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US Patent 11188712 Systems and methods for wholesale client onboarding

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Patent
Patent

Patent attributes

Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
Patent Number
11188712
Date of Patent
November 30, 2021
Patent Application Number
16288947
Date Filed
February 28, 2019
Patent Primary Examiner
‌
Jason T Edwards
Patent abstract

Systems and methods for wholesale client onboarding are disclosed. In one embodiment, in an information processing apparatus comprising at least one computer processor, a method for client onboarding may include: (1) creating know your customer requirements and trigger conditions for a client based on user configurable requirements and a rules engine; (2) receiving know your customer data for the client from a client data exchange module; (3) triggering the receipt of additional know your customer data in response to a trigger condition being met by the received know your customer data; (4) receiving document data from a document digitization module; (5) validating the know your customer data and the document data; and (6) auto populating a know your customer record with the validated know your customer data and the document data.

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