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公开(公告)号：US12026210B2
公开(公告)日：2024-07-02
申请号：US18059523
申请日：2022-11-29
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Logan Sommers Ahlstrom , Ravindra Reddy Tappeta Venkata , Sean Ming-Yin Law , Joseph Clark Walston , Raviteja Lokineni , Dayanand Narregudem
IPC: G06F16/9535 , G06F16/2457 , G06F16/28 , G06F16/951 , G06F16/9538 , G06F16/955 , G06F3/0482 , G06F9/451
CPC classification number: G06F16/9535 , G06F16/24578 , G06F16/285 , G06F16/951 , G06F16/9538 , G06F16/955 , G06F3/0482 , G06F9/451
Abstract: 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：US11924380B2
公开(公告)日：2024-03-05
申请号：US17888847
申请日：2022-08-16
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Nafiseh Saberian , Ravindra Reddy Tappeta Venkata , Stephen Filios , Logan Sommers Ahlstrom , Abhilash Krishnankutty Nair
IPC: H04M3/00 , G06N5/04 , G06N20/00 , G06Q30/016 , H04M3/51
CPC classification number: H04M3/5183 , G06N5/04 , G06N20/00 , G06Q30/016 , H04M2203/558
Abstract: A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.
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公开(公告)号：US11550862B2
公开(公告)日：2023-01-10
申请号：US17121370
申请日：2020-12-14
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Logan Sommers Ahlstrom , Ravindra Reddy Tappeta Venkata , Sean Ming-Yin Law , Joseph Clark Walston , Raviteja Lokineni , Dayanand Narregudem
IPC: G06F16/9535 , G06F16/955 , G06F16/951 , G06F16/9538 , G06F16/28 , G06F16/2457 , G06F9/451 , G06F3/0482
Abstract: 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：US11847144B2
公开(公告)日：2023-12-19
申请号：US16877402
申请日：2020-05-18
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Stephen Filios , Logan Sommers Ahlstrom , Katie Marie Digilio , Ravindra Reddy Tappeta Venkata , Eric John Hains
IPC: G06F16/00 , G06F16/28 , G06F16/2457 , G06F16/248
CPC classification number: G06F16/288 , G06F16/248 , G06F16/24578
Abstract: 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：US20230215426A1
公开(公告)日：2023-07-06
申请号：US18183695
申请日：2023-03-14
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Abhilash Krishnankutty NAIR , Amaris Yuseon Sim , Dayanand Narregudem , Drew David Riassetto , Logan Sommers Ahlstrom , Nafiseh Saberian , Stephen Filios , Ravindra Reddy Tappeta Venkata
CPC classification number: G10L15/1822 , G06F40/30 , G06Q30/0281 , G10L15/14 , G10L15/16 , G06F16/90332
Abstract: A method of operating a customer utterance analysis system includes obtaining a subset of utterances from among a first set of utterances. The method includes encoding, by a sentence encoder, the subset of utterances into multi-dimensional vectors. The method includes generating reduced-dimensionality vectors by reducing a dimensionality of the multi-dimensional vectors. Each vector of the reduced-dimensionality vectors corresponds to an utterance from among the subset of utterances. The method includes performing clustering on the reduced-dimensionality vectors. The method includes, based on the clustering performed on the reduced-dimensionality vectors, arranging the subset of utterances into clusters. The method includes obtaining labels for a least two clusters from among the clusters. The method includes generating training data based on the obtained labels. The method includes training a neural network model to predict an intent of an utterance based on the training data.
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Patent Agency Ranking
公开(公告)号：US20230092384A1
公开(公告)日：2023-03-23
申请号：US18059523
申请日：2022-11-29
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Logan Sommers AHLSTROM , Ravindra Reddy Tappeta Venkata , Sean Ming-Yin Law , Joseph Clark Walston , Raviteja Lokineni , Dayanand Narregudem
IPC: G06F16/9535 , G06F16/955 , G06F16/951 , G06F16/9538 , G06F16/28 , G06F16/2457
Abstract: 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：US11431848B2
公开(公告)日：2022-08-30
申请号：US16917752
申请日：2020-06-30
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Nafiseh Saberian , Ravindra Reddy Tappeta Venkata , Stephen Filios , Logan Sommers Ahlstrom , Abhilash Krishnankutty Nair
Abstract: A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.
