Patents by Inventor Kristin Ann Carter

Kristin Ann Carter 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 proactively managing alerts
    Patent number: 10915968
    Abstract: A system and method for managing alerts analyzes financial data received from multiple sources according to financial rules associated with a client consumer. Financial data not meeting one or more conditions of the financial rules is organized and presented to a financial professional managing the financial data on behalf of the client consumer. Some conditions of some financial rules are learned, based on events relating to the financial data. Some financial rules are performed for more than one client, while others are specific to a particular client.
    Type: Grant
    Filed: November 26, 2014
    Date of Patent: February 9, 2021
    Assignee: Intuit inc.
    Inventors: Marni Berger, Joseph William Wells, III, Ariege Misherghi, Kristin Ann Carter, Aaron Brady, Soojin Jeong Lim