Patents Assigned to HSBC Technology & Services (USA) Inc.
  • Publication number: 20230195455
    Abstract: A computing system receives a data object representative of a code repository for an application. The data object includes source code of the application and artifacts for satisfying a governance policy defined by an entity of the computing system. The computing system causes the data object to be provided to an automation tool configured to build, test, and deploy the application. The computing system monitors reports generated during building and testing of the application. The monitoring includes checking the reports for compliance with the governance policy. The computing system generates a report listing a compliance status of the governance policy.
    Type: Application
    Filed: December 15, 2022
    Publication date: June 22, 2023
    Applicant: HSBC Technology and Services (USA) Inc.
    Inventors: Jonathan Michael Pugh, Frank McGrath, Easwaran Neelakandan, James Golden
  • Publication number: 20230169496
    Abstract: Embodiment of the invention describe methods and systems for verifying customer supplied financial account information verification using debit and credit transactions. In some embodiments, these methods include electronically transmitting an electronic debit and credit transaction to the customer financial account, based on the customer supplied financial account information. The method also includes electronically transmitting a first statement descriptor, as part of at least one of the electronic debit transaction and the electronic credit transaction, that includes a first verification code. The method also includes electronically receiving, from the customer, a second verification code, and comparing, by the computer system, the transmitted first verification code with the received second verification code with respect to each other. The method also includes verifying, by the computer system, the customer supplied financial account information based on the comparison of the verification codes.
    Type: Application
    Filed: January 25, 2023
    Publication date: June 1, 2023
    Applicant: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Mark Hibbard, Stuart Bain
  • Publication number: 20230077995
    Abstract: An automation framework system may include a service portal, an API gateway, an entitlements microservice, and a resources microservice. The service portal is configured to provide access to automation functionality of the automation framework system. The service portal is configured to provide entitlement models for generating a programming interface API or automation. The API gateway is configured to intercept API requests from a client device. The API gateway is configured to grant or reject the API requests based on each requested API and information about a user the client device. The entitlements microservice is configured to determine whether the user of the client device is permitted to access the API based on group information associated with the client device. The resources microservice is configured to manage resources associated with each API request.
    Type: Application
    Filed: September 12, 2022
    Publication date: March 16, 2023
    Applicant: HSBC Technology and Services (USA) Inc.
    Inventors: Frank McGrath, Easwaran Neelakandan, James Golden, Darren Lowe
  • Patent number: 11574302
    Abstract: Embodiment of the invention describe methods and systems for verifying customer supplied financial account information verification using debit and credit transactions. In some embodiments, these methods include electronically transmitting an electronic debit and credit transaction to the customer financial account, based on the customer supplied financial account information. The method also includes electronically transmitting a first statement descriptor, as part of at least one of the electronic debit transaction and the electronic credit transaction, that includes a first verification code. The method also includes electronically receiving, from the customer, a second verification code, and comparing, by the computer system, the transmitted first verification code with the received second verification code with respect to each other. The method also includes verifying, by the computer system, the customer supplied financial account information based on the comparison of the verification codes.
    Type: Grant
    Filed: August 10, 2020
    Date of Patent: February 7, 2023
    Assignee: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Mark Hibbard, Stuart Bain
  • Publication number: 20210090041
    Abstract: A global transfers computer system is configured to facilitate global transfers for customers having a plurality of accounts with different entities in different countries. The global transfer may be a foreign exchange (FX) transfer or a non-FX transfer. The global transfers computer system includes a customer database, a user interface, and at least one computer implementing a global customer data computer application, a global transfers computer application, and/or a foreign exchange computer application. Various embodiments are described, including a computer implemented method for performing global transfers using a global transfers computer system.
