Patents by Inventor Ankita Joshi

Ankita Joshi has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20240386500
    Abstract: A method of providing recommendations for matching leads to financial advisors using a machine learning model comprises training the model using attributes of the leads and advisors to determine lead/advisor matches and to output a recommendation list of lead/advisor matched pairs, serializing the model, providing access to the serialized model to a user device via an API, deserializing the model, receiving advisor preferences from the user in natural text form, converting the natural text received from the user into a form adapted to be used as input to the model, executing the deserialized model using the received preferences to determine advisor recommendations for the user, filtering the advisor recommendations using rules which disallow certain lead/advisor pairings, outputting filtered recommendations at the end user device, and transmitting a selection from the filtered recommendations from the user for further training of the model with respect to the particular end user.
    Type: Application
    Filed: June 25, 2024
    Publication date: November 21, 2024
    Applicant: Morgan Stanley Services Group Inc.
    Inventors: Ankita Joshi, Aastha Singh, Ashish Singh, Blake Browne, Ingrid Mayer, Trina Chowdhury, Jeffrey Preston, Aravind Athmanathasubramanian
  • Publication number: 20240386496
    Abstract: A method of providing recommendations for matching leads to financial advisors using a machine learning model comprises training the model using attributes of the leads and advisors to determine lead/advisor matches and to output a recommendation list of lead/advisor matched pairs, serializing the model, providing access to the serialized model to a user device via an API, deserializing the model, receiving advisor preferences from the user in natural text form, converting the natural text received from the user into a form adapted to be used as input to the model, executing the deserialized model using the received preferences to determine advisor recommendations for the user, filtering the advisor recommendations using rules which disallow certain lead/advisor pairings, outputting filtered recommendations at the end user device, and transmitting a selection from the filtered recommendations from the user for further training of the model with respect to the particular end user.
    Type: Application
    Filed: January 4, 2024
    Publication date: November 21, 2024
    Applicant: Morgan Stanley Services Group Inc.
    Inventors: Ankita Joshi, Aastha Singh, Ashish Singh, Blake Browne, Ingrid Mayer, Trina Chowdhury, Jeffrey Preston, Aravind Athmanathasubramanian
  • Patent number: 12033216
    Abstract: A computer-implemented method for providing recommendations for matching leads to advisors using a machine learning model.
    Type: Grant
    Filed: May 19, 2023
    Date of Patent: July 9, 2024
    Assignee: Morgan Stanley Services Group Inc.
    Inventors: Ankita Joshi, Ashish Singh, Manoj Arora, Poojan Turakhia, Jeff Preston, Frank Hong