Patents Assigned to FMR LLC
  • Publication number: 20140153905
    Abstract: Computer-implemented techniques for viewing a recorded presentation are described. The techniques include receiving by one or more computers a request from a user to view a recorded presentation, retrieving, by one or more computing systems, a segment of the recorded presentation that is comprised of plural segments and information specifying times of occurrences of trigger events associated with corresponding segments in the recorded presentation, retrieving by the one or more computers private information of the user relevant to a first segment of the recorded presentation based on a first trigger event, generating, by the one or more computing systems, a re-cast first segment of the recorded presentation, with the re-cast first segment including the private information of the user, and sending by the one or more computing systems, the re-cast segment to a computing device associated with the user.
    Type: Application
    Filed: February 3, 2014
    Publication date: June 5, 2014
    Applicant: FMR LLC
    Inventors: David Martin, James Grundner
  • Publication number: 20140149456
    Abstract: Various embodiments relate to a system and related method for retrieving configuration information of a computer network. Unique identifiers in the form of fingerprints, tags, or metadata can be associated with a target application. A manager can scan process tables and file system directories of servers within the system to find processes and files that include the unique identifier. The manager can save the server and application information in a configuration database that can subsequently be searched. Such information can include which of the one or more servers has the target application as an active process.
    Type: Application
    Filed: November 28, 2012
    Publication date: May 29, 2014
    Applicant: FMR LLC
    Inventors: Stephen A Carr, Robert Benedetti, Dana George Schalk, John Edward O'Neil
  • Patent number: 8738527
    Abstract: A financial account is established using a mobile computing device. A digital image of an applicant's identification having text based components is captured. The digital image of the identification is processed to recognize at least a portion of the text based components. The portion of the text based components is used to complete an application for the financial account. The digital image of the identification is transmitted to a regulatory body. Verification of the identity of the applicant is received from the regulatory body. The financial account for the applicant is established.
    Type: Grant
    Filed: May 9, 2012
    Date of Patent: May 27, 2014
    Assignee: FMR LLC
    Inventors: Boris Olegovich Kalinichenko, Joseph G. Ferra
  • Publication number: 20140143140
    Abstract: An automated account management system provides a user with the ability to establish rules that dictate how the account management system is to manage the user's accounts. Once the user specifies a set of rules, the system automatically manages multiple accounts across multiple financial institutions in accordance with the user-defined rules. Other features, such as an on-line bill payment system, a money transfer system, and a retirement planning system, may be integrated within the automated account management system to provide the user with even greater control over his or her financial assets.
    Type: Application
    Filed: January 27, 2014
    Publication date: May 22, 2014
    Applicant: FMR LLC
    Inventor: Steve Elterich
  • Publication number: 20140142998
    Abstract: A computer-implemented method is provided for assigning tasks to resources. The method includes receiving one or more constraints corresponding to each of the tasks and one or more constraints corresponding to each of the resources. The method also includes receiving a value from a user defining at least one of a plurality of variables including: (i) a resource variable representing resources available for allocation to the tasks, (ii) a duration variable representing a time frame for completing the tasks, and iii) a scope variable representing one or more of the plurality of tasks requiring execution. The method further includes applying a first optimization scheme to determine a value for each undefined variable to formulate a task delivery plan and applying a second optimization scheme to determine a task for assignment to a resource.
    Type: Application
    Filed: November 19, 2012
    Publication date: May 22, 2014
    Applicant: FMR LLC
    Inventors: Keith Kroeger, Igor Nikolaev
  • Publication number: 20140136558
    Abstract: A feed management system is provided that includes a first application module receiving from a user a plurality of fields for processing. The first application module reads meta data from one or more database servers so as to form configuration data for extracting information from the one or more database servers. A generic feed program receives the configuration data and invokes a plurality of extractions of feed data from the one or more database servers. The generic feed program generates one or more feed files associated with the extractions of feed data.
    Type: Application
    Filed: January 16, 2014
    Publication date: May 15, 2014
    Applicant: FMR LLC
    Inventors: Vaideeswaran Prabhakar, John Chen
  • Publication number: 20140130127
    Abstract: A computer-implemented method comprising: receiving, from a device used by a user, a request to access a resource hosted by a computer system; identifying, by the computer system, a level of risk associated with the user requesting access to the resource; adjusting, by the computer system an authentication standard for access to the resource, adjusting based on the identified level of risk; determining values for authentication factors used in authenticating the user's access to the resource; applying weights to the values for the authentication factors; and determining, based on a comparison of the weighted values to the adjusted authentication standard, whether the user is authorized to access the resource.
