Patents by Inventor Daniel Gracey
Daniel Gracey 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).
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Publication number: 20240265462Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.Type: ApplicationFiled: April 18, 2024Publication date: August 8, 2024Inventors: Duke Lee Gunn, JR., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha
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Patent number: 11989784Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.Type: GrantFiled: January 12, 2023Date of Patent: May 21, 2024Assignee: Wells Fargo Bank, N.A.Inventors: Duke Lee Gunn, Jr., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha
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Patent number: 11734764Abstract: Various examples are directed to systems and methods for interfacing between a user and a computing device. The computing device may receive data describing a projected periodic savings amount and first expense data describing a first expense of the user. The first expense data may indicate an amount of the first expense and a first expense time when the first expense will be incurred. The computing device may display a graphical user interface at a display. The graphical user interface may comprise a savings shape having a size based at least in part on the projected periodic savings amount and a first expense shape having a size based at least in part on the first amount. The computing device may receive an instruction to place the first expense shape in the savings shape and may determine that the projected periodic savings amount is sufficient to fund the first expense at the first time.Type: GrantFiled: December 10, 2021Date of Patent: August 22, 2023Assignee: Wells Fargo Bank, N.A.Inventors: Jeffrey Thomas Simpson, Matthew Fitzroy Lynch, Kyle Patrick Mitchell, Amir Zelazny, Brooks Gallagher LeComte, Faith Maria Lane, Derrek Ramon Turner, Daniel Gracey
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Patent number: 11562433Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.Type: GrantFiled: August 19, 2020Date of Patent: January 24, 2023Assignee: Wells Fargo Bank, N.A.Inventors: Duke Lee Gunn, Jr., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha
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Patent number: 11388245Abstract: A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving consumption data associated with a user consuming content on one or more user computing devices, determining a preference associated with content consumption of the user based on the received consumption data, the preference including one or more of a delivery time, a computing device of the one or more user computing devices, and a venue, receiving a new content item, determining one or more of a target delivery time, a target computing device of the one or more user computing devices, and a target venue based on the determined preference, and transmitting the new content item to the target computing device for presentation to the user.Type: GrantFiled: November 20, 2020Date of Patent: July 12, 2022Assignee: Wells Fargo Bank, N.A.Inventors: Daniel Gracey, Scott Welz, Tyua Larsen Fraser, Matthew J. Kaufman, Gwendoria M. Salley, Mark Lee Tabor, Jefferson Crew, John C. Brenner
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Patent number: 11240316Abstract: A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving an initiation message associated with a collaboration event between a first user and a second user, the collaboration event is initiated by the first user, determining a target device from a pool of computing devices associated with the second user based on usage history of each computing device in the pool of computing devices, initiating a collaboration session with the second user via the target device, and presenting collaborative content to the second user via the target device during the collaboration session.Type: GrantFiled: October 5, 2020Date of Patent: February 1, 2022Assignee: Wells Fargo Bank, N.A.Inventors: Daniel Gracey, Scott Welz, Tyua Larsen Fraser, Matthew J. Kaufman, Gwendoria M. Salley, Mark Lee Tabor, Jefferson Crew, John C. Brenner
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Patent number: 11200623Abstract: Various examples are directed to systems and methods for interfacing between a user and a computing device. The computing device may receive data describing a projected periodic savings amount and first expense data describing a first expense of the user. The first expense data may indicate an amount of the first expense and a first expense time when the first expense will be incurred. The computing device may display a graphical user interface at a display. The graphical user interface may comprise a savings shape having a size based at least in part on the projected periodic savings amount and a first expense shape having a size based at least in part on the first amount. The computing device may receive an instruction to place the first expense shape in the savings shape and may determine that the projected periodic savings amount is sufficient to fund the first expense at the first time.Type: GrantFiled: October 1, 2020Date of Patent: December 14, 2021Assignee: Wells Fargo Bank, N.A.Inventors: Jeffrey Thomas Simpson, Matthew Fitzroy Lynch, Kyle Patrick Mitchell, Amir Zelazny, Brooks Gallagher LeComte, Faith Maria Lane, Derrek Ramon Turner, Daniel Gracey
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Patent number: 10848578Abstract: A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving consumption data associated with a user consuming content on one or more user computing devices, determining a preference associated with content consumption of the user based on the received consumption data, the preference including one or more of a delivery time, a computing device of the one or more user computing devices, and a venue, receiving a new content item, determining one or more of a target delivery time, a target computing device of the one or more user computing devices, and a target venue based on the determined preference, and transmitting the new content item to the target computing device for presentation to the user.Type: GrantFiled: April 11, 2017Date of Patent: November 24, 2020Assignee: Wells Fargo Bank, N.A.Inventors: Daniel Gracey, Scott Welz, Tyua Larsen Fraser, Matthew J. Kaufman, Gwendoria M. Salley, Mark Lee Tabor, Jefferson Crew, John C. Brenner
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Patent number: 10825092Abstract: Various examples are directed to systems and methods for interfacing between a user and a computing device. The computing device may receive data describing a projected periodic savings amount and first expense data describing a first expense of the user. The computing device may display a graphical user interface at a display. The graphical user interface may comprise a savings shape having a size based at least in part on the projected periodic savings amount and a first expense shape having a size based at least in part on the first amount. The computing device may receive an instruction to place the first expense shape in the savings shape and may determine that the projected periodic savings amount is sufficient to fund the first expense at a first time. The computing device may display, at the graphical user interface, the first expense shape positioned within the savings shape.Type: GrantFiled: August 30, 2017Date of Patent: November 3, 2020Assignee: Wells Fargo Bank, N.A.Inventors: Jeffrey Thomas Simpson, Matthew Fitzroy Lynch, Kyle Patrick Mitchell, Amir Zelazny, Brooks Gallagher LeComte, Faith Maria Lane, Derrek Ramon Turner, Daniel Gracey
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Patent number: 10798180Abstract: A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving an initiation message associated with a collaboration event between a first user and a second user, the collaboration event is initiated by the first user, determining a target device from a pool of computing devices associated with the second user based on usage history of each computing device in the pool of computing devices, initiating a collaboration session with the second user via the target device, and presenting collaborative content to the second user via the target device during the collaboration session.Type: GrantFiled: April 11, 2017Date of Patent: October 6, 2020Assignee: Wells Fargo Bank, N.A.Inventors: Daniel Gracey, Scott Welz, Tyua Larsen Fraser, Matthew J. Kaufman, Gwendoria M. Salley, Mark Lee Tabor, Jefferson Crew, John C. Brenner
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Patent number: 10783583Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.Type: GrantFiled: May 4, 2016Date of Patent: September 22, 2020Assignee: Wells Fargo Bank, N.A.Inventors: Duke Lee Gunn, Jr., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha