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:
Feb. 10, 2026

Filed:

May. 13, 2025
Applicant:

Ardent Labs, Inc, Wilmington, DE (US);

Inventors:

Jordan Katz, San Francisco, CA (US);

Mae Heitmann, San Francisco, CA (US);

Michael Mattheakis, San Francisco, CA (US);

Assignee:

Ardent Labs, Inc, Wilmington, DE (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 40/12 (2023.01); G06Q 40/08 (2012.01);
U.S. Cl.
CPC ...
G06Q 40/08 (2013.01); G06Q 40/12 (2013.12);
Abstract

In one embodiment, a method includes displaying, on a user interface of an insurance brokerage accounting system, a first dedicated portion identifying one or more deposit data objects in the system; displaying, on the user interface, a second dedicated portion identifying, for each of the deposit data objects identified in the first dedicated portion, zero or more statement data objects that are associated in the system with the respective deposit data object; updating, by the system, an association between (1) a first deposit data object of the one or more deposit data objects and (2) a first statement data object; and updating, by the system and in real time and based on the updated association between the first deposit data object and the first statement data object, the second dedicated portion of the user interface corresponding to the first deposit data object to identify the associated statement data object.


Find Patent Forward Citations

Quick Actions:

Katz, Jordan. (2026). Dynamic deposit and production data objects in an insurance brokerage accounting system (U.S. Patent No. 12548085). U.S. Patent and Trademark Office. https://idiyas.com/patent/badge/12548085

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

Loading…