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:
Apr. 27, 2021

Filed:

Jul. 30, 2019
Applicant:

Square, Inc., San Francisco, CA (US);

Inventors:

Jacqueline Reses, Woodside, CA (US);

Audrey Kim, San Francisco, CA (US);

Theodore Kosev, Seattle, WA (US);

Andy Montgomery, San Francisco, CA (US);

Assignee:

Square, Inc., San Francisco, CA (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 20/40 (2012.01); G06Q 40/00 (2012.01); G06Q 40/02 (2012.01);
U.S. Cl.
CPC ...
G06Q 20/405 (2013.01); G06Q 40/025 (2013.01); G06Q 40/12 (2013.12);
Abstract

This disclosure describes, in part, techniques for generating predictive models based on past transaction data and/or future-event data to predict: (i) when an account of user is expected to fall below a minimum balance associated with that user, and/or (ii) when an account has surplus funds that may safely be moved to a higher-yield account for some amount of time. In response to determining a predicted time at which an account is expected to fall below the minimum balance, the techniques may generate an offer to extend capital to the user prior to the predicted time. In response to determining that a user has or will have surplus funds, the techniques may generate an offer to move some or all of these surplus funds into a separate account providing a higher yield than the primary account of the user.


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