Patents Assigned to PwC Product Sales LLC
  • Publication number: 20250232758
    Abstract: A method for displaying a graphical user interface (GUI) for facilitating interactions with one or more entities may include receiving data associated with the one or more entities from one or more data sources, providing the data associated with the one or more entities to one or more machine learning models, receiving explainability data from the one or more machine learning models, wherein the explainability data indicates one or more recommendations for interacting with the one or more entities, and displaying the GUI for facilitating interactions with the one or more entities, wherein the GUI comprises one or more communication affordances generated using the explainability data, wherein a user selection of a communication affordance generates a communication data structure configured to facilitate a recommended interaction of the one or more recommended interactions via a communication medium.
    Type: Application
    Filed: January 16, 2024
    Publication date: July 17, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Garima GUPTA, Vaibhav SHAH, Deepa IYER, Ian KAHN, Jordan KUNZ, Sindhu ZACHARIAH, Kristin MEYER
  • Publication number: 20250231971
    Abstract: A system for automatically generating responses to user queries includes one or more processors, operable when executing instructions to: receive a query from a user, determine a first set of similarity scores between the query and a plurality of stored queries stored in a data store, and determine whether a first similarity score of the first set of similarity scores meets a first threshold. In accordance with a determination that the first similarity score meets the first threshold, the processors are further operable to obtain a set of case information for the current case; retrieve case information for at least one precedent case; determine a second set of similarity scores between the current case and the at least one precedent case; determine whether a second similarity score of the second set of similarity scores meets a second threshold; and generate a response to the query.
    Type: Application
    Filed: April 7, 2025
    Publication date: July 17, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Paul SHEWARD, Chung-Sheng LI, Scott LIKENS, Saverio FATO, Joseph Doyle HARRINGTON, Joseph David VOYLES, Jonathan B. RHINE, Alexander Nicholas BOLDIZSAR, Winnie CHENG, Todd Christopher MORRILL, Yuan WAN, William Spotswood SEWARD
  • Publication number: 20250200661
    Abstract: Disclosed herein are systems and methods for determining retirement readiness of an individual and/or household. The method comprises receiving input data comprising characteristic data of an individual; executing a simulation based on the received input data; displaying, based on a response of the simulation to the received input data, an initial retirement readiness of the individual; receiving a user input comprising a selection of one or more scenarios based on the displayed initial retirement readiness; executing the simulation based at least in part on the one or more selected scenarios; and displaying, based on a response of the simulation to the one or more selected scenarios, an updated retirement readiness of the individual.
    Type: Application
    Filed: December 13, 2023
    Publication date: June 19, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Anand Srinivasa RAO, Vamse Kumar SUBBIAH, Joseph David VOYLES, Manaswi VELIGATLA, Mahesh ADIMULAM
  • Publication number: 20250182217
    Abstract: Systems and methods for automated document processing for use in AI-augmented auditing platforms are provided. A system for determining the composition of document bundles extracts substantive content information and metadata information from a document bundle and generates, based on the extracted information regarding a composition of the document bundle. A system for validating signatures in documents extracts data representing a spatial location for respective signatures and generates a confidence level for respective signatures, and determines, based on location and confidence level, whether signature criteria are met. A system for extracting information from documents applies a set of data conversion processing steps to a plurality received documents to generate structured data, and then applies a set of knowledge-based modeling processing steps to the structured data to generating output data extracted from the plurality of electronic documents.
    Type: Application
    Filed: January 31, 2025
    Publication date: June 5, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Chung-Sheng LI, Winnie CHENG, Mark John FLAVELL, Lori Marie HALLMARK, Nancy Alayne LIZOTTE, Anand Srinivasa RAO, Kevin Ma LEONG, Di ZHU, Timothy DELILLE, Maria Jesus Perez RAMIREZ, Yuan WAN, Ratna Raj SINGH, Vishakha BANSAL, Shaz HODA, Amitoj SINGH, Siddhesh Shivaji ZANJ
  • Patent number: 12321725
    Abstract: A method for creating and deploying plugins for use with one or more web-hosted large language model applications includes: displaying a user interface comprising a code template for creation of a plugin, wherein the code template comprises a context template, a native function template, and a semantic prompt template; receiving modifications to the code template via the user interface to form a modified code template, the modified code template comprising: custom context based on the context template; custom native code comprising one or more computer executable functions based on the native function template; and a custom prompt configured to prompt a large language model based on the semantic prompt template; generating a plugin based on the modified code template; and storing the plugin within a database of a plugin registry.
