Patent ID: 7200806

Claim:
A method for generating populated forms, the method comprising: in an operation of the method, obtaining a user identity, the user identity identifying a user; verifying that the user identified by the user identity is an employee of an organization authorized by the organization to generate populated forms on behalf of customers of the organization; if the user is verified as authorized in response to the obtained user identity, then obtaining, by input from the verified user, a customer identity identifying a customer; verifying that the customer identity is assigned by the organization to a customer to identify the customer as a verified customer of the organization; if the customer is verified in response to the customer identity as being a verified customer of the organization, then verifying that the verified user is authorized to access account information of the verified customer held by the organization, based on the user identity and the customer identity; if the verified user is not so authorized, then terminating the operation; if the verified user is verified as being authorized to access the account information of the verified customer, then providing to the verified user at least one form identifier, each form identifier identifying a respective type of form that is populatable, each type of form having one or more input fields for receiving information; selecting, by the verified user, an obtained form identifier of the provided at least one form identifier; generating, on behalf of the verified customer, a populated form of the type matching the obtained form type identifier, wherein at least one of the input fields of the generated form is populated with data based on information accessed from the account information of verified customer; and transmitting the generated form as a byte stream.