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:
Oct. 25, 2022

Filed:

Apr. 09, 2021
Applicant:

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

Inventors:

Kevin Abrego, Houston, TX (US);

Bendangrenla Aier, London, GB;

Harshavardhan Reddy Mukkera, Sugar Land, TX (US);

Mahendrapratap Singh, Houston, TX (US);

Colin McKinney, Bishopton, GB;

Eric Ngo Nguyen, Houston, TX (US);

Ricky P. Chandnani, Dover, NJ (US);

Ked Fisseha, New York, NY (US);

Bret Goldsmith, Sugarland, TX (US);

Manoj Manoharan, Rye, NY (US);

Assignee:

JPMORGAN CHASE BANK, N.A., New York, NY (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 3/0482 (2013.01); G06F 16/93 (2019.01); G06F 3/14 (2006.01); G06Q 10/10 (2012.01); G06Q 50/18 (2012.01); H04L 67/02 (2022.01);
U.S. Cl.
CPC ...
G06F 3/0482 (2013.01); G06F 3/1454 (2013.01); G06F 16/93 (2019.01); G06Q 10/10 (2013.01); G06Q 50/18 (2013.01); H04L 67/02 (2013.01);
Abstract

A method and a system for providing source evidence in support of information to be used for conducting a transaction, such as a fairness opinion to be used for a mergers and acquisitions (M&A) transaction, is provided. The method includes displaying, on a screen, a plurality of fields that relate to the transaction; receiving first user inputs that correspond to some of the fields; prompting the user to provide source evidence that relates to the received first user inputs; receiving a second user input that activates a button for accessing a document library; displaying a list of documents included in the document library; receiving third user inputs that correspond to respective documents selected by the user; displaying a content of each selected document; receiving fourth user inputs that correspond to screenshots of respective portions of the displayed content; and automatically linking the screenshots to the corresponding fields.


Find Patent Forward Citations

Loading…