Patents by Inventor Lev Kuznetsov

Lev Kuznetsov 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 document management and collaboration
    Patent number: 12511658
    Abstract: Systems and methods for processing extracted data from different data sources to classify the data as an intent, a concern, and an insight for a client using an intent/concern engine. The system has a handler to route the data to a client domain, a financial product domain, a client insight domain and a client concern domain in some embodiments. The system can determine action or task recommendation based on the intent, concern, and insight for the client using a business rule system, and transmits the action or task recommendation to an advisor interface.
    Type: Grant
    Filed: August 12, 2021
    Date of Patent: December 30, 2025
    Inventors: Danial Sheikh, Laiba Mustafa, Thomas Liu, Sophia Yang, Manish K Shah, Leah Khodak, Lev Kuznetsov
  • SYSTEM AND METHOD FOR DOCUMENT MANAGEMENT AND COLLABORATION
    Publication number: 20220067748
    Abstract: Systems and methods for processing extracted data from different data sources to classify the data as an intent, a concern, and an insight for a client using an intent/concern engine. The system has a handler to route the data to a client domain, a financial product domain, a client insight domain and a client concern domain in some embodiments. The system can determine action or task recommendation based on the intent, concern, and insight for the client using a business rule system, and transmits the action or task recommendation to an advisor interface.
    Type: Application
    Filed: August 12, 2021
    Publication date: March 3, 2022
    Inventors: Daniel SHEIKH, Laiba MUSTAFA, Thomas LIU, Sophia YANG, Manish K Shah, Leah Khodak, Lev Kuznetsov