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公开(公告)号：US11094016B1
公开(公告)日：2021-08-17
申请号：US15146390
申请日：2016-05-04
摘要： Disclosed in some examples are systems, machine readable mediums, and methods for providing a Full Balance Sheet Advisor (FBSA). The FBSA may be a network based service accessible to users using one or more computing devices. The FBSA may be accessed using a web-browser, or a dedicated FBSA application. The FBSA looks at the user's full balance sheet to provide advice on how the user can meet their financial goals.
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公开(公告)号：US20210272128A1
公开(公告)日：2021-09-02
申请号：US15251566
申请日：2016-08-30
发明人： Darrell Todd Slawson , Scott Welz
摘要： A method and system are disclosed for processing textual data from a client interaction, implemented with electronic operations for the processing of textual data input. In an example, the free form textual data input indicates details of an interaction between a human advisor and a human client, with the free form text being entered by the human advisor in response to the interaction. The processing operations may include parsing the textual data to identify a semantic concept expressed in the textual data, associating the textual data with a tag based on the semantic concept, and identifying a subsequent action to be performed by the human advisor based on the tag. Further operations may include outputting an indication that is related to the subsequent action to be performed, such as to allow scheduling and follow-up with the subsequent action, and collecting feedback from the performance of the subsequent action.
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公开(公告)号：US11587175B1
公开(公告)日：2023-02-21
申请号：US17444237
申请日：2021-08-02
IPC分类号： G06Q40/06 , H04L67/306 , G06Q40/02 , G06N7/00 , G06N20/00
摘要： Disclosed in some examples are systems, machine readable mediums, and methods for providing a Full Balance Sheet Advisor (FBSA). The FBSA may be a network based service accessible to users using one or more computing devices. The FBSA may be accessed using a web-browser, or a dedicated FBSA application. The FBSA looks at the user's full balance sheet to provide advice on how the user can meet their financial goals.
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公开(公告)号：US11388245B1
公开(公告)日：2022-07-12
申请号：US16949946
申请日：2020-11-20
发明人： Daniel Gracey , Scott Welz , Tyua Larsen Fraser , Matthew J. Kaufman , Gwendoria M. Salley , Mark Lee Tabor , Jefferson Crew , John C. Brenner
IPC分类号： H04L67/50 , H04L67/306 , H04L67/53
摘要： A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving consumption data associated with a user consuming content on one or more user computing devices, determining a preference associated with content consumption of the user based on the received consumption data, the preference including one or more of a delivery time, a computing device of the one or more user computing devices, and a venue, receiving a new content item, determining one or more of a target delivery time, a target computing device of the one or more user computing devices, and a target venue based on the determined preference, and transmitting the new content item to the target computing device for presentation to the user.
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公开(公告)号：US11240316B1
公开(公告)日：2022-02-01
申请号：US16948905
申请日：2020-10-05
发明人： Daniel Gracey , Scott Welz , Tyua Larsen Fraser , Matthew J. Kaufman , Gwendoria M. Salley , Mark Lee Tabor , Jefferson Crew , John C. Brenner
IPC分类号： H04L29/08
摘要： A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving an initiation message associated with a collaboration event between a first user and a second user, the collaboration event is initiated by the first user, determining a target device from a pool of computing devices associated with the second user based on usage history of each computing device in the pool of computing devices, initiating a collaboration session with the second user via the target device, and presenting collaborative content to the second user via the target device during the collaboration session.
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公开(公告)号：US20210097500A1
公开(公告)日：2021-04-01
申请号：US15383459
申请日：2016-12-19
摘要： A system, method, and computer media are provided for detecting and responding to a person at or likely to attend and event. The method may comprise receiving, at a network interface of a computer-based system, event information related to an occurrence of an event, determining, using a processor of the computer-based system, an existence, location, and timing of an event based on the received event information. The method may detect, using the processor, a first person attending the event to create person-event data. First person information related to the person-event data may then be transmitted to a communication device of a second person over the network interface. The method may include generating information related to a response activity having a response activity location based on the event location, and then transmitting, to a communication device of the first person over the network interface, an invitation to the response activity.
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公开(公告)号：US10798180B1
公开(公告)日：2020-10-06
申请号：US15484426
申请日：2017-04-11
发明人： Daniel Gracey , Scott Welz , Tyua Larsen Fraser , Matthew J. Kaufman , Gwendoria M. Salley , Mark Lee Tabor , Jefferson Crew , John C. Brenner
IPC分类号： H04L29/08
摘要： A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving an initiation message associated with a collaboration event between a first user and a second user, the collaboration event is initiated by the first user, determining a target device from a pool of computing devices associated with the second user based on usage history of each computing device in the pool of computing devices, initiating a collaboration session with the second user via the target device, and presenting collaborative content to the second user via the target device during the collaboration session.
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