    Type: Application
    Filed: October 10, 2013
    Publication date: May 8, 2014
    Applicant: FMR LLC
    Inventors: Robert C. Toole, Jonathan Hromi, John McDonough, Hadley Rupert Stern, Seth Warren Brooks
  • Publication number: 20140129402
    Abstract: A asset planning and tracking system plans and tracks progress towards a savings goal and analyzes the consumption of assets that are being used to satisfy the savings goal. The system may further be configured to analyze a user's periodic (e.g., monthly, quarterly, yearly) transactions and provide suggested transactions if the user has excess income for the period. An asset planning and tracking system may be implemented in the context of a retirement planning system to aid a non-retired user in planning for his or her retirement and to aid a retired user in tracking the consumption of retirement assets.
    Type: Application
    Filed: January 14, 2014
    Publication date: May 8, 2014
    Applicant: FMR LLC
    Inventors: John McDonough, Steve Elterich
  • Publication number: 20140129284
    Abstract: Methods and apparatuses are described for real-time system processing capability determination and workflow adaptation for target regions in a customer information control system. A target region computing device detects a condition in a target region. The computing device publishes a global data element to a list upon detecting the condition, where the global data element includes an identifier associated with the target region and an identifier associated with the detected condition. The gateway receives a workflow request that is compatible with a plurality of target regions including the target region and executes one or more actions based on the workflow request and the detected condition.
    Type: Application
    Filed: November 7, 2012
    Publication date: May 8, 2014
    Applicant: FMR LLC
    Inventors: Thom Rexrode, Mary Hilchey
  • Patent number: 8712900
    Abstract: Methods and apparatuses are described generating a funding and investment strategy associated with an underfunded pension plan. A computing device determines an amount of funding required to fund the pension plan to a predetermined liability limit, where the amount of funding required is adjusted for (i) an expected return on pension plan assets, (ii) governmental premiums imposed on underfunded pension plans, and (iii) tax deduction amounts. The computing device determines an amount of debt to incur based on the amount of funding required, and contributes the incurred debt amount into the pension plan as a pension plan asset. The computing device generates a strategic plan for investing the contributed pension plan asset in long-duration bonds, where the long-duration bonds have a higher yield curve than the incurred debt interest rate. The computing device acquires long-duration bonds that have characteristics consistent with the strategic plan.
    Type: Grant
    Filed: February 22, 2013
    Date of Patent: April 29, 2014
    Assignee: FMR LLC
    Inventor: Michael Senoski
  • Publication number: 20140115039
    Abstract: Performing A/B testing of content of a webpage includes selecting one of at least two different versions of the webpage to be displayed to a user through an interactive user interface (e.g., a web browser) based on an identification code, such as an Internet Protocol address or tracker identifier supplied by a cookie, associated with the user.
    Type: Application
    Filed: November 8, 2013
    Publication date: April 24, 2014
    Applicant: FMR LLC
    Inventors: Eleri Dixon, Emily Enos, Scott Brodmerkle
  • Publication number: 20140093242
    Abstract: An optical network including at least one optical network node that receives an optical signal for either transmission or reception. The optical network node analyzes the optical signal and applies communication protocols necessary for optical transmission or reception of the optical signal to or from the optical network. At least one communication module is coupled to the at least one optical network node either decodes or encodes the optical signal by identifying or adding at least one wavelength to the optical signal for security.
    Type: Application
    Filed: October 3, 2012
    Publication date: April 3, 2014
    Applicant: FMR LLC
    Inventor: Richard Lee
  • Publication number: 20140081887
    Abstract: Methods and apparatus, including computer program products, for measuring how well interactive components of a service facility that are accessible to users through a communication network perform in serving users, the interactive components being a proper subset of all of the interactive components of the service facility, and using the results of the measuring to evaluate the performance of the service facility with respect to a target performance.
    Type: Application
    Filed: November 20, 2013
    Publication date: March 20, 2014
    Applicant: FMR LLC
    Inventors: Louis A. Iannucci, Robert J. Ronan, Peter E. Kulis
  • Patent number: 8676690
    Abstract: A computer-implemented method comprising: retrieving information indicative of sets of upper level portfolios; retrieving information indicative of a plurality of objectives for the sets of upper level portfolios; retrieving a plurality of constraints, with at least one of the constraints restricting aggregate trade amounts for the same lower level portfolio across the sets of upper level portfolios, and with a constraint comprising a parameter that is at least partly based on an objective and attributes of the sets of upper level portfolios; and executing by one or more computer systems a collection of optimization rules to apply across the sets of upper level portfolios to current trade amounts of the sets of upper level portfolios and to the objectives according to parameters specified by the constraints to determine rebalanced trade amounts for the sets of upper level portfolios.
