# US 12,602,731 B1 · Authentication-credential identification and selection for access to secure statements > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,602,731 B1 - Document ID: US12602731B1 - Status: Granted - Kind: B1 - Application number: 19/207,105 - Filed: 2025-05-13 - Granted: 2026-04-14 - Earliest claimed: 2025-05-13 - Assignees: Ardent Labs, Inc - Applicants: Ardent Labs, Inc - Inventors: Gavin Fogel; Jordan Katz; Michael Mattheakis - Web page: https://patentgrep.com/patent/US12602731B1 ## CPC - G06Q 40/12: Accounting - G06Q 40/08: Insurance - H04L 63/0884: {by delegation of authentication, e.g. a proxy authenticates an entity to be authenticated on behalf of this entity vis-à-vis an authentication entity} - 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 - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) ## Abstract In one embodiment, a method includes displaying, on a user interface of an insurance brokerage accounting system executing on a computing device, (1) an identification of a particular deposit data object in the insurance brokerage accounting system and (2) an interactive element associated with deposit data object; in response to a user interaction with the interactive element, then determining, by the insurance brokerage accounting system and based on the deposit data object, one or more sets of authentication credentials of a plurality of authentication credentials of the brokerage, each set authentication credentials corresponding to a particular secure website of a carrier from which to access a statement of the carrier; and automatically launching, in response to a selection of a particular set of authentication credentials, a particular authentication website corresponding to the selected authentication credentials. ## Claims ### Claim 1 A method comprising: displaying, on a user interface of an insurance brokerage accounting system executing on a computing device, (1) an identification of a particular deposit data object in the insurance brokerage accounting system and (2) an interactive element associated with the particular deposit data object, wherein the particular deposit data object has a carrier attribute in the system identifying a particular carrier associated with that particular deposit data object; in response to a user interaction with the interactive element, then determining, by the insurance brokerage accounting system and based on the particular deposit data object, one or more sets of authentication credentials of a plurality of authentication credentials of the brokerage, each set of authentication credentials corresponding to a particular secure website of the particular carrier from which to access a statement of that carrier; and automatically accessing, in response to a selection of a particular set of authentication credentials, a particular authentication website corresponding to the selected authentication credentials. ### Claim 2 (depends on 1) The method of claim 1, further comprising automatically inputting the selected authentication credentials into an input element of the authentication website. ### Claim 3 (depends on 1) The method of claim 1, further comprising displaying, on the user interface and in response to the user interaction with the interactive element, the one or more sets of authentication credentials. ### Claim 4 (depends on 3) The method of claim 3, further comprising automatically accessing, in response to a selection by a user of a particular one of the displayed authentication credentials, the particular authentication website. ### Claim 5 (depends on 4) The method of claim 4, further comprising displaying, on the user interface and in response to the user interaction with the interactive element, and for each displayed set of authentication credentials, a particular agency of the brokerage associated with the set of authentication credentials. ### Claim 6 (depends on 1) The method of claim 1, wherein the particular deposit data object has an agency attribute identifying a particular agency of the brokerage, the method further comprising selecting, based on the agency attribute, a particular set of authentication credentials that correspond to that agency attribute. ### Claim 7 (depends on 1) The method of claim 1, wherein automatically accessing the particular authentication website corresponding to the selected authentication credentials comprises automatically accessing, in a browser of the insurance brokerage accounting system, the particular authentication website. ### Claim 8 (depends on 1) The method of claim 1, further comprising: determining, for a previous deposit data object, a particular set of previous authentication credentials used by a user of the insurance brokerage accounting system to access a previous statement for the previous deposit data object; associating one or more attributes in the system associated with the previous deposit data object with the set of previous authentication credentials; determining that the deposit data object has the one or more attributes associated with the previous deposit data object; and identifying and selecting the previous authentication credentials to be the particular set of authentication credentials. ### Claim 9 A system comprising: one or more non-transitory computer readable storage media storing instructions; and one or more processors coupled to the one or more non-transitory computer readable storage media and operable to execute the instructions to: display, on a user interface of an insurance brokerage accounting system, (1) an identification