Invention Grant
US08510185B2 Systems and methods for obtaining automated third-party audit confirmations including client physical signatures, pin access, and multiple responders 有权
获取自动化第三方审核确认的系统和方法,包括客户端物理签名,引脚访问和多个响应者

  • Patent Title: Systems and methods for obtaining automated third-party audit confirmations including client physical signatures, pin access, and multiple responders
  • Patent Title (中): 获取自动化第三方审核确认的系统和方法,包括客户端物理签名,引脚访问和多个响应者
  • Application No.: US13533289
    Application Date: 2012-06-26
  • Publication No.: US08510185B2
    Publication Date: 2013-08-13
  • Inventor: Charles Brian Fox
  • Applicant: Charles Brian Fox
  • Applicant Address: US TN Brentwood
  • Assignee: Capital Confirmation, Inc.
  • Current Assignee: Capital Confirmation, Inc.
  • Current Assignee Address: US TN Brentwood
  • Agency: Waddey & Patterson, P.C.
  • Agent Mark J. Patterson; Mark A. Pitchford
  • Main IPC: G06Q40/00
  • IPC: G06Q40/00
Systems and methods for obtaining automated third-party audit confirmations including client physical signatures, pin access, and multiple responders
Abstract:
Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. An auditor receives an audit number, electronically captured signature, or physical signature from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system (i.e., confirmation system) and transmitted to the relevant third-party. The third-party responder then provides necessary confirmation response data or the confirmation system retrieves the response data from a computer of the responder using credentials of the client. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client.
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