Patents by Inventor Jane Holtslander

Jane Holtslander 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: 20230342401
    Abstract: A method of generating recommendations for a collective profile, the collective profile being linked to a first profile and a second profile. The method may include authenticating a login request from an end user device in association with the collective profile based on credentials associated with the first profile, identifying a query from among a plurality of queries and transmit the query to the end user device, receiving a response to the query, determining that the response is not inconsistent with one or more earlier responses received in association with the second profile and, in response, refining at least one attribute or goal in the collective profile based on the response to generate and store a refined collective profile, and determining whether the refined collective profile results in a new recommendation and, if so, outputting the new recommendation.
    Type: Application
    Filed: June 27, 2023
    Publication date: October 26, 2023
    Applicant: The Toronto-Dominion Bank
    Inventors: Mansi RASTOGI, Jane HOLTSLANDER, Michael DOYLE, Kristopher Okera GIBBS, Tonja Selena LAUNEN, Alla CHICHKINA, Ellen Rebecca HEISE, Anna Anatolievna SAKOUN, Seonaid Marlaine EGGETT, Paul Thomas MCGHEE, Chantale OLIVEIRA, Mary Ann DUARTE
  • Publication number: 20230275891
    Abstract: Methods and systems for creating a multi-applicant account profile are described. During a first remote session, a first applicant provides at least two pieces of contact data for second applicant. A unique link and a one-time password are transmitted to the second applicant using respective first and second pieces of contact data. A second remote session is initiated, in response to receipt of the one-time password, provided via the unique link. During the second remote session, identification information of the second applicant is provided. A new multi-applicant account profile is then created, after verifying the identification information of the first applicant and the second applicant.
    Type: Application
    Filed: May 4, 2023
    Publication date: August 31, 2023
    Applicant: The Toronto-Dominion Bank
    Inventors: Marina Izvekova, Jane Holtslander, Andrew David CLARK, Alan Tam, Tina Patel, Steven Anthony Ghose, Hao Zhe Shen, Michael David Mewhort, Chun Yu Zhang
  • Patent number: 11714856
    Abstract: A method of generating recommendations for a collective profile, the collective profile being linked to a first profile and a second profile. The method may include authenticating a login request from an end user device in association with the collective profile based on credentials associated with the first profile, identifying a query from among a plurality of queries and transmit the query to the end user device, receiving a response to the query, determining that the response is not inconsistent with one or more earlier responses received in association with the second profile and, in response, refining at least one attribute or goal in the collective profile based on the response to generate and store a refined collective profile, and determining whether the refined collective profile results in a new recommendation and, if so, outputting the new recommendation.
    Type: Grant
    Filed: January 19, 2022
    Date of Patent: August 1, 2023
    Assignee: The Toronto-Dominion Bank
    Inventors: Mansi Rastogi, Jane Holtslander, Michael Doyle, Kristopher Okera Gibbs, Mary Ann Duarte, Tonja Selena Launen, Alla Chichkina, Ellen Rebecca Heise, Anna Anatolievna Sakoun, Seonaid Marlaine Eggett, Paul Thomas McGhee, Chantale Oliveira
  • Patent number: 11677742
    Abstract: Methods and systems for creating a multi-applicant account profile are described. During a first remote session, a first applicant provides at least two pieces of contact data for second applicant. A unique link and a one-time password are transmitted to the second applicant using respective first and second pieces of contact data. A second remote session is initiated, in response to receipt of the one-time password, provided via the unique link. During the second remote session, identification information of the second applicant is provided. A new multi-applicant account profile is then created, after verifying the identification information of the first applicant and the second applicant.
    Type: Grant
    Filed: September 13, 2019
    Date of Patent: June 13, 2023
    Assignee: THE TORONTO-DOMINION BANK
    Inventors: Marina Izvekova, Jane Holtslander, Andrew David Clark, Alan Tam, Tina Patel, Steven Anthony Ghose, Michael David Mewhort, Chun Yu Zhang
  • Patent number: 11379532
    Abstract: A method of generating recommendations for a collective profile, the collective profile being linked to a first profile and a second profile. The method may include authenticating a login request from an end user device in association with the collective profile based on credentials associated with the first profile, identifying a query from among a plurality of queries and transmit the query to the end user device, receiving a response to the query, determining that the response is not inconsistent with one or more earlier responses received in association with the second profile and, in response, refining at least one attribute or goal in the collective profile based on the response to generate and store a refined collective profile, and determining whether the refined collective profile results in a new recommendation and, if so, outputting the new recommendation.
