IP Library Granted Patent US 11,948,148
Granted Patent B2
US 11,948,148 · App. 18/120,908 · Granted Apr 2, 2024

System and method for facilitating transferring funds

Inventors: Clinton Gilliam, III (San Francisco, CA); Melissa Lowry (San Francisco, CA); Michael Joseph Kennedy (San Francisco, CA); Sergei Lilichenko (Orinda, CA)
Assignee: EARLY WARNING SERVICES, LLC
G06Q20/40G06Q20/023G06Q20/10G06Q20/3821G06Q20/385G06Q20/405
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Quick Facts
Patent No.
US 11,948,148
App. No.
18/120,908
Granted
Apr 2, 2024
Kind
B2
Abstract

A method including receiving a request based on a sender initiating a funds transfer, wherein the funds transfer is for the sender to make a payment to a non-financial institution. The sender has a sender account at a sender financial institution. The method also can include obtaining sender identifying information from the sender. The method additionally can include sending at least a recipient public identifier and a payment amount for the payment to the sender financial institution to cause the sender financial institution to send a funds transfer request to a computer-implemented funds transfer network to initiate the payment from the sender account at the sender financial institution to a recipient account at a recipient financial institution. The funds transfer request does not include an account number of the recipient account. The computer-implemented funds transfer network is operated by an entity that is different from the recipient financial institution and the sender financial institution. Other embodiments are disclosed.

Claims (54)

1. A system comprising:

one or more processors; and

one or more non-transitory computer-readable media storing computing instructions that, when executed on the one or more processors, cause the one or more processors to perform:

receiving a request based on a sender initiating a funds transfer, wherein the funds transfer is for the sender to make a payment to a non-financial institution, and wherein the sender has a sender account at a sender financial institution;

obtaining sender identifying information from the sender; and

sending at least a recipient public identifier and a payment amount for the payment to the sender financial institution to cause the sender financial institution to send a funds transfer request to a computer-implemented funds transfer network to initiate the payment from the sender account at the sender financial institution to a recipient account at a recipient financial institution,

wherein:

the funds transfer request does not include an account number of the recipient account;

the computer-implemented funds transfer network is operated by an entity that is different from the recipient financial institution and the sender financial institution;

the computer-implemented funds transfer network comprises a directory that maps the recipient public identifier to a recipient private identifier;

the recipient private identifier is embedded with information that identifies the recipient financial institution;

the computer-implemented funds transfer network is configured to send the recipient private identifier to the recipient financial institution to facilitate the payment from the sender account to the recipient account; and

the recipient private identifier is not shared with the sender.

2. The system of claim 1 , wherein:

the non-financial institution is a merchant that provides goods or services to the sender; and

the payment is authorized by the sender to pay for the goods or the services.

3. The system of claim 1 , wherein:

the request is received at the non-financial institution from the sender.

4. The system of claim 1 , wherein sending comprises:

sending the recipient public identifier and the payment amount for the payment directly through a public network to the sender financial institution.

5. The system of claim 1 , wherein the funds transfer is initiated by the sender on a user interface displayed on a sender device.

6. The system of claim 5 , wherein the user interface enables the sender to authorize the payment amount.

7. The system of claim 1 , wherein the payment is settled as part of a scheduled automated clearing house (ACH) batch reconciliation after the recipient financial institution makes funds for payment amount available to the recipient account.

8. The system of claim 1 , wherein the recipient public identifier comprises an email address or a phone number.

9. The system of claim 1 , wherein the account number of the recipient account is not shared with the sender or the sender financial institution.

10. The system of claim 1 , wherein:

the recipient private identifier is a unique identifier for the non-financial institution across a plurality of financial institutions that are members of the computer-implemented funds transfer network; and

the plurality of financial institutions comprise the sender financial institution and the recipient financial institution.

11. A method implemented on one or more processors, the method comprising:

receiving a request based on a sender initiating a funds transfer, wherein the funds transfer is for the sender to make a payment to a non-financial institution, and wherein the sender has a sender account at a sender financial institution;

obtaining sender identifying information from the sender; and

sending at least a recipient public identifier and a payment amount for the payment to the sender financial institution to cause the sender financial institution to send a funds transfer request to a computer-implemented funds transfer network to initiate the payment from the sender account at the sender financial institution to a recipient account at a recipient financial institution,

wherein:

the funds transfer request does not include an account number of the recipient account;

the computer-implemented funds transfer network is operated by an entity that is different from the recipient financial institution and the sender financial institution;

the computer-implemented funds transfer network comprises a directory that maps the recipient public identifier to a recipient private identifier;

the recipient private identifier is embedded with information that identifies the recipient financial institution;

the computer-implemented funds transfer network is configured to send the recipient private identifier to the recipient financial institution to facilitate the payment from the sender account to the recipient account; and

the recipient private identifier is not shared with the sender.

12. The method of claim 11 , wherein:

the non-financial institution is a merchant that provides goods or services to the sender; and

the payment is authorized by the sender to pay for the goods or the services.

13. The method of claim 11 , wherein:

the request is received at the non-financial institution from the sender.

14. The method of claim 11 , wherein sending comprises:

sending the recipient public identifier and the payment amount for the payment directly through a public network to the sender financial institution.

15. The method of claim 11 , wherein the funds transfer is initiated by the sender on a user interface displayed on a sender device.

16. The method of claim 15 , wherein the user interface enables the sender to authorize the payment amount.

17. The method of claim 11 , wherein the payment is settled as part of a scheduled automated clearing house (ACH) batch reconciliation after the recipient financial institution makes funds for payment amount available to the recipient account.

18. The method of claim 11 , wherein the recipient public identifier comprises an email address or a phone number.

19. The method of claim 11 , wherein the account number of the recipient account is not shared with the sender or the sender financial institution.

20. The method of claim 11 , wherein:

the recipient private identifier is a unique identifier for the non-financial institution across a plurality of financial institutions that are members of the computer-implemented funds transfer network; and

the plurality of financial institutions comprise the sender financial institution and the recipient financial institution.

Assignments (5)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 25, 2023
From: GILLIAM, CLINT
To: CLEARXCHANGE, LLC
Reel/Frame 064374/0377 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 25, 2023
From: LOWRY, MELISSA
To: CLEARXCHANGE, LLC
Reel/Frame 064374/0457 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 25, 2023
From: KENNEDY, MICHAEL
To: CLEARXCHANGE, LLC
Reel/Frame 064374/0491 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 25, 2023
From: LILICHENKO, SERGEI
To: CLEARXCHANGE, LLC
Reel/Frame 064374/0592 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 25, 2023
From: CLEARXCHANGE, LLC
To: EARLY WARNING SERVICES, LLC
Reel/Frame 064374/0664 →
Continuity (10)
Continuation 17738821 · May 6, 2022
Continuation 17549783 · Dec 13, 2021
Continuation 16551627 · Aug 26, 2019
Continuation 16551627 · Aug 26, 2019
Continuation 15209685 · Jul 13, 2016
Continuation In Part 14587745 · Dec 31, 2014
Continuation In Part 13782587 · Mar 1, 2013
Provisional Application 61657339 · Jun 8, 2012
Provisional Application 61607882 · Mar 7, 2012
Related Publication 20230222500A1 · Jul 13, 2023