Patents Assigned to Mercury Financial Holdings LLC
  • Publication number: 20230351516
    Abstract: Disclosed herein is a system and method for determining one or more metrics indicative of a user's financial health. The system may present information using a financial oculus, including one or more visualizations. The visualization(s) may present financial information in a simple, but comprehensive format and may allow adjustments to one or more financial goals. The user may interact with the app and receive information regarding the impact certain changes may have. The system may also provide suggestion(s) associated with relationship(s). In some embodiments, the suggestion(s) may be determined based on the user's interaction with the financial oculus. Embodiments of the disclosure may include an interactive app that allows a user to explore the impacts of different financial goals by adjusting the properties of the visualization(s).
    Type: Application
    Filed: July 7, 2023
    Publication date: November 2, 2023
    Applicant: Mercury Financial Holdings LLC
    Inventors: Kenneth Davidson CURRAN, Maria Teresita VICENTE, James F. PETERSON, Patrick J. NOLAN, Harish RAGHURAMAN, Simon T. CHAPMAN, Steven T. ADAMS, Brooke M. DURHAM, Anand KUMAR, Madhavi Sruthi KOTHAGUNDU, Sateeshasatya Anvesh Reddy KATAMREDDY, Anal R. SHAH
  • Publication number: 20230083252
    Abstract: Disclosed herein is a scalable onboarding system and methods for efficiently onboarding one or more new partner channels into credit product company's system. The onboarding system and methods may create, use, and test different types of logic: core logic and partner-specific logic. The core logic may be logic that performs common functions among the partner channels, and the partner-specific logic may be logic that performs partner-specific functions. The partner-specific logic may originate from modular and customizable logic, modified to include partner-specific branding elements, functions, and configurations. Each time a new partner channel is onboarded into the credit product company's system, in some embodiments, only the partner-specific logic may need to be created and tested. This allows new partner channels to be quickly added without requiring new logic be written for each new partner channel.
    Type: Application
    Filed: September 9, 2022
    Publication date: March 16, 2023
    Applicant: Mercury Financial Holdings LLC
    Inventors: Sateeshasatya Anvesh Reddy KATAMREDDY, Van Hieu TRAN, Jie ZHENG, Anal R. SHAH, Cory KELLY
  • Publication number: 20220383416
    Abstract: Disclosed herein is a system and method for determining one or more metrics indicative of a user's financial health. The system may present information using a financial oculus, including one or more visualizations. The visualization(s) may present financial information in a simple, but comprehensive format and may allow adjustments to one or more financial goals. The user may interact with the app and receive information regarding the impact certain changes may have. The system may also provide suggestion(s) associated with relationship(s). In some embodiments, the suggestion(s) may be determined based on the user's interaction with the financial oculus. Embodiments of the disclosure may include an interactive app that allows a user to explore the impacts of different financial goals by adjusting the properties of the visualization(s).
    Type: Application
    Filed: March 30, 2022
    Publication date: December 1, 2022
    Applicant: Mercury Financial Holdings LLC
    Inventors: Kenneth Davidson CURRAN, Maria Teresita VICENTE, James F. PETERSON, Patrick J. NOLAN, Harish RAGHURAMAN, Simon T. CHAPMAN, Steven T. ADAMS, Brooke M. DURHAM, Anand KUMAR, Madhavi Sruthi KOTHAGUNDU, Sateeshasatya Anvesh Reddy KATAMREDDY, Anal R. SHAH