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:
Jul. 09, 2024
Filed:
May. 19, 2023
Morgan Stanley Services Group Inc., New York, NY (US);
Ankita Joshi, Karnataka, IN;
Ashish Singh, Karnataka, IN;
Manoj Arora, East Brunswick, NJ (US);
Poojan Turakhia, Maharashtra, IN;
Jeff Preston, New York, NY (US);
Frank Hong, New York, NY (US);
Morgan Stanley Services Group Inc., New York, NY (US);
Abstract
A computer-implemented method for providing recommendations for matching leads to advisors using a machine learning model. The method comprises training the machine learning model using attributes of leads and advisors to determine optimal matches and output a recommendation list of lead/advisor matched pairs, serializing the machine learning model in a platform independent manner, providing access to the serialized machine learning model to an end user device via an API, deserializing the machine learning model, receiving preferences from the end user, executing the deserialized machine learning model at the end user device using the received preferences to determine a list of advisor recommendations, filtering the list of recommendations using rules which disallow certain lead/advisor pairs, outputting filtered recommendations at the end user device for viewing and transmitting a selection from the filtered recommendations from the end user for further training of the machine learning module with respect to the end user.