Patents by Inventor Joseph Vicari

Joseph Vicari 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: 20240144374
    Abstract: In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal c
    Type: Application
    Filed: January 4, 2024
    Publication date: May 2, 2024
    Inventors: Joseph Vicari, Niten Jaiswal, Steven Krzemienski
  • Publication number: 20230100852
    Abstract: In one embodiment, the instant disclosure provides a portable computing device that includes at least: a processor; a non-transient computer media; computer instructions, and where, when the processor executes the computer instructions, the portable computing device is programmed to: transmit an electronic request to establish a user session related to an event, where the electronic request includes a user-specific event-specific identifier that is uniquely related to a user and the event; display, during the user session, an user-specific app-like graphical user interface including: a first interface area displaying a text-based content related to the user-specific event-specific identifier and the event, a second interface area displaying a live virtual event content related to the user-specific event-specific identifier and the event, a graphical user interface element that has been programmed to automatically execute a user-specific action related to the event when a user activates the graphical user inte
    Type: Application
    Filed: December 5, 2022
    Publication date: March 30, 2023
    Inventor: Joseph Vicari
  • Publication number: 20230071328
    Abstract: In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal c
    Type: Application
    Filed: November 10, 2022
    Publication date: March 9, 2023
    Inventors: Joseph Vicari, Niten Jaiswal, Steven Krzemienski
  • Patent number: 11522992
    Abstract: In one embodiment, the instant disclosure provides a portable computing device that includes at least: a processor; a non-transient computer media; computer instructions, and where, when the processor executes the computer instructions, the portable computing device is programmed to: transmit an electronic request to establish a user session related to an event, where the electronic request includes a user-specific event-specific identifier that is uniquely related to a user and the event; display, during the user session, an user-specific app-like graphical user interface including: a first interface area displaying a text-based content related to the user-specific event-specific identifier and the event, a second interface area displaying a live virtual event content related to the user-specific event-specific identifier and the event, a graphical user interface element that has been programmed to automatically execute a user-specific action related to the event when a user activates the graphical user inte
    Type: Grant
    Filed: September 29, 2021
    Date of Patent: December 6, 2022
    Assignee: Broadridge Investor Communication Solutions, Inc.
    Inventor: Joseph Vicari
  • Publication number: 20220239772
    Abstract: In one embodiment, the instant disclosure provides a portable computing device that includes at least: a processor; a non-transient computer media; computer instructions, and where, when the processor executes the computer instructions, the portable computing device is programmed to: transmit an electronic request to establish a user session related to an event, where the electronic request includes a user-specific event-specific identifier that is uniquely related to a user and the event; display, during the user session, an user-specific app-like graphical user interface including: a first interface area displaying a text-based content related to the user-specific event-specific identifier and the event, a second interface area displaying a live virtual event content related to the user-specific event-specific identifier and the event, a graphical user interface element that has been programmed to automatically execute a user-specific action related to the event when a user activates the graphical user inte
    Type: Application
    Filed: September 29, 2021
    Publication date: July 28, 2022
    Inventor: Joseph Vicari
  • Publication number: 20210049701
    Abstract: In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal c
    Type: Application
    Filed: November 2, 2020
    Publication date: February 18, 2021
    Inventors: Joseph Vicari, Niten Jaiswal, Steven Krzemienski
  • Patent number: 10825093
    Abstract: In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal c
    Type: Grant
    Filed: January 16, 2018
    Date of Patent: November 3, 2020
    Assignee: Broadridge Financial Solutions, Inc.
    Inventors: Joseph Vicari, Niten Jaiswal, Steven Krzemienski
  • Publication number: 20200051357
    Abstract: In one embodiment, a mobile electronic device at least having a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.
    Type: Application
    Filed: October 21, 2019
    Publication date: February 13, 2020
    Inventor: Joseph Vicari
  • Publication number: 20180211321
    Abstract: In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial- related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal
    Type: Application
    Filed: January 16, 2018
    Publication date: July 26, 2018
    Inventors: Joseph Vicari, Niten Jaiswal, Steven Krzemienski
  • Publication number: 20170161980
    Abstract: In one embodiment, a mobile electronic device at least having a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.
    Type: Application
    Filed: February 21, 2017
    Publication date: June 8, 2017
    Inventor: Joseph Vicari
  • Publication number: 20150294519
    Abstract: In one embodiment, a mobile electronic device at least having a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.
    Type: Application
    Filed: November 12, 2014
    Publication date: October 15, 2015
    Inventor: Joseph Vicari
  • Patent number: 8892456
    Abstract: In one embodiment, a mobile electronic device at least having a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.
    Type: Grant
    Filed: March 30, 2012
    Date of Patent: November 18, 2014
    Assignee: Broadridge Investor Communication Solutions, Inc.
    Inventor: Joseph Vicari
  • Publication number: 20140279704
    Abstract: In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal c
    Type: Application
    Filed: March 17, 2014
    Publication date: September 18, 2014
    Applicant: Broadridge Financial Solutions, Inc.
    Inventors: Joseph Vicari, Niten Jaiswal, Steven Krzemienski
  • Publication number: 20120284092
    Abstract: In one embodiment, a mobile electronic device at least having a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.
    Type: Application
    Filed: March 30, 2012
    Publication date: November 8, 2012
    Applicant: Broadridge Investor Communication Solutions, Inc.
    Inventor: Joseph Vicari
  • Publication number: 20120239464
    Abstract: In one embodiment, a mobile electronic device at least having: a processor programmed to acquire an access instruction to allow a voter to access vote issues; and execute the following code: to provide, to the voter, information identifying vote issues; to enable the mobile electronic device to transmit at least one vote of the voter, where the enabling is based on: a first software instruction that instructs the mobile electronic device to present a first vote issue, a second software instruction that instructs the mobile electronic device to receive a first vote from the voter, where the voter submits the first vote by a first single action performed immediately after the presentation of the first vote issue and without any intervening action, a third software instruction that instructs the mobile electronic device of the voter to transmit the received first vote from the voter to the computer system.
    Type: Application
    Filed: March 13, 2012
    Publication date: September 20, 2012
    Applicant: Broadridge Investor Communication Solution, Inc.
    Inventor: Joseph Vicari