The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Oct. 20, 2020
Filed:
Aug. 28, 2015
Jpmorgan Chase Bank, N.a., New York, NY (US);
Christine Pleiman Wootton, New York, NY (US);
Lynn Adrienne Avitabile, Glastonbury, CT (US);
Daniel Paul Oldroyd, Little Silver, NJ (US);
Katherine Ann Stallkamp Santiago, New York, NY (US);
JPMORGAN CHASE BANK, N.A., New York, NY (US);
Abstract
A network interface receives portfolio data related to an investment plan portfolio of a participant. A processor identifies a first plurality of risk factors associated with market conditions, wherein the first plurality of risk factors comprises a future data and risk strength. The processor further identifies a second plurality of risk factors associated with the participant. The processor then generates glide path data based at least partially on the first plurality of risk factors and the second plurality of risk factors. The processor also generates a glide path map based at least partially on the generated glide path data.
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile