IP Library Granted Patent US 12,585,819
Granted Patent B2
US 12,585,819 · App. 18/514,881 · Granted Mar 24, 2026

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

Inventors: Michael November (Katonah, NY); Thomas M. Fortin (New York, NY)
Assignee: Institutio6al Capital Network, Inc.
G06F21/6245G06F16/9566H04L9/3213
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Quick Facts
Patent No.
US 12,585,819
App. No.
18/514,881
Granted
Mar 24, 2026
Kind
B2
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 computer network that is entitled to access the confidential information; receive from the second collection of at least one hardware processor in the computer 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 computer network.

Claims (65)

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

a memory; and

a first collection of at least of one hardware processor that is coupled to the memory, that is in a first computer network that is not entitled to access the confidential information, and that is configured to:

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

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

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

receive from the second collection of at least one hardware processor in the second computer network an address corresponding to the first document; and

transmit the address to the device.

2 . The system of claim 1 , wherein the device is in the second computer network.

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

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

receive the address;

request the first document using the address;

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 second computer 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 proxy in the second document to produce the first document;

cause the first document to be stored; and

transmit the address 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 device.

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

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

generating a second document, that corresponds to the first document, with at least one proxy corresponding to the confidential information using a first collection of at least one hardware processor that is in a first computer network that is not entitled to access the confidential information;

transmitting the second document to a second collection of at least one hardware processor in a second computer 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 second computer network an address corresponding to the first document; and

transmitting the address to the device.

9 . The method of claim 8 , wherein the device is in the second computer network.

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

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

receive the address;

request the first document using the address;

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 second computer 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 proxy in the second document to produce the first document;

cause the first document to be stored; and

transmit the address 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 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 that is in a first computer network that is not entitled to access confidential information, cause the first collection of at least one hardware processor to perform a method for generating documents with the confidential information, the method comprising:

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

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

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

receiving from the second collection of at least one hardware processor in the second computer network an address corresponding to the first document; and

transmitting the address to the device.

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

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

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

receive the address;

request the first document using the address;

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 second computer 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 proxy in the second document to produce the first document;

cause the first document to be stored; and

transmit the address 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 device.

Assignments (4)
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 Apr 30, 2026
From: NOVEMBER, MICHAEL; FORTIN, THOMAS M
To: INSTITUTIONAL CAPITAL NETWORK, INC.
Reel/Frame 074530/0392 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 30, 2026
From: NOVEMBER, MICHAEL; FORTIN, THOMAS M
To: INSTITUTIONAL CAPITAL NETWORK, INC.
Reel/Frame 074530/0505 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 30, 2026
From: NOVEMBER, MICHAEL; FORTIN, THOMAS M
To: INSTITUTIONAL CAPITAL NETWORK, INC.
Reel/Frame 074530/0573 →
Continuity (5)
Continuation 17567640 · Jan 3, 2022
Continuation 17356097 · Jun 23, 2021
Continuation 17356104 · Jun 23, 2021
Continuation 17356109 · Jun 23, 2021
Related Publication 20240354441A1 · Oct 24, 2024
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