IP Library › Granted Patent US 7,798,318
Granted Patent B2
US 7,798,318 · App. 11/681,661 · Granted Sep 21, 2010

Personalized presentation instrument

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Quick Facts
Patent No.
US 7,798,318
App. No.
11/681,661
Granted
Sep 21, 2010
Kind
B2
Abstract

Kits for making a personalized presentation instrument include a presentation instrument having a markable region and an information storage medium configured to store a unique identifier, a marking medium suitable for creating a mark on the markable region of the presentation instrument, and a package holding the presentation instrument and the marking medium. Personalizable presentation instruments for use in a transaction include a first side having a markable region, and a second side having an information storage medium that includes a unique identifier. Methods of personalizing a presentation instrument include providing a kit having a presentation instrument with a markable region and an information storage medium configured to store a unique identifier, and a marking medium suitable for creating a mark on the markable region of the presentation instrument, and creating a mark on the markable region of the presentation instrument with the marking medium to personalize the presentation instrument.

Claims (24)

1. A kit for use in making a personalized presentation instrument, comprising:

a presentation instrument having a first side comprising a markable region and a second side opposite the first side comprising an information storage medium configured to store a unique identifier associated with a user account;

a marking medium suitable for creating a mark on the markable region of the presentation instrument; and

a package holding the presentation instrument and the marking medium,

wherein the package holding the presentation instrument and the marking medium comprises a perforated cardboard stock instrument carrier having an instrument section and an activation instructions section, wherein the activation instructions section comprises instructions for activating the presentation instrument, and wherein the presentation instrument is coupled with the instrument section.

2. The kit according to claim 1 , further comprising a marking instrument for applying the marking medium to the markable region of the presentation instrument.

3. The kit according to claim 1 , further comprising a set of instructions for using the marking medium to create a mark on the markable region of the presentation instrument.

4. The kit according to claim 1 , wherein the markable region is disposed on a surface of the presentation instrument.

5. The kit according to claim 1 , wherein the markable region defines an entire surface of the presentation instrument.

6. The kit according to claim 1 , wherein the markable region defines a portion of a surface of the presentation instrument.

7. The kit according to claim 1 , wherein the markable region is visible from one side of the presentation instrument.

8. The kit according to claim 1 , further comprising a stencil for use in creating a patterned mark on the markable region of the presentation instrument.

9. The kit according to claim 1 , further comprising an adhesive tag suitable for application to a surface of the presentation instrument.

10. The kit according to claim 1 , wherein the marking medium is suitable for creating a non-smearing mark on the markable region of the presentation instrument.

11. The kit according to claim 1 , wherein the marking medium is suitable for creating a visible mark on the markable region of the presentation instrument.

12. The kit according to claim 1 , wherein the marking medium is suitable for creating an invisible mark on the markable region of the presentation instrument.

13. The kit according to claim 1 , wherein the marking medium is suitable for creating an erasable mark on the markable region of the presentation instrument.

14. The kit according to claim 1 , wherein the marking medium is suitable for creating an erasable mark on the markable region of the presentation instrument, such that the erasable mark can be made permanent upon activation of the mark.

15. The kit according to claim 1 , wherein the marking medium is suitable for creating a permanent mark on the markable region of the presentation instrument.

16. The kit according to claim 1 , wherein the information storage medium comprises a magnetic stripe having a track that includes a card number and a cardholder name.

17. The kit according to claim 1 , wherein the first side of the presentation instrument is embossed with a user's name, an account number, and an expiration date.

18. The kit according to claim 1 , wherein the markable region is designated as a customer markable region.

19. The kit according to claim 1 , wherein the markable region is designated by an indicia on the presentation instrument.

