IP Library Patent Application 13969635
Patent Application
App. No. 13/969,635

METHODS AND SYSTEMS FOR FACILITATING DOCUMENT BANKING

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Quick Facts
Patent No.
US None
App. No.
13/969,635
Abstract

Systems and related methods for facilitating document banking for one or more account holders are disclosed. The system includes a document banking system and one or more verification partners. The document banking system includes a storage repository to store one or more documents for the one or more account holders. The document banking system further includes a transaction engine facilitating one or more document transactions. The one or more verification partners verify the one or more documents when requested by the document banking system.

Claims (49)

1 . A system for facilitating document banking for at least one account holder, the system comprising:

a document banking system includes:

a storage repository to store one or more documents for the at least one account holder; and

a transaction engine facilitating one or more document transactions; and

at least one verification partner that verifies one or more documents when requested by the document banking system.

2 . The system of claim 1 , wherein the one or more document transactions include at least one of opening a document account, depositing one or more documents in the document account, verifying one or more documents in the document account, sending one or more documents through a gateway, adding an account holder to a beneficiary list, receiving one or more documents, deleting one or more documents, and updating one or more documents.

3 . The system of claim 1 , wherein the document banking system further comprises a profile database to store information related to the at least one account holder.

4 . The system of claim 1 , wherein the document banking system further comprises a secure data technologies module to secure one or more documents uploaded by the at least one account holder.

5 . The system of claim 1 , wherein the document banking system further comprises a billing and payment module to handle billing and payment activities, based on the one or more document transactions performed by the at least one account holder.

6 . The system of claim 1 , wherein the document banking system further comprises a verification module to verify one or more documents in the document account.

7 . The system of claim 6 , wherein the verification is performed through the at least one verification partner.

8 . The system of claim 6 , wherein the at least one account holder requests for verifying one or more documents.

9 . The system of claim 1 , wherein the document banking system further comprises a logging module to log the result of the one or more document transactions.

10 . A document banking system for facilitating document transactions, the document banking system comprising:

a storage repository to store one or more documents for at least one account holder in a predefined format; and

a document transaction engine executing one or more document transactions.

11 . The document banking system of claim 10 , wherein the one or more document transactions include at least one of opening a document account, depositing one or more documents in the document account, verifying one or more documents, sending one or more documents through a gateway, adding an account holder to a beneficiary list, receiving one or more documents, deleting one or more documents, and updating one or more documents.

12 . The document banking system of claim 10 , further comprising a profile database to store information related to the at least one account holder.

13 . The document banking system of claim 10 , further comprising a secure data technologies module to secure one or more documents uploaded by the at least one account holder.

14 . The document banking system of claim 10 , further comprising a billing and payment module to handle billing and payment activities, based on one or more document transactions performed by the at least one account holder.

15 . The document banking system of claim 10 , further comprising a verification module to verify one or more documents in the document account.

16 . A method for opening a document account with a document banking system, the method comprising:

receiving a request from a user to open a document account at the document banking system;

receiving one or more documents;

verifying the one or more documents;

creating the document account of the user at the document banking system based on the verification; and

storing the one or more documents in the document account of the user.

17 . The method of claim 16 , further comprising scanning the received one or more documents.

18 . The method of claim 16 , further comprising allocating a pre-defined disk space at the document banking system to the document account for storing the one or more documents.

19 . A method for facilitating one or more document transactions for at least one account holder through a document banking system, the method comprising:

receiving a request from the at least one account holder to perform the one or more document transactions;

performing the one or more document transactions; and

notifying the at least one account holder of the result of the one or more document transactions.

20 . The method of claim 19 , further comprising billing the at least one account holder based on type of the one or more document transactions.

21 . The method of claim 19 , wherein the at least one account holder is one of an individual, a business and an organization.

22 . The method of claim 19 , wherein the performing the one or more document transactions includes executing predefined functions corresponding to the one or more document transactions.

23 . The method of claim 19 , further comprising logging the result of the performing the one or more document transactions.

24 . The method of claim 19 , wherein the one or more document transactions include opening a document account, depositing one or more documents in the document account, verifying one or more documents in the document account, sending one or more documents through a gateway, adding an account holder to a beneficiary list, receiving one or more documents, deleting one or more documents, and updating one or more documents.

25 . The method of claim 19 , wherein the document banking system includes private, public and protected storage spaces to respectively store private documents, public documents and protected documents.

26 . The method of claim 25 , further comprising providing a document to the at least one account holder if the document is stored in a public storage space or an available protected space, on receiving a request from the at least one account holder to receive the document.

27 . The method of claim 19 , further comprising the at least one account holder accessing the document banking system through one of a computer, a mobile device and a document automated teller machine (DOC ATM).

28 . A method for facilitating document transactions through a document banking system, the method comprising:

receiving a document from a first account holder at the document banking system;

authenticating the document;

depositing the document in the document account of the first account holder;

verifying the document;

receiving a request to send the document to a second account holder at the document banking system;

sending the document to the second account holder, if a beneficiary list of the first account holder includes the second account holder; and

billing the first account holder, when the document is successfully sent to the second account holder.

Assignments (4)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 28, 2017
From: XEROX CORPORATION
To: CONDUENT BUSINESS SERVICES, LLC
Reel/Frame 041542/0022 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 16, 2016
From: JOHNSTON, MARK E
To: XEROX CORPORATION
Reel/Frame 037993/0096 →
CORRECTIVE ASSIGNMENT TO REMOVE THE SECOND ASSIGNEE NAME PREVIOUSLY RECORDED AT REEL: 031040 FRAME: 0235. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Mar 16, 2016
From: PIRATLA, NISCHAL MURTHY, ,; MONDAL, ANIRBAN , ,; DASGUPTA, KOUSTUV , ,; PONNAVAIKKO, KOVENDHAN , ,; JOHNSTON, MARK E, ,; CHANDER, DEEPTHI , ,
To: XEROX CORPORATION
Reel/Frame 038104/0462 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 20, 2013
From: PIRATLA, NISCHAL M; MONDAL, ANIRBAN , ,; DASGUPTA, KOUSTUV , ,; PONNAVAIKKO, KOVENDHAN , ,; JOHNSTON, MARK E; CHANDER, DEEPTHI , ,
To: XEROX CORPORATION; XEROX BUSINESS SERVICES, LLC
Reel/Frame 031040/0235 →