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:
Apr. 12, 2022
Filed:
Jun. 11, 2020
United Services Automobile Association (Usaa), San Antonio, TX (US);
Mollie Wendel, Helotes, TX (US);
Robert J. Eckelbarger, San Antonio, TX (US);
Stephen Holloway, San Antonio, TX (US);
Matthew J. Kosub, San Antonio, TX (US);
Lyndsey Nicole Stevens, San Antonio, TX (US);
United Services Automobile Association (USAA), San Antonio, TX (US);
Abstract
The present disclosure relates to methods and systems for providing personalized digital advice. A digital advisor service applies cross-entity historical interaction (e.g., behavior attributes) to one or more predictive models to identify one or more personalized goals for a user. The digital advisor service provides, via an application programming interface, the identified one or more personalized goals to an entity service, enabling the entity service to present the one or more personalized goals.