IP Library Granted Patent US 9,596,228
Granted Patent B2
US 9,596,228 · App. 14/665,028 · Granted Mar 14, 2017

Methods and systems for handling trusted content from various service providers

View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 9,596,228
App. No.
14/665,028
Granted
Mar 14, 2017
Kind
B2
Abstract

A method including authenticating one or more service providers that provide one or more services to users, the one or more service providers being authenticated for sending content to the users via a document banking system. The method further includes receiving one or more templates from the one or more service providers. The method furthermore includes receiving content from a service provider corresponding to a service used by a user, the content is received via secure Application Program Interfaces (APIs). The method includes determining whether the service provider is an authenticated service provider and based on the determination, the method includes identifying a template corresponding to the service for which the content is received. Additionally, the method includes overlaying the received content over the identified template and adding the generated document or the updated document to the document bank account of the user.

Claims (48)

1. A method, comprising:

in response to a user swiping a document card at a device of a service provider, authenticating, by a server hosting a document banking system, the service provider on a one-time basis for sending content to the user via the document banking system, wherein the authenticating comprises transmitting a document account number associated with the user to the device of the service provider;

receiving, by the server, content from the device of the service provider corresponding to a service used by the user, the content being received via secure Application Program Interfaces (APIs), the content being received along with details of the service provider, the user having a document bank account with the document banking system;

identifying, by the server, a template corresponding to the service for which the content is received, wherein the template is stored in a storage repository associated with the document bank account;

overlaying, by the server, the received content over the identified template to generate or to update an electronic document with the content received from the service provider;

adding the generated or updated electronic document to the storage repository associated with the document bank account of the user; and

displaying the generated or updated electronic document on a user interface.

2. The method of claim 1 , further comprising receiving a request from the user to receive the content from the service provider via the document banking system.

3. The method of claim 1 , further comprising receiving a request from the service provider to send content to corresponding users via the document banking system.

4. The method of claim 1 , further comprising receiving one or more rules from the service provider along with the template.

5. The method of claim 1 , wherein the content is received from the service provider after a pre-defined time period.

6. The method of claim 1 , wherein the content is received from the service provider, upon receiving a request from the user for a document.

7. The method of claim 1 , wherein the content received from the service provider is trusted.

8. The method of claim 1 , wherein the generated or updated electronic document is used by the user for any type of transaction, without requiring the generated or updated electronic document to be verified.

9. The method of claim 1 , further comprising storing the generated or updated electronic document in a storage repository.

10. The method of claim 1 , further comprising performing analytics on the content received from the service provider.

11. The method of claim 1 , further comprising generating a notification for the user when the generated or updated electronic document is added to the document bank account of the user.

12. The method of claim 1 , further comprising tagging the generated or updated electronic document as a verified document.

13. The method of claim 1 , further comprising handling billing and payment related activities.

14. The method of claim 1 , further comprising allowing the user to run one or more queries on the content received from the service provider.

15. A system for handling content for a service, the system comprising:

a service provider device associated with a service provider, the service provider device configured for receiving a document account number associated with a user of a document banking system hosted on a server in communication with the service provider device, wherein the document account number is received upon the user swiping a document card at the service provider device;

a content handler hosted on the server, the content handler being configured for:

authenticating, on a one-time basis, the service provider for sending content to the user via the document banking system, wherein the authenticating is based on receiving the document account number from the service provider device;

receiving content from the service provider device corresponding to a service used by the user, the content being received via secure Application Program Interfaces (APIs), the content being received along with details of the service provider, the user having a document bank account with the document banking system;

identifying a template corresponding to the service for which the content is received, wherein the template is stored in a storage module associated with the document bank account;

overlaying the received content over the identified template to generate or to update an electronic document with the content received from the service provider;

adding the generated or updated electronic document to the storage module associated with the document bank account of the user; and

displaying the generated or updated electronic document on a user interface.

