US 12,259,907 B2
Browser-based aggregation
Warren Lowell Putnam, New York, NY (US); and Michael George Del Monte, Garrison, NY (US)
Assigned to Plaid Inc., San Francisco, CA (US)
Filed by Plaid Inc., San Francisco, CA (US)
Filed on Jun. 16, 2022, as Appl. No. 17/842,444.
Application 17/842,444 is a continuation of application No. 16/042,147, filed on Jul. 23, 2018, granted, now 11,468,085.
Claims priority of provisional application 62/535,859, filed on Jul. 22, 2017.
Prior Publication US 2022/0327141 A1, Oct. 13, 2022
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 16/27 (2019.01); G06F 16/2455 (2019.01); G06F 16/955 (2019.01); G06F 21/62 (2013.01); G06Q 40/02 (2023.01); G06Q 50/26 (2012.01); H04L 67/141 (2022.01)
CPC G06F 16/27 (2019.01) [G06F 16/24556 (2019.01); G06F 16/955 (2019.01); G06F 21/6245 (2013.01); G06Q 40/02 (2013.01); G06Q 50/265 (2013.01); H04L 67/141 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method comprising:
receiving, by a syncing agent activated on a server computing device and from a plugin on a user computing device during a live session between a browser or a mobile application of the user computing device and an institution web site provided by an institution server, session information configured to establish the live session,
wherein the syncing agent is activated to receive information from the institution server based on the session information being received from the plugin, and
wherein the server computing device, the user computing device, and the institution server are three separate devices;
making, by the syncing agent and using the session information, direct posts to the institution server based on the syncing agent being activated to receive information from the institution server;
receiving, by the syncing agent and based on making the direct posts to the institution server, data transmitted from the institution server and intended for the browser or the mobile application,
wherein the data, transmitted from the institution server and intended for the browser or the mobile application, is received directly from the institution server; and
gathering, by the syncing agent and during the live session, account data transmitted from the institution server via a network and using the session information,
wherein the account data relates to at least one account of a customer associated with the institution server, and
wherein the account data is different from the session information.