Patents Assigned to TD Ameritrade IP Company, Inc.
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Publication number: 20240061947Abstract: A method includes storing a test database of tests and corresponding test rules, storing a user information database, storing a profile database, and storing a threshold database including thresholds corresponding to test scores and similarity scores. The method includes, in response to receiving interaction parameters of an interaction performed by a user, identifying a set of tests based on the interaction parameters. The method includes, for each of the set of tests: calculating a score using user data of the user, corresponding test rules, and the interaction parameters; adjusting the score based on the user's profile; obtaining a threshold corresponding to the identified test; and, in response to the score exceeding the threshold, categorizing the interaction within a first category. The method also includes generating and transmitting an alert in response to the interaction being categorized within the first category.Type: ApplicationFiled: September 21, 2023Publication date: February 22, 2024Applicant: TD Ameritrade IP Company, Inc.Inventors: Randal Scott HOWELL, Eric John HAINS, Justin Wayne WEBSTER
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Publication number: 20230401639Abstract: A system includes a processor and a memory with instructions. The instructions include, in response to receiving a zoned graph request, determining a current breakeven point on a current date based on a strike price of an option. The instructions include estimating a future strike price of the option based on an expiration date of the option, determining a future breakeven point on the expiration date of the option based on the estimated future strike price, and determining a range as a current price corresponding to the current breakeven point to a future price corresponding to the future breakeven point. The instructions include, for each time between the current date and the expiration date, determining a middle breakeven point at the corresponding time based on the range and generating a zoned graph including the current breakeven point, the future breakeven point, and each middle breakeven point at the corresponding times.Type: ApplicationFiled: August 14, 2023Publication date: December 14, 2023Applicant: TD Ameritrade IP Company, Inc.Inventor: Harrison W. NAPPER
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Publication number: 20230385335Abstract: A content analysis system includes processor and memory hardware storing data analyzed content items and instructions for execution by the processor hardware. The instructions include, in response to a first intermediate content item being analyzed to generate a first text description, receiving the first intermediate content item and analyzing the first text description to generate a first reduced text description. The instructions include identifying a first set of tags by applying a tag model to the first text description and generating a first analyzed content item. The instructions include adding the first analyzed content item to the analyzed content database and, in response to a displayed content item being associated with at least one tag of the first set of tags, displaying a first user-selectable link corresponding to the first analyzed content item on a portion of a user interface of a user device displaying the displayed content item.Type: ApplicationFiled: August 9, 2023Publication date: November 30, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Logan Sommers AHLSTROM, Dayanand NARREGUDEM, Ravindra Reddy TAPPETA VENKATA, Jeffrey Michael FREISTHLER, Kinga SLIWA, Tomas Jesus RUIZ
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Publication number: 20230356913Abstract: A computer server includes processor and memory hardware. The processor hardware executes instructions including parsing a hypertext transfer protocol (HTTP) request from a first user agent to identify a first data object matching a set of characteristics and generating a new data element based on the HTTP request. The instructions include, in response to the first data object being present: extracting a first set of serialized data elements and serializing them with the new data element to generate a second data object. The instructions include, in response to the first data object being absent and a user associated with the first user agent being identifiable: determining a second set of serialized data elements based on an identity of the user, and serializing them with the new data element to generate the second data object. The instructions include transmitting an HTTP response including the second data object.Type: ApplicationFiled: July 17, 2023Publication date: November 9, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Kevin Michael WYSOCKI, Michelle SCHROEDER
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Patent number: 11809585Abstract: A method includes storing a test database of tests and corresponding test rules, storing a user information database, storing a profile database, and storing a threshold database including thresholds corresponding to test scores and similarity scores. The method includes, in response to receiving interaction parameters of an interaction performed by a user, identifying a set of tests based on the interaction parameters. The method includes, for each of the set of tests: calculating a score using user data of the user, corresponding test rules, and the interaction parameters; adjusting the score based on the user's profile; obtaining a threshold corresponding to the identified test; and, in response to the score exceeding the threshold, categorizing the interaction within a first category. The method also includes generating and transmitting an alert in response to the interaction being categorized within the first category.Type: GrantFiled: October 12, 2022Date of Patent: November 7, 2023Assignee: TD Ameritrade IP Company, Inc.Inventors: Randal Scott Howell, Eric John Hains, Justin Wayne Webster
