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US Patent 9082151 Financial-service structured content manager

Patent 9082151 was granted and assigned to NCINO, INC. on July, 2015 by the United States Patent and Trademark Office.

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Current Assignee
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NCINO, INC.
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Patent Jurisdiction
United States Patent and Trademark Office
United States Patent and Trademark Office
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Patent Number
90821510
Date of Patent
July 14, 2015
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Patent Application Number
142111380
Date Filed
March 14, 2014
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Patent Primary Examiner
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Thanh-Ha Dang
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Patent abstract

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.

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