Patents by Inventor Paresh Mutha

Paresh Mutha 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).

  • MONITORED ALERTS
    Publication number: 20240265462
    Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.
    Type: Application
    Filed: April 18, 2024
    Publication date: August 8, 2024
    Inventors: Duke Lee Gunn, JR., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha
  • Monitored alerts
    Patent number: 11989784
    Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.
    Type: Grant
    Filed: January 12, 2023
    Date of Patent: May 21, 2024
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Duke Lee Gunn, Jr., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha
  • Monitored alerts
    Patent number: 11562433
    Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.
    Type: Grant
    Filed: August 19, 2020
    Date of Patent: January 24, 2023
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Duke Lee Gunn, Jr., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha
  • Monitored alerts
    Patent number: 10783583
    Abstract: Disclosed in some examples are methods, systems, and machine readable mediums which provide for customized alerts for a user. Alerts may be described by a set of alert parameters. Alert parameters include the type of alerts, the frequency of alerts, and the content of the alerts. While the alert parameters may initially be set based upon the users explicitly entered preferences, the system may monitor one or more indicators to dynamically adjust one or more of the alert parameters. As the indicators allow the automated portfolio management system to respond to the needs of a user, these alerts may increase the personalization of automated portfolio management systems.
    Type: Grant
    Filed: May 4, 2016
    Date of Patent: September 22, 2020
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Duke Lee Gunn, Jr., Daniel Gracey, Jefferson Crew, Lisa Rome, Paresh Mutha