Patents by Inventor Dhvanit Trivedi

Dhvanit Trivedi 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).

  • Investment transaction enrichment process using transaction to holdings matching
    Patent number: 11823272
    Abstract: As described herein, a system, method, and computer program are provided for investment transaction enrichment using transaction to holdings matching. In use, data defining an investment transaction identified. Additionally, the data is used to automatically match the investment transaction to a particular holding. Further, the data is enriched with one or more attributes of the particular holding.
    Type: Grant
    Filed: July 6, 2021
    Date of Patent: November 21, 2023
    Assignee: YODLEE, INC.
    Inventors: Rohit Kapoor, Swapnil Shashank, Dhvanit Trivedi, Chris Reynolds, Kaalinga Muralik Kannan D
  • INVESTMENT TRANSACTION ENRICHMENT PROCESS USING TRANSACTION TO HOLDINGS MATCHING
    Publication number: 20230009646
    Abstract: As described herein, a system, method, and computer program are provided for investment transaction enrichment using transaction to holdings matching. In use, data defining an investment transaction identified. Additionally, the data is used to automatically match the investment transaction to a particular holding. Further, the data is enriched with one or more attributes of the particular holding.
    Type: Application
    Filed: July 6, 2021
    Publication date: January 12, 2023
    Inventors: Rohit Kapoor, Swapnil Shashank, Dhvanit Trivedi, Chris Reynolds, Kaalinga Muralik Kannan D