    Type: Grant
    Filed: December 6, 2012
    Date of Patent: March 18, 2014
    Assignee: FMR LLC
    Inventors: Douglas Sprague, Mark Steven McEachern, Stewart John Carpenter, Walter Tsui, Kevin MacDermott, Eugene Wong
  • Patent number: 8676687
    Abstract: A asset planning and tracking system plans and tracks progress towards a savings goal and analyzes the consumption of assets that are being used to satisfy the savings goal. The system may further be configured to analyze a user's periodic (e.g., monthly, quarterly, yearly) transactions and provide suggested transactions if the user has excess income for the period. An asset planning and tracking system may be implemented in the context of a retirement planning system to aid a non-retired user in planning for his or her retirement and to aid a retired user in tracking the consumption of retirement assets.
    Type: Grant
    Filed: August 7, 2013
    Date of Patent: March 18, 2014
    Assignee: FMR LLC
    Inventors: John McDonough, Steve Elterich
  • Patent number: 8671444
    Abstract: A method for using multiple channels to access a resource, wherein an authenticated user requests a resource that requires a second authentication parameter over a first channel, a token value is transmitted to the user on the first channel, and the user transmits the token value and a second authentication parameter over a second channel. The token value is used to associate the first authentication parameter to the second authentication parameter, whereby the user is allowed access to the resource on the first or second channel.
    Type: Grant
    Filed: May 22, 2007
    Date of Patent: March 11, 2014
    Assignee: FMR LLC
    Inventors: Rajandra Laxman Kulkarni, Adam Greenberg, Anthony M. Marotto, William A. Thornton, III
  • Publication number: 20140067802
    Abstract: A feed management system is provided that includes a first application module receiving from a user a plurality of fields for processing. The first application module reads meta data from one or more database servers so as to form configuration data for extracting information from the one or more database servers. A generic feed program receives the configuration data and invokes a plurality of extractions of feed data from the one or more database servers. The generic feed program generates one or more feed files associated with the extractions of feed data.
    Type: Application
    Filed: September 4, 2012
    Publication date: March 6, 2014
    Applicant: FMR LLC
    Inventor: Vaideeswaran Prabhakar
  • Patent number: 8666887
    Abstract: An automated account management system provides a user with the ability to establish rules that dictate how the account management system is to manage the user's accounts. Once the user specifies a set of rules, the system automatically manages multiple accounts across multiple financial institutions in accordance with the user-defined rules. Other features, such as an on-line bill payment system, a money transfer system, and a retirement planning system, may be integrated within the automated account management system to provide the user with even greater control over his or her financial assets.
    Type: Grant
    Filed: October 20, 2008
    Date of Patent: March 4, 2014
    Assignee: FMR LLC
    Inventor: Steve Elterich
  • Patent number: 8660873
    Abstract: Methods and apparatuses are described for determining a succession planning track for a registered investment advisor. A server generates a plurality of statements associated with business and personal goals, and each statement in the statement sets is associated with one or more succession planning tracks. The server determines one or more preliminary tracks based on selected statements received from the remote computing device. The server generates a set of business and personal value statements associated with the preliminary tracks. The server determines a final track based on a priority ranking for at least one of the business and personal value statements. The server generates a succession action plan corresponding to the final track.
    Type: Grant
    Filed: September 6, 2013
    Date of Patent: February 25, 2014
    Assignee: FMR LLC
    Inventors: Waldemar Roy Kohl, Ashley Marie Reichert, Beverly Diana Flaxington
  • Patent number: 8660861
    Abstract: System and method for providing participants, and in particular employees, a choice of how to allocate their non-typical benefits, i.e. earned reward amounts or incentives of an employee wellness program, and to manage these additional benefits in conjunction with other employee benefit programs such as health benefits, retirement benefits, 401(k) plans etc. in a manner that provides maximum benefit, interaction, and understanding of selected benefit allocation. The system provides increased user control to increase the perceived value of the rewards earned as well as increase to the participants' engagement in the behavior being incentivized. The system also provides a way to integrate various benefit programs providing a more user friendly and efficient system that encourages employee interaction and understanding.
    Type: Grant
    Filed: October 30, 2012
    Date of Patent: February 25, 2014
    Assignee: FMR LLC
    Inventors: Don Chun, Christi R. Wise