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公开(公告)号：US10021672B2
公开(公告)日：2018-07-10
申请号：US14987722
申请日：2016-01-04
摘要： Embodiments of the invention are directed to a system, method, or computer program product for providing resource allocation based on available resources via an interactive resource interface. In this way, the invention provides a comprehensive integrated platform for identification, continual monitoring and optimal allocation of resources on a mobile device. The invention provides the interactive resource interface on the mobile device, wherein the interface is configured to receive user input comprising physical gestures. The system identifies a user input comprising a first physical gesture, wherein the physical gesture is associated with one or more gesture attributes. Consequently, the system may initiate a resource transfer between two resources, based on correlating the one or more gesture attributes with the resources.
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22.发明申请公开(公告)号：US20180103086A1
公开(公告)日：2018-04-12
申请号：US15288826
申请日：2016-10-07
发明人： Alicia C. Jones-McFadden , Suma Nagappa Kumaraswamy , Matthew Hsieh , Scott R. Enscoe , Elizabeth Ann Miller , Alicia Anli Salvino , Daniel Shilov , Michael Anderson , Raghav Anand
CPC分类号： H04L67/22 , G06Q30/04 , G06Q40/02 , H04L67/306
摘要： Embodiments of the invention are directed to a system, method, or computer program product for operative communication channel linkage between a user and subscription services for effective and efficient communicate with the third parties associated with the subscriptions. The invention eliminates the storage and processing requirement of a user device and allows a user system to use a single communication channel for communication for a centralized subscription regulation interface for subscription management and communications. The system identifies subscriptions from resource management sources and correlates the subscriptions to the subscription regulation interface for monitoring and trigger analysis based on locational and transactional user extraction.
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公开(公告)号：US20170193483A1
公开(公告)日：2017-07-06
申请号：US14987003
申请日：2016-01-04
IPC分类号： G06Q20/22 , G06F3/0484
CPC分类号： G06Q20/22 , G06F3/04847 , G06Q30/06
摘要： Embodiments of the invention are directed to a system, method, or computer program product for providing a real-time determination of resource availability for usage via an interactive forecast interface with incorporated dashboard. In this way, the invention provides a real-time overlay forecast interface on a mobile device. The system gains access to one or more resources of a user and compiles the resources into an interactive forecast interface for visualization, manipulation, and mock manipulation of resources. The invention converts resource data extracted from the sources of the resource into a textual format encrypted for secure implementation and use into the interactive forecast interface.
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公开(公告)号：US20170193474A1
公开(公告)日：2017-07-06
申请号：US14987008
申请日：2016-01-04
CPC分类号： G06Q20/108 , G06Q20/3221 , G06Q20/3223 , G06Q20/3224 , G06Q20/401 , G06Q30/0633 , H04L63/08 , H04L67/20
摘要： Embodiments of the invention are directed to a system, method, or computer program product for providing a reallocation of resources contextual visual element and double verification requirement for resource distribution. In this way, the system identifies goals associated with a user and generated contextual visual elements associated with those goals. Based on a triggering event, the system displays the customized contextual visual element on a display of the user's device locking the functionality of the user device for a period of time the contextual visual element is displayed. Furthermore, the system may integrate and code a double verification requirement into resource distribution applications, requiring secondary authentication and additional verification for resource distribution.
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公开(公告)号：US20170076383A1
公开(公告)日：2017-03-16
申请号：US14853649
申请日：2015-09-14
发明人： Katherine Dintenfass , Scott R. Enscoe , Alicia C. Jones-McFadden , Matthew Hsieh , Kevin Andrew O'Neil, JR. , William F. Borowski , Minh Nguyen Vuong
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： The present disclosure describes restructuring accounts and assets of a user based on analysis of the intentions of the user and/or beneficiaries to the accounts of the user. Embodiments herein disclosed describe systems, methods, and computer program products for receiving information about a user, accounts associated with the user, and beneficiaries associated with the accounts. Some embodiments include receiving intentions of the user and/or the beneficiaries, including goals and investment strategies for how the user and the beneficiary wish to manage the funds in the user's accounts. Some embodiments include determining at least one asset structure model based on the accounts of the user, the user information, the beneficiary information, and the intentions of the user and/or the beneficiaries. In some embodiments, the user may select an asset structure model, which will then be applied to the accounts of the user.
摘要翻译： 本公开描述了基于用户和/或受益人对用户的帐户的意图的分析的用户的重组帐户和资产。 本文公开的实施例描述了用于接收关于用户的信息，与用户相关联的帐户以及与账户相关联的受益者的系统，方法和计算机程序产品。 一些实施例包括接收用户和/或受益人的意图，包括用户和受益人希望如何管理用户帐户中的资金的目标和投资策略。 一些实施例包括基于用户的帐户，用户信息，受益人信息以及用户和/或受益者的意图确定至少一个资产结构模型。 在一些实施例中，用户可以选择资产结构模型，然后将其应用于用户的帐户。
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公开(公告)号：US20170076382A1
公开(公告)日：2017-03-16
申请号：US14853600
申请日：2015-09-14
发明人： Katherine Dintenfass , Scott R. Enscoe , Alicia C. Jones-McFadden , Matthew Hsieh , Kevin Andrew O'Neil, JR. , William F. Borowski , Minh Nguyen Vuong
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： Embodiments of the invention are directed to systems, methods, and computer program products for dynamic generation of allocation guide for assets. The system is configured for receiving information associated with a state residency of the user; retrieving one or more state laws associated with the state residency of the user; retrieving information associated with allocation of assets from the one or more sources to the one or more accounts associated with the one or more beneficiaries; dynamically generating a will draft; and transmitting the will draft to the user.
