IP Library Granted Patent US 11,232,231
Granted Patent B1
US 11,232,231 · App. 17/356,097 · Granted Jan 25, 2022

Systems, methods, and media for generating documents containing confidential information

Inventors: Michael November (Katonah, NY); Thomas M. Fortin (New York, NY)
Assignee: Institutional Capital Network, Inc.
G06F21/6245G06F16/9566H04L9/3213
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Quick Facts
Patent No.
US 11,232,231
App. No.
17/356,097
Granted
Jan 25, 2022
Kind
B1
Abstract

Mechanisms for generating documents with confidential information are provided, the systems comprising: a memory; and a first collection of at least of one hardware processor coupled to the memory and configured to: receive from a user device a request for a first document with confidential information; generate a second document, that corresponds to the first document, with at least one token corresponding to the confidential information; transmit the second document to a second collection of at least one hardware processor in a high-trust network that is entitled to access the confidential information; receive from the second collection of at least one hardware processor in the high-trust network a uniform resource locator (URL) corresponding to the first document; and transmit the URL to the user device. In some of these mechanisms, the user device is in the high trust network.

Claims (65)

1. A system for generating documents with confidential information, comprising:

a memory; and

a first collection of at least one hardware processor coupled to the memory and configured to:

receive from a user device a request for a first document with confidential information;

generate a second document, that corresponds to the first document, with at least one token corresponding to the confidential information;

transmit the second document to a second collection of at least one hardware processor in a high-trust network that is entitled to access the confidential information;

receive from the second collection of at least one hardware processor in the high-trust network a uniform resource locator (URL) corresponding to the first document; and

transmit the URL to the user device.

2. The system of claim 1 , wherein the user device is in the high trust network.

3. The system of claim 1 , wherein the user device is configured to:

send the request for the first document to the first collection of at least one hardware processor;

receive the URL;

request the first document using the URL;

receive the first document; and

cause the first document to be presented.

4. The system of claim 1 , wherein the second collection of at least one hardware processor in the high-trust network is in a server.

5. The system of claim 4 , wherein the first document is stored on the server.

6. The system of claim 1 , wherein the second collection of at least one hardware processor configured to:

receive the second document from the first collection of at least one hardware processor;

replace the at least one token in the second document to produce the first document;

cause the first document to be stored; and

transmit the URL to the first collection of at least one hardware processor.

7. The system of claim 6 , wherein the second collection of at least one hardware processor is further configured to serve the first document to the user device.

8. A method for generating documents with confidential information, comprising:

receiving from a user device a request for a first document with confidential information;

generating a second document, that corresponds to the first document, with at least one token corresponding to the confidential information using a first collection of at least one hardware processor;

transmitting the second document to a second collection of at least one hardware processor in a high-trust network that is entitled to access the confidential information using the first collection of at least one hardware processor;

receiving from the second collection of at least one hardware processor in the high-trust network a uniform resource locator (URL) corresponding to the first document; and

transmitting the URL to the user device.

9. The method of claim 8 , wherein the user device is in the high trust network.

10. The method of claim 8 , wherein the user device is configured to:

send the request for the first document to the first collection of at least one hardware processor;

receive the URL;

request the first document using the URL;

receive the first document; and

cause the first document to be presented.

11. The method of claim 8 , wherein the second collection of at least one hardware processor in the high-trust network is in a server.

12. The method of claim 11 , wherein the first document is stored on the server.

13. The method of claim 8 , wherein the second collection of at least one hardware processor configured to:

receive the second document from the first collection of at least one hardware processor;

replace the at least one token in the second document to produce the first document;

cause the first document to be stored; and

transmit the URL to the first collection of at least one hardware processor.

14. The method of claim 13 , wherein the second collection of at least one hardware processor is further configured to serve the first document to the user device.

15. A non-transitory computer-readable medium containing computer executable instructions that, when executed by a first collection of at least one hardware processor, cause the first collection of at least one hardware processor to perform a method for generating documents with confidential information, the method comprising:

receiving from a user device a request for a first document with confidential information;

generating a second document, that corresponds to the first document, with at least one token corresponding to the confidential information;

transmitting the second document to a second collection of at least one hardware processor in a high-trust network that is entitled to access the confidential information;

receiving from the second collection of at least one hardware processor in the high-trust network a uniform resource locator (URL) corresponding to the first document; and

transmitting the URL to the user device.

16. The non-transitory computer-readable medium of claim 15 , wherein the user device is in the high trust network.

17. The non-transitory computer-readable medium of claim 15 , wherein the user device is configured to:

send the request for the first document to the first collection of at least one hardware processor;

receive the URL;

request the first document using the URL;

receive the first document; and

cause the first document to be presented.

18. The non-transitory computer-readable medium of claim 15 , wherein the second collection of at least one hardware processor in the high-trust network is in a server.

19. The non-transitory computer-readable medium of claim 18 , wherein the first document is stored on the server.

20. The non-transitory computer-readable medium of claim 15 , wherein the second collection of at least one hardware processor configured to:

receive the second document from the first collection of at least one hardware processor;

replace the at least one token in the second document to produce the first document;

cause the first document to be stored; and

transmit the URL to the first collection of at least one hardware processor.

21. The non-transitory computer-readable medium of claim 20 , wherein the second collection of at least one hardware processor is further configured to serve the first document to the user device.

Assignments (2)
SECURITY INTEREST Recorded May 27, 2026
From: INSTITUTIONAL CAPITAL NETWORK, INC., A DELAWARE CORPORATION; ICAPITAL SERVICES INC., A DELAWARE CORPORATION
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 074771/0700 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 24, 2021
From: NOVEMBER, MICHAEL; FORTIN, THOMAS M.
To: INSTITUTIONAL CAPITAL NETWORK, INC.
Reel/Frame 056655/0973 →
Cited By (2)
US 12,585,819 US 12,596,824