Patents by Inventor Shane Witbeck

Shane Witbeck has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Computerized method and system for creating a new brokerage account
    Patent number: 7933819
    Abstract: A computerized system for creating a new brokerage account is disclosed. A new account wizard software component guides a user through a series of data collection procedures using a rules based engine to facilitate data collection processing according to a plurality of data collection rules that are stored in a database. A workflow management software component manages data transfers and delegates task assignments during creation of the new brokerage account. There is also an application programming interface layer software component for interfacing data transfers between the workflow management software component and external software components.
    Type: Grant
    Filed: December 15, 2004
    Date of Patent: April 26, 2011
    Assignee: Bank of America Corporation
    Inventors: Michael H. Dumas, Scott Ives, Gerald Mizelle, Mario Pascalev, Guruprasadh Ragothaman, Shane Witbeck
  • COMPUTERIZED METHOD AND SYSTEM FOR CREATING A NEW BROKERAGE ACCOUNT
    Publication number: 20060143107
    Abstract: A computerized system for creating a new brokerage account is disclosed. A new account wizard software component guides a user through a series of data collection procedures using a rules based engine to facilitate data collection processing according to a plurality of data collection rules that are stored in a database. A workflow management software component manages data transfers and delegates task assignments during creation of the new brokerage account. There is also an application programming interface layer software component for interfacing data transfers between the workflow management software component and external software components.
    Type: Application
    Filed: December 15, 2004
    Publication date: June 29, 2006
    Inventors: Michael Dumas, Scott Ives, Gerald Mizelle, Mario Pascalev, Guruprasadh Ragothaman, Shane Witbeck