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:
Apr. 14, 2026
Filed:
Sep. 02, 2022
Morgan Stanley Services Group Inc., New York, NY (US);
Sanjay Kumar Rout, Edison, NJ (US);
Zixuan Yang, New York, NY (US);
Raj Kumar, North Brunswick, NJ (US);
Morgan Stanley Services Group Inc., New York, NY (US);
Abstract
Automated and dynamic client and product/account onboarding assembly line for a firm dynamically configures a product/account type in any business line from any user/application channel of the firm. The client and product/account onboarding assembly line comprises changeable framework that dynamically configures each step according to the particular requirements of the product/account of the client. The assembly line can comprise two dynamic stages that together build any product/account type and test beds that automatically detect and discard any incorrectly assembled outputs.