    Type: Grant
    Filed: August 28, 2024
    Date of Patent: June 3, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Jacob Thomas Wilson, Henry Hwangbo, Shaz Hoda, Vinston Pandiyan, Sagar Mankari
  • Patent number: 12314250
    Abstract: The present disclosure relates generally to storing computer models, and more specifically to a platform for achieving replicability of a computer model (e.g., a trained machine-learning algorithm) by storing and providing access to data associated with the computer model using an immutable and decentralized ledger system (e.g., a blockchain ledger) and a distributed database. An exemplary computer-enabled method for storing a computer model, the method comprises: receiving data associated with the computer model; generating one or more asset files based on the data associated with the computer model; generating one or more hash values corresponding to the one or more asset files; generating one or more of location trackers corresponding to the one or more asset files; generating a ledger entry comprising the one or more hash values and the one or more location trackers; and adding the ledger entry to a blockchain ledger.
    Type: Grant
    Filed: May 8, 2023
    Date of Patent: May 27, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Ilana Alexandra Golbin, Joseph David Voyles, Kris Douglas Kersey, Thomas Joseph Foth
  • Publication number: 20250165824
    Abstract: A method for assigning entities to assignees may involve receiving information indicating a plurality of entities and a plurality of assignees. Each entity of the plurality of entities may have an associated valuation. Next, based on the received information, values of one or more constraints associated with an objective function that defines variations in a total valuation of entities assigned to each assignee may be set. A quantum computing system may then be used to determine an entity assignment distribution that assigns one or more entities of the plurality of entities to each assignee of the plurality of assignees.
    Type: Application
    Filed: November 16, 2023
    Publication date: May 22, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Saurabh Sunil CHOUDHARY, Arit Kumar BISHWAS, Bibhash Chandra MITRA
  • Publication number: 20250165880
    Abstract: Described herein are methods, systems, and computer-readable mediums for generating source-agnostic data for enterprise resource planning. In some embodiments, source-specific data, received from a data source. The source-specific data may be structured using a data formatting protocol associated with the data source. A source-canonical transformation accelerator may be accessed from a transformation database. The source-canonical transformation accelerator may be configured to transform the source-specific data into source-agnostic data structured using a source-agnostic data formatting protocol. The source-agnostic data may be generated using the source-canonical transformation accelerator based on the source-specific data.
    Type: Application
    Filed: November 21, 2023
    Publication date: May 22, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Yuji Shane KONDO, Michael VOGT
  • Publication number: 20250165537
    Abstract: An exemplary system for constructing data structures that can perform inferential reasoning to answer input queries may receive input data, extract and cluster entities in the input data into topic clusters, and for a first topic cluster construct a data structure comprising a plurality of nodes, wherein nodes of the data structure respectively represent a topic entity extracted from the input data and grouped into the first topic cluster, and wherein a first node of the data structure is associated with a second node of the data structure based on the first node and the second node respectively representing a first topic entity and a second topic entity associated in the input data with a common one of the one or more identified linguistic modalities. An exemplary system comprising the data structure may receive an input query and generate a response to the input query using the data structure.
    Type: Application
    Filed: January 17, 2025
    Publication date: May 22, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Paul SHEWARD, Chung-Sheng LI, Scott LIKENS, Saverio FATO, Joseph Doyle HARRINGTON, Joseph David VOYLES, Jonathan B. RHINE, Alexander Nicholas BOLDIZSAR, Winnie CHENG, Todd Christopher MORRILL, Yuan WAN, William Spotswood SEWARD
  • Patent number: 12282483
    Abstract: Systems and methods are provided for using a structured data database and for exchanging electronic files containing unstructured or partially structured data. A system stores first structured data in a database, wherein the structured data represents a property. The system generates an electronic file, including by (a) storing unstructured data in the electronic file, wherein the unstructured data causes a representation of the property to be rendered on a face of a document represented by the file and (b) storing an identifier in the electronic file indicating a location in the database at which the first structured data is stored. The file is transmitted outside the system. Upon receipt of a copy of the file, the system reads the identifier from the copy of the received file and accesses the database location indicated by the identifier read from the received file.
