Patents by Inventor Daniel Posch

Daniel Posch 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).

  • Patent number: 11948187
    Abstract: A leasing AI platform receives a message pertaining to leasing a real estate unit, generates a token matrix representing at least a portion of the message, and provide the token matrix as an input to a trained machine learning model. An output of the trained machine learning model comprises an indication of a first category associated with the at least the portion of the message. The leasing AI platform identifies one or more actions associated with the first category, the actions pertaining to leasing the real estate unit, and automatically executes the one or more actions without human involvement in response to receiving the message.
    Type: Grant
    Filed: March 22, 2023
    Date of Patent: April 2, 2024
    Assignee: APPFOLIO, INC.
    Inventors: Elliott Burris, Daniel Posch, Kyle Triplett, David Ma, Robert Ryan, John Rothfels
  • Patent number: 11776058
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Grant
    Filed: September 10, 2021
    Date of Patent: October 3, 2023
    Assignee: Addepar, Inc.
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Publication number: 20230230182
    Abstract: A leasing AI platform receives a message pertaining to leasing a real estate unit, generates a token matrix representing at least a portion of the message, and provide the token matrix as an input to a trained machine learning model. An output of the trained machine learning model comprises an indication of a first category associated with the at least the portion of the message. The leasing AI platform identifies one or more actions associated with the first category, the actions pertaining to leasing the real estate unit, and automatically executes the one or more actions without human involvement in response to receiving the message.
    Type: Application
    Filed: March 22, 2023
    Publication date: July 20, 2023
    Applicant: APPFOLIO, INC.
    Inventors: Elliott Burris, Daniel Posch, Kyle Triplett, David Ma, Robert Ryan, John Rothfels
  • Patent number: 11615463
    Abstract: A leasing AI platform receives a message pertaining to leasing a real estate unit, generates a token matrix representing at least a portion of the message, and provide the token matrix as an input to a trained machine learning model. An output of the trained machine learning model comprises an indication of a first category associated with the at least the portion of the message. The leasing AI platform identifies one or more actions associated with the first category, the actions pertaining to leasing the real estate unit, and automatically executes the one or more actions without human involvement in response to receiving the message.
    Type: Grant
    Filed: July 31, 2019
    Date of Patent: March 28, 2023
    Assignee: AppFolio, Inc.
    Inventors: Elliott Burris, Daniel Posch, Kyle Triplett, David Ma, Robert Ryan, John Rothfels
  • Publication number: 20210407011
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Application
    Filed: September 10, 2021
    Publication date: December 30, 2021
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Patent number: 11120502
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Grant
    Filed: June 1, 2018
    Date of Patent: September 14, 2021
    Assignee: Addepar, Inc.
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Publication number: 20200043087
    Abstract: A leasing AI platform receives a message pertaining to leasing a real estate unit, generates a token matrix representing at least a portion of the message, and provide the token matrix as an input to a trained machine learning model. An output of the trained machine learning model comprises an indication of a first category associated with the at least the portion of the message. The leasing AI platform identifies one or more actions associated with the first category, the actions pertaining to leasing the real estate unit, and automatically executes the one or more actions without human involvement in response to receiving the message.
    Type: Application
    Filed: July 31, 2019
    Publication date: February 6, 2020
    Inventors: Elliott Burris, Daniel Posch, Kyle Triplett, David Ma, Robert Ryan, John Rothfels
  • Publication number: 20180276758
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Application
    Filed: June 1, 2018
    Publication date: September 27, 2018
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Patent number: 10013717
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Grant
    Filed: August 5, 2015
    Date of Patent: July 3, 2018
    Assignee: Addepar, Inc.
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Publication number: 20160035035
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Application
    Filed: August 5, 2015
    Publication date: February 4, 2016
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Patent number: 9105062
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data associated with one or more of the assets represented by the first nodes of the financial graph; transforming the asset transaction data into one or more stored transaction objects, wherein each transaction object is associated with a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Grant
    Filed: December 13, 2012
    Date of Patent: August 11, 2015
    Assignee: ADDEPAR, INC.
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Patent number: 9105064
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data representing a plurality of financial transaction events; identifying a financial transaction type represented by one or more of the plurality of financial transaction events; generating, based on the identified financial transaction type, a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Grant
    Filed: June 14, 2013
    Date of Patent: August 11, 2015
    Assignee: ADDEPAR, INC.
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla
  • Publication number: 20140172749
    Abstract: A method comprising creating and storing, in computer memory, a financial graph having nodes and edges, wherein the nodes include first nodes representing assets and second nodes representing any one or more of accounts in which one or more of the assets are held, individuals who own one or more of the assets, or legal entities who own one or more of the assets; obtaining, from an asset custodian data source, asset transaction data representing a plurality of financial transaction events; identifying a financial transaction type represented by one or more of the plurality of financial transaction events; generating, based on the identified financial transaction type, a plurality of transaction effect objects; wherein each of the plurality of transaction effect objects is associated with a particular edge in the financial graph and represents one of a credit to an account type associated with the particular edge and a debit from an account type associated with the particular edge.
    Type: Application
    Filed: June 14, 2013
    Publication date: June 19, 2014
    Inventors: Daniel Posch, Jason Mirra, Miroslav Kukla