Filed May 19, 2026

Serial No. 99833159

Examining Attorney CHARITY MAJETTE HARRELL

Class Application service provider (ASP) featuring software for use in risk management, regulatory compliance, and audit confirmation; Software as a service (SAAS) services featuring software for routing and fulfilling financial verification requests across multiple channels, including, electronic, facsimile, and postal delivery; Software as a service (SAAS) services featuring software for verifying the existence, ownership, and reported holdings of stablecoin and digital asset accounts for audit and compliance purposes; Software as a service (SAAS) services featuring software for facilitating the verification of financial eligibility for government-administered and government-subsidized benefit programs including Medicare, Medicaid, and Social Security; Software as a service (SAAS) services featuring software for verifying accounts receivable and accounts payable balances for use in audit confirmation, commercial factoring, asset-based lending, and invoice financing decisions; Software as a service (SAAS) services featuring software for audit-related legal confirmation services, including identification of encumbered assets and calculation of contingent liabilities for financial reporting purposes; Software as a service (SAAS) services featuring software for employment verification, employee benefits confirmation, and immigration-related employment and financial record verification; Software as a service (SAAS) services featuring software for orchestrating and auditing the chain of custody of financial verification requests and responses across a network of requestors, responders, and authorizing parties; Software as a service (SAAS) services featuring software for intelligent routing and orchestration of financial verification requests across multiple fulfillment channels based on responder characteristics, historical performance data, and effectiveness scoring; Software as a service (SAAS) services featuring software for crowdsourced endpoint effectiveness scoring, namely, collecting, analyzing, and applying aggregate verification performance data to optimize the routing and fulfillment of financial verification requests; Software as a service (SAAS) services featuring software for facilitating the verification and authenticity of financial data, document verification, asset verification, and financial records analysis; Software as a service (SAAS) services featuring software for financial compliance verification, regulatory reporting, and financial information exchange for verification purposes; Providing temporary use of online non-downloadable software using artificial intelligence (AI) for controlling and facilitating the verification financial, identity, employment, and eligibility documentation; Providing temporary use of online non-downloadable software using artificial intelligence (AI) for controlling verification workflow automation services, namely, dynamically selecting, sequencing, and cascading financial verification requests across digital, electronic, facsimile, postal, and API-based delivery channels; Providing on-line non-downloadable software for facilitating the verification of financial data, banking records, and eligibility records; Electronic document verification services, namely, analyzing document-related data to detect fraud and facilitate the verification of financial and eligibility records Software as a service (SAAS) services featuring software for orchestrating, processing, and auditing verification requests and responses across a network of requestors, responders, and authorizing parties; 100; 101

Case Type Service mark