SYSTEMS AND METHODS FOR ESTATE ACCOUNT DISCOVERY
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United States of America Patent
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app pub date -
Nov 7, 2014
filing date -
Mar 7, 2014
priority date (Note) -
Abandoned
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Abstract
A system comprises a processor; a communications engine for receiving a request to determine potential service provider accounts that a user has with one or more service providers and for obtaining financial data records of the user from an API that obtains the financial data records from a financial provider system, each respective financial data record corresponding to a respective transaction and including a respective date, amount, and party identifier corresponding to a respective party associated with the respective transaction; a confidence score determination engine for evaluating the financial data records to generate a particular confidence score corresponding to a particular party, the particular confidence score indicating a likelihood that the user has a service provider account with the particular party; and a potential service provider account identification engine for identifying the potential service provider account based on the particular confidence score.
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