Patent ID: 7886963
Filing Date: 2011-02-15
Classification: G06Q

Abstract:
1. A system for automatic pre-fill of a new account application at a first institution of a customer with external account information of the customer from an independent third party institution, the system comprising: at least one subsystem configured to capture account-identifying information for external accounts of the customer from an electronic financial transaction between the first institution and the external accounts; at least one subsystem configured to store at the first institution of the customer the captured account-identifying information for external accounts of the customer; at least one subsystem configured to request the customer choose one of the external accounts to use in the automatic pre-fill of the new application at the first institution; and at least one subsystem configured to pre-fill one or more external account information fields for the new account application at the first institution using the captured account-identifying information for the external account chosen by the customer.