Patents by Inventor Daniel D. Martin

Daniel D. Martin 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: 20240081802
    Abstract: Various methods and devices are provided for allowing multiple surgical instruments to be inserted into sealing elements of a single surgical access device. The sealing elements can be movable along predefined pathways within the device to allow surgical instruments inserted through the sealing elements to be moved laterally, rotationally, angularly, and vertically relative to a central longitudinal axis of the device for ease of manipulation within a patient's body while maintaining insufflation.
    Type: Application
    Filed: November 16, 2023
    Publication date: March 14, 2024
    Inventors: Mark S. Ortiz, David T. Martin, Matthew C. Miller, Mark J. Reese, Wells D. Haberstich, Carl Shurtleff, Charles J. Scheib, Frederick E. Shelton, IV, Jerome R. Morgan, Daniel H. Duke, Daniel J. Mumaw, Gregory W. Johnson, Kevin L. Houser
  • Patent number: 11769146
    Abstract: System and media for determining whether to conduct a transaction with a consumer claiming an identity. Identity points for the identity are stored in a first blockchain. Past transactions conducted by the party are stored in a second blockchain. Permission to read and/or write to the various blockchains are stored in a third blockchain. When the consumer desires to conduct a transaction, they can append a permission for the counterparty to access the identity and/or transaction chains to their permission chain. The counterparty can then make an informed decision as to whether to conduct the transaction with the consumer based on the information stored in the various blockchains.
    Type: Grant
    Filed: September 30, 2016
    Date of Patent: September 26, 2023
    Assignee: HRB Innovations, Inc.
    Inventors: Jason Houseworth, Travis Giggy, Roman Breslav, Daniel D. Martin
  • Patent number: 11663595
    Abstract: System and media for determining whether to conduct a transaction with a consumer claiming an identity. Identity points for the identity are stored in a first blockchain. Past transactions conducted by the party are stored in a second blockchain. Permission to read and/or write to the various blockchains are stored in a third blockchain. When the consumer desires to conduct a transaction, they can append a permission for the counterparty to access the identity and/or transaction chains to their permission chain. The counterparty can then make an informed decision as to whether to conduct the transaction with the consumer based on the information stored in the various blockchains.
    Type: Grant
    Filed: March 27, 2018
    Date of Patent: May 30, 2023
    Assignee: HRB Innovations, Inc.
    Inventors: Jason Houseworth, Travis Giggy, Roman Breslav, Daniel D. Martin
  • Patent number: 11195235
    Abstract: Described is identifying entities based at least in part on the location of a user device. A server or the user device will determine the location of the user device and/or whether there are any beacons, such as proximity beacons, in the vicinity. The server or the user device will then determine where the user is and if there are any identifiable entities within a certain distance to that location. In performing these steps, the server and/or the user device may access a database for the geographical area. The user device will then receive information related to a function as indicated by the user, such as the facilitation of a donation, a non-obligated payment, or an obligated payment to the entity.
    Type: Grant
    Filed: March 21, 2017
    Date of Patent: December 7, 2021
    Assignee: HRB Innovations, Inc.
    Inventors: Jennifer Acosta, Daniel D. Martin
  • Patent number: 10867356
    Abstract: A system, method and media for providing a simplified, personalized tax interview to a user preparing a tax return for a taxpayer by determining which portions of a full tax interview are relevant to the return being prepared and then presenting only those relevant portions to the user. To make this determination, one or more prototypes (each representing one or more underlying characteristics associated with the return that inform the relevant portions of the tax interview) are determined for the return based on information already known before the tax interview is presented and may be updated based on information entered during the tax interview.
    Type: Grant
    Filed: January 21, 2019
    Date of Patent: December 15, 2020
    Assignee: HRB Innovations, Inc.
    Inventors: Jason Houseworth, Heather Watts, Daniel D. Martin
  • Patent number: 10776769
    Abstract: A system, method, and computer-readable media for automatically allocating a payment among a plurality of funding accounts according to rules configured by the user. Embodiments of the invention can further allocate a single purchase among multiple payment accounts. This can be used, for example, to automatically aggregate credit limits where no single funding account has sufficient credit to fund the purchase alone. Embodiments of the invention can also assist the user with budgeting expenses by charging payments to one or more budgeting accounts previously defined by the user according to additional rules.
    Type: Grant
    Filed: April 27, 2015
    Date of Patent: September 15, 2020
    Assignee: HRB Innovations, Inc.