of a particular deposit data object in the insurance brokerage accounting system and (2) an interactive element associated with the particular deposit data object, wherein the particular deposit data object has a carrier attribute in the system identifying a particular carrier associated with that particular deposit data object; in response to a user interaction with the interactive element, then determine, based on the particular deposit data object, one or more sets of authentication credentials of a plurality of authentication credentials of the brokerage, each set of authentication credentials corresponding to a particular secure website of the particular carrier from which to access a statement of that carrier; and automatically access, in response to a selection of a particular set of authentication credentials, a particular authentication website corresponding to the selected authentication credentials. ### Claim 10 (depends on 9) The system of claim 9, further comprising one or more processors that are operable to execute the instructions to automatically input the selected authentication credentials into an input element of the authentication website. ### Claim 11 (depends on 9) The system of claim 9, further comprising one or more processors that are operable to execute the instructions to display, on the user interface and in response to the user interaction with the interactive element, the one or more sets of authentication credentials. ### Claim 12 (depends on 11) The system of claim 11, further comprising one or more processors that are operable to execute the instructions to automatically access, in response to a selection by a user of a particular one of the displayed authentication credentials, the particular authentication website. ### Claim 13 (depends on 12) The system of claim 12, further comprising one or more processors that are operable to execute the instructions to display, on the user interface and in response to the user interaction with the interactive element, and for each displayed set of authentication credentials, a particular agency of the brokerage associated with the set of authentication credentials. ### Claim 14 (depends on 9) The system of claim 9, wherein the particular deposit data object has an agency attribute identifying a particular agency of the brokerage, the system further comprising or more processors that are operable to execute the instructions to select, based on the agency attribute, a particular set of authentication credentials that correspond to that agency attribute. ### Claim 15 (depends on 9) The system of claim 9, wherein automatically accessing the particular authentication website corresponding to the selected authentication credentials comprises automatically accessing, in a browser of the insurance brokerage accounting system, the particular authentication website. ### Claim 16 (depends on 9) The system of claim 9, further comprising one or more processors that are operable to execute the instructions to: determine, for a previous deposit data object, a particular set of previous authentication credentials used by a user of the insurance brokerage accounting system to access a previous statement for the previous deposit data object; associate one or more attributes in the system associated with the previous deposit data object with the set of previous authentication credentials; determine that the deposit data object has the one or more attributes associated with the previous deposit data object; and identify and select the previous authentication credentials to be the particular set of authentication credentials. ### Claim 17 One or more non-transitory computer readable storage media storing instructions that are operable when executed by one or more processors to: display, on a user interface of an insurance brokerage accounting system, (1) an identification of a particular deposit data object in the insurance brokerage accounting system and (2) an interactive element associated with the particular deposit data object, wherein the particular deposit data object has a carrier attribute in the system identifying a particular carrier associated with that particular deposit data object; in response to a user interaction with the interactive element, then determine, based on the particular deposit data object, one or more sets of authentication credentials of a plurality of authentication credentials of the brokerage, each set of authentication credentials corresponding to a particular secure website of the particular carrier from which to access a statement of that carrier; and automatically access, in response to a selection of a particular set of authentication credentials, a particular authentication website corresponding to the selected authentication credentials. ### Claim 18 (depends on 17) The media of claim 17, further comprising instructions that are operable when executed to automatically input the selected authentication credentials into an input element of the authentication website. ### Claim 19 (depends on 17) The media of claim 17, further comprising instructions that are operable when executed to display, on the user interface and in response to the user interaction with the interactive element, the one or more sets of authentication credentials. ### Claim 20 (depends on 19) The media of claim 19, further comprising instructions that are operable when executed to automatically access, in response to a selection by a user of a particular one of the displayed authentication credentials, the particular authentication website.