US 12,373,417 B2
Systems and methods for storing and verifying data
Sudipta Kitsis, San Francisco, CA (US); Jose Salazar, San Francisco, CA (US); Lashana Wiggs, San Francisco, CA (US); Michael Annetti, San Francisco, CA (US); Rohit Bodhale, Charlotte, NC (US); Sachin Rege, San Francisco, CA (US); Melissa Meacham, Charlotte, NC (US); Anya Carpentier, Boston, MA (US); Vinay Maganti, San Leandro, CA (US); Jacquelin Macdonald, Tempe, AZ (US); and Todd Lewis, San Francisco, CA (US)
Assigned to Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed by Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed on Jan. 18, 2024, as Appl. No. 18/416,620.
Application 18/416,620 is a continuation of application No. 17/229,539, filed on Apr. 13, 2021, granted, now 11,880,351.
Claims priority of provisional application 63/009,878, filed on Apr. 14, 2020.
Prior Publication US 2024/0160618 A1, May 16, 2024
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 16/00 (2019.01); G06F 3/04842 (2022.01); G06F 16/215 (2019.01); G06F 16/23 (2019.01)
CPC G06F 16/2358 (2019.01) [G06F 3/04842 (2013.01); G06F 16/215 (2019.01); G06F 16/2365 (2019.01)] 20 Claims
OG exemplary drawing
 
1. A system comprising:
a provider institution accounts database structured to retrievably store data corresponding to a plurality of entities including a primary entity related to a plurality of secondary entities, the primary entity comprising an enterprise and the plurality of secondary entities comprising a plurality of subsidiaries of the enterprise, the data for each of the plurality of entities including values for a plurality of fields associated with the respective entity; and
a data management circuit including one or more processors, the data management circuit configured to:
detect one or more fields corresponding to at least one of the plurality of secondary entities has a value which is to be updated, based on the value being empty or stale;
identify a user associated with the primary entity, based on a user identifier corresponding to the user being stored in the provider institution accounts database in association with the primary entity and at least one secondary entity of the plurality of secondary entities;
generate, responsive to detecting that the value is to be updated, a first user interface for rendering at a user device for the user associated with the primary entity to initiate a review process of the data stored on the provider institution accounts database corresponding to the plurality of entities, the user being an agent of at least one subsidiary of the plurality of subsidiaries, wherein the first user interface indicates a list of a subset of the plurality of secondary entities in which the user is authorized to provide or update values corresponding to the subset of the plurality of secondary entities, wherein the subset of the plurality of secondary entities is identified according to which of the plurality of secondary entities are associated with the user identifier;
generate, responsive to receiving a selection of at least one secondary entity of the plurality of secondary entities in the subset of the plurality of secondary entities, a second user interface including a field to receive the value for the at least one secondary entity;
receive, from the user device, the value provided by the user via the second user interface for the field; and
update the data corresponding to the at least one secondary entity in the provider institution accounts database using the value received from the user device.