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:
Mar. 18, 2025
Filed:
Jan. 10, 2023
Wells Fargo Bank, N.a., San Francisco, CA (US);
Joon Maeng, Newcastle, WA (US);
Andrew J. Garner, IV, State Road, NC (US);
Brian J. Jacobsen, Elm Grove, WI (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
Disclosed in some examples are methods, systems, machine readable mediums that provide a network-based joint investment platform that enforces agreed-upon decision rules on jointly managed investments and provides collaboration and decision-making support tools for joint managers to make decisions about taking actions related to one or more jointly-managed assets. The platform may provide for configuring a plurality of decision rules that identify which managers can take which actions and under what conditions. The joint investment platform may enforce the decision rules by requesting any specified approvals according to the decision rules. Once those rules are satisfied, the joint investment platform may execute the requested actions. If the required approvals are not obtained, or the rules provide no path to approval, the action may not be executed.