Document review and execution on mobile devices
AssigneeWells Fargo Bank, N.A.
InventorsSarah Marie Nemmers, Aaron John Ziegler, Mark Edward Woodrow
Life of this patent
Estimating the term…
Abstract
A method for tailoring a document for viewing on a mobile device includes obtaining residence information for an individual who is required to sign the document. The document is tailored to the residence of the individual. This includes hiding or condensing one or more portions of the document that pertain to laws in other jurisdictions. The document is permitted to be accessible by the mobile device.
Claims20
A method for tailoring a document for viewing on a user interface of a mobile device, the method comprising:
- omitting content of the document pertaining to a non-viewing co-borrower;
- condensing a remainder of the document surrounding the content;
- displaying the document to a viewing co-borrower on the user interface of the mobile device, based at least in part on a size of the user interface of the mobile device;
- displaying an index including links to a plurality of sections of the document;
- providing a signature block for the viewing co-borrower, including:
- receiving a selection of the signature block from the viewing co-borrower;
- generating a signature overlay on the document;
- and
- receiving a confirmation of a signature by the viewing co-borrower on the signature overlay, whereupon advancement to another section in the document via the index is permitted only after receipt of the confirmation of the signature by the viewing co-borrower;
- and
- displaying the document including the content upon viewing by the non-viewing co-borrower.
An electronic computing device configured to display information on a user interface of a mobile device, comprising:
- at least one processor;
- and
- system memory, the system memory including instructions which, when executed by the at least one processor, cause the electronic computing device to:
- omit content of a document pertaining to a non-viewing co-borrower;
- condense a remainder of the document surrounding the content;
- display the document to a viewing co-borrower on the user interface of the mobile device, based at least in part on a size of the user interface of the mobile device;
- display an index including links to a plurality of sections of the document;
- provide a signature block for the viewing co-borrower, including:
- receiving a selection of the signature block from the viewing co-borrower;
- generating a signature overlay on the document;
- and
- receiving a confirmation of a signature by the viewing co-borrower on the signature overlay, whereupon advancement to another section in the document via the index is permitted only after receipt of the confirmation of the signature by the viewing co-borrower;
- and
- display the document including the content upon viewing by the non-viewing co-borrower.
Dependencies are inferred from the claim text.