Patents by Inventor Charles Brian Fox
Charles Brian Fox 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).
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Patent number: 11861696Abstract: A systems and method facilitates obtaining accountant prepared financial statements associated with a client. A financial statement user initiates the process such as when a client has requested a loan and the financial statement user initiates an underwriting process. An identity of an accountant or client is received at a confirmation system from the financial statement user via the communications network. The identified accountant or client identifies the other party to the confirmation system via the communications network. Financial statements associated with the client are received from the identified accountant via the communications network. The received financial statements include financial information associated with the client. Permissions associated with the financial statements are received from the client via the communications network. The financial statements are provided via the communications network to the financial statement user in accordance with the permissions provided by the client.Type: GrantFiled: February 14, 2014Date of Patent: January 2, 2024Assignee: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Publication number: 20230274350Abstract: A system and method facilitates obtaining accountant prepared financial statements associated with a client. An accountant is identified to the confirmation system by a client, or the client is identified by the accountant, wherein financial statements associated with the client are received from the accountant via the communications network. The client is only allowed to review and release, but not alter, the financial statements, and further provides permissions associated with the financial statements with respect to approved financial statement users. The financial statements are provided via the communications network to the approved financial statement users in accordance with the permissions provided by the client.Type: ApplicationFiled: May 9, 2023Publication date: August 31, 2023Inventor: Charles Brian Fox
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Publication number: 20140122306Abstract: Systems and methods are provided for obtaining verified financial statements associated with a client. An accountant provides or approves financial statements associated with a client to a confirmation system via a communications network. The client provides permissions for the financial statements to the confirmation system via the communications network and identifies at least one lending institution. The confirmation system queries the database of licensed certified public accountants to determine whether the accountant is currently licensed as a certified public accountant. The confirmation system provides the financial statements to the lending institution or financial statement user upon determining that the accountant is a certified public accountant and confirming the financial information in the financial statements.Type: ApplicationFiled: October 25, 2013Publication date: May 1, 2014Inventor: Charles Brian Fox
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Patent number: 8543475Abstract: Systems and methods are defined for facilitating the factoring process involving a business client, one or more factors, and a third-party (i.e., a debtor doing business with the business client) providing confirmations for the accounts receivables upon the client's request. The client requests confirmation of accounts receivables from a confirmation system, the confirmation system queries the debtor(s) for confirmation of their accounts payable to the client, and the confirmation system provides completed accounts receivables to one or more factors designated by the client (i.e., initially provided to the confirmation system with the accounts receivable data that initiates the confirmation process).Type: GrantFiled: June 26, 2012Date of Patent: September 24, 2013Assignee: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Patent number: 8510185Abstract: Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. An auditor receives an audit number, electronically captured signature, or physical signature from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system (i.e., confirmation system) and transmitted to the relevant third-party. The third-party responder then provides necessary confirmation response data or the confirmation system retrieves the response data from a computer of the responder using credentials of the client. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client.Type: GrantFiled: June 26, 2012Date of Patent: August 13, 2013Assignee: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Patent number: 8484105Abstract: A system and method facilitates the audit process involving a business client, an auditor, and a third-party by providing confirmations for the client upon the auditor's request. An auditor or requestor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a legal professional. The confirmation request submitted by the requestor will be stored in a network-based computer confirmation system and transmitted to the relevant third-party responder. The third-party then provides necessary confirmation data (i.e., response data) to the confirmation system which forwards a completed confirmation to the auditor. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client, such as a legal professional.Type: GrantFiled: June 26, 2012Date of Patent: July 9, 2013Assignee: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Patent number: 8442880Abstract: Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. More specifically, an auditor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system and transmitted to the relevant third-party. The third-party then provides necessary confirmation data in response to the request and has the confirmation data transferred to the auditor through the computer system over the Internet. