TIME PERIOD ANALYSIS TOOLS FOR WEALTH MANAGEMENT TRANSACTIONS

Patent №

US 9,852,470

Granted

2017-12-26

Filed 2011

Owner

THE PNC FINANCIAL SERVICES GROUP, INC.

Lab

AI components

3

ml · nlp · hardware

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

13037086

Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.

Machine learningNatural languageAI hardwareG06Q 40/02G06F 3/0486G06Q 40/06G06F 3/0487

AI classification

Natural language0.99
AI hardware0.87
Machine learning0.82
Knowledge representation0.09
Planning0.03
Speech0.02
Evolutionary computation0.00
Vision0.00

Ownership

THE PNC FINANCIAL SERVICES GROUP, INC.

assignment · 264260194

Assignors

KUNZ, THOMAS, RETTGER, ERIK, FARKAS, DAVID, EARLE, CHRISTINA PAYNE, WANG, DENNIS Y., MONSON, RODNEY H., WOODS, LUKE P., KING, SIMON

On an employer assignment, the assignors are typically the inventors.

© 2026 NYSGPT2525 LLC