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1. 发明授权

US12014254B2 Machine learning-based methods and systems for modeling user-specific, activity specific engagement predicting scores 有权
公开(公告)号：US12014254B2
公开(公告)日：2024-06-18
申请号：US18148225
申请日：2022-12-29
申请人： Broadridge Financial Solutions, Inc.
发明人： Richard Bryce , Joseph Lo , Luca Marchesotti
IPC分类号： G06N20/00
CPC分类号： G06N20/00
摘要： A machine-learning based method includes receiving an instruction to model an engagement predicting score for a user. User-specific, activity-specific data is obtained from digital resources that include a user-specific activity performance data regarding performance of at least one activity by the user, an object data for an object that allows the user to perform the at least one activity, and user-specific personal data of the user. A user-specific activity engagement labeling data for the at least one activity is predicted by utilizing a first-type data pipeline on the at least one user-specific activity performance data. User-specific, activity-specific data features are predicted by utilizing a second-type data pipeline on the user-specific, activity-specific data. The engagement predicting score is predicted from the user-specific, activity-specific data features and the user-specific activity engagement labeling data. A computing device is instructed to present at least one user-specific activity-related action instruction.

2. 发明公开

US20240144374A1 MAPPING CONSUMER OWNERSHIP OF FINANCIAL ASSETS TO GEOGRAPHIC LOCALITIES AND COMPUTER-IMPLEMENTED METHODS AND COMPUTER SYSTEMS THEREOF 审中-公开
公开(公告)号：US20240144374A1
公开(公告)日：2024-05-02
申请号：US18404663
申请日：2024-01-04
申请人： Broadridge Financial Solutions, Inc.
发明人： Joseph Vicari , Niten Jaiswal , Steven Krzemienski
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal code.

3. 发明公开

US20240078540A1 COMPUTER NETWORK SYSTEMS ADMINISTERING CRYPTOGRAPHICALLY-SECURED, TOKEN-BASED SUBSTITUTION MANAGEMENT AND METHODS OF USE THEREOF 审中-公开
公开(公告)号：US20240078540A1
公开(公告)日：2024-03-07
申请号：US18507885
申请日：2023-11-13
申请人： Broadridge Financial Solutions, Inc.
发明人： Vijay Mayadas , John Garahan , Horacio Barakat , Hrishikesh Nashikkar , Kishore Seshagiri
IPC分类号： G06Q20/38 , G06Q20/36 , H04L9/32
CPC分类号： G06Q20/3827 , G06Q20/36 , H04L9/3236 , G06Q2220/00
摘要： A present disclosure provides an exemplary system that includes at least: a distributed blockchain environment, including: a plurality of externally owned presence (EOP) member nodes associated with a plurality of distinct entities, a cryptographically-secured distributed ledger; a plurality of electronic wallets (e-Wallets), configured to hold records of distributed leger collateral (DLC) tokens; a plurality of self-contained self-executing software containers (SESCs), including: first-type SESCs, second-type SESCs, and third-type SESCs; where the DLC tokens are used by the distributed blockchain environment; where the first-type SESCs, the second-type SESCs, and the third-type SESCs are distinct SESCs; where each DLC token include at least one unique entity-identifying cryptographic hash; where, for each respective transaction associated with a respective EOP member node, a respective computer invokes the first-type SESCs and the third-type SESCs to cryptographically administer each respective transaction within the distributed blockchain environment.

4. 发明申请

US20230071328A1 MAPPING CONSUMER OWNERSHIP OF FINANCIAL ASSETS TO GEOGRAPHIC LOCALITIES AND COMPUTER-IMPLEMENTED METHODS AND COMPUTER SYSTEMS THEREOF 有权
公开(公告)号：US20230071328A1
公开(公告)日：2023-03-09
申请号：US17984878
申请日：2022-11-10
申请人： Broadridge Financial Solutions, Inc.
发明人： Joseph Vicari , Niten Jaiswal , Steven Krzemienski
IPC分类号： G06Q40/06
摘要： In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal code.