    Type: Grant
    Filed: July 27, 2021
    Date of Patent: April 22, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Brian Dearth, Ryan Nemmers, Louis Koven, Scott Stein, Robert Baldwin, Nathan Hefner, Nicholas Lazarine, Patrick Van Deventer, John Martin, Eric Saletel
  • Patent number: 12282501
    Abstract: A system for automatically generating responses to user queries includes one or more processors, operable when executing instructions to: receive a query from a user, determine a first set of similarity scores between the query and a plurality of stored queries stored in a data store, and determine whether a first similarity score of the first set of similarity scores meets a first threshold. In accordance with a determination that the first similarity score meets the first threshold, the processors are further operable to obtain a set of case information for the current case; retrieve case information for at least one precedent case; determine a second set of similarity scores between the current case and the at least one precedent case; determine whether a second similarity score of the second set of similarity scores meets a second threshold; and generate a response to the query.
    Type: Grant
    Filed: June 16, 2023
    Date of Patent: April 22, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Paul Sheward, Chung-Sheng Li, Scott Likens, Saverio Fato, Joseph Doyle Harrington, Joseph David Voyles, Jonathan B. Rhine, Alexander Nicholas Boldizsar, Winnie Cheng, Todd Christopher Morrill, Yuan Wan, William Spotswood Seward
  • Patent number: 12265553
    Abstract: Provided herein are methods and systems for identifying a related data values in a plurality of datasets. The method can include extracting data from the plurality of datasets, identifying potential linking categories, and determining a validity of the potential linking categories. One or more linking categories can be selected from the potential linking categories based on the validity, and related data values can be identified between the plurality of datasets based on the selected linking categories. Also provided herein are methods and systems for classifying data values as reconciled or non-reconciled. The method can include identifying a plurality of related data values in a plurality of datasets. For each of the plurality of related data values, a similarity score and confidence score can be determined, and the plurality of related data values can be classified as reconciled or non-reconciled based on the similarity score and/or the confidence score.
    Type: Grant
    Filed: March 29, 2023
    Date of Patent: April 1, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Chung-Sheng Li, Winnie Cheng, Mark John Flavell, Nicholas John Hamer, Rhodri Davies, Thomas Vincent Giacomucci, Lacey A. Woolf, Raymund Anthony Florand Beltran, Craig Sharples, Matthew F. Connelly, Kevin Ma Leong, Scott Likens, Joseph David Voyles, Xiaoying Chen, Waqar Sarguroh, Nancy Alayne Lizotte
  • Publication number: 20250104559
    Abstract: Described herein are techniques for optimizing real-time traffic flow of a multi-class vehicle network. In some embodiments, a trained machine learning model may be used to determine one or more segments of a street network where traffic congestion is predicted to occur at a predetermined future time. The vehicles may include a first type of vehicle and a second type of vehicle, each occupying different portions of a given segment. A subset of vehicles occupying the segments at the predetermined future time may be identified and, for each, a set of alternative routes may be determined. Quantum optimization data, including the pre-selected routes, the alternative routes, and an indication of whether the vehicle is of a first or second type, may be provided to a quantum computing system, which may return an updated route for at least some of the vehicles to minimize traffic congestion at the predetermined future time.
    Type: Application
    Filed: September 25, 2023
    Publication date: March 27, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Arit Kumar BISHWAS, Anuraj SOM, Saurabh Sunil CHOUDHARY, Bibhash Chandra MITRA, Arindam MITRA
  • Patent number: 12254015
    Abstract: A system for processing relational database data using a generative artificial intelligence (AI) language models is provided. The system receives relational database data and generates, based on the relational database data, schema data. The system also receives a user query input. The system generates and provides a first prompt to a generative AI language model, based on the user query input and the schema data. The system responsively receives, from the generative AI language model, an indication of a first subset of the database data identified as relevant to the query. The system generates and provides a second prompt to the generative AI language model, based on the user query input and the identified first subset. The system responsively receives, from the generative AI language model, an output comprising insight data generated based on the user query input and the identified first subset of the database data.
    Type: Grant
    Filed: March 29, 2024
    Date of Patent: March 18, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Gaurav Kumar, Kanak Dahake, Chakkarapani Vijayakumar, Saurabh Mohanty, Joseph David Voyles
  • Publication number: 20250079834
    Abstract: A method for operating a hybrid energy network comprising a plurality of power sources is described. After receiving information indicating predicted operating conditions of the hybrid energy network, the values of one or more constraints associated with an objective function that defines a relationship between a plurality of performance parameters associated with the hybrid energy network may be updated. Using a quantum computing system, an optimal value of each of the plurality of performance parameters may be determined. Based on the optimal values of each of the plurality of performance parameters, an operating plan for the hybrid energy network may be determined. Adjustments may be made to at least one of power sources according to the generated operating plan.
