# US 11,907,308 B2 · System and method for controlling access to secure data records in a web browsing session > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,907,308 B2 - Document ID: US11907308B2 - Status: Granted - Kind: B2 - Application number: 17/157,222 - Filed: 2021-01-25 - Published: 2022-07-28 - Granted: 2024-02-20 - Earliest claimed: 2021-01-25 - Assignees: The Toronto-Dominion Bank - Applicants: The Toronto-Dominion Bank - Inventors: Kyryll Odobetskiy; Daniel Scott Brotherston - Web page: https://patentgrep.com/patent/US11907308B2 ## CPC - G06F 16/951: Indexing; Web crawling techniques - G06F 3/0482: Interaction with lists of selectable items, e.g. menus - G06F 16/9532: Query formulation - G06F 16/9538: Presentation of query results - G06F 16/954: Navigation, e.g. using categorised browsing - G06F 16/955: using information identifiers, e.g. uniform resource locators [URL] - G06Q 40/04: Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A computer-implemented method is disclosed. The method includes: obtaining document data for a first web document; identifying one or more tradeable objects based on performing a contextual scan of webpage content of the first web document; generating supplementary display data associated with the first web document, the supplementary display data including one or more user interface elements for initiating data record access actions in connection with at least one data record associated with the one or more identified tradeable objects; and graphically presenting the supplementary display data with the webpage content of the first web document. ## Claims ### Claim 1 A computing system, comprising: a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to: obtain document data of a first web document; identify one or more tradeable objects based on performing a contextual scan of the document data of the first web document; generate supplementary display data associated with the first web document, the supplementary display data including one or more user interface elements for initiating account access actions in connection with at least one trading account associated with the one or more identified tradeable objects; graphically present the supplementary display data with webpage content of the first web document, wherein the graphically presenting the supplementary display data comprises displaying, for each identified tradeable object, only those user interface elements corresponding to available account actions for the tradeable object determined based on permission levels for the account actions and inputted user authentication information; detect user selection of a first user interface element corresponding to a first account-related action; determine an access control level associated with performing the first account-related action in connection with a first one of the identified tradeable objects on the first web document; determine that the user is logged in to a trading account and that further authentication is required for initiating performance of the first account-related action based on the access control level associated with the first account-related action in connection with the first identified tradeable object on the first web document; and responsive to successful further authentication of the user, generate a request to process performance of the first account-related action in connection with the first identified tradeable object on the first web document. ### Claim 2 (depends on 1) The computing system of claim 1, wherein identifying the one or more tradeable objects comprises processing text data of the webpage content to parse identifiers associated with one or more predefined tradeable objects. ### Claim 3 (depends on 1) The computing system of claim 1, wherein the instructions, when executed, further configure the processor to obtain account data for a trading account associated with a user of the computing system, and wherein the supplementary display data is generated based on the account data. ### Claim 4 (depends on 3) The computing system of claim 3, wherein the account data comprises historical transaction data associated with the trading account. ### Claim 5 (depends on 3) The computing system of claim 3, wherein the account data comprises portfolio data for a portfolio of tradeable objects associated with the trading account. ### Claim 6 (depends on 1) The computing system of claim 1, wherein the instructions, when executed, further configure the processor to prompt for authentication information associated with the trading account, and wherein generating the supplementary display data comprises: transmitting, to an account management server, a request to access the trading account, the request including user-inputted authentication information; determining one or more account-related actions for the trading account that require user authentication; and generating user interface elements corresponding to the one or more account-related accounts. ### Claim 7 (depends on 1) The computing system of claim 1, wherein graphically presenting the supplementary display data with the webpage content of the first web document comprises providing, for at least one of the identified tradeable objects, a graphical indication of an association between the supplementary display data and content items associated with the identified tradeable object in the webpage content. ### Claim 8 (depends on 1) The computing system of claim 1, wherein the account access actions comprise one or more of: requesting execution of a trade order in connection with at least one of the identified tradeable objects; adding at least one of the identified tradeable objects to a watchlist associated with a trading account; and managing profile and account activity data associated with a trading account. ### Claim 9 (depends on 1) The computing system of claim 1, wherein graphically presenting the supplementary display data with the webpage content of the first web document comprises displaying the one or more user interface elements concurrently with the webpage content in a web browser. ### Claim 10 (depends on 9) The computing system of claim 9, wherein the instructions, when executed, further configure the processor to: receive, via an input interface, selection of at least one of the one or more user interface elements; and transmit, to an account management server, a request to execute an account-related action corresponding to a selected user interface element in connection with a trading account. ### Claim 11 A computer-implemented method, comprising: obtaining document data of a first web document; identifying one or more tradeable objects based on performing a contextual scan of the document data of the first web document; generating supplementary display data associated with the first web document, the supplementary display data including one or more user interface elements for initiating account access actions in connection with at least one trading account associated with the one or more identified tradeable objects; graphically presenting the supplementary display data with webpage content of the first web document, wherein the graphically presenting the supplementary display data comprises displaying, for each identified tradeable object, only those user interface elements corresponding to available account actions for the tradeable object determined based on permission levels for the account actions and inputted user authentication information; detecting user selection of a first user interface element corresponding to a first account-related action; determining an access control level associated with performing the first account-related action in connection with a first one of the identified tradeable objects on the first web document; determining that the user is logged in to a trading account and that further authentication is required for initiating performance of the first account-related action based on the access control level associated with the first account-related action in connection with the first identified tradeable object; and responsive to successful further authentication of the user, generating a request to process performance of the first account-related action in connection with the first identified tradeable object. ### Claim 12 (depends on 11) The method of claim 11, wherein identifying the one or more tradeable objects comprises processing text data of the webpage content to parse identifiers associated with one or more predefined tradeable objects. ### Claim 13 (depends on 11) The method of claim 11, further comprising obtaining account data for a trading account, and wherein the supplementary display data is generated based on the account data. ### Claim 14 (depends on 13) The method of claim 13, wherein the account data comprises historical transaction data associated with the trading account. ### Claim 15 (depends on 13) The method of claim 13, wherein the account data comprises portfolio data for a portfolio of tradeable objects associated with the trading account. ### Claim 16 (depends on 11) The method of claim 11, further comprising prompting for authentication information associated with the trading account, wherein generating the supplementary display data comprises: transmitting, to an account management server, a request to access the trading account, the request including user-inputted authentication information; determining one or more account-related actions for the trading account that require user authentication; and generating user interface elements corresponding to the one or more account-related accounts. ### Claim 17 (depends on 11) The method of claim 11, wherein graphically presenting the supplementary display data with the webpage content of the first web document comprises providing, for at least one of the identified tradeable objects, a graphical indication of an association between the supplementary display data and content items associated with the identified tradeable object in the webpage content. ### Claim 18 (depends on 11) The method of claim 11, wherein the account access actions comprise one or more of: requesting execution of a trade order in connection with at least one of the identified tradeable objects; adding at least one of the identified tradeable objects to a watchlist associated with a trading account; and managing profile and account activity data associated with a trading account. ### Claim 19 (depends on 11) The method of claim 11, wherein graphically presenting the supplementary display data with the webpage content of the first web document comprises displaying the one or more user interface elements concurrently with the webpage content in a web browser. ### Claim 20 (depends on 19) The method of claim 19, further comprising: receiving, via an input interface, selection of at least one of the one or more user interface elements; and transmitting, to an account management server, a request to execute an account-related action corresponding to a selected user interface element in connection with a trading account.