Patents Assigned to NCINO, INC.
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Publication number: 20190139133Abstract: Techniques described herein relate to integrating processes of resource requests and corresponding backings. More specifically, backing data is assessed to identify a distribution to be used for resource-request processing.Type: ApplicationFiled: January 8, 2019Publication date: May 9, 2019Applicant: nCino, Inc.Inventors: Nathan Snell, Neil Underwood, Matthew Lukens, Jaco Raubenheimer, David Patrick, M. Pullen Daniel, JR., Pierre Naude, Chris Worel, Rick Norris, M. Scott Toler, Tim Batchelor, Taylor Adkins, Kenneth Yeung
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Patent number: 10282461Abstract: Techniques described herein include a system, method, and computer-readable medium for providing networked-grouping data processing when concurrently processing a resource request. Upon receiving a resource request, a networked-grouping related to the resource request is identified, and the attributes of the networked-grouping are analyzed to further decide to fulfill the resource request. Clusters of networked-groupings are also used to identify resource targets.Type: GrantFiled: July 1, 2016Date of Patent: May 7, 2019Assignee: nCino, Inc.Inventor: Nathan Snell
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Patent number: 10192262Abstract: Techniques described herein relate to automated approval of resource requests. More specifically, resource request data is retrieved, identified, processed and aggregated to automate approval of the request.Type: GrantFiled: April 11, 2017Date of Patent: January 29, 2019Assignee: nCino, Inc.Inventors: Nathan Snell, Neil Underwood, Matthew Lukens, Jaco Raubenheimer, David Patrick, M. Pullen Daniel, Jr., Pierre Naude, Chris Worel, Rick Norris, M. Scott Toler, Tim Batchelor, Taylor Adkins, Kenneth Yeung
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Publication number: 20180349983Abstract: Techniques described herein relate to automated approval of resource requests. More specifically, resource request data is retrieved, identified, processed and aggregated to automate approval of the request.Type: ApplicationFiled: April 11, 2017Publication date: December 6, 2018Applicant: nCino, Inc.Inventors: Nathan Snell, Neil Underwood, Matthew Lukens, Jaco Raubenheimer, David Patrick, Daniel Pullen, Pierre Naude, Chris Worel, Rick Norris, Scott Toler, Tim Batchelor, Taylor Adkins, Kenneth Yeung
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Patent number: 10013237Abstract: Techniques described herein relate to automated approval of resource requests. More specifically, resource request data is retrieved, identified, processed and aggregated to automate approval of the request.Type: GrantFiled: October 10, 2016Date of Patent: July 3, 2018Assignee: NCINO, INC.Inventor: Nathan Snell
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Publication number: 20170270602Abstract: Techniques described herein relate to automated approval of resource requests. More specifically, resource request data is retrieved, identified, processed and aggregated to automate approval of the request.Type: ApplicationFiled: April 11, 2017Publication date: September 21, 2017Applicant: nCino, Inc.Inventors: Nathan Snell, Neil Underwood, Matthew Lukens, Jaco Raubenheimer, David Patrick, Daniel Pullen, Pierre Naude, Chris Worel, Rick Norris, Scott Toler, Tim Batchelor, Taylor Adkins, Kenneth Yeung
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Patent number: 9619840Abstract: Techniques described herein relate to integrating processes of resource requests and corresponding backings. More specifically, backing data is assessed to identify a distribution to be used for resource-request processing.Type: GrantFiled: February 5, 2016Date of Patent: April 11, 2017Assignee: NCINO, INC.Inventor: Nathan Snell
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Publication number: 20170024187Abstract: Techniques described herein relate to automated approval of resource requests. More specifically, resource request data is retrieved, identified, processed and aggregated to automate approval of the request.Type: ApplicationFiled: October 10, 2016Publication date: January 26, 2017Applicant: nCino, Inc.Inventor: Nathan Snell
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Publication number: 20170004201Abstract: Techniques described herein include a system, method, and computer-readable medium for providing networked-grouping data processing when concurrently processing a resource request. Upon receiving a resource request, a networked-grouping related to the resource request is identified, and the attributes of the networked-grouping are analyzed to further decide to fulfill the resource request. Clusters of networked-groupings are also used to identify resource targets.Type: ApplicationFiled: July 1, 2016Publication date: January 5, 2017Applicant: nCino, Inc.Inventor: Nathan Snell
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Patent number: 9530164Abstract: A financial-service system that manages content objects includes a chronicles platform with a chronicle associated with a loan request. A content manager determines a set of content objects to be associated with the chronicle and generates a bucket for each content object of the set of content objects. Each bucket is associated with a name and is configured to receive an associated content object. The chronicle is populated with the generated buckets. An interface that detects a user action and that thereafter receives or generates a content object, which is detected by the content manager and associated with a bucket. The content manager causes the bucket to receive the content object and presents representations of the buckets to a user. Representations of one or more buckets that have received a content object differ from representations of one or more other buckets that have not received a content object.Type: GrantFiled: May 15, 2015Date of Patent: December 27, 2016Assignee: NCINO, INC.Inventors: Nathan Snell, David Patrick, Neil Underwood