16. The system of claim 15 , further comprising a billing and payment module stored in the server for handling billing and payment related activities.

17. The system of claim 15 , wherein the storage module is further for storing rules received from the service provider, and the details associated with the service providers.

18. The system of claim 15 , further comprising a transaction engine for transacting the generated or updated electronic document.

19. A system, comprising:

a service provider device associated with a service provider, the service provider device being configured for:

receiving a document account number associated with a user of a document banking system hosted on a server in communication with the service provider device, wherein the document account number is received upon the user swiping a document card at the service provider device; and

sending content to the document banking system corresponding to a service along with details of the service provider via secure Application Program Interfaces (APIs);

a content handler hosted on the server, the content handler being configured for:

authenticating, on a one-time basis, the service provider for sending the content to the user via the document banking system, wherein the authenticating is based on receiving the document account number from the service provider device;

receiving the content from the service provider corresponding to a service used by the user, the content being received via secure Application Program Interfaces (APIs), the content being received along with details of the service provider, the user having a document bank account with the document banking system;

identifying a template corresponding to the service for which the content is received, wherein the template is stored in a storage module associated with the document bank account;

overlaying the received content over the identified template to generate or to update an electronic document with the content received from the service provider;

adding the generated or updated electronic document to the storage module associated with the document bank account of the user; and

a user interface hosted on the server, the user interface being configured for:

displaying the generated or updated electronic document.

20. The system of claim 19 , wherein the content handler is configured for authenticating the user for receiving the content from the service provider via the document banking system.

21. The system of claim 19 , wherein the storage module is further for storing the template in a pre-defined format, rules received from the service provider, details associated with the service provider, and the generated document or updated electronic document.

22. The system of claim 19 , wherein the document banking system includes a billing and payment module for handling billing and payment related activities.

23. The system of claim 19 , wherein the document banking system includes a transaction engine for transacting the generated or updated electronic document.

Assignments (10)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 6, 2025
From: XEROX CORPORATION
To: GENESEE VALLEY INNOVATIONS, LLC
Reel/Frame 073842/0479 →
SECOND LIEN NOTES PATENT SECURITY AGREEMENT Recorded Jul 2, 2025
From: XEROX CORPORATION
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 071785/0550 →
FIRST LIEN NOTES PATENT SECURITY AGREEMENT Recorded Apr 11, 2025
From: XEROX CORPORATION
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 070824/0001 →
SECURITY INTEREST Recorded Feb 13, 2024
From: XEROX CORPORATION
To: CITIBANK, N.A., AS COLLATERAL AGENT
Reel/Frame 066741/0001 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT RF 064760/0389 Recorded Feb 13, 2024
From: CITIBANK, N.A., AS COLLATERAL AGENT
To: XEROX CORPORATION
Reel/Frame 068261/0001 →
SECURITY INTEREST Recorded Nov 20, 2023
From: XEROX CORPORATION
To: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
Reel/Frame 065628/0019 →
SECURITY INTEREST Recorded Jun 22, 2023
From: XEROX CORPORATION
To: CITIBANK, N.A., AS COLLATERAL AGENT
Reel/Frame 064760/0389 →
RELEASE OF SECURITY INTEREST IN PATENTS AT R/F 062740/0214 Recorded May 18, 2023
From: CITIBANK, N.A., AS AGENT
To: XEROX CORPORATION
Reel/Frame 063694/0122 →
SECURITY INTEREST Recorded Nov 10, 2022
From: XEROX CORPORATION
To: CITIBANK, N.A., AS AGENT
Reel/Frame 062740/0214 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 24, 2015
From: MONDAL, ANIRBAN , ,; YADAV, KULDEEP , ,; SINGH, ATUL , ,; DASGUPTA, KOUSTUV , ,; PIRATLA, NISCHAL MURTHY, ,
To: XEROX CORPORATION
Reel/Frame 035262/0895 →