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. 16, 2024
Filed:
Jul. 12, 2023
Wells Fargo Bank, N.a., San Francisco, CA (US);
Jennifer Blaha, San Francisco, CA (US);
Manjunath Boraiah, San Francisco, CA (US);
Joshua T. Demetry, Menomonee Falls, WI (US);
Brian J. Jacobsen, Elm Grove, WI (US);
Randy Mangelsen, San Francisco, CA (US);
Ann M. Miletti, San Francisco, CA (US);
Chris Rosato, San Francisco, CA (US);
Noah Wise, San Francisco, CA (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
A system includes a processing circuit is configured to detect a trigger event and in response, initiate tracking analyst interactions on a first analyst device; receive analyst tracking information from the first analyst device only in response to the trigger event being detected; receive first analyst tracking information from the first analyst device relating to a security, wherein the first analyst tracking information includes a first set of analyst interactions, quantify the first set of analyst interactions, receive first analyst feedback from the first analyst device, wherein the first analyst feedback includes a first set of analyst sub-rating scores, generate an integrated data synopsis including an integrated analyst rating score for the security, wherein the integrated analyst rating score is based on the quantified first set of analyst interactions, and provide a graphical user interface to a manager computing device depicting the integrated data synopsis.