Patents by Inventor Jeffrey Zhiyuan Wang

Jeffrey Zhiyuan Wang has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS
    Publication number: 20240135337
    Abstract: Systems and methods for secure updating of allocations to user accounts are provided. In one aspect, a system includes one or more computer readable storage mediums having program instructions embodied therewith, and one or more processors configured to cause the system to identify an external institution associated with the future transfers, and initiate, based on the identified external institution, a proxy instance of a software application of the external institution to determine a set of endpoints and a set of the future transfers to the endpoints. The system is further configured to receive a request from a user to change at least one of the set of the endpoints and the set of the further transfers to the endpoints, and use the proxy instance, executing the requested change to at least one of the set of the endpoints or the set of the future transfers to the endpoints.
    Type: Application
    Filed: December 18, 2023
    Publication date: April 25, 2024
    Applicant: Plaid Inc.
    Inventors: Michael LAI, Jeffrey Zhiyuan WANG, Raymond CANO, Maxwell Dodge JOHNSON, Thomas FISHER
  • Secure updating of allocations to user accounts
    Patent number: 11887069
    Abstract: Systems and methods for secure updating of allocations to user accounts are provided. In one aspect, a system includes one or more computer readable storage mediums having program instructions embodied therewith, and one or more processors configured to cause the system to identify an external institution associated with the future transfers, and initiate, based on the identified external institution, a proxy instance of a software application of the external institution to determine a set of endpoints and a set of the future transfers to the endpoints. The system is further configured to receive a request from a user to change at least one of the set of the endpoints and the set of the further transfers to the endpoints, and use the proxy instance, executing the requested change to at least one of the set of the endpoints or the set of the future transfers to the endpoints.
    Type: Grant
    Filed: May 4, 2021
    Date of Patent: January 30, 2024
    Assignee: Plaid Inc.
    Inventors: Michael Lai, Jeffrey Zhiyuan Wang, Raymond Cano, Maxwell Dodge Johnson, Thomas Fisher
  • SECURE UPDATING OF ALLOCATIONS TO USER ACCOUNTS
    Publication number: 20210350340
    Abstract: Systems and methods for secure updating of allocations to user accounts are provided. In one aspect, a system includes one or more computer readable storage mediums having program instructions embodied therewith, and one or more processors configured to cause the system to identify an external institution associated with the future transfers, and initiate, based on the identified external institution, a proxy instance of a software application of the external institution to determine a set of endpoints and a set of the future transfers to the endpoints. The system is further configured to receive a request from a user to change at least one of the set of the endpoints and the set of the further transfers to the endpoints, and use the proxy instance, executing the requested change to at least one of the set of the endpoints or the set of the future transfers to the endpoints.
    Type: Application
    Filed: May 4, 2021
    Publication date: November 11, 2021
    Inventors: Michael Lai, Jeffrey Zhiyuan Wang, Raymond Cano, Maxwell Dodge Johnson, Thomas Fisher