Systems and methods for account automation and integration
AssigneeThe Athene Group
InventorSanjeev Kumar
Life of this patent
Estimating the term…
Abstract
A processor may receive and analyze client information. The processor may automatically generate at least one form specification based on the analyzing, the at least one form specification being in a format useable by an external form generation service. The processor may send the at least one form specification to the external form generation service and receive at least one signable form from the external form generation service. The processor may receive at least one signed copy of each at least one signable form. The processor may automatically establish at least one account with at least one external service based on the at least one signable form.
Claims16
A method for automating records integration, the method comprising:
- receiving, by a processor, client information;
- identifying, by the processor, a custodian to process the client information from among a plurality of available custodians by analyzing the client information;
- automatically generating, by the processor, at least one form specification based on the analyzing, the automatically generating comprising:
- normalizing and serializing the client information;
- generating a business logic request in a JSON and/or XML request format using the client information,
- determining an application programming interface (API) call format of the custodian
- prior to sending an API call, mapping the business logic request to the API call format through at least one custodian-specific transformation from the JSON and/or XML request format to a request formatted according to the API call format;
- and
- generating the at least one form specification;
- sending, by the processor, the at least one form specification over a communications network using the API of a form generation service;
- receiving, by the processor, at least one signable form from the form generation service;
- receiving, by the processor, at least one signed copy of each at least one signable form;
- and
- automatically establishing, by the processor, at least one account with at least one custodian service based on the at least one signable form.
A system for automating records integration, the system comprising:
- a processor in communication with a form generation service and a custodian service;
- a memory storing computer-executable instructions thereon, that when executed by the processor, cause the processor to perform the operations of:
- receiving client information;
- identifying a custodian to process the client information from among a plurality of available custodians by analyzing the client information;
- automatically generating at least one form specification based on the analyzing, the automatically generating comprising:
- normalizing and serializing the client information;
- generating a business logic request in a JSON and/or XML request format,
- determining an application programming interface (API) call format of the custodian;
- prior to sending an API call, mapping the business logic request to the API call format through at least one custodian-specific transformation from the JSON and/or XML request format to a request formatted according to the API call format;
- and
- generating the at least one form specification;
- sending the at least one form specification over a communications network using the API of the form generation service;
- receiving at least one signable form from the form generation service;
- receiving at least one signed copy of each at least one signable form;
- and
- automatically establishing at least one account with the at least one custodian service based on the at least one signable form.
Dependencies are inferred from the claim text.