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:
May. 17, 2022
Filed:
Sep. 27, 2019
TD Ameritrade Ip Company, Inc., Omaha, NE (US);
Richard Douglas Judy, Jr., Sykesville, MD (US);
Rajesh Badu Devabhaktuni, Dallas, TX (US);
Aaron Andrew Blomberg, Bennington, NE (US);
Shruthi Polasani, Elliot City, MD (US);
Adrian Alan Hooper, Smyrna, TN (US);
TD Ameritrade IP Company, Inc., Omaha, NE (US);
Abstract
A classification system includes a processor and a memory that stores an initial dataset, an analyzed dataset, a model rules database, and instructions. The instructions, in response to receiving first interaction data corresponding to a first interaction, store the first interaction data in the initial dataset as a first entry. The instructions include, at a predetermined time, selecting a set of entries from the initial dataset including the first entry and obtaining a set of analysis rules from the model rules database. The instructions include, for each selected set of entries, calculating an additional parameter based on the obtained set of analysis rules and generating a first analyzed dataset corresponding to the obtained set of analysis rules. The instructions include storing the first analyzed dataset and providing the first analyzed dataset to determine a recommendation using the first analyzed dataset and displaying the recommendation on a user interface.