Patent ID: 6301567
Filing Date: 2001-10-09
Classification: G06Q,G07F,G07G

Abstract:
A method of providing information regarding lockbox receipts to a customer having a lockbox account, the method comprising the steps of:having alert criteria containing alert conditions selected by the customer;creating a database file for each of the receipts of the lockbox account which are received after the customer has selected the alert criteria, each of the database files comprising a plurality of fields containing confidential financial data relating to a respective one of the receipts, the alert criteria defining certain of the fields as containing confidential financial data to be compared against the alert conditions;maintaining the database files on a secure computer system;comparing the alert conditions with the confidential financial data of the fields of the database files defined by the alert criteria;transmitting a non-confidential alert message to the customer over at least one communication channel, the non-confidential alert message indicating that one or more of said database files contain confidential financial data that have met the alert criteria; and further comprising:requiring the customer to access the secure computer system if the customer desires access to said one or more of the database files containing confidential financial data that have met the alert criteria; andauthenticating the customer to ensure that security of said one or more of the files is maintained.