Patent №
US 7,103,556
Granted
2006-09-05
Filed 2001
Owner
FIRST USA BANK, NA
+3 more
Lab
—
AI components
2
kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
09962217
A system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.
AI classification
Ownership
FIRST USA BANK, NA
assignment · 122020294
BANK ONE, DELAWARE, NATIONAL ASSOCIATION
namechg · 176380417
CHASE MANHATTAN BANK USA, NATIONAL ASSOCIATION
merger · 176530113
JPMORGAN CHASE BANK, N.A.
assignment · 178570066
Assignors
DEL REY, BERNARD M., SHEEHAN, MARK R., WELDON, DONALD J. JR.
On an employer assignment, the assignors are typically the inventors.