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公开(公告)号：US10996932B1
公开(公告)日：2021-05-04
申请号：US16660099
申请日：2019-10-22
Applicant: InvestCloud Inc
Inventor： John W. Wise , Yaela Shamberg
Abstract: A process receives, via a processor, a software application model. Further, the process determines, with the processor, one or more core operations to be performed by a software application to be built. The one or more core operations are based on the software application model. Additionally, the process generates, with the processor, one or more functionality criteria based on the one or more core operations. Moreover, the process generates, with the processor, one or more device-specific graphical user interfaces corresponding to each of a plurality of devices that implement the software application to be built according to the one or more functionality criteria. Finally, the process generates, with the processor, the software application based on the one or more core operations, the one or more functionality criteria, and the one or more device-specific graphical user interfaces.
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公开(公告)号：US10360201B2
公开(公告)日：2019-07-23
申请号：US15207264
申请日：2016-07-11
Applicant: InvestCloud Inc
Inventor： Vicent Sos-Munoz , Julian C. Bowden , John W. Wise , Jason A. Nicholls
Abstract: A system comprises a processor that that receives, through a network, a first data structure from a first source system. Further, the processor receives, through the network, a second data structure from a second source system. In addition, the processor normalizes the first data structure and the second data structure according to a common interface such that at least one constituent of the common interface is immutable, the common interface is backward compatible, and the common interface is forward compatible. The first data structure is at least partially distinct from the second data structure.
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公开(公告)号：US20160248823A1
公开(公告)日：2016-08-25
申请号：US14630577
申请日：2015-02-24
Applicant: InvestCloud Inc
Inventor： Vicent Sos-Munoz , John W. Wise , Julian Bowden
CPC classification number: H04L67/147 , G06F9/541 , H04L51/18 , H04L67/40
Abstract: A process composes, at a first computing device, a plurality of messages according to a messaging protocol that has a single predetermined immutable message structure for the plurality of messages. Further, the process sends, from the first computing device, the plurality of messages to a second computing device.
Abstract translation: 过程在第一计算设备处根据具有用于多个消息的单个预定的不可变消息结构的消息传递协议在多个消息中组合。 此外，该过程从第一计算设备将多个消息发送到第二计算设备。
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公开(公告)号：US10963963B2
公开(公告)日：2021-03-30
申请号：US15083091
申请日：2016-03-28
Applicant: InvestCloud Inc
Inventor： Robert Lynch , Reginald Tang , John W. Wise , Vicent Sos-Munoz
IPC: G06Q40/06
Abstract: A system comprises a rules engine that generates a hierarchical structure based upon investment data and a plurality of rules. Further, the system comprises a processing engine that performs one or more calculations on data stored by the hierarchical structured based upon the rules and generates a report based upon the one or more calculations.
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公开(公告)号：US10275224B1
公开(公告)日：2019-04-30
申请号：US15927953
申请日：2018-03-21
Applicant: InvestCloud Inc
Inventor： Vicent Sos-Munoz , John W. Wise
Abstract: A computer program product comprises a non-transitory computer useable storage device having a computer readable program. The computer readable program when executed on a computer causes the computer to receive location metadata and an initial request to access a software application from a location identified by the location metadata. Further, the computer is caused to determine a configuration of the software application that complies with a plurality of rules associated with execution of the software application at the location. In addition, the computer is caused to generate the configuration after the request to access the software application. The computer is also caused to provide the configuration to the location so that the configuration is accessed. A system may also perform the process executed by the computer readable program.
