Systems and methods for online document sign-up

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United States of America Patent

PATENT NO 8856639
SERIAL NO

11782568

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Systems and methods for managing documents are described. A system comprises one or more modules to present controls that reflect a hierarchy of documents available for online delivery, receive an indication of selected controls, and manage online document delivery (ODD) using the indication. A system for presenting a single-page ODD sign-up, comprises one or more modules to identify a user of an online system, determine a financial account associated with the user, and present a hierarchical control, including the financial account, in the single page to the user. A system comprises one or more modules to receive, from a support representative, a user's preference associated with ODD; receive, from an online interface, an indication that the user accepts an agreement associated with ODD; and manage ODD using the indicia reflecting the user's preference after the indication that the user agreed to the agreement has been received. Other embodiments are described.

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Patent Owner(s)

  • UNITED SERVICES AUTOMOBILE ASSOCIATION;UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Danelius, Viktor Darrell San Antonio, US 1 2
Fiedler, Kevin Kenneth Helotes, US 11 42
Hall, Bryan San Antonio, US 26 163
Strudell, Evgenia Voskresenskaya San Antonio, US 2 5
Wagner-Krankel, Dale Alan San Antonio, US 4 68

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