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公开(公告)号：US12125008B1
公开(公告)日：2024-10-22
申请号：US17379355
申请日：2021-07-19
发明人： Urich T. Bowers , Mecal McDade , Todd Tkach , Mike Kirch , Eric Romantino , Matthew Barrett
IPC分类号： G06Q20/10 , G06N20/00 , G06Q20/02 , G06Q20/32 , G06Q20/40 , G06Q30/018 , G06Q30/0283 , G06Q40/02 , G06Q50/00
CPC分类号： G06Q20/108 , G06N20/00 , G06Q20/3221 , G06Q20/3223 , G06Q20/4037 , G06Q20/405 , G06Q30/0283 , G06Q40/02 , G06Q20/023 , G06Q30/0185 , G06Q50/01
摘要： A system for managing a financial account in a low cash mode. The system may include a memory storing instructions, and a processor configured to execute the instructions to perform operations. The operations may include providing an interface; providing a notification to a user when a balance in the first account is deemed to be in low cash mode; presenting, when the first account balance is deemed to be in low cash mode, an option for a transfer request; receiving, a selection of the option for the transfer request to connect the first account with a second account; transferring funds from the second account to the first account; notifying the user that funds have been transferred from the second account to the first account; and further notifying the user that the balance in the first account is greater than the threshold value.
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公开(公告)号：US11966893B1
公开(公告)日：2024-04-23
申请号：US17393238
申请日：2021-08-03
发明人： Urich T. Bowers , Mecal McDade , Todd Tkach , Mike Ley
IPC分类号： G06Q20/10 , G06N20/00 , G06Q20/02 , G06Q20/32 , G06Q20/40 , G06Q30/018 , G06Q30/0283 , G06Q40/02 , G06Q50/00
CPC分类号： G06Q20/108 , G06N20/00 , G06Q20/3221 , G06Q20/3223 , G06Q20/4037 , G06Q20/405 , G06Q30/0283 , G06Q40/02 , G06Q20/023 , G06Q30/0185 , G06Q50/01
摘要： A system for managing a financial account in a low cash mode. The system may include a memory storing instructions, and a processor configured to execute the instructions to perform operations. The operations may include providing an interface; providing a notification to a user when a balance in the first account is deemed to be in low cash mode; presenting, when the first account balance is deemed to be in low cash mode, an option for a transfer request; receiving, a selection of the option for the transfer request to connect the first account with a second account; transferring funds from the second account to the first account; notifying the user that funds have been transferred from the second account to the first account; and further notifying the user that the balance in the first account is greater than the threshold value.
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公开(公告)号：US11868978B1
公开(公告)日：2024-01-09
申请号：US17315152
申请日：2021-05-07
发明人： Urich T. Bowers , Mecal McDade , Todd Tkach , Fernando Alfaro , Jeremy Moore , Robert Haberstroh
IPC分类号： G06Q40/02 , G06Q20/40 , G06Q20/32 , G06Q20/10 , G06Q30/0283 , G06N20/00 , G06Q30/018 , G06Q20/02 , G06Q50/00
CPC分类号： G06Q20/108 , G06N20/00 , G06Q20/3221 , G06Q20/3223 , G06Q20/405 , G06Q20/4037 , G06Q30/0283 , G06Q40/02 , G06Q20/023 , G06Q30/0185 , G06Q50/01
摘要： A system for managing a financial account in a low cash mode. The system may include a memory storing instructions, and a processor configured to execute the instructions to perform operations. The operations may include providing an interface; providing a notification to a user when a balance in the first account is deemed to be in low cash mode; presenting, when the first account balance is deemed to be in low cash mode, an option for a transfer request; receiving, a selection of the option for the transfer request to connect the first account with a second account; transferring funds from the second account to the first account; notifying the user that funds have been transferred from the second account to the first account; and further notifying the user that the balance in the first account is greater than the threshold value.
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公开(公告)号：US11704172B1
公开(公告)日：2023-07-18
申请号：US16951201
申请日：2020-11-18
发明人： Michael Nitsopoulos
CPC分类号： G06F9/542 , G06F16/1734 , G06Q20/405 , G06Q40/02
摘要： In one implementation, systems and methods are provided for processing digital experience information. A computer-implemented system for processing digital experience information may comprise a central data location. The central data location may comprise a connector that may be configured to receive information belonging to a category from an information source; an event backbone that may be configured to route the information received by the connector based on the category; a translator that may be configured to transform the received information into a common data model; and a database that may be configured to store the received information. The event backbone may be further configured to send information to the connector from the event backbone and the database based on one or more criteria.
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公开(公告)号：US11704171B1
公开(公告)日：2023-07-18
申请号：US16951163
申请日：2020-11-18
发明人： Michael Nitsopoulos
CPC分类号： G06F9/542 , G06F16/1734 , G06Q20/405 , G06Q40/02
摘要： In one implementation, systems and methods are provided for processing digital experience information. A computer-implemented system for processing digital experience information may comprise a central data location. The central data location may comprise a connector that may be configured to receive information belonging to a category from an information source; an event backbone that may be configured to route the information received by the connector based on the category; a translator that may be configured to transform the received information into a common data model; and a database that may be configured to store the received information. The event backbone may be further configured to send information to the connector from the event backbone and the database based on one or more criteria.
