Invention Grant
- Patent Title: Centralized financial account migration system
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Application No.: US14081587Application Date: 2013-11-15
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Publication No.: US09842367B2Publication Date: 2017-12-12
- Inventor: Cale T. Johnston , Hunter Wolfe , Michael J. Stromberg , Anthony Loosbrock
- Applicant: The Fusion Network 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: G06Q40/02
- IPC: G06Q40/02 ; G06Q20/10 ; G06Q20/02 ; G06Q20/40

Abstract:
Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a database for tracking account settings migration including one or more switch tracking numbers associated with account migrations. The migration server further includes a web interface configured to receive from a user a switch tracking number, identification and login information associated with one or more existing financial accounts, and login information associated with a target financial account. The migration server also includes a transaction analysis module configured to parse transaction histories associated with each of the existing financial accounts to determine one or more likely automated funds transfers associated with each of the one or more existing financial accounts. The migration server further includes a migration module configured to initiate a migration of one or more likely automated funds transfers associated with each of the existing financial accounts.
Public/Granted literature
- US20150142650A1 CENTRALIZED FINANCIAL ACCOUNT MIGRATION SYSTEM Public/Granted day:2015-05-21
Information query