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公开(公告)号：US11301764B1
公开(公告)日：2022-04-12
申请号：US16899274
申请日：2020-06-11
发明人： Mollie Wendel , Robert J. Eckelbarger , Stephen Holloway , Matthew J. Kosub , Lyndsey Nicole Stevens
IPC分类号： G06F3/0482 , G06N5/04 , H04L67/306 , H04L67/50
摘要： The present disclosure relates to methods and systems for providing personalized digital advice. A digital advisor service applies cross-entity historical interaction (e.g., behavior attributes) to one or more predictive models to identify one or more personalized goals for a user. The digital advisor service provides, via an application programming interface, the identified one or more personalized goals to an entity service, enabling the entity service to present the one or more personalized goals.
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公开(公告)号：USD838291S1
公开(公告)日：2019-01-15
申请号：US29579413
申请日：2016-09-29
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公开(公告)号：US12039594B1
公开(公告)日：2024-07-16
申请号：US18206998
申请日：2023-06-07
发明人： Nathan J. Rowe , Michael Aaron McGlasson , Stephen Holloway , Lea B. Sims , Joseph Wall , Richard R. Rohrbough
摘要： A system may include a processor that may receive account information having a plurality of transactions associated with a bank account. The processor may then determine an expected burn rate of funds based on the account information, determine an expected savings balance at a first time based on the account information and the expected burn rate, generate an event in response to the expected savings balance being below a threshold, and send an alert including the event to a computing device associated with the user. The alert may indicate a status of the expected savings balance via an electronic display of the computing device.
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公开(公告)号：US11232516B1
公开(公告)日：2022-01-25
申请号：US15902895
申请日：2018-02-22
发明人： Nathan J. Rowe , Michael Aaron McGlasson , Stephen Holloway , Lea B. Sims , Joseph Wall , Richard R. Rohrbough
摘要： A system may include a processor that may receive account information having a plurality of transactions associated with a bank account. The processor may then determine an expected burn rate of funds based on the account information, determine an expected savings balance at a first time based on the account information and the expected burn rate, generate an event in response to the expected savings balance being below a threshold, and send an alert including the event to a computing device associated with the user. The alert may indicate a status of the expected savings balance via an electronic display of the computing device.
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公开(公告)号：USD835140S1
公开(公告)日：2018-12-04
申请号：US29579407
申请日：2016-09-29
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公开(公告)号：USD829729S1
公开(公告)日：2018-10-02
申请号：US29579409
申请日：2016-09-29
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公开(公告)号：US11995570B1
公开(公告)日：2024-05-28
申请号：US17658762
申请日：2022-04-11
发明人： Mollie Wendel , Robert J. Eckelbarger , Stephen Holloway , Matthew J. Kosub , Lyndsey Nicole Stevens
IPC分类号： G06F3/0482 , G06N5/04 , H04L67/306 , H04L67/50
CPC分类号： G06N5/04 , G06F3/0482 , H04L67/306 , H04L67/535
摘要： The present disclosure relates to methods and systems for providing personalized digital advice. A digital advisor service applies cross-entity historical interaction (e.g., behavior attributes) to one or more predictive models to identify one or more personalized goals for a user. The digital advisor service provides, via an application programming interface, the identified one or more personalized goals to an entity service, enabling the entity service to present the one or more personalized goals.
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公开(公告)号：USD916722S1
公开(公告)日：2021-04-20
申请号：US29661641
申请日：2018-08-29
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公开(公告)号：USD838278S1
公开(公告)日：2019-01-15
申请号：US29579405
申请日：2016-09-29
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公开(公告)号：USD1014541S1
公开(公告)日：2024-02-13
申请号：US29881073
申请日：2022-12-27
设计人： Michael Aaron McGlasson , Stephen Holloway , Lea B. Sims , Richard R. Rohrbough , Paul LaFleur , Emily Eaton , Joseph Wall , Nathan J. Rowe , Gualberto Camacho , Melisa Izaguirre
摘要： The sole FIGURE illustrates a front view of a display screen or portion thereof with a payday forecast graphical user interface (GUI), wherein parts of the GUI are shown in broken lines for illustrative purposes;
The rectangular dot-dash broken-line perimeter illustrates a display screen. The dashed broken lines outside this perimeter illustrate portions of an electronic device. The dashed broken lines within the perimeter illustrate portions of a graphical user interface. The broken lines form no part of the claimed design.
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