# US 2023/0274236 A1 · System and method for transferring data > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2023/0274236 A1 - Document ID: US20230274236A1 - Status: Published application - Kind: A1 - Application number: 18/312,024 - Filed: 2023-05-04 - Published: 2023-08-31 - Earliest claimed: 2017-03-17 - Assignees: Mend VIP, Inc. - Applicants: Mend VIP, Inc. - Inventors: Matthew D. MCBRIDE; Brandon LASSITER; Paul SENZEE; Alexander DECURNOU; Jessica HOFFMAN; Gabriel LATORRE - Web page: https://patentgrep.com/patent/US20230274236A1 ## CPC - G06Q 10/1093: Calendar-based scheduling for persons or groups - G06F 21/31: User authentication - G06N 3/08: Learning methods - G06N 3/09: Supervised learning - G06N 5/01: Dynamic search techniques; Heuristics; Dynamic trees; Branch-and-bound - G06N 20/20: Ensemble learning - G06Q 10/06314: {Calendaring for a resource} - G16H 40/20: for the management or administration of healthcare resources or facilities, e.g. managing hospital staff or surgery rooms - G06F 21/6245: {Protecting personal data, e.g. for financial or medical purposes} - G06F 2221/2137: Time limited access, e.g. to a computer or data - H04L 63/08: {for authentication of entities (cryptographic mechanisms or cryptographic arrangements for entity authentication H04L9/32)} - H04L 63/105: {Multiple levels of security} - 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 - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06N: COMPUTING ARRANGEMENTS BASED ON SPECIFIC COMPUTATIONAL MODELS - G16H: HEALTHCARE INFORMATICS, i.e. INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR THE HANDLING OR PROCESSING OF MEDICAL OR HEALTHCARE DATA - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) ## Abstract An efficient and secure process by which users may enter sensitive information into an electronic information system. When information is required from a user, the electronic information system may be configured to generate a unique access link (uniform resource locator, or URL) for that user. The link may be sent to the user via electronic communication, such as a text message or email. When the user follows the link with a web browser, the system prompts the user to enter an additional piece of personal information that is not known to the general public. Once identity is verified, the user may be required to electronically sign agreements. The user is then prompted to enter the required information. This may allow a user to deposit sensitive information into the system without requiring the user to provide full login credentials. ## Claims ### Claim 1 A method for providing an efficient and secure interface for transferring electronic information, comprising: transmitting a unique access link to a user device or kiosk, the unique access link being directed to the transfer page; requiring entry of a personal identifier when the unique access link is accessed; verifying the personal identifier by comparing the personal identifier with a previously stored set of personally identifiable information; when the personal identifier is verified, granting the user device or kiosk access to transfer electronic information; and wherein the transfer page is a no-login page using identity verification for access. ### Claim 2 (depends on 1) The method of claim 1, wherein the transfer of electronic information comprises at least one of uploading or downloading files, entering or reading text, submitting intake forms, and connecting to live video or audio conferencing. ### Claim 3 (depends on 1) The method of claim 1, wherein the unique access link is sent by one or more of email, SMS, or push notification. ### Claim 4 (depends on 1) The method of claim 1, wherein identity verification requires data captured in real-time by a user device or kiosk. ### Claim 5 (depends on 1) The method of claim 1, wherein the personal identifier is collected during account creation. ### Claim 6 (depends on 1) The method of claim 1, wherein the personal identifier is a date of birth. ### Claim 7 (depends on 1) The method of claim 1, wherein the transfer page supports at least one of uploading of electronic information, submission of intake forms, and live video or audio conferencing. ### Claim 8 A system for providing an efficient and secure interface for transferring electronic information, the system comprising a server device and a network connection, the server device being configured to execute steps comprising: transmitting a unique access link to a user device or kiosk, the unique access link being directed to the transfer page; requiring entry of a personal identifier when the unique access link is accessed; verifying the personal identifier by comparing the personal identifier with a previously stored set of personally identifiable information; when the personal identifier is verified, granting the user device or kiosk access to transfer electronic information; and wherein the transfer page is a no-login page using identity verification for access. ### Claim 9 (depends on 8) The system of claim 8, wherein the transfer of electronic information comprises at least one of uploading files, downloading files, entering or reading text, submitting intake forms, and connecting to live video or audio conferencing. ### Claim 10 (depends on 8) The method of claim 8, wherein the unique access link is sent by one or more of email, SMS, or push notification. ### Claim 11 (depends on 8) The system of claim 8, wherein identity verification requires data captured in real-time by a user device or kiosk. ### Claim 12 (depends on 8) The system of claim 8, wherein the personal identifier is collected during account creation. ### Claim 13 (depends on 8) The system of claim 8, wherein the personal identifier is a date of birth. ### Claim 14 (depends on 8) The system of claim 8, wherein the transfer page supports at least one of uploading electronic information, submission of intake forms, and live video or audio conferencing. ### Claim 15 A non-transitory computer readable medium having stored thereon software instructions that, when executed by a processor, cause the processor to: open a unique access link directed to a page, wherein the page supports at least one of transfer of electronic information, submission of intake forms, and live video or audio conferencing; request access to the page using a personal identifier; upon verification of the personal identifier, access the page; wherein the page is a no-login page using identity verification for access. ### Claim 16 (depends on 15) The non-transitory computer readable medium of claim 15, wherein the unique access link expires after a predetermined time interval or after being followed a predetermined number of times. ### Claim 17 (depends on 15) The non-transitory computer readable medium of claim 15, further comprising capturing real time data using a camera, audio recording device, or graphical user interface for identity verification and sending the real time data to a server for verification. ### Claim 18 (depends on 15) The non-transitory computer readable medium of claim 15, wherein the personal identifier is collected during account creation. ### Claim 19 (depends on 15) The non-transitory computer readable medium of claim 15, wherein the personal identifier is a date of birth. ### Claim 20 (depends on 18) The non-transitory computer readable medium of claim 18, wherein the unique access link is received by one or more of email, SMS, or push notification.