IP Library Granted Patent US 11,146,404
Granted Patent B2
US 11,146,404 · App. 16/272,026 · Granted Oct 12, 2021

Shared ecosystem for electronic document signing and sharing (DSS)

Inventors: Linda Haddad (Concord, CA); Denise D. Marcus (Mooresville, NC); Kamesh R. Gottumukkala (Fremont, CA)
Assignee: Bank of America Corporation
H04L9/3247G06F21/6218G06F40/186H04L9/14H04L9/3255H04L63/101
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 11,146,404
App. No.
16/272,026
Granted
Oct 12, 2021
Kind
B2
Abstract

Aspects of the disclosure relate to an electronic document sharing and signing (DSS) ecosystem for electronic document authentication and authorization. The DSS ecosystem may preferably provide a communication platform between a first user information database associated with a first entity and a second user information database associated with a second entity. The DSS ecosystem may include a signer information database. The signer information database may be coupled to the first user information database and the second user information database. The signer information database may be configured to be readable by the first entity and writeable to by the first entity, and readable by the second entity but not writeable to by the second entity. The signer database may include a list of signatory names associated with the first entity, and a plurality of electronically signed documents. Each of the documents may include an electronic signature applied by a signatory whose name appears on the signatory list. The list of electronically signed documents may be accessible by the second entity.

Claims (9)

1. A method for providing an electronic document sharing and signing (DSS) ecosystem, the method comprising:

transmitting a first selectable link to a first entity, the first link for enabling the first entity to select to participate in the DSS ecosystem with a second entity;

transmitting a second selectable link to the first entity, the second link for enabling the first entity to select to update a DSS ecosystem account with settings and document templates associated with the second entity;

in response to a selection by the first entity to update the DSS ecosystem account with a group of settings and document templates associated with the second entity, downloading the group of settings and document templates associated with the second entity to the first entity's DSS ecosystem account, the group of settings and document templates that specifies a plurality of approver-limits, at least one dual signer rule, and a plurality of document formats associated with the second entity; and

using the DSS ecosystem to open a transmission path to the second entity for receipt of electronically-signed documents transmitted by the first entity.

2. The method of claim 1 , further comprising receiving a test signed electronic document from the first entity and transmitting said test signed electronic document to said second entity.

3. The method of claim 1 , further comprising controlling access to the DSS ecosystem using a series of keys.

4. The method of claim 1 , wherein the DSS ecosystem is configured to receive at least one electronic document for signature from the second entity and transmit the at least one electronic document for signature by the first entity.

5. The method of claim 1 , wherein the DSS ecosystem further comprises an Application Programming Interface accessible by each of the first entity and the second entity.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 11, 2019
From: HADDAD, LINDA; MARCUS, DENISE D.; GOTTUMUKKALA, KAMESH R.
To: BANK OF AMERICA CORPORATION
Reel/Frame 048291/0110 →
Continuity (2)
Provisional Application 62754639 · Nov 2, 2018
Related Publication 20200145226A1 · May 7, 2020