Abstract: A platform for creating, managing, and deploying digital twins of human experts through automated behavioral capture and analysis. The platform employs a data collection system that monitors and processes digital interactions, communications, and work patterns to create AI-powered digital representations of subject matter experts. These digital twins maintain the knowledge, decision-making patterns, and communication style of the original subject while preserving privacy and confidentiality boundaries. The platform includes systems for managing multiple instances of digital twins across different organizations, with capabilities for instance-level learning and knowledge integration. A comprehensive licensing and rights management system enables controlled distribution of expert digital twins while ensuring appropriate privacy and security controls are in place.

Abstract: A system and method for task scheduling and financial planning, comprising a smart scheduling application, a task management engine, a data fusion suite, a machine learning engine, in communication with profile datastores, user devices, and third party or external data sources, to provide extensive, extensible, and highly modular scheduling and employee management for firms including financial firms and family offices. Extensions of the invention may include an employee or user health analysis engine, a time management engine, and a natural language processing engine.