发明名称 FINANCIAL-SERVICE STRUCTURED CONTENT MANAGER
摘要 A financial-service system that manages content objects includes a chronicles platform with a chronicle associated with a loan request. A content manager determines a set of content objects to be associated with the chronicle and generates a bucket for each content object of the set of content objects. Each bucket is associated with a name and is configured to receive an associated content object. The chronicle is populated with the generated buckets. An interface that detects a user action and that thereafter receives or generates a content object, which is detected by the content manager and associated with a bucket. The content manager causes the bucket to receive the content object and presents representations of the buckets to a user. Representations of one or more buckets that have received a content object differ from representations of one or more other buckets that have not received a content object.
申请公布号 US2014201063(A1) 申请公布日期 2014.07.17
申请号 US201414211138 申请日期 2014.03.14
申请人 nCino, LLC 发明人 Snell Nathan;Patrick David;Underwood Neil
分类号 G06Q40/02 主分类号 G06Q40/02
代理机构 代理人
主权项 1. A financial-service system for assessing management of requests for financial services, the financial-service system comprising: a chronicles platform that includes a set of loan-request chronicles, wherein: each loan-request chronicle in the set of loan-request chronicles is associated with a request for a loan;each loan-request chronicle in the set of loan-request chronicles including a data structure that includes a response parameter indicative of a pendency of the request for the loan or a characteristic of a response to the request for the loan;each loan-request chronicle in the set of loan-request chronicles is associated, in the chronicle platform, with a second parameter that identifies a demographic characteristic of an entity applying for the loan or an entity that is or was responsible for at least partly processing the request for the loan; and an inter-chronicle summarizer that generates a summarization variable based on the response parameter in each of the loan-request chronicles in the set of loan-request chronicles; a per-chronicle analyzer that identifies one or more outliers for the set of loan-request chronicles based on the summarization variable; and a visualizer that generates a presentation that includes an indication of outlier identification and identifies a second parameter associated with the one or more outliers.
地址 Wilmington NC US