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. 19, 2026

Filed:

Feb. 21, 2023
Applicant:

Advisor360, Llc, Weston, MA (US);

Inventors:

John Lance, Littleton, MA (US);

Andrew Baizen, Canton, MA (US);

Assignee:

Advisor360, LLC, Needham, MA (US);

Attorneys:
Primary Examiner:
Int. Cl.
CPC ...
G06F 3/048 (2013.01); G06F 3/0482 (2013.01); G06F 3/0484 (2022.01); G06F 16/22 (2019.01); G06F 16/2457 (2019.01); G06T 11/20 (2006.01);
U.S. Cl.
CPC ...
G06F 3/0484 (2013.01); G06F 3/0482 (2013.01); G06F 16/221 (2019.01); G06F 16/2282 (2019.01); G06F 16/24578 (2019.01); G06T 11/206 (2013.01); G06T 2200/24 (2013.01);
Abstract

The Widgetizer allows a user to create a custom view from a data-driven application page and convert it into a widget that can then be surfaced elsewhere. The Widgetizer recognizes the types of data that the user is creating a widget for and leverages that information to recommend which layouts and elements make sense based on the type and importance of the data. The recommendations (both layout and default element settings) consider user behavior and update to reflect their preferences. The recommendations may further recognize preferences used by multiple peer users for similar data sets and update recommendations based on those behaviors. The user may customize the recommended elements and create a widget. Once a widget is created, it may also be shared with multiple users.


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