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公开(公告)号：US11538110B1
公开(公告)日：2022-12-27
申请号：US14813230
申请日：2015-07-30
发明人： Matt Dahm , Sherri Painter , Anna C. Shade , Elizabeth Read Arnold Spenko , Ryan Edward Sievert , Jordi Parra Ferrero , Maria Julia Da Silva Benini , Momo Miyazaki , Simon King , Rebecca Marie Hornbuckle , Burton Michael Rast , Mary Beth Foyder
IPC分类号： G06Q40/06
摘要： An apparatus and method for administering and/or managing an employer sponsored retirement plan such as a 401(k) plan can include a host system that supports a graphical user interface (GUI) that is displayable to a user communicating with the host system via a user computer device. The use can manipulate one or more input devices connected to the user's computer device for facilitating the communication of data to the host system and updating of displays of the GUI. The GUI can be configured to permit employee participants to enroll and manage their retirement accounts. The GUI can also be configured for employers that sponsor a retirement plan to communicate with the host system to manage their retirement plan and oversee administration of the plan. Displays of the GUI can be generated and updated by a user computer device display based on communications with the host system.
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公开(公告)号：US11074660B1
公开(公告)日：2021-07-27
申请号：US14098814
申请日：2013-12-06
发明人： Thomas Kunz , Michael Golden , Michael Kirch , Darcel Steber , Janet Hoyt , Peter Bird , Francisca Barros , Daniel DeRuntz , Islam Elsedoudi , Anna Engström , Michelle Kwasny , Scott Mackie , Stacey McCullough , Pierre-Alexandre Poirier , Todd Vanderlin , Colin Raney
IPC分类号： G06Q40/00
摘要： Systems and methods are disclosed for financial planning based on actual cash positions for financial accounts associated with an entity and planned cash out and cash in amounts for the entity. In an embodiment, a system comprises a processor configured to render an interactive graphical user interface (“GUI”) on a display device. The GUI has a plurality of selectable, actionable user interface elements such as tabs. In an embodiment, the GUI comprises a first tab selectable to display actual and planned net amount information of a cash position and actual and planned net amount graphs, the net amount information being cash out amounts subtracted from cash in amounts. The GUI comprises a second tab operable to display actual and planned cash in amount information and actual and cash in amount graphs. In an embodiment, the GUI comprises a third tab operable to display actual and planned cash out amount information and actual and planned cash out amount graphs.
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公开(公告)号：US09672488B1
公开(公告)日：2017-06-06
申请号：US13759608
申请日：2013-02-05
CPC分类号： G06Q10/0635 , G06Q10/00 , G06Q10/06
摘要： An assessment construction tool is provided for developing and executing assessments of various operational aspects of a business entity. Both application-level and project-level assessments may be constructed, and the assessments include a mechanism for applying scores associated with answers derived from conducting the assessment to multiple assessment process categories of the business entity.
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公开(公告)号：US08868786B1
公开(公告)日：2014-10-21
申请号：US13088877
申请日：2011-04-18
CPC分类号： H04L29/08756 , G06F21/10 , G06F21/44 , H04L29/06 , H04L63/08 , H04L63/0807 , H04L63/0823 , H04L63/083 , H04L63/10 , H04L63/102 , H04L63/166
摘要： A web services hub receives a request from a data source system, transforms the request, and transmits the transformed request to an external system. A secure service router is coupled to the web services hub. The secure service router authenticates the data source system and locates a transformation service to transform the request.
摘要翻译： Web服务集线器从数据源系统接收请求，转换请求，并将转换的请求发送到外部系统。 安全服务路由器耦合到Web服务集线器。 安全服务路由器认证数据源系统，并定位转换服务来转换请求。
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公开(公告)号：US08682754B1
公开(公告)日：2014-03-25
申请号：US13530778
申请日：2012-06-22
申请人： Michael Aaron Chapman , Hyun Jin Ko , Rodney Hal Monson , Mark Alexander Jones , Bryan L. Mackrell , Michael Ley , Thomas Kunz
发明人： Michael Aaron Chapman , Hyun Jin Ko , Rodney Hal Monson , Mark Alexander Jones , Bryan L. Mackrell , Michael Ley , Thomas Kunz
IPC分类号： G06Q40/00
摘要： Computer implemented methods of tracking customer spending and income are provided. The methods may comprise aggregating spending transactions by estimating income to a customer during a first time period. The methods may also comprise displaying a user interface to the customer. The user interface may comprise a first bar indicating customer income and a second bar indicating customer spending.
摘要翻译： 提供了跟踪客户支出和收入的计算机实施方法。 所述方法可以包括通过在第一时间段期间向客户估计收入来聚合支出交易。 所述方法还可以包括向客户显示用户界面。 用户界面可以包括指示客户收入的第一条和指示客户支出的第二条。
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