Method and apparatus for facilitating financial monitoring...

Details Method and apparatus for facilitating financial monitoring... Method and apparatus for facilitating financial monitoring...

2006-04-28

2010-02-16

Havan, Thu Thao (Department: 3695)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S03600T

Reexamination Certificate

active

07664691

ABSTRACT:
One embodiment of the present invention provides a system that enables a guardian to monitor a financial account on behalf of an account owner, such as a senior citizen. During operation, the system receives a request from the guardian to access the financial account. In response to this request, the system determines whether the guardian is authorized to access the financial account. If so, the system provides the guardian with read-only access to the financial account, whereby the guardian can monitor activity in the financial account, but cannot perform operations that modify the financial account.

REFERENCES:
patent: 2005/0149436 (2005-07-01), Elterich
U.S. Appl. No. 60/882,781, filed Dec. 2005, Adler et al.

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