Patents Assigned to Morgan Stanley
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Patent number: 12224986Abstract: A system and method may update network policies by determining, among a set of hosts, a subset of hosts to have network policies updated; for each host in the subset of hosts, determining a set of policies relevant to the host; and for each of the subset of hosts, installing the set of policies relevant to the host. The subset of hosts may be determined based on a category or division such as the time zone corresponding to the location of each host in the subset of hosts. The policies relevant to the host may be received from a database and saved to a file with the set of policies relevant to the host; the host may then access the file.Type: GrantFiled: September 5, 2023Date of Patent: February 11, 2025Assignee: Morgan Stanley Services Group Inc.Inventors: Hongliang Wang, Jack Suzuki, Jun Wu, Rongfeng Zhou
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Publication number: 20250045831Abstract: A system and method are configured to perform real-time financial sweeps management. The system includes a processor, a memory, and a set of modules including a sweeps processing module, a sweeps allocation module, a file processing module, and a transaction pre-processing module. The sweeps processing module includes a policy-implementing pipeline. The file processing module process files including client information, and loads the processed files into the sweeps processing module. The transaction pre-processing module processes received financial transactions, formats the financial transactions, and loads the formatted financial transactions into the sweeps processing module. The sweeps processing module applies the processed files and the formatted financial transactions to the policy-implementing pipeline to generate sweeps allocation data. The sweeps allocation module performs an allocation of financial values to implement a financial sweep.Type: ApplicationFiled: August 4, 2023Publication date: February 6, 2025Applicant: Morgan Stanley Services Group Inc.Inventors: Prakash Venkataraman, Arjun Sabharwal, Sven Gauggel, Vaibhav Pendse, Shrushti Parikh, Josh Matthews, Mohan Jha
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Patent number: 12218906Abstract: Presented herein are systems and methods for an access control system deployable in an IT Infrastructure System (enterprise) to automatically discover an unmanaged IT asset or resource based on registration metadata stored in a CMDB; in response to discovery of the unmanaged IT resource, generating based on the registration metadata, in an LDAP server of the enterprise, an entitlement for one or more groups of enterprise users, wherein, for each of the one or more users or groups, the entitlement is embodied in an LDAP group name, wherein the LDAP group name is determined based on IT resource application metadata and/or on a pre-defined LDAP group naming convention; and mapping, based on the LDAP group name, the entitlement for each of the one or more users or groups to one or more specified target IT assets of the enterprise already registered, including software applications, or hardware including databases or servers.Type: GrantFiled: November 2, 2022Date of Patent: February 4, 2025Assignee: Morgan Stanley Services Group Inc.Inventors: Yuhu Zhong, Jun Wu, Yihua Tian, Wei Jan
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Patent number: 12211487Abstract: A system and method for creating accessibility of any website or application for people with sight, hearing or speech disabilities. The system and method can include receiving input of the website or the application to be accessed and an indicator as to specific disabilities a user, scoring the website or the application for its accessibility based on the specific disabilities of the user, and if the score is below a threshold, determining an alternative form for the input of the website or the application to accommodate the specific disabilities of the user.Type: GrantFiled: January 18, 2024Date of Patent: January 28, 2025Assignee: Morgan Stanley Services Group Inc.Inventors: Aratrika Sarkar, Ayyapparaj Radhakrishnan Ganesan, Mayank Jain, Mehak Mehta
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Publication number: 20250021944Abstract: A change tracer system and method are configured to trace changes in applied computer technology in a computing system. The change tracer system comprises a harvest system receiving current change data, change storage storing the current change data and historic change data, a comparator system comparing the current change data with the historic change data and determining the change from the comparison, and an output system outputting a report indicating the change. The method implements the system.Type: ApplicationFiled: July 13, 2023Publication date: January 16, 2025Applicant: Morgan Stanley Services Group Inc.Inventors: Harikrishna Kota, Yatinder Kumar, Sharad Pisal
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Publication number: 20250021312Abstract: An embodiment of the present invention may enable editing and deployment of software by including in an application container editable source code used to produce an application, and tools to edit and build the application, such as a code editor and a build tool to convert the source code to the executable application. The container may include an executable application which may execute in the environment on which the container is saved. A server in the container may control execution of the executable application and build the executable application. A remote user computer may communicate with the code editor to edit the source code, which in its updated version may be built to produce an updated version of the executable application. The server may stop execution of the existing executable application, and start execution of the updated version of the executable application.Type: ApplicationFiled: March 12, 2024Publication date: January 16, 2025Applicant: Morgan Stanley Services Group Inc.Inventor: Viraj Sanjay PANGAM
