Patents by Inventor Jeffrey Levering

Jeffrey Levering 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).

  • Method for creating and delivering customized compliance information
    Publication number: 20050125316
    Abstract: A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
    Type: Application
    Filed: June 25, 2004
    Publication date: June 9, 2005
    Inventors: Jeffrey Levering, Alex Magary, Craig LeClair, Larry Kunz, Anil Gupta, Brigitte Tuller, Garett Wiley
  • System for locating data elements within originating data sources
    Publication number: 20050102313
    Abstract: Computer-implemented methods and apparatus are provided for recording an indication of a source location at which a data element is stored. One method includes executing a set of programmed instructions to identify the source location comprising a portion of a data structure containing source information, wherein the portion contains the data element; and storing an indication of the source location in electronic file storage. The method may be semi-autimated, such that the programmed instructions preliminarily identify the data element, and a user is prompted to confirm that the identification is accurate. Using the indication of the source location, the data element may be retrieved and/or replicated from the source location to any of multiple output destinations.
    Type: Application
    Filed: April 8, 2004
    Publication date: May 12, 2005
    Applicant: NewRiver, Inc.
    Inventors: Jeffrey Levering, Sunil Garre, Manish Vaish