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. 26, 2022

Filed:

Aug. 29, 2019
Applicant:

Jpmorgan Chase Bank, N.a., New York, NY (US);

Inventors:

Jasdeep K. Katariya, Houston, TX (US);

Suresh Devanahally, Monroe Township, NJ (US);

Priyank Hariawala, Houston, TX (US);

Kinnari Patwa, New York, NY (US);

Assignee:

JPMorgan Chase Bank, N.A., New York, NY (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 40/10 (2020.01); G06F 40/56 (2020.01); G06F 16/35 (2019.01); G06K 9/00 (2022.01); G06F 40/14 (2020.01); G06F 40/49 (2020.01); G06F 40/117 (2020.01);
U.S. Cl.
CPC ...
G06F 40/56 (2020.01); G06F 16/35 (2019.01); G06F 40/117 (2020.01); G06F 40/14 (2020.01); G06F 40/49 (2020.01); G06K 9/00469 (2013.01);
Abstract

Exemplary embodiments automate the production of memos in support of the due diligence process for underwriting. Target users may include investment bankers, financial analysts, and the like. The data collection process of supporting data for the memo may be automated thus improving efficiency in the creation of the due diligence memo. Both the collected data and memos may be stored in a database, enabling access at a later date and enabling the collected data from one memo, as well as other information from the memo, to be used for future memos. The data collection may be conducted from both structured and unstructured sources. The sources may be both internal and external sources. The external sources may be public data sources.


Find Patent Forward Citations

Katariya, Jasdeep. (2022). Automation of document generation from independent structured and unstructured data sources (U.S. Patent No. 11314947). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/11314947

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

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