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that ahs access to the requested data associated with the client.Type: GrantFiled: July 7, 2010Date of Patent: May 14, 2013Assignee: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Publication number: 20120330799Abstract: Systems and methods are defined for facilitating the factoring process involving a business client, one or more factors, and a third-party (i.e., a debtor doing business with the business client) providing confirmations for the accounts receivables upon the client's request. The client requests confirmation of accounts receivables from a confirmation system, the confirmation system queries the debtor(s) for confirmation of their accounts payable to the client, and the confirmation system provides completed accounts receivables to one or more factors designated by the client (i.e., initially provided to the confirmation system with the accounts receivable data that initiates the confirmation process).Type: ApplicationFiled: June 26, 2012Publication date: December 27, 2012Inventor: Charles Brian Fox
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Publication number: 20120330797Abstract: A system and method facilitates the audit process involving a business client, an auditor, and a third-party by providing confirmations for the client upon the auditor's request. An auditor or requestor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a legal professional. The confirmation request submitted by the requestor will be stored in a network-based computer confirmation system and transmitted to the relevant third-party responder. The third-party then provides necessary confirmation data (i.e., response data) to the confirmation system which forwards a completed confirmation to the auditor. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client, such as a legal professional.Type: ApplicationFiled: June 26, 2012Publication date: December 27, 2012Inventor: Charles Brian Fox
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Publication number: 20120330798Abstract: Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. An auditor receives an audit number, electronically captured signature, or physical signature from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system (i.e., confirmation system) and transmitted to the relevant third-party. The third-party responder then provides necessary confirmation response data or the confirmation system retrieves the response data from a computer of the responder using credentials of the client. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client.Type: ApplicationFiled: June 26, 2012Publication date: December 27, 2012Inventor: Charles Brian Fox
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Patent number: 7831488Abstract: Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. More specifically, an auditor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system and transmitted to the relevant third-party. The third-party then provides necessary confirmation data in response to the request and has the confirmation data transferred to the auditor through the computer system over the Internet. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client.Type: GrantFiled: April 30, 2004Date of Patent: November 9, 2010Assignee: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Patent number: 7383232Abstract: Systems and methods are defined for facilitating the audit process involving a financial institution, a client of the financial institution, and an accountant. A service provider receives the client's account information from the financial institution upon approval of the client. The financial institution also provides an identification number allowing the accountant to access the information deposited in the service provider. The accountant is provided the identification number in one of a variety of ways allowing the accountant to access the client's information to facilitate an audit process. In this manner, an audit process can be facilitated and reduce the sending of paper copies from the financial institution to the accountant.Type: GrantFiled: October 23, 2002Date of Patent: June 3, 2008Assignee: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Publication number: 20040205030Abstract: Systems and methods are defined for facilitating the audit process involving a business client, an auditor, and a third-party providing confirmations for the client upon the auditor's request. More specifically, an auditor receives an audit number from the audited client as evidence of authorization for requesting confirmation from a third-party, such as a bank or related business entity. The confirmation request submitted by the auditor will be stored in a network-based computer system and transmitted to the relevant third-party. The third-party then provides necessary confirmation data in response to the request and has the confirmation data transferred to the auditor through the computer system over the Internet. The involved third-party can be a bank or financial institution, another entity in business relationship with the client, or any other entity that has access to the requested data associated with the client.Type: ApplicationFiled: April 30, 2004Publication date: October 14, 2004Applicant: Capital Confirmation, Inc.Inventor: Charles Brian Fox
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Publication number: 20030078896Abstract: Systems and methods are defined for facilitating the audit process involving a financial institution, a client of the financial institution, and an accountant. A service provider receives the client's account information from the financial institution upon approval of the client. The financial institution also provides an identification number allowing the accountant to access the information deposited in the service provider. The accountant is provided the identification number in one of a variety of ways allowing the accountant to access the client's information to facilitate an audit process. In this manner, an audit process can be facilitated and reduce the sending of paper copies from the financial institution to the accountant.Type: ApplicationFiled: October 23, 2002Publication date: April 24, 2003Inventor: Charles Brian Fox