Patents Assigned to ClickSWITCH, LLC
  • Patent number: 10671981
    Abstract: Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a third-party interface directory, including notification data associated with notifying one or more third parties of an account migration. The migration server further includes a transaction analysis module configured to parse transaction histories associated with an existing financial account to identify a third party that has initiated at least one transaction with the existing financial account. The migration server also includes a notification module configured to generate a notification for the identified third party based on notification data associated with the identified third party stored in the third-party interface directory and information associated with a target financial account.
    Type: Grant
    Filed: September 15, 2017
    Date of Patent: June 2, 2020
    Assignee: ClickSWITCH, LLC
    Inventors: Cale T. Johnston, Hunter Wolfe, Michael J. Stromberg, Anthony Loosbrock
  • Patent number: 9842322
    Abstract: Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a third-party interface directory, including notification data associated with notifying one or more third parties of an account migration. The migration server further includes a transaction analysis module configured to parse transaction histories associated with an existing financial account to identify a third party that has initiated at least one transaction with the existing financial account. The migration server also includes a notification module configured to generate a notification for the identified third party based on notification data associated with the identified third party stored in the third-party interface directory and information associated with a target financial account.
    Type: Grant
    Filed: February 10, 2015
    Date of Patent: December 12, 2017
    Assignee: ClickSWITCH, LLC
    Inventors: Cale T. Johnston, Hunter Wolfe, Michael J. Stromberg, Anthony Loosbrock
  • Patent number: 9842321
    Abstract: Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a third-party interface directory, including notification data associated with notifying one or more third parties of an account migration. The migration server further includes a transaction analysis module configured to parse transaction histories associated with an existing financial account to identify a third party that has initiated at least one transaction with the existing financial account. The migration server also includes a notification module configured to generate a notification for the identified third party based on notification data associated with the identified third party stored in the third-party interface directory and information associated with a target financial account.
    Type: Grant
    Filed: November 14, 2014
    Date of Patent: December 12, 2017
    Assignee: ClickSWITCH, LLC
    Inventors: Cale T. Johnston, Hunter Wolfe, Michael J. Stromberg, Anthony Loosbrock
  • Patent number: 9842367
    Abstract: Systems and methods for migration of financial account settings are disclosed. One system includes a migration server. The migration server includes a database for tracking account settings migration including one or more switch tracking numbers associated with account migrations. The migration server further includes a web interface configured to receive from a user a switch tracking number, identification and login information associated with one or more existing financial accounts, and login information associated with a target financial account. The migration server also includes a transaction analysis module configured to parse transaction histories associated with each of the existing financial accounts to determine one or more likely automated funds transfers associated with each of the one or more existing financial accounts.
    Type: Grant
    Filed: November 15, 2013
    Date of Patent: December 12, 2017
    Assignee: ClickSWITCH, LLC
    Inventors: Cale T. Johnston, Hunter Wolfe, Michael J. Stromberg, Anthony Loosbrock