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