Patents by Inventor Shelby K. Morita-Fowler

Shelby K. Morita-Fowler 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).

  • SYSTEMS AND METHODS FOR IMPROVED PROJECT MANAGEMENT
    Publication number: 20240362557
    Abstract: A method for managing a budget includes determining, by a budget management system, funds of a project management account that are to be routed to a task manager for a project. The determining comprises: determining a current progress of a task managed by the task manager, the task included in a budget for the project that identifies the task manager and that includes payment information for the task manager that specifies a financial account, determining an amount owed to the task manager, and setting the amount owed to the task manager as the amount of the funds to be routed to the task manager. The method further comprises transmitting, by the budget management system to a financial computing system, a request to transfer the determined funds to the financial account specified by the payment information.
    Type: Application
    Filed: July 8, 2024
    Publication date: October 31, 2024
    Applicant: Wells Fargo Bank, N.A.
    Inventors: Abraham Drucker, Khushbu Katariya, Timothy R. Knowlton, Shelby K. Morita-Fowler, Brian M. Pearce, Dana Roytenberg, John T. Wright
  • Systems and methods for improved project management
    Patent number: 12033098
    Abstract: A method for managing a budget includes determining, by a budget management system, funds of a project management account that are to be routed to a task manager for a project. The determining comprises: determining a current progress of a task managed by the task manager, the task included in a budget for the project that identifies the task manager and that includes payment information for the task manager that specifies a financial account, determining an amount owed to the task manager, and setting the amount owed to the task manager as the amount of the funds to be routed to the task manager. The method further comprises transmitting, by the budget management system to a financial computing system, a request to transfer the determined funds to the financial account specified by the payment information.
    Type: Grant
    Filed: July 16, 2021
    Date of Patent: July 9, 2024
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Abraham Drucker, Khushbu Katariya, Timothy R. Knowlton, Shelby K. Morita-Fowler, Brian M. Pearce, Dana Roytenberg, John T. Wright
  • Systems and methods for improved project management
    Patent number: 11074530
    Abstract: A method for managing a budget includes determining, by a budget management system, funds of a project management account that are to be routed to a task manager for a project. The determining comprises: determining a current progress of a task managed by the task manager, the task included in a budget for the project that identifies the task manager and that includes payment information for the task manager that specifies a financial account, determining an amount owed to the task manager, and setting the amount owed to the task manager as the amount of the funds to be routed to the task manager. The method further comprises transmitting, by the budget management system to a financial computing system, a request to transfer the determined funds to the financial account specified by the payment information.
    Type: Grant
    Filed: December 21, 2018
    Date of Patent: July 27, 2021
    Assignee: Wells Fargo Bank, N.A.
    Inventors: Abraham Drucker, Khushbu Katariya, Timothy R. Knowlton, Shelby K. Morita-Fowler, Brian M. Pearce, Dana Roytenberg, John T. Wright
  • SYSTEMS AND METHODS FOR ACCOUNT MANAGEMENT
    Publication number: 20200320493
    Abstract: A method for managing accounts using an account management system comprising an allocation management circuit and a transaction management circuit.
    Type: Application
    Filed: April 5, 2019
    Publication date: October 8, 2020
    Inventors: Abraham Drucker, Khushbu Katariya, Timothy R. Knowlton, Shelby K. Morita-Fowler, Brian M. Pearce, Dana Roytenberg, John T. Wright