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Patent number: 11767154Abstract: A computer server includes processor and memory hardware. The processor hardware executes instructions including parsing a hypertext transfer protocol (HTTP) request from a first user agent to identify a first data object matching a set of characteristics and generating a new data element based on the HTTP request. The instructions include, in response to the first data object being present: extracting a first set of serialized data elements and serializing them with the new data element to generate a second data object. The instructions include, in response to the first data object being absent and a user associated with the first user agent being identifiable: determining a second set of serialized data elements based on an identity of the user, and serializing them with the new data element to generate the second data object. The instructions include transmitting an HTTP response including the second data object.Type: GrantFiled: October 19, 2022Date of Patent: September 26, 2023Assignee: TD Ameritrade IP Company, Inc.Inventors: Kevin Michael Wysocki, Michelle Schroeder
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Patent number: 11762904Abstract: A content analysis system includes processor and memory hardware storing data analyzed content items and instructions for execution by the processor hardware. The instructions include, in response to a first intermediate content item being analyzed to generate a first text description, receiving the first intermediate content item and analyzing the first text description to generate a first reduced text description. The instructions include identifying a first set of tags by applying a tag model to the first text description and generating a first analyzed content item. The instructions include adding the first analyzed content item to the analyzed content database and, in response to a displayed content item being associated with at least one tag of the first set of tags, displaying a first user-selectable link corresponding to the first analyzed content item on a portion of a user interface of a user device displaying the displayed content item.Type: GrantFiled: August 16, 2022Date of Patent: September 19, 2023Assignee: TD AMERITRADE IP COMPANY, INC.Inventors: Logan Sommers Ahlstrom, Dayanand Narregudem, Ravindra Reddy Tappeta Venkata, Jeffrey Michael Freisthler, Kinga Sliwa, Tomas Jesus Ruiz
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Patent number: 11726989Abstract: A computationally-efficient system for encoding a message object implements instructions including determining a token of the message object. The token identifies a structure of the message object. The instructions include obtaining a dictionary definition based on the token. The dictionary definition describes the structure of the message. The message includes multiple entries. Each of the entries is characterized by a data type and a field identifier. The dictionary definition defines an order of the entries. The instructions include, according to an order specified by the dictionary definition, selecting each entry of a set of entries in the message in sequence and writing the entry to a byte queue exclusive of the data type and the field identifier. The instructions include initiating transmission of the byte queue over a communications network.Type: GrantFiled: July 20, 2021Date of Patent: August 15, 2023Assignee: TD Ameritrade IP Company, Inc.Inventor: Eric Tesse
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Publication number: 20230215426Abstract: A method of operating a customer utterance analysis system includes obtaining a subset of utterances from among a first set of utterances. The method includes encoding, by a sentence encoder, the subset of utterances into multi-dimensional vectors. The method includes generating reduced-dimensionality vectors by reducing a dimensionality of the multi-dimensional vectors. Each vector of the reduced-dimensionality vectors corresponds to an utterance from among the subset of utterances. The method includes performing clustering on the reduced-dimensionality vectors. The method includes, based on the clustering performed on the reduced-dimensionality vectors, arranging the subset of utterances into clusters. The method includes obtaining labels for a least two clusters from among the clusters. The method includes generating training data based on the obtained labels. The method includes training a neural network model to predict an intent of an utterance based on the training data.Type: ApplicationFiled: March 14, 2023Publication date: July 6, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Abhilash Krishnankutty NAIR, Amaris Yuseon Sim, Dayanand Narregudem, Drew David Riassetto, Logan Sommers Ahlstrom, Nafiseh Saberian, Stephen Filios, Ravindra Reddy Tappeta Venkata
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Publication number: 20230147497Abstract: A method includes assigning unique symbols to pages of a website, respectively. The method includes obtaining page symbol sequences of browsing sessions, respectively. Each browsing session corresponds to a visitor of the website. For each browsing session, the page symbol sequence of the browsing session is a sequence of symbols that corresponds, respectively, to a sequence of pages of the website visited during the browsing session by the corresponding visitor. The method includes generating a master string including the page symbol sequences, generating a suffix array corresponding to the master string, and generating a longest common prefix (LCP) array corresponding to the suffix array. The method includes, based on the suffix array and LCP array, determining one or more most common n-step subsequences of pages (n is an integer greater than 1).Type: ApplicationFiled: July 25, 2022Publication date: May 11, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Sean Ming-Yin LAW, Kenneth Edward ANGEL
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Publication number: 20230121419Abstract: A computer server includes processor and memory hardware. The processor hardware executes instructions including parsing a hypertext transfer protocol (HTTP) request from a first user agent to identify a first data object matching a set of characteristics and generating a new data element based on the HTTP request. The instructions include, in response to the first data object being present: extracting a first set of serialized data elements and serializing them with the new data element to generate a second data object. The instructions include, in response to the first data object being absent and a user associated with the first user agent being identifiable: determining a second set of serialized data elements based on an identity of the user, and serializing them with the new data element to generate the second data object. The instructions include transmitting an HTTP response including the second data object.Type: ApplicationFiled: October 19, 2022Publication date: April 20, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Kevin Michael WYSOCKI, Michelle SCHROEDER
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Publication number: 20230118178Abstract: A computer system includes memory storing computer-executable instructions and a processor configured to execute the computer-executable instructions. The computer-executable instructions include building a questions table including multiple first questions and multiple potential requirements to which the first questions correspond, respectively. The computer-executable instructions include adding, to the questions table, one or more second questions, each of which correspond to at least two requirements from among the potential requirements. The computer-executable instructions include adding, to the questions table, for each second question among the one or more second questions, the at least two requirements to which the second question corresponds. The computer-executable instructions include determining a question, from among the first questions and the second questions, that corresponds to a highest number of potential requirements, and displaying the determined question to a user.Type: ApplicationFiled: December 16, 2022Publication date: April 20, 2023Applicant: TD Ameritrade IP Company, Inc.Inventor: John Scott KULA
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Publication number: 20230124357Abstract: An authentication system includes an authentication module and a user history database storing order information that includes, for each of multiple logins of the first user to a web property, at least one of: an indication of an order of hypertext transfer protocol (HTTP) headers that were previously received at the authentication module during the login, and an indication of an order of navigator object properties that were previously returned to the authentication module during the login. The authentication module is configured to: receive, from a web browser of a first entity attempting to log in to the web property, credentials of the first user; determine order information of the first entity's web browser; perform a comparison operation based on the order information of the first user and that of the first entity, and determine whether to allow the first entity to log in based on the comparison operation.Type: ApplicationFiled: December 16, 2022Publication date: April 20, 2023Applicant: TD Ameritrade IP Company, Inc.Inventor: John Scott Kula
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Publication number: 20230119649Abstract: A network intrusion system for a protected network includes a ruleset module configured to receive metadata for rules. The metadata describes, for each of the rules, a set of associated network vulnerabilities. The ruleset module is configured to access vulnerability information describing a set of cumulative vulnerabilities that each is present in at least one network device within the protected network. The network intrusion system includes a rule management module configured to, for each rule of the plurality of rules: identify the set of associated network vulnerabilities described by the metadata for the rule, determine whether there is a match between any of the set of associated network vulnerabilities and the set of cumulative vulnerabilities, and, in response to determining that there is no match, transmit a first command signal to a network security module. The first command signal instructs the network security module to disable the rule.Type: ApplicationFiled: December 16, 2022Publication date: April 20, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Brandon William SCHERER, John Scott KULA
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Publication number: 20230111245Abstract: A system includes a processor and a memory with instructions. The instructions include, in response to receiving a zoned graph request, determining a current breakeven point on a current date based on a strike price of an option. The instructions include estimating a future strike price of the option based on an expiration date of the option, determining a future breakeven point on the expiration date of the option based on the estimated future strike price, and determining a range as a current price corresponding to the current breakeven point to a future price corresponding to the future breakeven point. The instructions include, for each time between the current date and the expiration date, determining a middle breakeven point at the corresponding time based on the range and generating a zoned graph including the current breakeven point, the future breakeven point, and each middle breakeven point at the corresponding times.Type: ApplicationFiled: December 14, 2022Publication date: April 13, 2023Applicant: TD Ameritrade IP Company, Inc.Inventor: Harrison W. NAPPER
