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:
Aug. 01, 2023
Filed:
Jan. 19, 2022
The Toronto-dominion Bank, Toronto, CA;
Mansi Rastogi, Toronto, CA;
Jane Holtslander, Toronto, CA;
Michael Doyle, Toronto, CA;
Kristopher Okera Gibbs, Toronto, CA;
Mary Ann Duarte, Ajax, CA;
Tonja Selena Launen, Toronto, CA;
Alla Chichkina, Toronto, CA;
Ellen Rebecca Heise, Toronto, CA;
Anna Anatolievna Sakoun, Richmond Hill, CA;
Seonaid Marlaine Eggett, Toronto, CA;
Paul Thomas McGhee, Burlington, CA;
Chantale Oliveira, Toronto, CA;
The Toronto-Dominion Bank, Toronto, CA;
Abstract
A method of generating recommendations for a collective profile, the collective profile being linked to a first profile and a second profile. The method may include authenticating a login request from an end user device in association with the collective profile based on credentials associated with the first profile, identifying a query from among a plurality of queries and transmit the query to the end user device, receiving a response to the query, determining that the response is not inconsistent with one or more earlier responses received in association with the second profile and, in response, refining at least one attribute or goal in the collective profile based on the response to generate and store a refined collective profile, and determining whether the refined collective profile results in a new recommendation and, if so, outputting the new recommendation.