Patents Assigned to InvestCloud Inc.
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Patent number: 11341197Abstract: A process receives, via a processor, a plurality of rules corresponding to a plurality of virtual indicium attributes that are displayed in conjunction with a virtual indicium. Each of the plurality of rules associates a data object with at least one of the plurality of virtual indicium attributes. Further, each of the plurality of virtual indicium attributes corresponds to a time-based metric. Moreover, the process retrieves, from a web portal database, one or more pre-generated web portal features corresponding to at least one of the plurality of rules. The process also generates, via the processor, a web portal based on the plurality of rules by composing the pre-generated web portal features with remaining web portal features to diminish redundancy of computing resources. Additionally, the process receives, via the processor, a user input via the virtual indicium corresponding to the time-based metric.Type: GrantFiled: October 22, 2019Date of Patent: May 24, 2022Assignee: InvestCloud IncInventors: John W. Wise, Yaela Shamberg
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Publication number: 20210278932Abstract: A computer program product comprises a non-transitory computer useable storage device having a computer readable program. The computer readable program when executed on a server computer causes the server computer to receive, with a receiver through a network, user activity data with respect to a widget layout rendered by a graphical user interface. The widget layout indicates an order for a plurality of widgets within the graphical user interface. Furthermore, the server computer is caused to determine, with a processor at an augmented intelligence system, a widget-of-interest to a user based on the user activity data. Finally, the server computer is caused to automatically adapt the widget layout based upon the widget-of-interest.Type: ApplicationFiled: March 3, 2020Publication date: September 9, 2021Applicant: InvestCloud IncInventors: Vicent Sos-Munoz, John W. Wise, Alex Achinfiev
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Patent number: 10996932Abstract: A process receives, via a processor, a software application model. Further, the process determines, with the processor, one or more core operations to be performed by a software application to be built. The one or more core operations are based on the software application model. Additionally, the process generates, with the processor, one or more functionality criteria based on the one or more core operations. Moreover, the process generates, with the processor, one or more device-specific graphical user interfaces corresponding to each of a plurality of devices that implement the software application to be built according to the one or more functionality criteria. Finally, the process generates, with the processor, the software application based on the one or more core operations, the one or more functionality criteria, and the one or more device-specific graphical user interfaces.Type: GrantFiled: October 22, 2019Date of Patent: May 4, 2021Assignee: InvestCloud IncInventors: John W. Wise, Yaela Shamberg
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Publication number: 20210117163Abstract: A process receives, via a processor, a software application model. Further, the process determines, with the processor, one or more core operations to be performed by a software application to be built. The one or more core operations are based on the software application model. Additionally, the process generates, with the processor, one or more functionality criteria based on the one or more core operations. Moreover, the process generates, with the processor, one or more device-specific graphical user interfaces corresponding to each of a plurality of devices that implement the software application to be built according to the one or more functionality criteria. Finally, the process generates, with the processor, the software application based on the one or more core operations, the one or more functionality criteria, and the one or more device-specific graphical user interfaces.Type: ApplicationFiled: October 22, 2019Publication date: April 22, 2021Applicant: InvestCloud IncInventors: John W. Wise, Yaela Shamberg
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Publication number: 20210117489Abstract: A process receives, via a processor, a plurality of rules corresponding to a plurality of virtual indicium attributes that are displayed in conjunction with a virtual indicium. Each of the plurality of rules associates a data object with at least one of the plurality of virtual indicium attributes. Further, each of the plurality of virtual indicium attributes corresponds to a time-based metric. Moreover, the process retrieves, from a web portal database, one or more pre-generated web portal features corresponding to at least one of the plurality of rules. The process also generates, via the processor, a web portal based on the plurality of rules by composing the pre-generated web portal features with remaining web portal features to diminish redundancy of computing resources. Additionally, the process receives, via the processor, a user input via the virtual indicium corresponding to the time-based metric.Type: ApplicationFiled: October 22, 2019Publication date: April 22, 2021Applicant: InvestCloud IncInventors: John W. Wise, Yaela Shamberg
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Patent number: 10963963Abstract: A system comprises a rules engine that generates a hierarchical structure based upon investment data and a plurality of rules. Further, the system comprises a processing engine that performs one or more calculations on data stored by the hierarchical structured based upon the rules and generates a report based upon the one or more calculations.Type: GrantFiled: March 28, 2016Date of Patent: March 30, 2021Assignee: InvestCloud IncInventors: Robert Lynch, Reginald Tang, John W. Wise, Vicent Sos-Munoz
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Publication number: 20200278840Abstract: A process generates, with a processor, a graphical user interface that displays a plurality of movable objects. A first subset of the plurality of movable objects corresponds to a plurality of questions. Further, a second subset of the plurality of movable objects corresponds to a plurality of answers. The process receives, with the processor at the graphical user interface, at least one input corresponding to at least one of the plurality of movable objects. The at least one input indicates a movement of at least one of the plurality of moveable objects from a first position to a second position in the graphical user interface. The process also automatically generates, with the processor without a manual input, code corresponding to a workflow based on the at least one input. The workflow corresponds to a conditional, ordered sequence that a computing device automatically processes to determine a corresponding financial model.Type: ApplicationFiled: August 7, 2018Publication date: September 3, 2020Applicant: InvestCloud IncInventors: John W. Wise, Julian C. Bowden, Vicent Sos-Munoz, Brett Heinz