    Type: Application
    Filed: October 9, 2020
    Publication date: March 25, 2021
    Applicant: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventor: Mark Hibbard
  • Publication number: 20210081931
    Abstract: Embodiment of the invention describe methods and systems for verifying customer supplied financial account information verification using debit and credit transactions. In some embodiments, these methods include electronically transmitting an electronic debit and credit transaction to the customer financial account, based on the customer supplied financial account information. The method also includes electronically transmitting a first statement descriptor, as part of at least one of the electronic debit transaction and the electronic credit transaction, that includes a first verification code. The method also includes electronically receiving, from the customer, a second verification code, and comparing, by the computer system, the transmitted first verification code with the received second verification code with respect to each other. The method also includes verifying, by the computer system, the customer supplied financial account information based on the comparison of the verification codes.
    Type: Application
    Filed: August 10, 2020
    Publication date: March 18, 2021
    Applicant: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Mark Hibbard, Stuart Bain
  • Publication number: 20210049682
    Abstract: The present invention provides, in alternative embodiments, a computer architecture and/or computer implemented methods for account opening. In some embodiments, an integrated, component-based technology platform, globally standardized, business configurable account opening processes are separate and decoupled from the user interface screens and are directly manageable by business functionality and/or personnel. In various embodiments, the invention provides pause and resume, save and retrieve, cross-channel, metrics, audit tracking, data logging, and/or straight-through processing capabilities for account opening.
    Type: Application
    Filed: September 29, 2020
    Publication date: February 18, 2021
    Applicant: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Paris F. Roselli, Ronald M. Lesandro, Michael J. Sullivan, Darren P. Loveday, Michael R. Antognoli, John P. Flood, Yilu He, Darrick R. Brooks, Srinivas Lakshman, Richard Gemma, Trevor Johnson, Sonu Gupta, Martin Hayes
  • Patent number: 10803430
    Abstract: A global transfers computer system is configured to facilitate global transfers for customers having a plurality of accounts with different entities in different countries. The global transfer may be a foreign exchange (FX) transfer or a non-FX transfer. The global transfers computer system includes a customer database, a user interface, and at least one computer implementing a global customer data computer application, a global transfers computer application, and/or a foreign exchange computer application. Various embodiments are described, including a computer implemented method for performing global transfers using a global transfers computer system.
    Type: Grant
    Filed: July 30, 2012
    Date of Patent: October 13, 2020
    Assignee: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventor: Mark Hibbard
  • Patent number: 10789641
    Abstract: The present invention provides, in alternative embodiments, a computer architecture and/or computer implemented methods for account opening. In some embodiments, an integrated, component-based technology platform, globally standardized, business configurable account opening processes are separate and decoupled from the user interface screens and are directly manageable by business functionality and/or personnel. In various embodiments, the invention provides pause and resume, save and retrieve, cross-channel, metrics, audit tracking, data logging, and/or straight-through processing capabilities for account opening.
    Type: Grant
    Filed: June 18, 2013
    Date of Patent: September 29, 2020
    Assignee: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Paris F. Roselli, Ronald M. Lesandro, Michael J. Sullivan, Darren P. Loveday, Michael R. Antognoli, John P. Flood, Yilu He, Darrick R. Brooks, Srinivas Lakshman, Richard Gemma, Trevor Johnson, Sonu Gupta, Martin Hayes
  • Patent number: 10740752
    Abstract: Embodiment of the invention describe methods and systems for verifying customer supplied financial account information verification using debit and credit transactions. In some embodiments, these methods include electronically transmitting an electronic debit and credit transaction to the customer financial account, based on the customer supplied financial account information. The method also includes electronically transmitting a first statement descriptor, as part of at least one of the electronic debit transaction and the electronic credit transaction, that includes a first verification code. The method also includes electronically receiving, from the customer, a second verification code, and comparing, by the computer system, the transmitted first verification code with the received second verification code with respect to each other. The method also includes verifying, by the computer system, the customer supplied financial account information based on the comparison of the verification codes.