    Inventor: Daniel D. Martin
  • Patent number: 10769654
    Abstract: A method, system, and computer readable media for offering to the user of a payment vehicle a rewards program personalized to the user and the user's financial goals. A payment vehicle is provided with integrated reserved funds accounts which user can use to save up for large purchases. By designating the purchase for which these funds will ultimately be used, the user can be provided with personalized rewards programs relevant to planned purchases.
    Type: Grant
    Filed: April 27, 2015
    Date of Patent: September 8, 2020
    Assignee: HRB Innovations, Inc.
    Inventors: Daniel D. Martin, Crystal Anderson
  • Patent number: 10733610
    Abstract: Methods for providing a payment vehicle that includes a plurality of virtual budgeting accounts to which deposits can be allocated and from which payments can be automatically deducted based on transaction information and rules configured by the user. The user can allocate funds loaded onto the payment vehicle among the budget accounts they have created. Then, when making purchases, the funds will be deduced from the appropriate virtual budgeting accounts based on rules configured by the user. If insufficient funds remain in the appropriate budget account, then the card can be declined for that purchase, thereby automating the process of compliance with the user's defined budget.
    Type: Grant
    Filed: April 27, 2015
    Date of Patent: August 4, 2020
    Assignee: HRB Innovations, Inc.
    Inventor: Daniel D. Martin
  • Publication number: 20200065364
    Abstract: Simplification of complex input strings is utilized for user convenience, such that the user may input a complex input string in lieu of performing an external calculation and inputting the result thereof. The simplification identifying at least one operator in the complex input string indicative of a mathematical operation, identifying a first sub-string and a second sub-string in the input string, comparing the first sub-string to an expectation identification associated with the input field to determine a significance of the first sub-string, comparing the first sub-string to a range expectation associated with said significance to determine if the first sub-string meets the range expectation, and calculating a simplified input string by performing the mathematical operation on the first sub-string and the second sub-string.
    Type: Application
    Filed: October 30, 2019
    Publication date: February 27, 2020
    Inventors: Matthew Berkland, Daniel D. Martin
  • Patent number: 10509856
    Abstract: Simplification of complex input strings is utilized for user convenience, such that the user may input a complex input string in lieu of performing an external calculation and inputting the result thereof. The simplification identifying at least one operator in the complex input string indicative of a mathematical operation, identifying a first sub-string and a second sub-string in the input string, comparing the first sub-string to an expectation identification associated with the input field to determine a significance of the first sub-string, comparing the first sub-string to a range expectation associated with said significance to determine if the first sub-string meets the range expectation, and calculating a simplified input string by performing the mathematical operation on the first sub-string and the second sub-string.
    Type: Grant
    Filed: August 4, 2016
    Date of Patent: December 17, 2019
    Assignee: HRB Innovations, Inc.
    Inventors: Matthew Berkland, Daniel D. Martin
  • Publication number: 20190156431
    Abstract: A system, method and media for providing a simplified, personalized tax interview to a user preparing a tax return for a taxpayer by determining which portions of a full tax interview are relevant to the return being prepared and then presenting only those relevant portions to the user. To make this determination, one or more prototypes (each representing one or more underlying characteristics associated with the return that inform the relevant portions of the tax interview) are determined for the return based on information already known before the tax interview is presented and may be updated based on information entered during the tax interview.
    Type: Application
    Filed: January 21, 2019
    Publication date: May 23, 2019
    Inventors: Jason Houseworth, Heather Watts, Daniel D. Martin
  • Patent number: 10186000
    Abstract: A system, method and media for providing a simplified, personalized tax interview to a user preparing a tax return for a taxpayer by determining which portions of a full tax interview are relevant to the return being prepared and then presenting only those relevant portions to the user. To make this determination, one or more prototypes (each representing one or more underlying characteristics associated with the return that inform the relevant portions of the tax interview) are determined for the return based on information already known before the tax interview is presented and may be updated based on information entered during the tax interview.
    Type: Grant
    Filed: February 24, 2015
    Date of Patent: January 22, 2019
    Assignee: HRB Innovations, Inc.
    Inventors: Jason Houseworth, Heather Watts, Daniel D. Martin
  • Publication number: 20180276764
    Abstract: Described is identifying entities based at least in part on the location of a user device. A server or the user device will determine the location of the user device and/or whether there are any beacons, such as proximity beacons, in the vicinity. The server or the user device will then determine where the user is and if there are any identifiable entities within a certain distance to that location. In performing these steps, the server and/or the user device may access a database for the geographical area. The user device will then receive information related to a function as indicated by the user, such as the facilitation of a donation, a non-obligated payment, or an obligated payment to the entity.