5. 发明申请

US20220076519A1 FACILITATING CORPORATE TENDERS/DUTCH AUCTION TENDERS AND COMPUTER-IMPLEMENTED METHODS AND COMPUTER SYSTEMS THEREOF 有权
公开(公告)号：US20220076519A1
公开(公告)日：2022-03-10
申请号：US17476021
申请日：2021-09-15
申请人： Broadridge Financial Solutions, Inc.
发明人： Joseph Mannino , Edwin Crespo
IPC分类号： G07C13/00 , G06Q40/00 , G06Q40/04
摘要： In some embodiments, the instant invention provides a programmed system having a computer programmed with software instructions that include at least: code to receive an electronic Tender voting request to conduct a Tender voting; where the Tender voting is limited to a plurality of employees who has owned shares of an issuer at a record date via at least one of: i) at least one 401K plan, and ii) at least one employee stock ownership plan (ESOP); where the Tender voting is selected from the group of Tender voting types consisting of: i) a Tender offer, ii) an All-or-None Tender offer, and iii) a Dutch Tender auction; code to identify the plurality of employees; code to generate a plurality of programmed visual computer screens to allow the plurality of employees to submit Tender votes; and code to dynamically output a report identifying a progress of the Tender voting.

6. 发明申请

US20210049701A1 MAPPING CONSUMER OWNERSHIP OF FINANCIAL ASSETS TO GEOGRAPHIC LOCALITIES AND COMPUTER-IMPLEMENTED METHODS AND COMPUTER SYSTEMS THEREOF 有权
公开(公告)号：US20210049701A1
公开(公告)日：2021-02-18
申请号：US17087258
申请日：2020-11-02
申请人： Broadridge Financial Solutions, Inc.
发明人： Joseph Vicari , Niten Jaiswal , Steven Krzemienski
IPC分类号： G06Q40/06
摘要： In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal code.

7. 发明申请

US20190197811A1 FACILITATING CORPORATE TENDERS/DUTCH AUCTION TENDERS AND COMPUTER-IMPLEMENTED METHODS AND COMPUTER SYSTEMS THEREOF 审中-公开
公开(公告)号：US20190197811A1
公开(公告)日：2019-06-27
申请号：US16293148
申请日：2019-03-05
申请人： Broadridge Financial Solutions, Inc.
发明人： Joseph Mannino , Edwin Crespo
IPC分类号： G07C13/00 , G06Q40/00 , G06Q40/04
CPC分类号： G07C13/00 , G06Q40/00 , G06Q40/04 , H04H60/33
摘要： In some embodiments, the instant invention provides a programmed system having a computer programmed with software instructions that include at least: code to receive an electronic Tender voting request to conduct a Tender voting; where the Tender voting is limited to a plurality of employees who has owned shares of an issuer at a record date via at least one of: i) at least one 401K plan, and ii) at least one employee stock ownership plan (ESOP); where the Tender voting is selected from the group of Tender voting types consisting of: i) a Tender offer, ii) an All-or-None Tender offer, and iii) a Dutch Tender auction; code to identify the plurality of employees; code to generate a plurality of programmed visual computer screens to allow the plurality of employees to submit Tender votes; and code to dynamically output a report identifying a progress of the Tender voting.

8. 发明授权

US09009062B2 Facilitating corporate tenders/Dutch auction tenders and computer-implemented methods and computer systems thereof 有权
标题翻译：促进公司招标/荷兰拍卖招标和计算机实施的方法及其计算机系统
公开(公告)号：US09009062B2
公开(公告)日：2015-04-14
申请号：US14217197
申请日：2014-03-17
申请人： Broadridge Financial Solutions, Inc.
发明人： Joseph Mannino , Edwin Crespo
IPC分类号： G06F11/00 , G06Q40/04 , G07C13/00 , H04H60/33
CPC分类号： G07C13/00 , G06Q40/00 , G06Q40/04 , H04H60/33
摘要： In some embodiments, the instant invention provides a programmed system having a computer programmed with software instructions that include at least: code to receive an electronic Tender voting request to conduct a Tender voting; where the Tender voting is limited to a plurality of employees who has owned shares of an issuer at a record date via at least one of: i) at least one 401K plan, and ii) at least one employee stock ownership plan (ESOP); where the Tender voting is selected from the group of Tender voting types consisting of: i) a Tender offer, ii) an All-or-None Tender offer, and iii) a Dutch Tender auction; code to identify the plurality of employees; code to generate a plurality of programmed visual computer screens to allow the plurality of employees to submit Tender votes; and code to dynamically output a report identifying a progress of the Tender voting.
摘要翻译：在一些实施例中，本发明提供了一种具有用软件指令编程的计算机的程序化系统，所述软件指令至少包括：接收电子投标投票请求进行投标的代码; 投标表决仅限于通过以下至少之一拥有发行人股份的多名雇员：i）至少一个401K计划，以及ii）至少一个员工股权计划（ESOP）; 投标表决选自投标表格类型，包括：i）投标报价，ii）全部或全部投标报价，以及iii）荷兰投标拍卖; 用于识别多个员工的代码; 代码以生成多个编程的可视计算机屏幕，以允许多个雇员提交投标票; 以及用于动态输出标识投标投标进度的报告的代码。

9. 发明申请

US20140279704A1 MAPPING CONSUMER OWNERSHIP OF FINANCIAL ASSETS TO GEOGRAPHIC LOCALITIES AND COMPUTER-IMPLEMENTED METHODS AND COMPUTER SYSTEMS THEREOF 审中-公开
标题翻译：将消费者财务资产所有权归属于地理位置和计算机实现的方法及其计算机系统
公开(公告)号：US20140279704A1
公开(公告)日：2014-09-18
申请号：US14216901
申请日：2014-03-17
申请人： Broadridge Financial Solutions, Inc.
发明人： Joseph Vicari , Niten Jaiswal , Steven Krzemienski
IPC分类号： G06Q40/06
CPC分类号： G06Q40/06
摘要： In some embodiments, the instant invention provides a programmed system that includes at least the following components: a computer programmed with software instructions that include: code to periodically receive financial data of a plurality of customers from a plurality of financial-related entities related to a plurality of financial assets, code to consolidate the financial data into a consolidated financial data; code to analyze the consolidated financial data with at least one address-matching program; code to associate each record of the consolidated financial data with a respective eleven digit postal code to result in an address-enriched consolidated financial data; code to anonymize the address-enriched consolidated financial data to form an anonymous address-enriched consolidated financial data; and code to link information of the anonymous address-enriched consolidated financial data across a plurality data relationship to form a consolidate household view for each respective eleven digit postal code.
摘要翻译：在一些实施例中，本发明提供了一种至少包括以下组件的编程系统：具有软件指令的计算机，所述软件指令包括：代码，用于周期性地从多个金融相关实体接收多个客户的财务数据多个金融资产，将财务数据合并为合并财务数据的代码; 用至少一个地址匹配程序分析综合财务数据的代码; 将合并财务数据的每个记录与相应的十一位邮政编码相关联的代码，以形成富含地址的合并财务数据; 代码对地址丰富的合并财务数据进行匿名化，形成一个匿名地址丰富的综合财务数据; 以及用于链接跨多个数据关系的匿名地址丰富的合并财务数据的信息的代码，以形成每个相应的十一位邮政编码的合并家庭视图。

10. 发明公开

US20240338604A1 MACHINE LEARNING-BASED METHODS AND SYSTEMS FOR MODELING USER-SPECIFIC, ACTIVITY SPECIFIC ENGAGEMENT PREDICTING SCORES 审中-公开
公开(公告)号：US20240338604A1
公开(公告)日：2024-10-10
申请号：US18745553
申请日：2024-06-17
申请人： Broadridge Financial Solutions, Inc.
发明人： Richard Bryce , Joseph Lo , Luca Marchesotti
IPC分类号： G06N20/00
CPC分类号： G06N20/00
摘要： A machine-learning based method includes receiving an instruction to model an engagement predicting score for a user. User-specific, activity-specific data is obtained from digital resources that include a user-specific activity performance data regarding performance of at least one activity by the user, an object data for an object that allows the user to perform the at least one activity, and user-specific personal data of the user. A user-specific activity engagement labeling data for the at least one activity is predicted by utilizing a first-type data pipeline on the at least one user-specific activity performance data. User-specific, activity-specific data features are predicted by utilizing a second-type data pipeline on the user-specific, activity-specific data. The engagement predicting score is predicted from the user-specific, activity-specific data features and the user-specific activity engagement labeling data. A computing device is instructed to present at least one user-specific activity-related action instruction.

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