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Patent Agency Ranking
公开(公告)号：US11341197B2
公开(公告)日：2022-05-24
申请号：US16660036
申请日：2019-10-22
Applicant: InvestCloud Inc
Inventor： John W. Wise , Yaela Shamberg
IPC: G06F16/00 , G06F16/9535 , G06F16/9538 , G06F16/9536 , G06F16/9537
Abstract: A process receives, via a processor, a plurality of rules corresponding to a plurality of virtual indicium attributes that are displayed in conjunction with a virtual indicium. Each of the plurality of rules associates a data object with at least one of the plurality of virtual indicium attributes. Further, each of the plurality of virtual indicium attributes corresponds to a time-based metric. Moreover, the process retrieves, from a web portal database, one or more pre-generated web portal features corresponding to at least one of the plurality of rules. The process also generates, via the processor, a web portal based on the plurality of rules by composing the pre-generated web portal features with remaining web portal features to diminish redundancy of computing resources. Additionally, the process receives, via the processor, a user input via the virtual indicium corresponding to the time-based metric.
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公开(公告)号：US20210278932A1
公开(公告)日：2021-09-09
申请号：US16808184
申请日：2020-03-03
Applicant: InvestCloud Inc
Inventor： Vicent Sos-Munoz , John W. Wise , Alex Achinfiev
IPC: G06F3/0481 , G06N20/00
Abstract: A computer program product comprises a non-transitory computer useable storage device having a computer readable program. The computer readable program when executed on a server computer causes the server computer to receive, with a receiver through a network, user activity data with respect to a widget layout rendered by a graphical user interface. The widget layout indicates an order for a plurality of widgets within the graphical user interface. Furthermore, the server computer is caused to determine, with a processor at an augmented intelligence system, a widget-of-interest to a user based on the user activity data. Finally, the server computer is caused to automatically adapt the widget layout based upon the widget-of-interest.
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公开(公告)号：US20210117163A1
公开(公告)日：2021-04-22
申请号：US16660099
申请日：2019-10-22
Applicant: InvestCloud Inc
Inventor： John W. Wise , Yaela Shamberg
Abstract: A process receives, via a processor, a software application model. Further, the process determines, with the processor, one or more core operations to be performed by a software application to be built. The one or more core operations are based on the software application model. Additionally, the process generates, with the processor, one or more functionality criteria based on the one or more core operations. Moreover, the process generates, with the processor, one or more device-specific graphical user interfaces corresponding to each of a plurality of devices that implement the software application to be built according to the one or more functionality criteria. Finally, the process generates, with the processor, the software application based on the one or more core operations, the one or more functionality criteria, and the one or more device-specific graphical user interfaces.
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公开(公告)号：US10761865B2
公开(公告)日：2020-09-01
申请号：US16057514
申请日：2018-08-07
Applicant: InvestCloud Inc
Inventor： John W. Wise , Vicent Sos-Munoz
IPC: G06F17/30 , G06F9/451 , G06F16/93 , G06F16/958 , G06F16/9535
Abstract: A process retrieves, from a database, an online participation model. The online participation model includes a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user. Further, the plurality of rules includes a community criterion for displaying information associated with an additional user distinct from the user at the web portal. Additionally, the plurality of rules includes an appointment criterion that enables a user notification for document completion. The plurality of rules also includes a progression criterion that displays a visual slider corresponding to document completion according to a plurality of time-based demarcations. Moreover, the plurality of rules includes a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion. The process also automatically generates, with a processor, a web portal that complies with the plurality of rules.
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公开(公告)号：US20180011884A1
公开(公告)日：2018-01-11
申请号：US15207264
申请日：2016-07-11
Applicant: InvestCloud Inc
Inventor： Vicent Sos-Munoz , Julian C. Bowden , John W. Wise , Jason A. Nicholls
IPC: G06F17/30
CPC classification number: G06F16/2272 , G06F16/25
Abstract: A system comprises a processor that that receives, through a network, a first data structure from a first source system. Further, the processor receives, through the network, a second data structure from a second source system. In addition, the processor normalizes the first data structure and the second data structure according to a common interface such that at least one constituent of the common interface is immutable, the common interface is backward compatible, and the common interface is forward compatible. The first data structure is at least partially distinct from the second data structure.
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