Jeremy N Sokolic

US Patent:

7203845, Apr 10, 2007

Filed:

Jan 11, 2002

Appl. No.:

10/044289

Inventors:

Jeremy N. Sokolic - New York NY, US
Sanjeev Dheer - Scarsdale NY, US
Venkatachari Dilip - Cupertino CA, US

Assignee:

CashEdge, Inc. - New York NY

International Classification:

H04L 9/00
G06F 15/16
H04K 1/00

US Classification:

713194, 713166, 705 4, 705 64

Abstract:

A user is presented with multiple modes of operation, such that the multiple modes of operation define different trust options for handling data (such as login credentials or other sensitive data) associated with the user. A selection of one of the multiple modes of operation is received from the user. Data associated with the user is handled in accordance with the selected mode of operation.

US Patent:

7536340, May 19, 2009

Filed:

Dec 18, 2003

Appl. No.:

10/739892

Inventors:

Sanjeev Dheer - Scarsdale NY, US
Jeremy N. Sokolic - New York NY, US

Assignee:

CashEdge, Inc. - New York NY

International Classification:

G06Q 40/00

US Classification:

705 37, 705 38, 705 36, 705 35

Abstract:

A compliance monitoring system and method identifies an individual or entity to be monitored for account compliance and receives account information associated with the individual or entity. The compliance monitoring system and method obtains holdings in the account and determines whether the holdings in the account comply with a predetermined rule.

US Patent:

7657761, Feb 2, 2010

Filed:

Mar 5, 2007

Appl. No.:

11/714627

Inventors:

Jeremy N. Sokolic - New York NY, US
Sanjeev Dheer - Scarsdale NY, US
Venkatachari Dilip - Cupertino CA, US

Assignee:

CashEdge, Inc. - New York NY

International Classification:

H04L 9/00
H04K 1/00
G06F 15/16
G06F 21/24

US Classification:

713194, 713166, 705 64

Abstract:

A user is presented with multiple modes of operation, such that the multiple modes of operation define different trust options for handling data (such as login credentials or other sensitive data) associated with the user. A selection of one of the multiple modes of operation is received from the user. Data associated with the user is handled in accordance with the selected mode of operation.

US Patent:

7873677, Jan 18, 2011

Filed:

Aug 22, 2005

Appl. No.:

11/209178

Inventors:

Roy Messing - Ridgefield CT, US
Jeremy N. Sokolic - New York NY, US
Sanjeev Dheer - Scarsdale NY, US
Venkatachari Dilip - Cupertino CA, US

Assignee:

Cashedge, Inc. - Milpitas CA

International Classification:

G06F 17/30

US Classification:

707805

Abstract:

Data is captured from a web site or other data source. Data is extracted from the web page using a data harvesting script or other data acquisition routine. The extracted data is then normalized and stored in a database. If data cannot be extracted from the web page, a copy of the captured web page is stored without personal information contained in the web page. The data harvesting script is then edited based on an analysis of the captured web page.

US Patent:

8086508, Dec 27, 2011

Filed:

Apr 26, 2002

Appl. No.:

10/134046

Inventors:

Sanjeev Dheer - Scarsdale NY, US
Venkatachari Dilip - Cupertino CA, US
Roy Messing - Ridgefield CT, US
Jeremy Sokolic - New York NY, US
Manu Sareen - New York NY, US
Gautam Sinha - Fremont CA, US

Assignee:

CashEdge, Inc. - New York NY

International Classification:

G06Q 40/00

US Classification:

705 35, 705 11

Abstract:

A delegated authority system allows an account holder to delegate authority to one or more individuals, such as financial advisors through a third party service. An individual receives authority to access financial accounts and/or access aggregated financial data. The individual may then retrieve account information from the individual accounts or from the aggregated financial data. In on exemplary system, the account information is accessed via the Internet or another data communication network.

US Patent:

20030126134, Jul 3, 2003

Filed:

Jan 3, 2002

Appl. No.:

10/040314

Inventors:

Roy Messing - Ridgefield CT, US
Jeremy Sokolic - New York NY, US
Sanjeev Dheer - Scarsdale NY, US
Venkatachari Dilip - Cupertino CA, US

International Classification:

G06F007/00

US Classification:

707/010000

Abstract:

Data is captured from a web site or other data source. Data is extracted from the web page using a data harvesting script or other data acquisition routine. The extracted data is then normalized and stored in a database. If data cannot be extracted from the web page, a copy of the captured web page is stored without personal information contained in the web page. The data harvesting script is then edited based on an analysis of the captured web page.

US Patent:

20040236653, Nov 25, 2004

Filed:

Jan 30, 2004

Appl. No.:

10/769036

Inventors:

Jeremy Sokolic - New York NY, US
Balraj Suneja - Norwalk CT, US
Amitava Parial - Newark CA, US
Sarabjeet Singh - San Jose CA, US
Gautam Sinha - Fremont CA, US
Sanjeev Dheer - Scarsdale NY, US

International Classification:

G06F017/60

US Classification:

705/035000

Abstract:

Financial data having multiple financial data elements is retrieved from a data source. A procedure identifies multiple rules associated with the financial data elements. Those multiple rules are applied to the financial data elements such that each of the financial data elements is associated with an identifier. The procedure then identifies additional information regarding a particular financial data element using the identifier associated with the financial data element.

US Patent:

20050187867, Aug 25, 2005

Filed:

Jan 31, 2005

Appl. No.:

11/047359

Inventors:

Jeremy Sokolic - New York NY, US
Balraj Suneja - Norwalk CT, US
Gautam Sinha - San Ramon CA, US
Amitava Parial - Newark CA, US
Sarabjeet Singh - San Jose CA, US
Sanjeev Dheer - Scarsdale NY, US

International Classification:

G06F017/60

US Classification:

705039000, 705035000

Abstract:

Financial transaction data is retrieved from a financial institution. The financial transaction data includes a transaction value. The transaction value is compared to multiple pre-defined transaction identifiers and associated with one of the transaction identifiers. The financial transaction data and the associated transaction identifier are then stored in a storage mechanism.