Patents by Inventor Tracy M. Pletz

Tracy M. Pletz 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).

  • Patent number: 11762636
    Abstract: The invention relates to a system that implements application lineage metadata and registration. An embodiment of the present invention is directed to auto-generating Application Lineage data. This may be accomplished by implementing code markers, such as @Annotations, within the code. An embodiment of the present invention may scan the code each time a build is kicked off by a continuous integration and continuous delivery (CI/CD) pipeline. At the end of the build, the documentation may be automatically generated with application lineage information.
    Type: Grant
    Filed: August 10, 2021
    Date of Patent: September 19, 2023
    Assignee: JPMORGAN CHASE BANK, N.A.
    Inventors: Satish Raj Katakam, Trevor Newell, Joe Vieira, Olutayo Ibikunle, Tracy M. Pletz, Shawn Reynolds
  • Publication number: 20210365245
    Abstract: The invention relates to a system that implements application lineage metadata and registration. An embodiment of the present invention is directed to auto-generating Application Lineage data. This may be accomplished by implementing code markers, such as @Annotations, within the code. An embodiment of the present invention may scan the code each time a build is kicked off by a continuous integration and continuous delivery (CI/CD) pipeline. At the end of the build, the documentation may be automatically generated with application lineage information.
    Type: Application
    Filed: August 10, 2021
    Publication date: November 25, 2021
    Inventors: Satish Raj KATAKAM, Trevor NEWELL, Joe VIEIRA, Olutayo IBIKUNLE, Tracy M. PLETZ, Shawn REYNOLDS
  • Patent number: 11113035
    Abstract: The invention relates to a system that implements application lineage metadata and registration. An embodiment of the present invention is directed to auto generating Application Lineage data. This may be accomplished by implementing code markers, such as @Annotations, within the code. An embodiment of the present invention may scan the code each time a build is kicked off by a continuous integration and continuous delivery (CI/CD) pipeline. At the end of the build, the documentation may be automatically generated with application lineage information.
    Type: Grant
    Filed: November 26, 2019
    Date of Patent: September 7, 2021
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Satish Raj Katakam, Trevor Newell, Joe Vieira, Olutayo Ibikunle, Tracy M. Pletz, Shawn Reynolds
  • Publication number: 20200272428
    Abstract: The invention relates to a system that implements application lineage metadata and registration. An embodiment of the present invention is directed to auto generating Application Lineage data. This may be accomplished by implementing code markers, such as @Annotations, within the code. An embodiment of the present invention may scan the code each time a build is kicked off by a continuous integration and continuous delivery (CI/CD) pipeline. At the end of the build, the documentation may be automatically generated with application lineage information.
    Type: Application
    Filed: November 26, 2019
    Publication date: August 27, 2020
    Inventors: Satish Raj KATAKAM, Trevor NEWELL, Joe VIEIRA, Olutayo IBIKUNLE, Tracy M. PLETZ, Shawn REYNOLDS
  • Patent number: 10600055
    Abstract: Aspects of the invention relate to a central authentication and interaction tracking system for authenticating an entity making a request related to a financial account. The system facilitates authentication of an entity engaging in an interaction with a financial institution, the authentication based on a record of interactions initiated by the entity. The system includes an application interface receiving interaction requests over a network, the interaction requests originating from multiple entities and including a plurality of authentication factors. The system further includes a computer processor and computer memory capable of building, from each interaction request, an entity print record for each of the multiple entities, wherein each entity print record includes indicators of the authentication factors from each initiated transaction request.
    Type: Grant
    Filed: August 9, 2017
    Date of Patent: March 24, 2020
    Assignee: JPMORGAN CHASE BANK, N.A.
    Inventors: Stephen Durney, Tracy M. Pletz, Timothy A. Webb
  • Publication number: 20170337557
    Abstract: Aspects of the invention relate to a central authentication and interaction tracking system for authenticating an entity making a request related to a financial account. The system facilitates authentication of an entity engaging in an interaction with a financial institution, the authentication based on a record of interactions initiated by the entity. The system includes an application interface receiving interaction requests over a network, the interaction requests originating from multiple entities and including a plurality of authentication factors. The system further includes a computer processor and computer memory capable of building, from each interaction request, an entity print record for each of the multiple entities, wherein each entity print record includes indicators of the authentication factors from each initiated transaction request.
    Type: Application
    Filed: August 9, 2017
    Publication date: November 23, 2017
    Applicant: JPMorgan Chase Bank, N.A.
    Inventors: Stephen Durney, Tracy M. Pletz, Timothy A. Webb
  • Patent number: 9734501
    Abstract: Aspects of the invention relate to a central authentication and interaction tracking system for authenticating an entity making a request related to a financial account. The system facilitates authentication of an entity engaging in an interaction with a financial institution, the authentication based on a record of interactions initiated by the entity. The system includes an application interface receiving interaction requests over a network, the interaction requests originating from multiple entities and including a plurality of authentication factors. The system further includes a computer processor and computer memory capable of building, from each interaction request, an entity print record for each of the multiple entities, wherein each entity print record includes indicators of the authentication factors from each initiated transaction request.