20. The kit according to claim 1 , wherein the second side of the presentation instrument comprises a signature panel.

Assignments (11)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 28, 2020
From: GIFT SOLUTIONS LLC
To: FIRST DATA RESOURCES, LLC
Reel/Frame 054198/0704 →
MERGER AND CHANGE OF NAME Recorded Nov 20, 2019
From: VALUELINK, LLC; GIFT SOLUTIONS LLC
To: GIFT SOLUTIONS LLC
Reel/Frame 051068/0592 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENT RIGHTS Recorded Aug 19, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: FIRST DATA CORPORATION; DW HOLDINGS, INC.; FIRST DATA RESOURCES, INC. (K/N/A FIRST DATA RESOURCES, LLC); FUNDSXPRESS FINANCIAL NETWORKS, INC.; INTELLIGENT RESULTS, INC. (K/N/A FIRST DATA SOLUTIONS, INC.); LINKPOINT INTERNATIONAL, INC.; MONEY NETWORK FINANCIAL, LLC; SIZE TECHNOLOGIES, INC.; TASQ TECHNOLOGY, INC.; TELECHECK INTERNATIONAL, INC.
Reel/Frame 050090/0060 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENT RIGHTS Recorded Aug 19, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: FIRST DATA CORPORATION; DW HOLDINGS, INC.; FIRST DATA RESOURCES, LLC; FUNDSXPRESS FINANCIAL NETWORK, INC.; FIRST DATA SOLUTIONS, INC.; LINKPOINT INTERNATIONAL, INC.; MONEY NETWORK FINANCIAL, LLC; SIZE TECHNOLOGIES, INC.; TASQ TECHNOLOGY, INC.; TELECHECK INTERNATIONAL, INC.
Reel/Frame 050091/0474 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENT RIGHTS Recorded Aug 19, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION
To: FIRST DATA CORPORATION
Reel/Frame 050094/0455 →
RELEASE OF SECURITY INTEREST Recorded Jul 30, 2019
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
To: CARDSERVICE INTERNATIONAL, INC.; DW HOLDINGS INC.; FIRST DATA CORPORATION; FIRST DATA RESOURCES, LLC; FUNDSXPRESS, INC.; INTELLIGENT RESULTS, INC.; LINKPOINT INTERNATIONAL, INC.; SIZE TECHNOLOGIES, INC.; TASQ TECHNOLOGY, INC.; TELECHECK INTERNATIONAL, INC.; TELECHECK SERVICES, INC.
Reel/Frame 049902/0919 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 29, 2016
From: FIRST DATA CORPORATION
To: VALUELINK, LLC
Reel/Frame 040448/0908 →
SECURITY AGREEMENT Recorded Jan 31, 2011
From: DW HOLDINGS, INC.; FIRST DATA RESOURCES, LLC; FUNDSXPRESS FINANCIAL NETWORKS, INC.; FIRST DATA SOLUTIONS, INC.; LINKPOINT INTERNATIONAL, INC.; MONEY NETWORK FINANCIAL, LLC; SIZE TECHNOLOGIES, INC.; TASQ TECHNOLOGY, INC.; TELECHECK INTERNATIONAL, INC
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 025719/0590 →
SECURITY AGREEMENT Recorded Nov 17, 2010
From: DW HOLDINGS, INC.; FIRST DATA RESOURCES, INC. (K/N/A FIRST DATA RESOURCES, LLC); FUNDSXPRESS FINANCIAL NETWORKS, INC.; INTELLIGENT RESULTS, INC. (K/N/A FIRST DATA SOLUTIONS, INC.); LINKPOINT INTERNATIONAL, INC.; MONEY NETWORK FINANCIAL, LLC; SIZE TECHNOLOGIES, INC.; TASQ TECHNOLOGY, INC.; TELECHECK INTERNATIONAL, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 025368/0183 →
SECURITY AGREEMENT Recorded Oct 31, 2007
From: FIRST DATA CORPORATION; CARDSERVICE INTERNATIONAL, INC.; FUNDSXPRESS, INC.; LINKPOINT INTERNATIONAL, INC.; TASQ TECHNOLOGY, INC.; TELECHECK SERVICES, INC.; DW HOLDINGS, INC.; FIRST DATA RESOURCES, INC.; INTELLIGENT RESULTS, INC.; SIZE TECHNOLOGIES, INC.; TELECHECK INTERNATIONAL, INC.
To: CREDIT SUISSE, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 020045/0165 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 24, 2007
From: DWYRE, DOUGLAS P.
To: FIRST DATA CORPORATION
Reel/Frame 019202/0252 →