Credential-Less Account Linking Across Financial Applications

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Solution Overview

Problem

Existing systems require users to repeatedly provide authentication credentials for each new application or service, creating a barrier to adopting new financial applications and services due to the complexity and inconvenience of the authentication process.

Innovation Solution

A system and method for credential-less authentication that allows a user to initially provide credentials to an account-linking service, enabling seamless access to linked accounts across multiple applications without the need for repeated credential entry, using alternative authentication mechanisms such as one-time passcodes and device verification.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If traditional authentication credentials are used for each application, then security is maintained, but user convenience and ease of operation deteriorate due to repeated credential entry

Engineering Contradiction:
Improveease of access to financial accountsVSAvoidauthentication security
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent introduces an account-linking service as an intermediary between users and financial institutions. This service stores authentication credentials securely and provides them to applications without exposing them to users or applications directly. The intermediary resolves the contradiction by enabling convenient access through automated credential provision while maintaining security through centralized, controlled credential management and encryption.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system enables self-service authentication where the account-linking service automatically provides credentials to applications without requiring user intervention for each authentication event. Users perform initial setup and verification, then the system handles subsequent authentications autonomously, improving ease of operation while maintaining security through automated credential distribution and revocation capabilities.

Inventive Principle:
Principle #25Self-service

2Speed

If authentication credentials are stored locally in applications, then access speed is improved, but security deteriorates due to increased vulnerability to breaches

Engineering Contradiction:
Improveauthentication speedVSAvoidvulnerability to security breaches
Core Design Contradiction:
SpeedVSObject-affected harmful factors

Solution Approach 1:

The account-linking service acts as a secure intermediary that holds authentication credentials centrally rather than distributing them locally to multiple applications. This eliminates the security vulnerability of local storage while maintaining fast authentication speeds through efficient credential retrieval and provision to authorized applications via secure communication channels.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces the mechanical approach of local credential storage in each application with a centralized credential management system using secure communication protocols and encrypted credential transmission. This substitution maintains authentication speed through optimized credential delivery while eliminating the security risks associated with local storage vulnerabilities.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Reliability

If multiple authentication methods are implemented for different applications, then security is enhanced, but device complexity and ease of operation worsen

Engineering Contradiction:
Improveauthentication securityVSAvoidauthentication process complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The account-linking service provides a universal authentication mechanism that works across multiple applications and financial institutions through a standardized interface. Instead of implementing different authentication methods for each application, the system uses a single unified approach where the account-linking service manages credentials for all applications, reducing device complexity while maintaining security through consistent credential management practices.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent merges multiple authentication processes into a single unified system. The account-linking service consolidates credential management for multiple applications and financial institutions into one centralized service, eliminating the need for separate authentication implementations in each application and reducing overall system complexity while maintaining security through unified credential protection.

Inventive Principle:
Principle #5Merging (Combining)

4Reliability

If users manually set up authentication for each application, then security control is maintained, but time consumption and productivity worsen

Engineering Contradiction:
Improveuser control over authenticationVSAvoidaccount setup efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system performs preliminary authentication setup through the account-linking service before applications need to access financial accounts. Users complete initial verification and credential provisioning once through the account-linking service, and subsequent application authentications occur automatically without requiring repeated user action. This preliminary action maintains user control while dramatically improving setup efficiency and reducing time consumption.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The account-linking service enables self-service authentication where users perform initial setup and verification, then the system automatically handles credential provision to applications without requiring repeated user intervention. This maintains user control over the authentication process while improving productivity by eliminating repetitive manual setup tasks for each application.

Inventive Principle:
Principle #25Self-service

Data Source

PatentEP4014141B1System and method linking to accounts using credential-less authentication
Publication Date: 2025.07.23 PLAID INC
  • EP4014141B1 patent drawingFigure 1
  • EP4014141B1 patent drawingFigure 2
  • EP4014141B1 patent drawingFigure 3

AI summary

A system and method for linking to accounts using credential-less authentication that includes: within a first application context at an account-linking computing service: receiving a request to establish an account link, establishing the account link to a user account of an account service using user credentials, and receiving user identifying information of the first application context and storing the user identifying information in association with the account link; and within a second application context at the account-linking computing service: receiving user identifying information of the second application context, searching and identifying a candidate account link using the user identifying information of the second application context, verifying eligibility for access to the account link, and permitting access to the account link upon successful verification of eligibility.