Patent ID: 11900462
Assignee: THE ATHENE GROUP
Field: IT methods for management (Electrical engineering)
Classification: CPC G | IPC G

Claim 8:
9. A system for automating records integration, the system comprising:
a processor in communication with a form generation service and a custodian service;
a memory storing computer-executable instructions thereon, that when executed by the processor, cause the processor to perform the operations of:
receiving client information;
identifying a custodian to process the client information from among a plurality of available custodians by analyzing the client information;

automatically generating at least one form specification based on the analyzing, the automatically generating comprising:
normalizing and serializing the client information;
generating a business logic request in a JSON and/or XML request format,
determining an application programming interface (API) call format of the custodian;
prior to sending an API call, mapping the business logic request to the API call format through at least one custodian-specific transformation from the JSON and/or XML request format to a request formatted according to the API call format; and
generating the at least one form specification;

sending the at least one form specification over a communications network using the API of the form generation service;
receiving at least one signable form from the form generation service;
receiving at least one signed copy of each at least one signable form; and
automatically establishing at least one account with the at least one custodian service based on the at least one signable form.