    Type: Grant
    Filed: October 23, 2017
    Date of Patent: August 11, 2020
    Assignee: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Mark Hibbard, Stuart Bain
  • Publication number: 20180089671
    Abstract: Embodiment of the invention describe methods and systems for verifying customer supplied financial account information verification using debit and credit transactions. In some embodiments, these methods include electronically transmitting an electronic debit and credit transaction to the customer financial account, based on the customer supplied financial account information. The method also includes electronically transmitting a first statement descriptor, as part of at least one of the electronic debit transaction and the electronic credit transaction, that includes a first verification code. The method also includes electronically receiving, from the customer, a second verification code, and comparing, by the computer system, the transmitted first verification code with the received second verification code with respect to each other. The method also includes verifying, by the computer system, the customer supplied financial account information based on the comparison of the verification codes.
    Type: Application
    Filed: October 23, 2017
    Publication date: March 29, 2018
    Applicant: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Mark Hibbard, Stuart Bain
  • Patent number: 9799030
    Abstract: Embodiment of the invention describe methods and systems for verifying customer supplied financial account information verification using debit and credit transactions. These methods include electronically transmitting an electronic debit and credit transaction to the customer financial account, based on the customer supplied financial account information. The method also includes electronically transmitting a first statement descriptor, as part of at least one of the electronic debit transaction and the electronic credit transaction, that includes a first verification code. The method also includes electronically receiving, from the customer, a second verification code, and comparing, by the computer system, the transmitted first verification code with the received second verification code with respect to each other. The method also includes verifying, by the computer system, the customer supplied financial account information based on the comparison of the verification codes.
    Type: Grant
    Filed: May 28, 2013
    Date of Patent: October 24, 2017
    Assignee: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Mark Hibbard, Stuart Bain
  • Patent number: 9658833
    Abstract: Embodiments of the invention are directed to system and method for managing parallel development of projects. One embodiment of the invention is a method of automatically managing processes in the parallel development of an application through a graphical user interface. The graphical user interface manages the automated processes, which are able to complete their tasks without further user interaction. The automated processes managed by the graphical user interface include, provisioning a first development environment and second development environment. The processes also includes deploying a second release of an application to the second development environment, and merging modifications to the second source code and the second content of the second release into a first source code and a first content of the first release. After the releases have been merged together, the process automatically deploys the third release of the application to a production environment for use by users.
    Type: Grant
    Filed: September 21, 2015
    Date of Patent: May 23, 2017
    Assignee: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Marc Heyhoe, Dan Avidan, Daron Finn, Daniel Lees
  • Publication number: 20160077809
    Abstract: Embodiments of the invention are directed to system and method for managing parallel development of projects. One embodiment of the invention is a method of automatically managing processes in the parallel development of an application through a graphical user interface. The graphical user interface manages the automated processes, which are able to complete their tasks without further user interaction. The automated processes managed by the graphical user interface include, provisioning a first development environment and second development environment. The processes also includes deploying a second release of an application to the second development environment, and merging modifications to the second source code and the second content of the second release into a first source code and a first content of the first release. After the releases have been merged together, the process automatically deploys the third release of the application to a production environment for use by users.
    Type: Application
    Filed: September 21, 2015
    Publication date: March 17, 2016
    Applicant: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: MARC HEYHOE, Dan Avidan, Daron Finn, Daniel Lees
  • Patent number: 9275360
    Abstract: An account opening computer system is configured to provide a flexible front end user interface, separating and decoupling the computer implemented user journey from computer implemented business process(es). The flexible front end user interface includes a plurality of portlets and a component-based object-oriented flow configuration to configure and/or navigate the flow of display screens. Various embodiments are described, including a computer implemented method of account opening using a flow configuration.
    Type: Grant
    Filed: January 20, 2012
    Date of Patent: March 1, 2016
    Assignee: HSBC Technology & Services (USA) Inc.