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公开(公告)号：US11762904B2
公开(公告)日：2023-09-19
申请号：US17888868
申请日：2022-08-16
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Logan Sommers Ahlstrom , Dayanand Narregudem , Ravindra Reddy Tappeta Venkata , Jeffrey Michael Freisthler , Kinga Sliwa , Tomas Jesus Ruiz
IPC: G06F17/00 , G06F16/74 , G06F16/78 , G06F3/0482 , G06F16/955 , G06F3/04842
CPC classification number: G06F16/748 , G06F3/0482 , G06F3/04842 , G06F16/7867 , G06F16/9558
Abstract: A content analysis system includes processor and memory hardware storing data analyzed content items and instructions for execution by the processor hardware. The instructions include, in response to a first intermediate content item being analyzed to generate a first text description, receiving the first intermediate content item and analyzing the first text description to generate a first reduced text description. The instructions include identifying a first set of tags by applying a tag model to the first text description and generating a first analyzed content item. The instructions include adding the first analyzed content item to the analyzed content database and, in response to a displayed content item being associated with at least one tag of the first set of tags, displaying a first user-selectable link corresponding to the first analyzed content item on a portion of a user interface of a user device displaying the displayed content item.
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公开(公告)号：US11626108B2
公开(公告)日：2023-04-11
申请号：US17033608
申请日：2020-09-25
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Abhilash Krishnankutty Nair , Amaris Yuseon Sim , Dayanand Narregudem , Drew David Riassetto , Logan Sommers Ahlstrom , Nafiseh Saberian , Stephen Filios , Ravindra Reddy Tappeta Venkata
Abstract: A method of operating a customer utterance analysis system includes obtaining a subset of utterances from among a first set of utterances. The method includes encoding, by a sentence encoder, the subset of utterances into multi-dimensional vectors. The method includes generating reduced-dimensionality vectors by reducing a dimensionality of the multi-dimensional vectors. Each vector of the reduced-dimensionality vectors corresponds to an utterance from among the subset of utterances. The method includes performing clustering on the reduced-dimensionality vectors. The method includes, based on the clustering performed on the reduced-dimensionality vectors, arranging the subset of utterances into clusters. The method includes obtaining labels for a least two clusters from among the clusters. The method includes generating training data based on the obtained labels. The method includes training a neural network model to predict an intent of an utterance based on the training data.
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公开(公告)号：US11550844B2
公开(公告)日：2023-01-10
申请号：US17114418
申请日：2020-12-07
Applicant: TD Ameritrade IP Company, Inc.
Inventor： Logan Sommers Ahlstrom , Dayanand Narregudem , Ravindra Reddy Tappeta Venkata , Jeffrey Michael Freisthler , Kinga Sliwa , Tomas Jesus Ruiz
IPC: G06F17/00 , G06F16/74 , G06F16/78 , G06F3/0482 , G06F16/955 , G06F3/04842
Abstract: A content analysis system includes processor and memory hardware storing data analyzed content items and instructions for execution by the processor hardware. The instructions include, in response to a first intermediate content item being analyzed to generate a first text description, receiving the first intermediate content item and analyzing the first text description to generate a first reduced text description. The instructions include identifying a first set of tags by applying a tag model to the first text description and generating a first analyzed content item. The instructions include adding the first analyzed content item to the analyzed content database and, in response to a displayed content item being associated with at least one tag of the first set of tags, displaying a first user-selectable link corresponding to the first analyzed content item on a portion of a user interface of a user device displaying the displayed content item.
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