Patents by Inventor Katherine Ann Stallkamp Santiago

Katherine Ann Stallkamp Santiago 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).

  • System and method for dynamic risk management
    Patent number: 10810672
    Abstract: A network interface receives portfolio data related to an investment plan portfolio of a participant. A processor identifies a first plurality of risk factors associated with market conditions, wherein the first plurality of risk factors comprises a future data and risk strength. The processor further identifies a second plurality of risk factors associated with the participant. The processor then generates glide path data based at least partially on the first plurality of risk factors and the second plurality of risk factors. The processor also generates a glide path map based at least partially on the generated glide path data.
    Type: Grant
    Filed: August 28, 2015
    Date of Patent: October 20, 2020
    Assignee: JPMORGAN CHASE BANK, N.A.
    Inventors: Christine Pleiman Wootton, Lynn Adrienne Avitabile, Daniel Paul Oldroyd, Katherine Ann Stallkamp Santiago
  • SYSTEM AND METHOD FOR DYNAMIC RISK MANAGEMENT
    Publication number: 20160063631
    Abstract: A network interface receives portfolio data related to an investment plan portfolio of a participant. A processor identifies a first plurality of risk factors associated with market conditions, wherein the first plurality of risk factors comprises a future data and risk strength. The processor further identifies a second plurality of risk factors associated with the participant. The processor then generates glide path data based at least partially on the first plurality of risk factors and the second plurality of risk factors. The processor also generates a glide path map based at least partially on the generated glide path data.
    Type: Application
    Filed: August 28, 2015
    Publication date: March 3, 2016
    Inventors: Christine Pleiman Wootton, Lynn Adrienne Avitabile, Daniel Paul Oldroyd, Katherine Ann Stallkamp Santiago