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).
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Publication number: 20230342401Abstract: 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: ApplicationFiled: June 27, 2023Publication date: October 26, 2023Applicant: The Toronto-Dominion BankInventors: 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
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Publication number: 20230275891Abstract: 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: ApplicationFiled: May 4, 2023Publication date: August 31, 2023Applicant: The Toronto-Dominion BankInventors: Marina Izvekova, Jane Holtslander, Andrew David CLARK, Alan Tam, Tina Patel, Steven Anthony Ghose, Hao Zhe Shen, Michael David Mewhort, Chun Yu Zhang
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Patent number: 11714856Abstract: 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: GrantFiled: January 19, 2022Date of Patent: August 1, 2023Assignee: The Toronto-Dominion BankInventors: 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
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Patent number: 11677742Abstract: 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: GrantFiled: September 13, 2019Date of Patent: June 13, 2023Assignee: THE TORONTO-DOMINION BANKInventors: Marina Izvekova, Jane Holtslander, Andrew David Clark, Alan Tam, Tina Patel, Steven Anthony Ghose, Michael David Mewhort, Chun Yu Zhang
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Patent number: 11379532Abstract: 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: GrantFiled: October 17, 2019Date of Patent: July 5, 2022Assignee: The Toronto-Dominion BankInventors: 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
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Publication number: 20220138264Abstract: 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: ApplicationFiled: January 19, 2022Publication date: May 5, 2022Applicant: The Toronto-Dominion BankInventors: 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
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Publication number: 20210117477Abstract: 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: ApplicationFiled: October 17, 2019Publication date: April 22, 2021Applicant: The Toronto-Dominion BankInventors: 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
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Publication number: 20210084028Abstract: 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: ApplicationFiled: September 13, 2019Publication date: March 18, 2021Applicant: The Toronto-Dominion BankInventors: Marina Izvekova, Jane Holtslander, Andrew David CLARK, Alan Tam, Tina Patel, Steven Anthony Ghose, Hao Zhe Shen, Michael David Mewhort, Chun Yu Zhang