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

Claim 0:
1. A method for automating records integration, the method comprising:
receiving, by a processor, client information;
identifying, by the processor, a custodian to process the client information from among a plurality of available custodians by analyzing the client information;
automatically generating, by the processor, 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 using the client information,
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, by the processor, the at least one form specification over a communications network using the API of a form generation service;
receiving, by the processor, at least one signable form from the form generation service;
receiving, by the processor, at least one signed copy of each at least one signable form; and
automatically establishing, by the processor, at least one account with at least one custodian service based on the at least one signable form.