    Type: Application
    Filed: August 31, 2023
    Publication date: March 6, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Zhijie TANG, Alex Lu DOU, Arit Kumar BISHWAS
  • Publication number: 20250061288
    Abstract: Described herein are systems, methods, and graphical user interfaces for creating conversation models that may be executed by natural language understanding systems and/or intelligent assistant systems, particularly in enterprise and corporate environments. A conversation modeling interface may allow a modeler to position a plurality of graphical conversation-element objects on a canvas region of the interface, to specify associations and relationships between the various represented conversation-elements to define a conversation flow, and to provide input data to define various parameters and characteristics of the conversation-elements of the conversation.
    Type: Application
    Filed: July 23, 2024
    Publication date: February 20, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Suneet DUA, Luis BEAUMIER, Marc NADEAU, Ryan EDLEY, Robert COEN, Jason Victor RANDALL, Shannon M. ROBINSON
  • Patent number: 12230248
    Abstract: The present disclosure relates generally to natural language understanding.
    Type: Grant
    Filed: December 8, 2021
    Date of Patent: February 18, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Prakash Chandra, Santosh Gupta, Ajay Nandanwar, Sanjay Verma, Devendra Vidhani
  • Patent number: 12229195
    Abstract: An exemplary system for constructing data structures that can perform inferential reasoning to answer input queries may receive input data, extract and cluster entities in the input data into topic clusters, and for a first topic cluster construct a data structure comprising a plurality of nodes, wherein nodes of the data structure respectively represent a topic entity extracted from the input data and grouped into the first topic cluster, and wherein a first node of the data structure is associated with a second node of the data structure based on the first node and the second node respectively representing a first topic entity and a second topic entity associated in the input data with a common one of the one or more identified linguistic modalities. An exemplary system comprising the data structure may receive an input query and generate a response to the input query using the data structure.
    Type: Grant
    Filed: March 9, 2023
    Date of Patent: February 18, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Paul Sheward, Chung-Sheng Li, Scott Likens, Saverio Fato, Joseph Doyle Harrington, Joseph David Voyles, Jonathan B. Rhine, Alexander Nicholas Boldizsar, Winnie Cheng, Todd Christopher Morrill, Yuan Wan, William Spotswood Seward
  • Patent number: 12217318
    Abstract: Systems and methods for automated document processing for use in AI-augmented auditing platforms are provided. A system for determining the composition of document bundles extracts substantive content information and metadata information from a document bundle and generates, based on the extracted information regarding a composition of the document bundle. A system for validating signatures in documents extracts data representing a spatial location for respective signatures and generates a confidence level for respective signatures, and determines, based on location and confidence level, whether signature criteria are met. A system for extracting information from documents applies a set of data conversion processing steps to a plurality received documents to generate structured data, and then applies a set of knowledge-based modeling processing steps to the structured data to generating output data extracted from the plurality of electronic documents.
    Type: Grant
    Filed: June 30, 2022
    Date of Patent: February 4, 2025
    Assignee: PwC Product Sales LLC
    Inventors: Chung-Sheng Li, Winnie Cheng, Mark John Flavell, Lori Marie Hallmark, Nancy Alayne Lizotte, Anand Srinivasa Rao, Kevin Ma Leong, Di Zhu, Timothy Delille, Maria Jesus Perez Ramirez, Yuan Wan, Ratna Raj Singh, Vishakha Bansal, Shaz Hoda, Amitoj Singh, Siddhesh Shivaji Zanj
  • Publication number: 20250028742
    Abstract: A method for providing a hybrid AI and human electronic communication interface includes receiving a first electronic transmission comprising a user query from a user device. The method further includes automatically generating, by processing the user query by a set of AI models, an automatic response to the user query. The method further includes electronically transmitting the automatic response to the user device. The method further includes receiving, from the user device, a second electronic transmission comprising a user input in response to the automatic response. The method further includes determining, based at least in part on processing the user input, that a set of criteria is met; and in accordance with the determination that the set of criteria are met, automatically instantiating an electronic communication connection between the user device and a second user device.
    Type: Application
    Filed: July 17, 2023
    Publication date: January 23, 2025
    Applicant: PwC Product Sales LLC
    Inventors: Paul SHEWARD, Chung-Sheng LI, Scott LIKENS, Saverio FATO, Joseph Doyle HARRINGTON, Joseph David VOYLES, Jonathan B. RHINE, Alex Nicholas BOLDIZSAR, Winnie CHENG, Todd Christopher MORRILL, Yuan WAN, William Spotswood SEWARD