摘要翻译： 本发明的实施例涉及用于动态生成资产分配指南的系统，方法和计算机程序产品。 该系统被配置为用于接收与用户的状态驻留相关联的信息; 检索与用户的状态相关联的一个或多个州法律; 从与所述一个或多个来源相关联的所述一个或多个帐户相关联的与所述一个或多个受益者相关联的资产的相关联的信息; 动态产生意愿稿; 并将该草案传送给用户。
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公开(公告)号：US09082150B2
公开(公告)日：2015-07-14
申请号：US13652565
申请日：2012-10-16
发明人： Carrie A. Hanson , Laura C. Bondesen , Nicole Chen , Katherine Dintenfass , Scott R. Enscoe , Leo Kopelow , Yameng Li , Brett Newman , Nicholas Sharp , Marc L. Warshawsky , Alexander C. Wittkowski , Jon R. Wolf
CPC分类号： G06Q40/02
摘要： In certain embodiments, an apparatus includes a memory and a processor. The processor is operable to present, in a first region of a display, information associated with a first service based at least in part upon the user. The processor is further operable to present information associated with a second, third and fourth service. Additionally, the processor may receive an update to the information associated with the first service and present, in the first region of the display, the update to the information associated with the first service. Finally, the processor is operable to detect a first touch on the first region of the display indicating a selection of the first service and present details associated with the first service in response to detecting the first touch.
摘要翻译： 在某些实施例中，装置包括存储器和处理器。 处理器可操作以至少部分地基于用户在显示器的第一区域中呈现与第一服务相关联的信息。 处理器还可操作以呈现与第二，第三和第四服务相关联的信息。 另外，处理器可以接收对与第一服务相关联的信息的更新，并且在显示器的第一区域中呈现对与第一服务相关联的信息的更新。 最后，处理器可操作以响应于检测到第一触摸而检测显示器的第一区域上的第一触摸，指示第一服务的选择以及与第一服务相关联的呈现细节。
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公开(公告)号：US20140101072A1
公开(公告)日：2014-04-10
申请号：US13647769
申请日：2012-10-09
发明人： Matthew A. Calman , Carrie Anne Hanson , Scott R. Enscoe , John Rees , Nancy Talarico , Sven David Newman , Greg Leonard Hertz
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： According to some embodiments, a system comprises an interface and one or more processors. The interface receives a request to display a giving plan associated with a donor. The processors determine beneficiaries and assets of the donor. The processors also determine an allocation plan that associates one or more of the assets with one or more of the beneficiaries. The interface displays the giving plan comprising a graphical representation of the beneficiaries and a relative value of the assets associated with each beneficiary based on the allocation plan. The giving plan also comprises interactive features that facilitate modifying the graphical representation in order to visualize a potential change to the allocation plan.
摘要翻译： 根据一些实施例，系统包括接口和一个或多个处理器。 接口接收到显示与捐赠者相关联的给予计划的请求。 处理者确定捐助者的受益人和资产。 处理者还确定将一个或多个资产与一个或多个受益人相关联的分配计划。 该界面显示给出计划，包括受益人的图形表示以及基于分配计划的与每个受益人相关联的资产的相对价值。 赠送计划还包括促进修改图形表示以便可视化分配计划的潜在变化的交互功能。
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公开(公告)号：US20200051100A1
公开(公告)日：2020-02-13
申请号：US16656204
申请日：2019-10-17
发明人： Alicia C. Jones-McFadden , Matthew Hsieh , Scott R. Enscoe , Raghav Anand , Michael Anderson , Elizabeth Ann Miller , Daniel Shilov , Alicia Anli Salvino
IPC分类号： G06Q30/02 , G06N20/00 , G06F3/0481
摘要： Embodiments leverage an artificial intelligence engine to generate customer-specific user experiences based on real-time analysis of customer responses to recommend and/or experienced features. Some embodiments access a profile of an end user comprising at least one first characteristic associated with the end user and extract end user information from a database of an entity server; identify a first trend related to resource utilization and/or management implemented by the end user based on the extracted end user information; determine an opportunity based on the identified first trend; in response to determining the opportunity, transmit control signals configured to cause the graphical user interface of the device of the end user to display graphically at least one recommendation based on the determined opportunity to the end user; and receive an input selecting or declining at least one recommendation. These inputs may correlate to a modified interface experience.
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公开(公告)号：US10510088B2
公开(公告)日：2019-12-17
申请号：US15288565
申请日：2016-10-07
发明人： Alicia C. Jones-McFadden , Matthew Hsieh , Scott R. Enscoe , Raghav Anand , Michael Anderson , Elizabeth Ann Miller , Daniel Shilov , Alicia Anli Salvino
摘要： Embodiments leverage an artificial intelligence engine to generate customer-specific user experiences based on real-time analysis of customer responses to recommend and/or experienced features. Some embodiments access a profile of an end user comprising at least one first characteristic associated with the end user and extract end user information from a database of an entity server; identify a first trend related to resource utilization and/or management implemented by the end user based on the extracted end user information; determine an opportunity based on the identified first trend; in response to determining the opportunity, transmit control signals configured to cause the graphical user interface of the device of the end user to display graphically at least one recommendation based on the determined opportunity to the end user; and receive an input selecting or declining at least one recommendation. These inputs may correlate to a modified interface experience.
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