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Systems and methods for audit confirmation and other confirmation services
Systems and methods for audit confirmation and other confirmation services
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机译:审核确认和其他确认服务的系统和方法
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摘要
Systems and methods for audit confirmation and other confirmation services by a financial institution are disclosed. In one particular exemplary embodiment, a computer-implemented method for automated confirmation services may comprise: receiving, by a financial institution and from a requestor, a confirmation request submitted in one or more standardized forms; parsing the standardized forms to identify: (a) an identity of the requestor, (b) an identity of an account holder whose financial data are sought, and (c) financial data fields sought by the confirmation request; determining whether the financial institution is authorized to respond to the confirmation request; retrieving the financial data from an account database based on the identified financial data fields; populating a response form with the retrieved financial data; affixing a proof mechanism to the response form for the financial institution to attest to the accuracy of the financial data; and making the response form available to the requestor.
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