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Patent number: 12190166Abstract: A method for monitoring and predicting batch activity in real time comprises obtaining i) ordered lists of jobs from scheduling platforms and ii) information related to jobs from one or more file transfer sources including real time event information, extracting data from the ordered lists of jobs and file transfer information, enriching the extracted data using additional information retrieved from at least one meta data repository, and generating a dependency graph that includes real time job and file transfer data obtained from the enriched data in which nodes of the graph represent events and edges represent relationships between the nodes indicating a dependence. Critical milestones are obtained from the dependency graph, critical paths for traversing the dependency graph for job and file transfer execution, and times for execution of each of the jobs and file transfers in the critical paths are predicted in real time.Type: GrantFiled: June 11, 2024Date of Patent: January 7, 2025Assignee: Morgan Stanley Service Group Inc.Inventors: Vishal Deshmukh, Sujit Eapen, Himanshu Rout, Rashad Barron, Rachit Mehrotra, Tanmay Nagar, Tejas Shah
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Publication number: 20250007884Abstract: A system and method for updating network policies may include determining, from a set of hosts, a subset of hosts to have network policies updated; for each host in the subset of hosts, determining a set of policies relevant to the host, and determining a difference between the set of policies relevant to the host and a set of policies relevant to the host determined at an earlier time; and for each of the subset of hosts, installing the set of policies relevant to the host. The difference may be calculated or determined by comparing a file containing the set of policies relevant to the host, and a file containing the set of policies relevant to the host determined at an earlier time, e.g. determined the prior calendar day.Type: ApplicationFiled: July 18, 2024Publication date: January 2, 2025Applicant: Morgan Stanley Services Group Inc.Inventors: Hongliang WANG, Rongfeng ZHOU, Jack SUZUKI, Jun WU
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Publication number: 20250007883Abstract: A system and method may update network policies by determining, among a set of hosts, a subset of hosts to have network policies updated; for each host in the subset of hosts, determining a set of policies relevant to the host; and for each of the subset of hosts, installing the set of policies relevant to the host. The subset of hosts may be determined based on a category or division such as the time zone corresponding to the location of each host in the subset of hosts. The policies relevant to the host may be received from a database and saved to a file with the set of policies relevant to the host; the host may then access the file.Type: ApplicationFiled: September 5, 2023Publication date: January 2, 2025Applicant: Morgan Stanley Services Group Inc.Inventors: Hongliang WANG, Jack SUZUKI, Jun WU, Rongfeng ZHOU
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Patent number: 12182144Abstract: In one or more implementations, a computer-implemented system and method are provided for assessing relevance and accuracy of confirmation documents with respect to disclosure materials associated with completed activity.Type: GrantFiled: July 16, 2024Date of Patent: December 31, 2024Assignee: Morgan Stanley Services Group Inc.Inventors: Anshuman Behera, Sujit Eapen, Vidhan Dhagai, Debi Hota, Shrikant Patil, Raka Rajanigandha
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Patent number: 12177132Abstract: A data replication and switching device and method, including a plurality of data communication ports, a management port, at least one replicator respectively associated with the data communication port, a Layer 1 (“L1”) switch, and a L1 bypass. At least some data received via the at least one of the plurality of ports can be routed to at least one of the plurality of data communication ports and, in response to the configuration data received via the at least one management port, the data replication and switching device can route at least some of the data received via the data communication port to bypass the L1 switch or to route at least some of the data received via the data communication port to the L1 switch.Type: GrantFiled: September 26, 2023Date of Patent: December 24, 2024Assignee: Morgan Stanley Services Group Inc.Inventors: Michael Gorbovitski, Igor G. Muskatblit, Joshua N. Elijah, Holger Grund
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Patent number: 12169450Abstract: A system and method may generate a test process a workflow operated by software by, using definitions of a workflow relating to software data processing and user interface (UI) elements, produce test case flows and UI element details, UI element details including UI actions and control types; map steps in test case flows to steps describing UI element details; and for each mapping produce a test script, Test case flows may include series of entries, each including a step, steps describing workflow sub-tasks and each step corresponding to UI actions. Each test script may include a series of UI actions, the UI actions including UI verify and input operations. UI actions may describe interactions with a UI element. UI actions may include validations (e.g. checking if the output or the result of a step matches what is expected, and producing a report) of a UI element.Type: GrantFiled: January 15, 2024Date of Patent: December 17, 2024Assignee: Morgan Stanley Services Group Inc.Inventors: Anshuman Behera, Mohammed Mazeed Ahamed, Raka Rajanigandha, Sujit Eapen
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Patent number: 12166808Abstract: A frame signal generator, control signal generator, a finite state machine, a plurality of parsing components, and an amalgamator are provided. A value representing a start of a data frame is identified and a start of frame signal representing at least the start of the data frame output. In response, respective portions of at least a first of a plurality of data messages are extracted and output to the amalgamator. A length of each respective data message is identified and a length value read representing a length of a portion of data in the respective data message. The portion of the data is traversed until reaching the portion's end, and a control signal can be output. In response, to receiving the GO control signal, a respective portion of data extracted and output to the amalgamator, which can receive and output respective portions to an application.Type: GrantFiled: January 22, 2024Date of Patent: December 10, 2024Assignee: Morgan Stanley Services Group Inc.Inventor: Joveria Asif
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Publication number: 20240394821Abstract: Systems and methods for remote badging and/or computer access, automatic individual verification, automatic vaccine verification and/or automatically remotely determining an individual's physical presence at a site are provided. The systems and methods include automatic vaccine proof verification.Type: ApplicationFiled: June 24, 2024Publication date: November 28, 2024Applicant: Morgan Stanley Services Group Inc.Inventors: Ankit PANDYA, David E. STARK, Wallace GOBETZ, James CARTER, Srinivas ALLADI, Stephan M. GHARIBIAN
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Publication number: 20240386500Abstract: A method of providing recommendations for matching leads to financial advisors using a machine learning model comprises training the model using attributes of the leads and advisors to determine lead/advisor matches and to output a recommendation list of lead/advisor matched pairs, serializing the model, providing access to the serialized model to a user device via an API, deserializing the model, receiving advisor preferences from the user in natural text form, converting the natural text received from the user into a form adapted to be used as input to the model, executing the deserialized model using the received preferences to determine advisor recommendations for the user, filtering the advisor recommendations using rules which disallow certain lead/advisor pairings, outputting filtered recommendations at the end user device, and transmitting a selection from the filtered recommendations from the user for further training of the model with respect to the particular end user.Type: ApplicationFiled: June 25, 2024Publication date: November 21, 2024Applicant: Morgan Stanley Services Group Inc.Inventors: Ankita Joshi, Aastha Singh, Ashish Singh, Blake Browne, Ingrid Mayer, Trina Chowdhury, Jeffrey Preston, Aravind Athmanathasubramanian
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Publication number: 20240386496Abstract: A method of providing recommendations for matching leads to financial advisors using a machine learning model comprises training the model using attributes of the leads and advisors to determine lead/advisor matches and to output a recommendation list of lead/advisor matched pairs, serializing the model, providing access to the serialized model to a user device via an API, deserializing the model, receiving advisor preferences from the user in natural text form, converting the natural text received from the user into a form adapted to be used as input to the model, executing the deserialized model using the received preferences to determine advisor recommendations for the user, filtering the advisor recommendations using rules which disallow certain lead/advisor pairings, outputting filtered recommendations at the end user device, and transmitting a selection from the filtered recommendations from the user for further training of the model with respect to the particular end user.Type: ApplicationFiled: January 4, 2024Publication date: November 21, 2024Applicant: Morgan Stanley Services Group Inc.Inventors: Ankita Joshi, Aastha Singh, Ashish Singh, Blake Browne, Ingrid Mayer, Trina Chowdhury, Jeffrey Preston, Aravind Athmanathasubramanian
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Patent number: 12149655Abstract: A system and method may test a contact center or other entity by causing, by a computer processor, a number of computerized processes (e.g. a simulated caller or customer) to each initiate a telephone call to a contact center, each telephone call associated with a customer identification and intent and determine, for each telephone call if the contact center system data is correct. A number of computer processes (e.g. a simulated agent or other process) may each connect to a CRM system and connect to one of the telephone calls. A centralized process may organize and cause to be initiated a number of different such interactions, and afterwards check various components of the contact center to validate if the interaction data as known by the centralized process matches the data as recorded by the contact center.Type: GrantFiled: October 3, 2023Date of Patent: November 19, 2024Assignee: Morgan Stanley Services Group Inc.Inventor: Jayashree Phule
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Patent number: 12131385Abstract: A system for strategy-based exit planning comprises a processor and a memory. The processor is configured to receive an indication to create an exit plan; and create an exit plan for a strategy, wherein the strategy comprises one or more instruments. The memory is coupled to the processor and configured to provide the processor with instructions.Type: GrantFiled: July 27, 2022Date of Patent: October 29, 2024Assignee: Morgan Stanley Services Group Inc.Inventor: Aric Forsythe
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Patent number: 12126499Abstract: All-in-one network architecture management system develops, deploys, and maintains a network architecture, based on the specific needs of client inputs and client requirements. The network architecture management system comprises a user interface to receive initial requirements from clients, and monitors the deployed architecture to ensure that the configurations continue to meet the client's needs as throughput scales. The network architecture management system establishes a communication channel with a plurality of network services to maintain compliance, identify architecture gaps, and update architecture designs for scaling.Type: GrantFiled: May 22, 2024Date of Patent: October 22, 2024Assignee: Morgan Stanley Services Group Inc.Inventors: Rishi Bhatnagar, Mark Jorgensen, Yan Tordoff
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Publication number: 20240340168Abstract: A system and method for secure authentication between applications that may be attacked with an attack originating from a quantum computer is provided. The systems and methods can involve generating a plurality of keys, wherein each key of the plurality of keys is unique and determining one or more pairs of applications from a plurality of applications, wherein each pair can include applications that can connect. The systems and methods can also involve upon receiving a request from a first application of the plurality of applications to connect to a second application of the plurality of applications finding the pair of the one or more pairs that includes both the first application and the second application and associating one key of the plurality of keys to the pair, and performing by the first application and the second application, mutual authentication using the one key.Type: ApplicationFiled: April 6, 2023Publication date: October 10, 2024Applicant: Morgan Stanley Services Group Inc.Inventors: Kwok Hin CHU, Robert DAILEY