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Patent number: 9471665Abstract: Techniques disclosed herein can pertain to querying an object structure using an index to determine whether a content object of a specified type has been stored. Further, a request workflow can be evaluated in view of one or more exceptions. At least one action item can be generated based on a result of the query and the workflow evaluation.Type: GrantFiled: January 12, 2016Date of Patent: October 18, 2016Assignee: NCINO, INC.Inventor: Nathan Snell
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Patent number: 9418116Abstract: The present disclosure teaches capturing a resource memorandum as triggers happen in a workflow. A workflow manager detects the triggers and instructs a chronicle processor to update the resource memorandum. The workflow manager instructs a version generator to capture the updated resource memorandum by storing a resource request identifier, a version identifier, a likeness of the resource memorandum, and/or data from the resource memorandum. The workflow manager also forwards a new version of the resource memorandum to institute agents for further review and/or processing according to the workflow.Type: GrantFiled: September 8, 2015Date of Patent: August 16, 2016Assignee: NCINO, INC.Inventors: Nathan Snell, Rick Norris, Scott Toler, Tim Batchelor
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Publication number: 20160171613Abstract: Techniques described herein relate to integrating processes of resource requests and corresponding backings. More specifically, backing data is assessed to identify a distribution to be used for resource-request processing.Type: ApplicationFiled: February 5, 2016Publication date: June 16, 2016Applicant: nCino, Inc.Inventor: Nathan Snell
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Publication number: 20160125070Abstract: Techniques disclosed herein can pertain to querying an object structure using an index to determine whether a content object of a specified type has been stored. Further, a request workflow can be evaluated in view of one or more exceptions. At least one action item can be generated based on a result of the query and the workflow evaluation.Type: ApplicationFiled: January 12, 2016Publication date: May 5, 2016Applicant: nCino, Inc.Inventor: Nathan Snell
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Patent number: 9268819Abstract: An interconnect financial web can identify connections between individual entities (e.g., individuals and/or businesses) supported by financial objects. Many financial objects can be tracked, such that the web can represent an entity's financial standing. An interface can allow a reviewer to submit a request that identifies a first entity. A representation of the first entity can be located within the web, and financial objects and/or other entities connected to the first entity can be identified. A representation of these connections can be presented to the reviewer. This representation can be interactive, such that the reviewer can request additional detail about one of the related entities and/or financial objects. The reviewer can thus explore financial circumstances surrounding an entity of interest.Type: GrantFiled: January 6, 2015Date of Patent: February 23, 2016Assignee: nCINO, Inc.Inventors: Nathan Snell, Matthew Lukens, Jaco Raubenheimer
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Publication number: 20160034834Abstract: The present disclosure teaches capturing a resource memorandum as triggers happen in a workflow. A workflow manager detects the triggers and instructs a chronicle processor to update the resource memorandum. The workflow manager instructs a version generator to capture the updated resource memorandum by storing a resource request identifier, a version identifier, a likeness of the resource memorandum, and/or data from the resource memorandum. The workflow manager also forwards a new version of the resource memorandum to institute agents for further review and/or processing according to the workflow.Type: ApplicationFiled: September 8, 2015Publication date: February 4, 2016Applicant: nCino, Inc.Inventors: Nathan Snell, Rick Norris, Scott Toler, Tim Batchelor
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Patent number: 9098875Abstract: A financial-service system that manages content objects includes a chronicles platform with a chronicle associated with a loan request. A content manager determines a set of content objects to be associated with the chronicle and generates a bucket for each content object of the set of content objects. Each bucket is associated with a name and is configured to receive an associated content object. The chronicle is populated with the generated buckets. An interface that detects a user action and that thereafter receives or generates a content object, which is detected by the content manager and associated with a bucket. The content manager causes the bucket to receive the content object and presents representations of the buckets to a user. Representations of one or more buckets that have received a content object differ from representations of one or more other buckets that have not received a content object.Type: GrantFiled: October 16, 2014Date of Patent: August 4, 2015Assignee: nCino, Inc.Inventors: Nathan Snell, Matthew Lukens, Jaco Raubenheimer
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Patent number: 9082151Abstract: A financial-service system that manages content objects includes a chronicles platform with a chronicle associated with a loan request. A content manager determines a set of content objects to be associated with the chronicle and generates a bucket for each content object of the set of content objects. Each bucket is associated with a name and is configured to receive an associated content object. The chronicle is populated with the generated buckets. An interface that detects a user action and that thereafter receives or generates a content object, which is detected by the content manager and associated with a bucket. The content manager causes the bucket to receive the content object and presents representations of the buckets to a user. Representations of one or more buckets that have received a content object differ from representations of one or more other buckets that have not received a content object.Type: GrantFiled: March 14, 2014Date of Patent: July 14, 2015Assignee: NCINO, INC.Inventors: Nathan Snell, David Patrick, Neil Underwood