# US 12,216,691 B2 · Systems and methods for secure storage and retrieval of trade data > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,216,691 B2 - Document ID: US12216691B2 - Status: Granted - Kind: B2 - Application number: 18/338,147 - Filed: 2023-06-20 - Published: 2023-11-02 - Granted: 2025-02-04 - Earliest claimed: 2019-02-14 - Assignees: Bank of Montreal - Applicants: Bank of Montreal - Inventors: Jian Ding - Web page: https://patentgrep.com/patent/US12216691B2 ## CPC - G06F 21/6218: {to a system of files or objects, e.g. local or distributed file system or database} - G06F 16/3328: {using graphical result space presentation or visualisation} - G06F 16/334: Query execution (filtering based on additional data G06F16/335) - G06F 16/338: Presentation of query results - G06F 16/93: Document management systems - G06F 21/31: User authentication - H04L 67/02: based on web technology, e.g. hypertext transfer protocol [HTTP] - H04L 63/102: {Entity profiles} - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) ## Abstract Disclosed herein are embodiments of systems, methods, and products comprising a data power server for secure storage and retrieval of trade data. The server receives a request from a user to review or confirm one or more trade documents via a webserver. The server communicates with a connector grid server to retrieve the user's accessible documents. The connector grid server determines the electronic file IDs that are accessible to the user based on the accessibility policy. The server instructs a digital library server to download the electronic files containing the requested trade data. The digital library server retrieves and downloads the electronic files based on the file IDs. The webserver renders a GUI displaying the electronic files on an electronic client device operated by the user. Upon receiving the confirmation response from the user, the server instructs the digital library server to update the trade status. ## Claims ### Claim 1 A method comprising: receiving, by a first server, from a computing device, a request to access an electronic file; retrieving, by the first server communicating with a second server in communication with a first database, a list of computing devices having authorization to access the electronic file, wherein the first database is operationally in communication only with the second server and not the first server; and upon authenticating the computing device: retrieving, by the first server communicating with a third server in communication with a second database, the electronic file authorized to be accessed by the computing device, wherein the second database is operationally in communication only with the third server and not the first server, wherein the first server is a data power server configured to satisfy user requests, the second server is a connector grid server configured to manage accessibility of the set of electronic files, and the third server is a digital library server configured to manage storage of the set of electronic files; receiving, by the first server, a confirmation input from the computing device; and instructing, by the first server, the third server to update a data record associated with the electronic file with a status corresponding to the confirmation input in the second database. ### Claim 2 (depends on 1) The method of claim 1, wherein the computing device communicates with the first server via a public network. ### Claim 3 (depends on 1) The method of claim 1, wherein at least one of the second server communicated with the first database via a first private network or the third server communicates with the second server via a second private network. ### Claim 4 (depends on 1) The method of claim 1, wherein the electronic file is a portable document format (PDF) document. ### Claim 5 (depends on 1) The method of claim 1, further comprising: displaying, by the first server, one or more interactive graphical components configured to receive the instruction from the user computing device. ### Claim 6 (depends on 1) The method of claim 1, wherein the first server is a private server that is not directly accessible to the computing device. ### Claim 7 (depends on 1) The method of claim 1, wherein retrieving the list of computing devices having authorization to access the electronic file comprises retrieving a set of computer identifiers. ### Claim 8 A system comprising: a first server comprising a processor and a non-transitory computer-readable medium containing instructions that when executed by the processor causes the processor to perform operations comprising: receiving from a computing device, a request to access an electronic file; retrieve, by communicating with a second server comprising a processor, in communication with a first database, a list of computing devices having authorization to access the electronic file, wherein the first database is operationally in communication only with the second server and not the first server; and upon authenticating the computing device: retrieve, by communicating with a third server comprising a processor, in communication with a second database, the electronic file authorized to be accessed by the computing device, wherein the second database is operationally in communication only with the third server and not the first server, wherein the first server is a data power server configured to satisfy user requests, the second server is a connector grid server configured to manage accessibility of the set of electronic files, and the third server is a digital library server configured to manage storage of the set of electronic files; receive, by the first server, a confirmation input from the computing device; and instruct the third server to update a data record associated with the electronic file with a status corresponding to the confirmation input in the second database. ### Claim 9 (depends on 8) The system of claim 8, wherein the computing device communicates with the first server via a public network. ### Claim 10 (depends on 8) The system of claim 8, wherein at least one of the second server communicated with the first database via a first private network or the third server communicates with the second server via a second private network. ### Claim 11 (depends on 8) The system of claim 8, wherein the electronic file is a portable document format (PDF) document. ### Claim 12 (depends on 8) The system of claim 8, wherein the instructions further cause the first server to display one or more interactive graphical components configured to receive the instruction from the user computing device. ### Claim 13 (depends on 8) The system of claim 8, wherein the first server is a private server that is not directly accessible to the computing device. ### Claim 14 (depends on 8) The system of claim 8, wherein retrieving the list of computing devices having authorization to access the electronic file comprises retrieving a set of computer identifiers. ### Claim 15 A computer system comprising: a first server having a first processor; a second server having a second processor; a third server having a third processor; the first server in communication with the second server and third server, the first server configured to: receive, from a computing device, a request to access an electronic file; retrieve, by communicating with the second server in communication with a first database, a list of computing devices having authorization to access the electronic file, wherein the first database is operationally in communication only with the second server and not the first server; upon authenticating the computing device: retrieve, by communicating with the third server in communication with a second database, the electronic file authorized to be accessed by the computing device, wherein the second database is operationally in communication only with the third server and not the first server, wherein the first server is a data power server configured to satisfy user requests, the second server is a connector grid server configured to manage accessibility of the set of electronic files, and the third server is a digital library server configured to manage storage of the set of electronic files; receive, by the first server, a confirmation input from the computing device; and instruct the third server to update a data record associated with the electronic file with a status corresponding to the confirmation input in the second database. ### Claim 16 (depends on 15) The system of claim 15, wherein the computing device communicates with the first server via a public network. ### Claim 17 (depends on 15) The system of claim 15, wherein at least one of the second server communicated with the first database via a first private network or the third server communicates with the second server via a second private network.