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.

Date of Patent:
Nov. 10, 2020

Filed:

Oct. 10, 2018
Applicant:

Wells Fargo Bank, N.a., San Francisco, CA (US);

Inventors:

Marjorie S. Anzalone, San Francisco, CA (US);

Darius A. Miranda, San Francisco, CA (US);

Warinola Marria Rhodriquez, San Francisco, CA (US);

Samundra Timilsina, South San Francisco, CA (US);

Paul Vittimberga, Oakland, CA (US);

Assignee:

Wells Fargo Bank, N.A., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G09B 19/00 (2006.01); G06Q 40/02 (2012.01); G06F 3/0482 (2013.01); G06F 3/0484 (2013.01); G06F 3/14 (2006.01);
U.S. Cl.
CPC ...
G09B 19/00 (2013.01); G06F 3/0482 (2013.01); G06F 3/04845 (2013.01); G06F 3/04847 (2013.01); G06Q 40/02 (2013.01); G06F 3/1423 (2013.01); G06F 2203/04803 (2013.01);
Abstract

An advisor system creates an advisor panel to advise a user with regards to any number of topics, such as, e.g., a financial questions or concerns the user may have. The panel is composed of one or more advisor avatars that are generated based on one or more traits of the user. The avatars may include past, present and/or future versions of the user. Various devices are utilized to display the panel to the user and allow the user to engage the panel. The system may adapt the advice provided by the panel, the features of the avatars and/or the manner in which the avatars interact with the user and/or each other in response to trends noted by the advisor system as the system is used by the user as well as others.


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