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.

Date of Patent:
May. 27, 2025

Filed:

Oct. 30, 2024
Applicant:

Morgan Stanley Services Group Inc., New York, NY (US);

Inventors:

Sujit Eapen, Plainsboro, NJ (US);

Julius H. Kim, Manhasset, NY (US);

Parthasarathi Jayapathi, Cumming, GA (US);

Assignee:
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
H04L 51/02 (2022.01); G06F 16/34 (2025.01); G06Q 10/0633 (2023.01); G06Q 10/0635 (2023.01);
U.S. Cl.
CPC ...
H04L 51/02 (2013.01); G06F 16/345 (2019.01); G06Q 10/0633 (2013.01); G06Q 10/0635 (2013.01);
Abstract

A system for improving approval processes to at least one software service, including a workflow platform with multiple business processes and user roles, an AI-enabled chatbot integrated with the workflow platform, the chatbot utilizing GAI techniques to provide information on policies, procedures, and workflow transactions, a data integration module retrieving and aggregating data from multiple sources, and a user interface displaying summarized information and recommendations generated by the AI-enabled chatbot. The AI-enabled chatbot automatically approving workflows based on thresholds.


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