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:
Feb. 21, 2023
Filed:
Aug. 02, 2021
Applicant:
Wells Fargo Bank, N.a., San Francisco, CA (US);
Inventors:
Scott Welz, Kirkwood, MO (US);
Elizabeth Ingram, St. Louis, MO (US);
Gwendoria M. Salley, Rock Hill, SC (US);
Rodney J. Sayegh, Astoria, NY (US);
Patrick Rodman, St. Louis, MO (US);
Assignee:
Wells Fargo Bank, N.A., San Francisco, CA (US);
Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 40/06 (2012.01); H04L 67/306 (2022.01); G06Q 40/02 (2023.01); G06N 7/00 (2023.01); G06N 20/00 (2019.01);
U.S. Cl.
CPC ...
G06Q 40/06 (2013.01); G06N 7/005 (2013.01); G06N 20/00 (2019.01); G06Q 40/02 (2013.01); H04L 67/306 (2013.01);
Abstract
Disclosed in some examples are systems, machine readable mediums, and methods for providing a Full Balance Sheet Advisor (FBSA). The FBSA may be a network based service accessible to users using one or more computing devices. The FBSA may be accessed using a web-browser, or a dedicated FBSA application. The FBSA looks at the user's full balance sheet to provide advice on how the user can meet their financial goals.