Patents by Inventor Meghan A. Duthie

Meghan A. Duthie 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: 20230115654
    Abstract: Disclosed herein is a method and related system for providing assistance to a user of a service provider (SP). The method comprises receiving and storing user background information for a user in a user database in a memory of the SP, the background information comprising user account information that is accessible by the SP. The method further comprises receiving and storing temporary advisor (TA) information for a plurality of TAs in a TA database in the memory. A matching engine determines an occurrence of a trigger event related to the user account information. Responsive to the trigger event, the method comprises storing user current information in the user database, matching the user with one or more TAs of the plurality of TAs for an interaction, communicating, with the user, information related to the matched TA(s) for an interaction, and receiving and storing interaction information related to the interaction.
    Type: Application
    Filed: June 18, 2018
    Publication date: April 13, 2023
    Inventors: Kathy McLeod Balding, Meghan A. Duthie, Robin Leavitt, Gwendoria M. Salley, Spencer Holland Touchberry
  • Publication number: 20210097616
    Abstract: Various examples described herein are directed to systems and methods for visualizing how financial decisions having future financial impact. Financial inputs associated with a retirement. Retirement goals associated with the retirement are received. A first visualization of an item is determined based upon the retirement goals. A second visualization of an item is determined based upon the financial inputs. The first visualization item and the second visualization item are visualized in a virtual reality environment.
    Type: Application
    Filed: October 30, 2017
    Publication date: April 1, 2021
    Inventors: Meghan A. Duthie, Michele M. Grant, Donna Edwards Peterson