Patents Assigned to NCINO, LLC
  • Publication number: 20160035023
    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.
    Type: Application
    Filed: January 6, 2015
    Publication date: February 4, 2016
    Applicant: nCino, LLC
    Inventors: Nathan SNELL, Matthew LUKENS, Jaco RAUBENHEIMER
  • Publication number: 20150248724
    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.
    Type: Application
    Filed: May 15, 2015
    Publication date: September 3, 2015
    Applicant: nCino, LLC
    Inventors: Nathan Snell, David Patrick, Neil Underwood
  • Publication number: 20150039491
    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.
    Type: Application
    Filed: October 16, 2014
    Publication date: February 5, 2015
    Applicant: NCINO, LLC
    Inventors: Nathan Snell, Matthew Lukens, Jaco Raubenheimer
  • Publication number: 20140201063
    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.
    Type: Application
    Filed: March 14, 2014
    Publication date: July 17, 2014
    Applicant: nCino, LLC
    Inventors: Nathan Snell, David Patrick, Neil Underwood
  • Patent number: 8762376
    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.
    Type: Grant
    Filed: September 9, 2013
    Date of Patent: June 24, 2014
    Assignee: NCINO, LLC
    Inventors: Nathan Snell, David Patrick, Neil Underwood
  • Publication number: 20140012846
    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.
    Type: Application
    Filed: September 9, 2013
    Publication date: January 9, 2014
    Applicant: nCino, LLC
    Inventors: Nathan Snell, David Patrick, Neil Underwood
  • Patent number: 8572083
    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.
    Type: Grant
    Filed: November 9, 2012
    Date of Patent: October 29, 2013
    Assignee: NCINO, LLC
    Inventors: Nathan Snell, David Patrick, Neil Underwood