Patent ID: 7962517
Filing Date: 2011-06-14
Classification: G06Q,Y10S

Abstract:
1. A method of accessing substantially real-time financial information of account holders in a computer implemented system, the substantially real-time financial information describing at least two different accounts of each of at least two different account holders, each of the at least two different accounts being stored on a different record keeping system, the method comprising: (a) receiving, from a user, identification of a selected account holder by an access device, the selected account holder identification being indicative of at least one of the at least two account holders; (b) determining, by the access device, the different record keeping systems which store the at least two different accounts associated with the selected account holder identification; (c) transmitting, in response to the determining, requests by the access device to each of the determined different record keeping systems substantially simultaneously, the requests requesting therefrom, information associated with at least the stored one of the at least two different accounts of at least one of the at least two account holders indicated by the selected account holder identification; and (d) receiving responses by the access device from the determined different record keeping systems in response to the requests, the responses including substantially real-time financial information associated with the at least the stored one of the at least two different accounts of at least one of the at least two account holders indicated by the selected account holder identification.