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Patent number: 10761865Abstract: A process retrieves, from a database, an online participation model. The online participation model includes a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user. Further, the plurality of rules includes a community criterion for displaying information associated with an additional user distinct from the user at the web portal. Additionally, the plurality of rules includes an appointment criterion that enables a user notification for document completion. The plurality of rules also includes a progression criterion that displays a visual slider corresponding to document completion according to a plurality of time-based demarcations. Moreover, the plurality of rules includes a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion. The process also automatically generates, with a processor, a web portal that complies with the plurality of rules.Type: GrantFiled: August 7, 2018Date of Patent: September 1, 2020Assignee: InvestCloud IncInventors: John W. Wise, Vicent Sos-Munoz
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Publication number: 20200050468Abstract: A process retrieves, from a database, an online participation model. The online participation model includes a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user. Further, the plurality of rules includes a community criterion for displaying information associated with an additional user distinct from the user at the web portal. Additionally, the plurality of rules includes an appointment criterion that enables a user notification for document completion. The plurality of rules also includes a progression criterion that displays a visual slider corresponding to document completion according to a plurality of time-based demarcations. Moreover, the plurality of rules includes a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion. The process also automatically generates, with a processor, a web portal that complies with the plurality of rules.Type: ApplicationFiled: August 7, 2018Publication date: February 13, 2020Applicant: InvestCloud IncInventors: John W. Wise, Vicent Sos-Munoz
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Patent number: 10360201Abstract: A system comprises a processor that that receives, through a network, a first data structure from a first source system. Further, the processor receives, through the network, a second data structure from a second source system. In addition, the processor normalizes the first data structure and the second data structure according to a common interface such that at least one constituent of the common interface is immutable, the common interface is backward compatible, and the common interface is forward compatible. The first data structure is at least partially distinct from the second data structure.Type: GrantFiled: July 11, 2016Date of Patent: July 23, 2019Assignee: InvestCloud IncInventors: Vicent Sos-Munoz, Julian C. Bowden, John W. Wise, Jason A. Nicholls
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Patent number: 10275224Abstract: A computer program product comprises a non-transitory computer useable storage device having a computer readable program. The computer readable program when executed on a computer causes the computer to receive location metadata and an initial request to access a software application from a location identified by the location metadata. Further, the computer is caused to determine a configuration of the software application that complies with a plurality of rules associated with execution of the software application at the location. In addition, the computer is caused to generate the configuration after the request to access the software application. The computer is also caused to provide the configuration to the location so that the configuration is accessed. A system may also perform the process executed by the computer readable program.Type: GrantFiled: March 21, 2018Date of Patent: April 30, 2019Assignee: InvestCloud IncInventors: Vicent Sos-Munoz, John W. Wise
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Publication number: 20180011884Abstract: A system comprises a processor that that receives, through a network, a first data structure from a first source system. Further, the processor receives, through the network, a second data structure from a second source system. In addition, the processor normalizes the first data structure and the second data structure according to a common interface such that at least one constituent of the common interface is immutable, the common interface is backward compatible, and the common interface is forward compatible. The first data structure is at least partially distinct from the second data structure.Type: ApplicationFiled: July 11, 2016Publication date: January 11, 2018Applicant: InvestCloud IncInventors: Vicent Sos-Munoz, Julian C. Bowden, John W. Wise, Jason A. Nicholls
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Publication number: 20170278193Abstract: A system comprises a rules engine that generates a hierarchical structure based upon investment data and a plurality of rules. Further, the system comprises a processing engine that performs one or more calculations on data stored by the hierarchical structured based upon the rules and generates a report based upon the one or more calculations.Type: ApplicationFiled: March 28, 2016Publication date: September 28, 2017Applicant: InvestCloud IncInventors: Robert Lynch, Reginald Tang, John W. Wise, Vicent Sos-Munoz
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Publication number: 20170140031Abstract: A system comprises a processor that receives a set of unstructured data and a structured object, generates a link to the structured object, and composes a client service pipe comprising the set of unstructured data and the link to the structured object. The set of unstructured data is visible within the client service pipe, the link to the structured object being hidden within the client service pipe.Type: ApplicationFiled: November 16, 2015Publication date: May 18, 2017Applicant: InvestCloud IncInventors: Julian Bowden, John W. Wise, Vicent Sos-Munoz
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Publication number: 20160248823Abstract: A process composes, at a first computing device, a plurality of messages according to a messaging protocol that has a single predetermined immutable message structure for the plurality of messages. Further, the process sends, from the first computing device, the plurality of messages to a second computing device.Type: ApplicationFiled: February 24, 2015Publication date: August 25, 2016Applicant: InvestCloud IncInventors: Vicent Sos-Munoz, John W. Wise, Julian Bowden
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Patent number: 9348561Abstract: A process receives a plurality of inputs in a tabular format transaction editor. Further, the process generates, with a processor, runtime code that utilizes the plurality of inputs and is operable independently of the tabular format transaction editor.Type: GrantFiled: May 21, 2014Date of Patent: May 24, 2016Assignee: InvestCloud, IncInventors: Vicent Sos-Munoz, John W. Wise
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Publication number: 20150339106Abstract: A process receives a plurality of inputs in a tabular format transaction editor. Further, the process generates, with a processor, runtime code that utilizes the plurality of inputs and is operable independently of the tabular format transaction editor.Type: ApplicationFiled: May 21, 2014Publication date: November 26, 2015Applicant: InvestCloud Inc.Inventors: Vicent Sos-Munoz, John W. Wise