
Andrew P Kilsby
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
American Express Travel Related Services Co Inc
Original Assignee
American Express Travel Related Services Co Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from GBGB0225401.9A external-priority patent/GB0225401D0/en
Application filed by American Express Travel Related Services Co Inc filed Critical American Express Travel Related Services Co Inc
Publication of GB0510973D0 publication Critical patent/GB0510973D0/en
Publication of GB2411749A publication Critical patent/GB2411749A/en
Withdrawn legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance

Landscapes

  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Engineering & Computer Science (AREA)
  • Development Economics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

A customer database is provided that enables entities, such as individuals and/or organizations to be represented and linked to multiple financial accounts (78, 80, 82, 84) of different types and linked to each other. Associated with these links are "permissions" that enable or disable actions that can be performed on particular accounts by the accessing entity. Multiple entities (74 and 76) can be linked (86 and 88) to multiple accounts to support both retail and advisor-based relationships simultaneously. Additionally, details such as addresses, telephone numbers, and the like are linked to entities and not to individual accounts, so that changes made to the details are made only once and automatically reflected in the linked accounts.

Description

GB 2411749 A continuation (72) Inventor(s): Jerome E Gudgeon Andrew P
Kilsby (74) Agent and/or Address for Service: McDermott Will & Emery UK LLP 7 Bishopsgate, LONDON, EC2N BAR, United Kingdom
GB0510973A 2002-10-31 2003-10-31 Systems of linking multiple entities to multiple accounts Withdrawn GB2411749A (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
GBGB0225401.9A GB0225401D0 (en) 2002-10-31 2002-10-31 Systems and methods of linking multiple entitites to multiple accounts
US10/609,978 US20040098337A1 (en) 2002-10-31 2003-06-30 Systems and methods of linking multiple entities to multiple accounts
PCT/US2003/034719 WO2004042633A1 (en) 2002-10-31 2003-10-31 Systems of linking multiple entities to multiple accounts

Publications (2)

Publication Number Publication Date
GB0510973D0 GB0510973D0 (en) 2005-07-06
GB2411749A true GB2411749A (en) 2005-09-07

Family

ID=32313976

Family Applications (1)

Application Number Title Priority Date Filing Date
GB0510973A Withdrawn GB2411749A (en) 2002-10-31 2003-10-31 Systems of linking multiple entities to multiple accounts

Country Status (3)

Country Link
AU (1) AU2003287396A1 (en)
GB (1) GB2411749A (en)
WO (1) WO2004042633A1 (en)

Citations (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5893079A (en) * 1994-12-13 1999-04-06 Fs Holdings, Inc. System for receiving, processing, creating, storing, and disseminating investment information
US20020065752A1 (en) * 1999-02-16 2002-05-30 Charles J. Lewis Financial consolidation and communication platform

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US5893079A (en) * 1994-12-13 1999-04-06 Fs Holdings, Inc. System for receiving, processing, creating, storing, and disseminating investment information
US20020065752A1 (en) * 1999-02-16 2002-05-30 Charles J. Lewis Financial consolidation and communication platform
US6513019B2 (en) * 1999-02-16 2003-01-28 Financial Technologies International, Inc. Financial consolidation and communication platform

Also Published As

Publication number Publication date
AU2003287396A1 (en) 2004-06-07
WO2004042633A1 (en) 2004-05-21
GB0510973D0 (en) 2005-07-06

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Legal Events

Date Code Title Description
WAP Application withdrawn, taken to be withdrawn or refused ** after publication under section 16(1)