Patents by Inventor David Dussel

David Dussel 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).

  • Methods and systems for managing call reports for the financial services industry
    Patent number: 7415267
    Abstract: The present invention provides methods and systems for managing call reports. A call report message and information identifying a client matter are received via a wireless network, a distribution list is determined by applying a set of visibility rules, and the call report is created. Access to the call report is based on the distribution list. The visibility rules are rules that encapsulate the various legal and ethical requirements for allowing access to a client matter. The visibility rules may be created using a suitable script language, and be adjusted from time to time.
    Type: Grant
    Filed: January 27, 2004
    Date of Patent: August 19, 2008
    Assignee: JP Morgan Chase Bank
    Inventors: Scott Malat, David Dussel, Cheryl Black, James Priolo, Sharon Murphy, Jackie Marfleet, Douglas W. Ross, Susan Herzog
  • Methods and systems for managing call reports for the financial services industry
    Publication number: 20050132187
    Abstract: The present invention provides methods and systems for managing call reports. A call report message and information identifying a client matter are received via a wireless network, a distribution list is determined by applying a set of visibility rules, and the call report is created. Access to the call report is based on the distribution list. The visibility rules are rules that encapsulate the various legal and ethical requirements for allowing access to a client matter. The visibility rules may be created using a suitable script language, and be adjusted from time to time.
    Type: Application
    Filed: January 27, 2004
    Publication date: June 16, 2005
    Inventors: Scott Malat, David Dussel, Cheryl Black, James Priolo, Sharon Murphy, Jackie Marfleet, Douglas Ross, Susan Herzog