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:
Aug. 05, 2025
Filed:
May. 14, 2024
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 that is configured to establish a wireless connection with an analyst device; detect a trigger event based on detecting a mentioning of a security from the analyst device; in response to detecting the trigger event, receive analyst tracking information from the analyst device relating to the security; generate a data synopsis for the security based on the received analyst tracking information; and provide a graphical user interface to a manager computing device depicting the data synopsis.