    Type: Grant
    Filed: December 14, 2015
    Date of Patent: August 15, 2017
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Stephen Durney, Tracy M. Pletz, Timothy A. Webb
  • Patent number: 9697521
    Abstract: Aspects of the invention relate to a customer authentication system for authenticating a customer making a request related to a customer account. The customer authentication system may include multiple application level data receiving and processing mechanisms for receiving customer requests and collecting customer data. The customer authentication system may additionally include a central authentication system for receiving the customer requests and customer data from the multiple application level data receiving and processing mechanisms, the central authentication system determining, based on authentication policy, whether the collected customer data is sufficient to authenticate each customer in order to fulfill the customer request. The central authentication system may return its conclusions and instructions to the multiple application level data receiving and processing mechanisms.
    Type: Grant
    Filed: February 19, 2016
    Date of Patent: July 4, 2017
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Timothy A. Webb, Tracy M. Pletz
  • Publication number: 20160171500
    Abstract: Aspects of the invention relate to a customer authentication system for authenticating a customer making a request related to a customer account. The customer authentication system may include multiple application level data receiving and processing mechanisms for receiving customer requests and collecting customer data. The customer authentication system may additionally include a central authentication system for receiving the customer requests and customer data from the multiple application level data receiving and processing mechanisms, the central authentication system determining, based on authentication policy, whether the collected customer data is sufficient to authenticate each customer in order to fulfill the customer request. The central authentication system may return its conclusions and instructions to the multiple application level data receiving and processing mechanisms.
    Type: Application
    Filed: February 19, 2016
    Publication date: June 16, 2016
    Inventors: Timothy A. Webb, Tracy M. Pletz
  • Publication number: 20160110719
    Abstract: Aspects of the invention relate to a central authentication and interaction tracking system for authenticating an entity making a request related to a financial account. The system facilitates authentication of an entity engaging in an interaction with a financial institution, the authentication based on a record of interactions initiated by the entity. The system includes an application interface receiving interaction requests over a network, the interaction requests originating from multiple entities and including a plurality of authentication factors. The system further includes a computer processor and computer memory capable of building, from each interaction request, an entity print record for each of the multiple entities, wherein each entity print record includes indicators of the authentication factors from each initiated transaction request.
    Type: Application
    Filed: December 14, 2015
    Publication date: April 21, 2016
    Inventors: Stephen Durney, Tracy M. Pletz, Timothy A. Webb
  • Patent number: 9269085
    Abstract: Aspects of the invention relate to a customer authentication system for authenticating a customer making a request related to a customer account. The customer authentication system may include multiple application level data receiving and processing mechanisms for receiving customer requests and collecting customer data. The customer authentication system may additionally include a central authentication system for receiving the customer requests and customer data from the multiple application level data receiving and processing mechanisms, the central authentication system determining, based on authentication policy, whether the collected customer data is sufficient to authenticate each customer in order to fulfill the customer request. The central authentication system may return its conclusions and instructions to the multiple application level data receiving and processing mechanisms.
    Type: Grant
    Filed: August 7, 2014
    Date of Patent: February 23, 2016
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Timothy A. Webb, Tracy M. Pletz
  • Patent number: 9246899
    Abstract: A central authentication and interaction tracking system authenticates an entity making a request related to a financial account. The system facilitates authentication of an entity engaging in an interaction based on a record of interactions initiated by the entity. The system includes an application interface receiving interaction requests over a network, the requests originating from multiple entities and including authentication factors. The system further includes a computer processor and computer memory capable of building, from each interaction request, an entity print record for each of the multiple entities, wherein each entity print record includes the authentication factors. The system further facilitates deriving, from the entity print record, an entity print, comparing received authentication factors for a requested interaction with the entity print, and making an authentication determination based on the comparison.
    Type: Grant
    Filed: March 25, 2014
    Date of Patent: January 26, 2016
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Stephen Durney, Tracy M. Pletz, Timothy A. Webb
  • Patent number: 8925802
    Abstract: According to one embodiment, the present invention relates to a method and a system for implementing a card product or access mechanism with multiple relationships with an issuing entity (e.g., bank, etc.) where each relationship may be defined by one or more sets of rules that are customized for a particular customer. A computer implemented method and system for implementing a mechanism with multiple customized relationships may involve identifying one or more customized rules for an access mechanism associated with a customer; establishing a plurality of accounts for the customer wherein the plurality of accounts comprise different accounts with different account characteristics; and invoking one of the plurality of accounts for a transaction through the access mechanism, based at least in part on the one or more customized rules; wherein the plurality of accounts share at least one funding account.
    Type: Grant
    Filed: January 10, 2014
    Date of Patent: January 6, 2015
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tracy M. Pletz, Howard C. Seidel, Joseph Rochford
  • Publication number: 20140351140
    Abstract: Aspects of the invention relate to a customer authentication system for authenticating a customer making a request related to a customer account. The customer authentication system may include multiple application level data receiving and processing mechanisms for receiving customer requests and collecting customer data. The customer authentication system may additionally include a central authentication system for receiving the customer requests and customer data from the multiple application level data receiving and processing mechanisms, the central authentication system determining, based on authentication policy, whether the collected customer data is sufficient to authenticate each customer in order to fulfill the customer request. The central authentication system may return its conclusions and instructions to the multiple application level data receiving and processing mechanisms.
