IP Library Granted Patent US 11,222,140
Granted Patent B1
US 11,222,140 · App. 17/356,104 · Granted Jan 11, 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.
G06F21/6254G06F16/93G06F16/955
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 11,222,140
App. No.
17/356,104
Granted
Jan 11, 2022
Kind
B1
Abstract

Mechanisms (which can include systems, methods, and computer readable media) for generating documents with confidential information are provided, the mechanisms comprising: receiving, using a first collection of at least one hardware processor, a first document from a second collection of at least one hardware processor; replacing, using the first collection of at least one hardware processor, at least one token in the first document to produce a second document; causing the second document to be stored; and transmitting a uniform resource locator (URL) corresponding to the second document to the second collection of at least one hardware processor. In some of these mechanisms, the mechanisms further comprise serving the first document to a user device.

Claims (62)

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

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

cause the second document to be stored; and

transmit a uniform resource locator (URL) corresponding to the second document to the second collection of at least one hardware processor.

2. The system of claim 1 , wherein the first collection of at least one hardware processor is further configured to serve the first document to a user device.

3. The system of claim 2 , wherein the user device is configured to:

send a 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 is configured to:

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

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

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

transmit the URL to a user device.

5. The system of claim 4 , wherein the user device is in a high trust network.

6. The system of claim 1 , wherein the first collection of at least one hardware processor is in a server.

7. The system of claim 6 , wherein the second document is stored on the server.

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

receiving, using a first collection of at least one hardware processor, a first document from a second collection of at least one hardware processor;

replacing, using the first collection of at least one hardware processor, at least one token in the first document to produce a second document;

causing the second document to be stored; and

transmitting a uniform resource locator (URL) corresponding to the second document to the second collection of at least one hardware processor.

9. The method of claim 8 , further comprising serving the first document to a user device.

10. The method of claim 9 , wherein the user device is configured to:

send a 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 is configured to:

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

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

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

transmit the URL to a user device.

12. The method of claim 11 , wherein the user device is in a high trust network.

13. The method of claim 8 , wherein the first collection of at least one hardware processor is in a server.

14. The method of claim 13 , wherein the second document is stored on the server.

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

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

causing the second document to be stored; and

transmitting a uniform resource locator (URL) corresponding to the second document to the second collection of at least one hardware processor.

16. The non-transitory computer-readable medium of claim 15 , wherein the method further comprises serving the first document to a user device.

17. The non-transitory computer-readable medium of claim 16 , wherein the user device is configured to:

send a 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 is configured to:

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

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

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

transmit the URL to a user device.

19. The non-transitory computer-readable medium of claim 18 , wherein the user device is in a high trust network.

20. The non-transitory computer-readable medium of claim 15 , wherein the first collection of at least one hardware processor is in a server.

21. The non-transitory computer-readable medium of claim 20 , wherein the second document is stored on the server.

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 056656/0453 →