    Type: Grant
    Filed: October 17, 2019
    Date of Patent: July 5, 2022
    Assignee: The Toronto-Dominion Bank
    Inventors: Mansi Rastogi, Jane Holtslander, Michael Doyle, Kristopher Okera Gibbs, Mary Ann Duarte, Tonja Selena Launen, Alla Chichkina, Ellen Rebecca Heise, Anna Anatolievna Sakoun, Seonaid Marlaine Eggett, Paul Thomas McGhee, Chantale Oliveira
  • Publication number: 20220138264
    Abstract: A method of generating recommendations for a collective profile, the collective profile being linked to a first profile and a second profile. The method may include authenticating a login request from an end user device in association with the collective profile based on credentials associated with the first profile, identifying a query from among a plurality of queries and transmit the query to the end user device, receiving a response to the query, determining that the response is not inconsistent with one or more earlier responses received in association with the second profile and, in response, refining at least one attribute or goal in the collective profile based on the response to generate and store a refined collective profile, and determining whether the refined collective profile results in a new recommendation and, if so, outputting the new recommendation.
    Type: Application
    Filed: January 19, 2022
    Publication date: May 5, 2022
    Applicant: The Toronto-Dominion Bank
    Inventors: Mansi RASTOGI, Jane HOLTSLANDER, Michael DOYLE, Kristopher Okera GIBBS, Mary Ann DUARTE, Tonja Selena LAUNEN, Alla CHICHKINA, Ellen Rebecca HEISE, Anna Anatolievna SAKOUN, Seonaid Marlaine EGGETT, Paul Thomas MCGHEE, Chantale OLIVEIRA
  • Publication number: 20210117477
    Abstract: A method of generating recommendations for a collective profile, the collective profile being linked to a first profile and a second profile. The method may include authenticating a login request from an end user device in association with the collective profile based on credentials associated with the first profile, identifying a query from among a plurality of queries and transmit the query to the end user device, receiving a response to the query, determining that the response is not inconsistent with one or more earlier responses received in association with the second profile and, in response, refining at least one attribute or goal in the collective profile based on the response to generate and store a refined collective profile, and determining whether the refined collective profile results in a new recommendation and, if so, outputting the new recommendation.
    Type: Application
    Filed: October 17, 2019
    Publication date: April 22, 2021
    Applicant: The Toronto-Dominion Bank
    Inventors: Mansi RASTOGI, Jane HOLTSLANDER, Michael DOYLE, Kristopher Okera GIBBS, Mary Anne DUARTE, Tonja Selena LAUNEN, Alla CHICHKINA, Ellen Rebecca HEISE, Anna Anatolievna SAKOUN, Seonaid Marlaine EGGETT, Paul Thomas MCGHEE, Chantale OLIVEIRA
  • Publication number: 20210084028
    Abstract: Methods and systems for creating a multi-applicant account profile are described. During a first remote session, a first applicant provides at least two pieces of contact data for second applicant. A unique link and a one-time password are transmitted to the second applicant using respective first and second pieces of contact data. A second remote session is initiated, in response to receipt of the one-time password, provided via the unique link. During the second remote session, identification information of the second applicant is provided. A new multi-applicant account profile is then created, after verifying the identification information of the first applicant and the second applicant.
    Type: Application
    Filed: September 13, 2019
    Publication date: March 18, 2021
    Applicant: The Toronto-Dominion Bank
    Inventors: Marina Izvekova, Jane Holtslander, Andrew David CLARK, Alan Tam, Tina Patel, Steven Anthony Ghose, Hao Zhe Shen, Michael David Mewhort, Chun Yu Zhang