    Type: Application
    Filed: August 7, 2014
    Publication date: November 27, 2014
    Inventors: Timothy A. Webb, Tracy M. Pletz
  • Patent number: 8826371
    Abstract: Aspects of the invention relate to a customer authentication system for authenticating a customer making a request related to a customer account. The customer authentication system may include multiple application level data receiving and processing mechanisms for receiving customer requests and collecting customer data. The customer authentication system may additionally include a central authentication system for receiving the customer requests and customer data from the multiple application level data receiving and processing mechanisms, the central authentication system determining, based on authentication policy, whether the collected customer data is sufficient to authenticate each customer in order to fulfill the customer request. The central authentication system may return its conclusions and instructions to the multiple application level data receiving and processing mechanisms.
    Type: Grant
    Filed: August 6, 2012
    Date of Patent: September 2, 2014
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Timothy A. Webb, Tracy M. Pletz
  • Patent number: 8752759
    Abstract: According to one embodiment, the present invention relates to a method and a system for implementing a card product or access mechanism with multiple relationships with an issuing entity (e.g., bank, etc.) where each relationship may be defined by one or more sets of rules that are customized for a particular customer. A computer implemented method and system for implementing a mechanism with multiple customized relationships may involve identifying one or more customized rules for an access mechanism associated with a customer; establishing a plurality of accounts for the customer wherein the plurality of accounts comprise different accounts with different account characteristics; and invoking one of the plurality of accounts for a transaction through the access mechanism, based at least in part on the one or more customized rules; wherein the plurality of accounts share at least one funding account.
    Type: Grant
    Filed: June 24, 2013
    Date of Patent: June 17, 2014
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tracy M. Pletz, Howard C. Seidel, Joseph Rochford
  • Patent number: 8469265
    Abstract: According to one embodiment, the present invention relates to a method and a system for implementing a card product or access mechanism with multiple relationships with an issuing entity (e.g., bank, etc.) where each relationship may be defined by one or more sets of rules that are customized for a particular customer. A computer implemented method and system for implementing a mechanism with multiple customized relationships may involve identifying one or more customized rules for an access mechanism associated with a customer; establishing a plurality of accounts for the customer wherein the plurality of accounts comprise different accounts with different account characteristics; and invoking one of the plurality of accounts for a transaction through the access mechanism, based at least in part on the one or more customized rules; wherein the plurality of accounts share at least one funding account.
    Type: Grant
    Filed: June 21, 2012
    Date of Patent: June 25, 2013
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Tracy M. Pletz, Howard C. Seidel, Joseph Rochford
  • Publication number: 20120297446
    Abstract: Aspects of the invention relate to a customer authentication system for authenticating a customer making a request related to a customer account. The customer authentication system may include multiple application level data receiving and processing mechanisms for receiving customer requests and collecting customer data. The customer authentication system may additionally include a central authentication system for receiving the customer requests and customer data from the multiple application level data receiving and processing mechanisms, the central authentication system determining, based on authentication policy, whether the collected customer data is sufficient to authenticate each customer in order to fulfill the customer request. The central authentication system may return its conclusions and instructions to the multiple application level data receiving and processing mechanisms.
    Type: Application
    Filed: August 6, 2012
    Publication date: November 22, 2012
    Inventors: Timothy A. Webb, Tracy M. Pletz
  • Publication number: 20120265625
    Abstract: According to one embodiment, the present invention relates to a method and a system for implementing a card product or access mechanism with multiple relationships with an issuing entity (e.g., bank, etc.) where each relationship may be defined by one or more sets of rules that are customized for a particular customer. A computer implemented method and system for implementing a mechanism with multiple customized relationships may involve identifying one or more customized rules for an access mechanism associated with a customer; establishing a plurality of accounts for the customer wherein the plurality of accounts comprise different accounts with different account characteristics; and invoking one of the plurality of accounts for a transaction through the access mechanism, based at least in part on the one or more customized rules; wherein the plurality of accounts share at least one funding account.
    Type: Application
    Filed: June 21, 2012
    Publication date: October 18, 2012
    Applicant: JPMORGAN CHASE BANK, N.A.
    Inventors: Tracy M. Pletz, Howard C. Seidel, Joseph Rochford
  • Patent number: 8255971
    Abstract: Aspects of the invention relate to a customer authentication system for authenticating a customer making a request related to a customer account. The customer authentication system may include multiple application level data receiving and processing mechanisms for receiving customer requests and collecting customer data. The customer authentication system may additionally include a central authentication system for receiving the customer requests and customer data from the multiple application level data receiving and processing mechanisms, the central authentication system determining, based on authentication policy, whether the collected customer data is sufficient to authenticate each customer in order to fulfill the customer request. The central authentication system may return its conclusions and instructions to the multiple application level data receiving and processing mechanisms.
    Type: Grant
    Filed: March 3, 2008
    Date of Patent: August 28, 2012
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Timothy A. Webb, Tracy M. Pletz