    Inventors: Yilu He, John P. Flood, Ron Lesandro, Michael J. Sullivan, Trevor Johnson, Sonu Gupta
  • Patent number: 9141382
    Abstract: Embodiments of the invention are directed to system and method for managing parallel development of projects. One embodiment of the invention is a method of automatically managing processes in the parallel development of an application through a graphical user interface. The graphical user interface manages the automated processes, which are able to complete their tasks without further user interaction. The automated processes managed by the graphical user interface include, provisioning a first development environment and second development environment. The processes also includes deploying a second release of an application to the second development environment, and merging modifications to the second source code and the second content of the second release into a first source code and a first content of the first release. After the releases have been merged together, the process automatically deploys the third release of the application to a production environment for use by users.
    Type: Grant
    Filed: January 29, 2013
    Date of Patent: September 22, 2015
    Assignee: HSBC Technology & Services (USA) Inc.
    Inventors: Marc Heyhoe, Dan Avidan, Daron Finn, Daniel Lees
  • Publication number: 20150242255
    Abstract: An application processing engine computer system is configured to process an application for at least one of a product and service using a plurality of coordinated, configurable services. The application processing engine includes an application data management service, an application process flow management service, a decisioning service, an application processing host service, an application activity monitoring service, a queue management service and/or a system maintenance service. Various embodiments are described, including a computer implemented method for processing an application using an application processing engine component and/or module.
    Type: Application
    Filed: September 23, 2014
    Publication date: August 27, 2015
    Applicant: HSBC TECHNOLOGY & SERVICES (USA) INC.
    Inventors: Ron Lesandro, Paris F. Roselli, Michael J. Sullivan, Srinivas Lakshman, Sonu Gupta, John P. Flood, Martin Hayes, Trevor Johnson, Darrick R. Brooks, Ewan C. Hutton
  • Patent number: 8843939
    Abstract: An application processing engine computer system is configured to process an application for at least one of a product and service using a plurality of coordinated, configurable services. The application processing engine includes an application data management service, an application process flow management service, a decisioning service, an application processing host service, an application activity monitoring service, a queue management service and/or a system maintenance service. Various embodiments are described, including a computer implemented method for processing an application using an application processing engine component and/or module.
    Type: Grant
    Filed: October 11, 2011
    Date of Patent: September 23, 2014
    Assignee: HSBC Technology & Services (USA) Inc.
    Inventors: Ronald M. Lesandro, Paris F. Roselli, Michael J. Sullivan, Srinivas Laksham, Sonu Gupta, John P. Flood, Martin Hayes, Trevor Johnson, Darrick R. Brooks, Ewan C. Hutton
  • Patent number: 8645248
    Abstract: An integrated customer communications computer system is configured to provide outbound customer communications. The communications computer system generates documents associated with the communications in a predefined format, in real-time or in batch, by merging templates comprising static data received from a template repository, dynamic data received from at least one component of an account opening system, and static content for the templates received from a content repository. The communications computer system includes a communication manager, a plurality of transmission channels, an interface for managing the templates and the content, and a document repository. Various embodiments are described, including a computer implemented method of providing customer communications using an integrated customer communications component and/or module.
    Type: Grant
    Filed: October 27, 2011
    Date of Patent: February 4, 2014
    Assignee: HSBC Technology & Services (USA) Inc.
    Inventors: Paris F. Roselli, Ronald M. Lesandro, Martin Hayes, Neil T. Parsons, Michael R. Antognoli, Atakorn Tangtrakul, Anil Diwan, Richard A. Gemma
  • Patent number: 8589213
    Abstract: A metrics computer system is configured to collect and analyze metrics from a plurality of account opening data sources including at least one component of an account opening system and a local entity storing account opening data. The metrics computer system includes a data acquisition layer, a data processing layer, and/or an information delivery layer. Various embodiments are described, including a computer implemented method for collecting and analyzing metrics using a metrics component and/or module.
    Type: Grant
    Filed: October 19, 2011
    Date of Patent: November 19, 2013
    Assignee: HSBC Technology & Services (USA) Inc.
    Inventors: Darren P. Loveday, Hitendrakumar Sanghavi, Philip C. Manning, Paul Dodd, Martin Hayes