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:
Sep. 05, 2023
Filed:
Jul. 18, 2022
Wells Fargo Bank, N.a., San Francisco, CA (US);
Tyua Fraser, Livermore, CA (US);
Dennis E. Montenegro, Concord, CA (US);
Muhammad Farukh Munir, Pittsburg, CA (US);
David Newman, Walnut Creek, CA (US);
Abhijit Shetti, Pleasanton, CA (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
Systems and methods for facilitating optimization of documents based on prior interactions according to one or more example embodiments are shown. Such systems and methods make use of analyzing information obtained from financial institution computing system as well as other third party networks. Such systems and methods also make use of analyzing information stored from previous interactions with documents (e.g., financial disclosures). In some embodiments, this analysis of data allows for documents, such as disclosure documents, to emphasize features or sections that are of particular interest to the individual receiving the document. Information associated with one or more sections of a disclosure document may be pushed to account holders based on a disclosure associated event.