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公开(公告)号:US20240330892A1
公开(公告)日:2024-10-03
申请号:US18738362
申请日:2024-06-10
发明人: Mark RIEPE , Mark JAMISON
IPC分类号: G06Q20/22
CPC分类号: G06Q20/227 , G06Q20/22
摘要: A system and method identifies a score for a user using the user's response to questions from a number of different financial and other-than-financial planning dimensions.
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公开(公告)号:US20240330382A1
公开(公告)日:2024-10-03
申请号:US18741225
申请日:2024-06-12
发明人: Logan Sommers AHLSTROM , Ravindra Reddy TAPPETA VENKATA , Sean Ming-Yin LAW , Joseph Clark WALSTON , Raviteja LOKINENI , Dayanand NARREGUDEM
IPC分类号: G06F16/9535 , G06F3/0482 , G06F9/451 , G06F16/2457 , G06F16/28 , G06F16/951 , G06F16/9538 , G06F16/955
CPC分类号: G06F16/9535 , G06F16/24578 , G06F16/285 , G06F16/951 , G06F16/9538 , G06F16/955 , G06F3/0482 , G06F9/451
摘要: A recommendation system includes a content similarity analyzer configured to determine a first set of content item identifiers similar to a set of viewed content items based on respective similarity scores and add them to a first list. A similar user content extraction module identifies a set of similar user identifiers from a user similarity database; obtains, based on respective viewing histories of the set, a second set of content item identifiers; and adds them to the first list. The recommendation system includes a content filter configured to select a subset of content item identifiers from the first list based on the corresponding similarity scores between content item identifiers of the first list and a viewing history. The content filter is configured to transmit the subset of content item identifiers for display of the corresponding content items via a web portal on a user interface of a first user device.
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公开(公告)号:US20240311912A1
公开(公告)日:2024-09-19
申请号:US18673961
申请日:2024-05-24
摘要: A system and method graphically displays and receives order status and allows order status to be replayed in time.
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公开(公告)号:US20240305667A1
公开(公告)日:2024-09-12
申请号:US18669962
申请日:2024-05-21
发明人: John Scott KULA
CPC分类号: H04L63/1483 , H04L63/083 , H04L67/02 , H04L67/54
摘要: An authentication system includes an authentication module and a user history database storing order information that includes, for each of multiple logins of the first user to a web property, at least one of: an indication of an order of hypertext transfer protocol (HTTP) headers that were previously received at the authentication module during the login, and an indication of an order of navigator object properties that were previously returned to the authentication module during the login. The authentication module is configured to: receive, from a web browser of a first entity attempting to log in to the web property, credentials of the first user; determine order information of the first entity's web browser; perform a comparison operation based on the order information of the first user and that of the first entity, and determine whether to allow the first entity to log in based on the comparison operation.
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公开(公告)号:US20240305624A1
公开(公告)日:2024-09-12
申请号:US18551040
申请日:2020-09-14
发明人: John Scott KULA
IPC分类号: H04L9/40
CPC分类号: H04L63/083
摘要: An authentication system has instructions including, in response to receiving a page request, determining a page identifier based on the page request and comparing the page identifier to a set of pages. The instructions include, in response to the page identifier matching a first page of the set of pages, obtaining a first profile corresponding to the first page and retrieving the first page from a first website corresponding to the first page. The instructions include, based on the first page, generating a new page according to the first profile and transmitting the new page to the browsing device. The instructions include, in response to receiving a selection from the new page on the browsing device, forwarding login credentials of the first profile to the first website and, in response to receiving a return page from the first website, forwarding the return page to the browsing device for display.
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公开(公告)号:US12032813B1
公开(公告)日:2024-07-09
申请号:US17004400
申请日:2020-08-27
IPC分类号: G06F3/04842 , G06F3/0481 , G06T11/20 , G06T11/60 , G06T13/80 , G06F16/248 , G06Q40/06
CPC分类号: G06F3/04842 , G06F3/0481 , G06T11/206 , G06T11/60 , G06T13/80 , G06F16/248 , G06Q40/06 , G06T2210/44 , G06T2213/00
摘要: A system and method animates bar graphs into roll graphs and roll graphs into bar graphs for securities analysis and trading.
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公开(公告)号:US20240054151A1
公开(公告)日:2024-02-15
申请号:US18493275
申请日:2023-10-24
发明人: Stephen FILIOS , Logan Sommers AHLSTROM , Katie Marie DIGILIO , Ravindra Reddy TAPPETA VENKATA , Eric John HAINS
IPC分类号: G06F16/28 , G06F16/2457 , G06F16/248
CPC分类号: G06F16/288 , G06F16/24578 , G06F16/248
摘要: A system includes instructions for execution by at least one processor, including, in response to an event, obtaining a first set of alerts stored in the alert database corresponding to a first scenario of a set of scenarios and selecting a first model of a set of models corresponding to the first scenario and identifying a first set of features stored in the features database corresponding to the first scenario. The instructions include, for each alert of the first set of alerts, identifying a first identifier included in the alert, retrieving the first set of features of the first identifier from the parameter database, determining a score using the first model based on the retrieved first set of features, and adding the alert and the score to a result list. The instructions include displaying, on a user device, the result list including the first set of alerts and corresponding scores.
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公开(公告)号:US11869087B1
公开(公告)日:2024-01-09
申请号:US15187735
申请日:2016-06-20
CPC分类号: G06Q40/06
摘要: A system and method allows an advisor to identify allocations of investments and/or asset classes to each of several model portfolios in each of several investment strategies selected by the advisor, and to select asset classes to use and features to supply, as well as to select a primary and secondary investment to use for tax loss harvesting. Each of several investors is linked to an advisor and prompted with questions whose answers provide an initial assignment of the investor to an investment strategy from among those selected by the advisor to which the investor is linked and a model portfolio of that strategy, such initial assignment being capable of change from the investor in a limited fashion or the advisor in a broader fashion. Investments are made and redeemed and rebalancing occurs in accordance with the model portfolio of the investor and the allocations of the advisor for that model portfolio. Investments designated as other investments are not purchased in the normal course of purchasing nor are they rebalanced, at least until their value has dropped to the allocated percentage of the model portfolio.
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公开(公告)号:US11811745B1
公开(公告)日:2023-11-07
申请号:US17929996
申请日:2022-09-06
发明人: William Page
IPC分类号: H04L9/40
CPC分类号: H04L63/08
摘要: A system and method allows a matching system to mediate requests for information among different computer systems without storing information that can be used to log into those computer systems.
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公开(公告)号:US11756511B1
公开(公告)日:2023-09-12
申请号:US17564032
申请日:2021-12-28
发明人: Sean M. Payne
CPC分类号: G09G5/393 , G06T15/00 , G06T15/10 , G09G5/397 , G06F3/0481 , G09G3/003 , G09G2360/06 , G09G2370/022
摘要: A system and method uses a two-dimensional graphics library to generate an image representation that can be used by a three-dimensional graphics library to render the image.
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