Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.

Abstract: 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.