Invention Grant
- Patent Title: Centralized financial account migration system
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Application No.: US15706337Application Date: 2017-09-15
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Publication No.: US10671981B2Publication Date: 2020-06-02
- Inventor: Cale T. Johnston , Hunter Wolfe , Michael J. Stromberg , Anthony Loosbrock
- Applicant: ClickSWITCH, LLC
- Applicant Address: US MN Minneapolis
- Assignee: ClickSWITCH, LLC
- Current Assignee: ClickSWITCH, LLC
- Current Assignee Address: US MN Minneapolis
- Agency: Merchant & Gould P.C.
- Main IPC: G06Q20/10
- IPC: G06Q20/10 ; G06Q20/02 ; G06Q20/42 ; G06Q40/02

Abstract:
Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a third-party interface directory, including notification data associated with notifying one or more third parties of an account migration. The migration server further includes a transaction analysis module configured to parse transaction histories associated with an existing financial account to identify a third party that has initiated at least one transaction with the existing financial account. The migration server also includes a notification module configured to generate a notification for the identified third party based on notification data associated with the identified third party stored in the third-party interface directory and information associated with a target financial account.
Public/Granted literature
- US20180068281A1 CENTRALIZED FINANCIAL ACCOUNT MIGRATION SYSTEM Public/Granted day:2018-03-08
Information query