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:
Dec. 09, 2025

Filed:

Oct. 31, 2024
Applicant:

The Bank of New York Mellon, New York, NY (US);

Inventors:

Robin A. Vince, New York, NY (US);

Sharyn N. Jones, New York, NY (US);

Christian F. Steffenroeeren, New York, NY (US);

Daniel Globerson, New York, NY (US);

Assignee:

THE BANK OF NEW YORK MELLON, New York, NY (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 16/2457 (2019.01); G06F 18/24 (2023.01);
U.S. Cl.
CPC ...
G06F 16/24578 (2019.01); G06F 18/24765 (2023.01);
Abstract

Systems and methods obtain an interaction listing for a target individual, in which the interaction listing includes potential evaluators for the target individual, in which each potential evaluator is associated with a score representing a volume of interactions between the potential evaluator and the target individual over a period of time; obtain a functional category designation for each potential evaluator; assign each potential evaluator to an applicable category based on the designation; for each category: create a ranked listing of potential evaluators by ordering the potential evaluators based on their associated scores; and identify a threshold number of potential evaluators from the list; for each identified potential evaluator: determine whether the identified potential evaluator satisfies one or more evaluation constraints; and if so, add the potential evaluator to an evaluation group for the target individual; generate an evaluation request; and provide the request to each potential evaluator within the evaluation group.


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