    Type: Application
    Filed: March 21, 2017
    Publication date: September 27, 2018
    Inventors: Jennifer Acosta, Daniel D. Martin
  • Publication number: 20180039609
    Abstract: Simplification of complex input strings is utilized for user convenience, such that the user may input a complex input string in lieu of performing an external calculation and inputting the result thereof. The simplification identifying at least one operator in the complex input string indicative of a mathematical operation, identifying a first sub-string and a second sub-string in the input string, comparing the first sub-string to an expectation identification associated with the input field to determine a significance of the first sub-string, comparing the first sub-string to a range expectation associated with said significance to determine if the first sub-string meets the range expectation, and calculating a simplified input string by performing the mathematical operation on the first sub-string and the second sub-string.
    Type: Application
    Filed: August 4, 2016
    Publication date: February 8, 2018
    Inventors: Matthew Berkland, Daniel D. Martin
  • Publication number: 20170011399
    Abstract: System, method, and interface for rule-based locking and unlocking of payment accounts. Embodiments of the invention allow a user to define rules for circumstances when their payment vehicle will not, or should not, be used. In such circumstances, the payment account may be locked and rendered unusable, thereby causing any fraudulent or otherwise undesirable transactions which may be attempted to be rejected. The payment vehicle may subsequently be automatically or manually unlocked for normal use. In order to accomplish this, the user may be provided with an interface to define rules for when and how their accounts should be locked and unlocked.
    Type: Application
    Filed: July 9, 2015
    Publication date: January 12, 2017
    Inventors: Greg Steinlicht, Daniel D. Martin
  • Publication number: 20170011401
    Abstract: System, method and media for selectively activating and deactivating payment vehicles based on the positions of an authorized user of the account, the payment vehicle, and/or the transactions. The security and budget-control abilities of a consumer are increased by allowing the user to specify geographic regions where payment vehicle will not, or should not, be used. In such circumstances, the payment vehicle can be temporarily deactivated, thereby causing any (presumably fraudulent or undesired) transactions that may be attempted to be rejected. Such rules can be combined for finer-grained controls. The smartphone or other personal telecommunications device of the user can be used to specify the rules, determine the user's position, and/or inform the user that a transaction has been rejected based on their rules and locations.
    Type: Application
    Filed: July 9, 2015
    Publication date: January 12, 2017
    Inventors: Greg Steinlicht, Daniel D. Martin
  • Publication number: 20160314487
    Abstract: A method, system, and computer readable media for offering to the user of a payment vehicle a rewards program personalized to the user and the user's financial goals. A payment vehicle is provided with integrated reserved funds accounts which user can use to save up for large purchases. By designating the purchase for which these funds will ultimately be used, the user can be provided with personalized rewards programs relevant to planned purchases.
    Type: Application
    Filed: April 27, 2015
    Publication date: October 27, 2016
    Inventors: Daniel D. Martin, Crystal Anderson
  • Publication number: 20160314451
    Abstract: A system, method, and computer-readable media for automatically allocating a payment among a plurality of funding accounts according to rules configured by the user. Embodiments of the invention can further allocate a single purchase among multiple payment accounts. This can be used, for example, to automatically aggregate credit limits where no single funding account has sufficient credit to fund the purchase alone. Embodiments of the invention can also assist the user with budgeting expenses by charging payments to one or more budgeting accounts previously defined by the user according to additional rules.
    Type: Application
    Filed: April 27, 2015
    Publication date: October 27, 2016
    Inventor: Daniel D. Martin
  • Publication number: 20160314465
    Abstract: Methods for providing a payment vehicle that includes a plurality of virtual budgeting accounts to which deposits can be allocated and from which payments can be automatically deducted based on transaction information and rules configured by the user. The user can allocate funds loaded onto the payment vehicle among the budget accounts they have created. Then, when making purchases, the funds will be deduced from the appropriate virtual budgeting accounts based on rules configured by the user. If insufficient funds remain in the appropriate budget account, then the card can be declined for that purchase, thereby automating the process of compliance with the user's defined budget.
    Type: Application
    Filed: April 27, 2015
    Publication date: October 27, 2016
    Inventor: Daniel D. Martin
  • Publication number: 20160247239
    Abstract: A system, method and media for providing a simplified, personalized tax interview to a user preparing a tax return for a taxpayer by determining which portions of a full tax interview are relevant to the return being prepared and then presenting only those relevant portions to the user. To make this determination, one or more prototypes (each representing one or more underlying characteristics associated with the return that inform the relevant portions of the tax interview) are determined for the return based on information already known before the tax interview is presented and may be updated based on information entered during the tax interview.
    Type: Application
    Filed: February 24, 2015
    Publication date: August 25, 2016
    Inventors: Jason Houseworth, Heather Watts, Daniel D. Martin