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Patent number: 11626108Abstract: A method of operating a customer utterance analysis system includes obtaining a subset of utterances from among a first set of utterances. The method includes encoding, by a sentence encoder, the subset of utterances into multi-dimensional vectors. The method includes generating reduced-dimensionality vectors by reducing a dimensionality of the multi-dimensional vectors. Each vector of the reduced-dimensionality vectors corresponds to an utterance from among the subset of utterances. The method includes performing clustering on the reduced-dimensionality vectors. The method includes, based on the clustering performed on the reduced-dimensionality vectors, arranging the subset of utterances into clusters. The method includes obtaining labels for a least two clusters from among the clusters. The method includes generating training data based on the obtained labels. The method includes training a neural network model to predict an intent of an utterance based on the training data.Type: GrantFiled: September 25, 2020Date of Patent: April 11, 2023Assignee: TD Ameritrade IP Company, Inc.Inventors: Abhilash Krishnankutty Nair, Amaris Yuseon Sim, Dayanand Narregudem, Drew David Riassetto, Logan Sommers Ahlstrom, Nafiseh Saberian, Stephen Filios, Ravindra Reddy Tappeta Venkata
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Publication number: 20230092384Abstract: A recommendation system includes a content similarity analyzer configured to determine a first set of content item identifiers similar to a set of viewed content items based on respective similarity scores and add them to a first list. A similar user content extraction module identifies a set of similar user identifiers from a user similarity database; obtains, based on respective viewing histories of the set, a second set of content item identifiers; and adds them to the first list. The recommendation system includes a content filter configured to select a subset of content item identifiers from the first list based on the corresponding similarity scores between content item identifiers of the first list and a viewing history. The content filter is configured to transmit the subset of content item identifiers for display of the corresponding content items via a web portal on a user interface of a first user device.Type: ApplicationFiled: November 29, 2022Publication date: March 23, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Logan Sommers AHLSTROM, Ravindra Reddy Tappeta Venkata, Sean Ming-Yin Law, Joseph Clark Walston, Raviteja Lokineni, Dayanand Narregudem
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Publication number: 20230081022Abstract: A method includes storing a test database of tests and corresponding test rules, storing a user information database, storing a profile database, and storing a threshold database including thresholds corresponding to test scores and similarity scores. The method includes, in response to receiving interaction parameters of an interaction performed by a user, identifying a set of tests based on the interaction parameters. The method includes, for each of the set of tests: calculating a score using user data of the user, corresponding test rules, and the interaction parameters; adjusting the score based on the user's profile; obtaining a threshold corresponding to the identified test; and, in response to the score exceeding the threshold, categorizing the interaction within a first category. The method also includes generating and transmitting an alert in response to the interaction being categorized within the first category.Type: ApplicationFiled: October 12, 2022Publication date: March 16, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Randal Scott HOWELL, Eric John HAINS, Justin Wayne WEBSTER
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Publication number: 20230073218Abstract: A system includes processor hardware and memory hardware that stores instructions. The instructions include, in response to receiving a request, determining a request type of the request, retrieving a first set of collected information, and selecting a first set of instructions corresponding to the request type. The instructions include constructing a first result by executing each instruction of the first set of instructions to create the first entry as a nested entry within the first result including data of the first set of collected information identified in the first set of instructions as nested or retrieve first data of the first set of collected information identified by the first instruction and add the first data to the first entry of the first result. The instructions include transforming a display of the operator device to complete a set of fields displayed on the display with corresponding entries of the first result.Type: ApplicationFiled: November 10, 2022Publication date: March 9, 2023Applicant: TD Ameritrade IP Company, Inc.Inventors: Sean William WATTS, Igor VORNOVITSKIY, IV
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Patent number: 11568149Abstract: A computer system includes memory storing computer-executable instructions and a processor configured to execute the computer-executable instructions. The computer-executable instructions include building a questions table including multiple first questions and multiple potential requirements to which the first questions correspond, respectively. The computer-executable instructions include adding, to the questions table, one or more second questions, each of which correspond to at least two requirements from among the potential requirements. The computer-executable instructions include adding, to the questions table, for each second question among the one or more second questions, the at least two requirements to which the second question corresponds. The computer-executable instructions include determining a question, from among the first questions and the second questions, that corresponds to a highest number of potential requirements, and displaying the determined question to a user.Type: GrantFiled: February 18, 2020Date of Patent: January 31, 2023Assignee: TD Ameritrade IP Company, Inc.Inventor: John Scott Kula