US 12,008,671 B2
Policyholder setup in secure personal and financial information storage and chatbot access by trusted individuals
Edward W. Breitweiser, Bloomington, IL (US); Brian A. Steigerwald, Bloomington, IL (US); Shreeti Banerjee, Bloomington, IL (US); and Larry Ingrum, Mahomet, IL (US)
Assigned to State Farm Mutual Automobile Insurance Company, Bloomington, IL (US)
Filed by STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY, Bloomington, IL (US)
Filed on Dec. 5, 2022, as Appl. No. 18/074,555.
Application 18/074,555 is a continuation of application No. 17/089,388, filed on Nov. 4, 2020, granted, now 11,544,807.
Claims priority of provisional application 63/108,528, filed on Nov. 2, 2020.
Claims priority of provisional application 62/947,374, filed on Dec. 12, 2019.
Claims priority of provisional application 62/931,486, filed on Nov. 6, 2019.
Claims priority of provisional application 62/930,830, filed on Nov. 5, 2019.
Prior Publication US 2023/0105564 A1, Apr. 6, 2023
Int. Cl. G06Q 50/18 (2012.01); G06Q 40/08 (2012.01); H04L 51/02 (2022.01); H04L 51/04 (2022.01)
CPC G06Q 50/186 (2013.01) [G06Q 40/08 (2013.01); H04L 51/02 (2013.01); H04L 51/04 (2013.01)] 18 Claims
OG exemplary drawing
 
1. A computer-implemented method of setting up a computer system to provide digital asset storage, management and/or retrieval services, the method comprising:
with a storage user's permission, via one or more processors and/or transceivers, enrolling the storage user in a digital asset storage, management and/or retrieval service, wherein enrolling the storage user optionally includes establishing an account record associated with the storage user;
receiving from the storage user, via the one or more processors and/or transceivers, information about one or more access users associated with the storage user;
accepting and storing, via the one or more processors and/or transceivers, digital assets associated with the storage user, wherein the digital assets relate to one or more of a life insurance policy, a homeowner or renter insurance policy, a vehicle insurance policy and a medical insurance policy;
sending, via the one or more processors and/or transceivers, a notification to one or more of the access users informing the one or more access users of an opportunity to use a digital asset service;
receiving from the one or more access users, via the one or more processors and/or transceivers, a request to enroll in the digital asset service;
enrolling the one or more access users in the digital asset service, wherein enrolling the one or more access users includes storing information associated with the one or more access users in an account record associated with the storage user; and
sending to the one or more access users, via the one or more processors and/or transceivers, information about an access user app that the access user can download onto a communication device and use in connection with the digital asset services.