IP Library Granted Patent US 12688257
Granted Patent B2
US 12688257 · App. 18/588,314 · Granted Jul 21, 2026

Apparatus and methods for determining complementary data sets

Inventor: Terry Powell (Southbury, CT)
Assignee: TES FRANCHISING, L.L.C.
G06F18/22
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12688257
App. No.
18/588,314
Filed
Feb 27, 2024
Granted
Jul 21, 2026
Kind
B2
Art Unit
2165
USPC
707/737
Abstract

An apparatus for determining complementary data sets, the apparatus having a memory communicatively connected to a processor containing instructions to receive system data, wherein the system data includes user data and entity data, classify the system data to one or more descriptors, retrieve a plurality of advisor profiles, determine a complementary data set as a function of the system data and the plurality of advisor profiles, generate a user interface data structure wherein the user interface data structure includes at least the complementary data set and transmit the complementary data set to at least a remote device.

Claims (70)

1 . An apparatus for determining complementary data sets, the apparatus comprising:

a processor; and

a memory communicatively connected to the processor, the memory containing instructions configuring the processor to:

receive system data, wherein the system data comprises user data and entity data, wherein the user data comprises financial data related to a user, wherein the entity data comprises data related to a franchise, and wherein the entity data further comprises data relating to a plurality of retail chains available for franchising;

classify the system data to one or more descriptors wherein the system data is further classified using a classifier machine learning model, wherein the one or more descriptors comprise data related to an industry associated with the system data, wherein training the classifier machine learning model comprises:

receiving training data wherein the training data comprises a plurality of system data inputs to a plurality of descriptor outputs;

training the classifier machine learning model as a function of the training data;

selecting a system classification as a function of the classifier machine learning model;

retrieve a plurality of advisor profiles, wherein each advisor profile of the plurality of advisors comprises a rating of each advisor, wherein the rating of each advisor comprises a measurement of at least one capabilities of the advisor, wherein each advisor profile of the plurality of advisor profiles contains at least a descriptor indicating a requisite level of knowledge in a field of the at least a descriptor, wherein each advisor comprises a franchising financial advisor;

determine a complementary data set as a function of the classified system data and the plurality of advisor profiles, wherein the complementary data set comprises a requisite experience requirement, wherein the requisite experience requirement is associated with franchising:

match an advisory profile to the complementary data set, wherein the advisory profile is matched to the complementary data set as a function of a degree of match between the advisory profile and the user data;

determine a differing advisor profile as a function of a removal of data within the complementary data set;

generate a user interface data structure, wherein the user interface data structure comprises at least the complementary data set; and

transmit the complementary data set to at least a remote computing device.

2 . The apparatus of claim 1 , wherein:

the system data further comprises at least one digital file; and

receiving the system data comprises performing optical character recognition on the at least one digital file.

3 . The apparatus of claim 1 , wherein classifying the system data to one or more descriptors comprises classifying the system data using a descriptor classifier.

4 . The apparatus of claim 1 , wherein the complementary data set comprises a 5 . growth parameter.

5 . The apparatus of claim 1 , wherein determining the complementary data set comprises:

receiving a plurality of growth blocks, wherein the plurality of growth blocks is generated using a web crawler; and

selecting at least one growth block of the plurality of growth blocks as a function of the classification of the system data to the one or more descriptors; and

generating the complementary data set as a function of the selection.

6 . The apparatus of claim 1 , wherein determining the complementary data set comprises determining the complementary data set as a function of the system data and a complementary machine-learning model.

7 . The apparatus of claim 6 , wherein determining the complementary data set as a function of the system data and the complementary machine-learning model comprises:

receiving complementary training data, wherein the complementary training data comprises a plurality of system data inputs correlated to a plurality of complementary data set outputs;

training the complementary machine-learning model as a function of the complementary training data;

selecting a complementary data set as a function of the complementary machine-learning model; and

classifying one or more advisor profiles to the complementary data set.

8 . The apparatus of claim 7 , wherein classifying the one or more advisor profiles to the complementary data set further comprises classifying one or more advisor profiles as a function of the at least a geographical datum.

9 . The apparatus of claim 1 , wherein:

receiving the system data comprises:

encrypting the system data; and

storing the system data on a database; and

transmitting the complementary data set to at least the remote device comprises transmitting a decryption key to the remote device.

10 . A method for determining complementary data sets, the method comprising:

receiving, by at least a processor, system data, wherein the system data comprises user data and entity data, wherein the user data comprises financial data related to a user, wherein the entity data comprises data related to a franchise, and wherein the entity data further comprises data relating to a plurality of retail chains available for franchising;

classifying, by the at least a processor, the system data to one or more descriptors wherein the system data is further classified using a classifier machine learning model, wherein the one or more descriptors comprise data related to an industry associated with the system data, wherein training the classifier machine learning model comprises:

receiving training data wherein the training data comprises a plurality of system data inputs to a plurality of descriptor outputs;

training the classifier machine learning model as a function of the training data;

selecting a system classification as a function of the classifier machine learning model;

retrieving, by the at least a processor, a plurality of advisor profiles, wherein each advisor profile of the plurality of advisors comprises a rating of each advisor, wherein the rating of each advisor comprises a measurement of at least one capabilities of the advisor, wherein each advisor profile of the plurality of advisor profiles contains at least a descriptor indicating a requisite level of knowledge in a field of the at least a descriptor, wherein each advisor comprises a franchising financial advisor;

determining, by the at least a processor, a complementary data set as a function of the system data and the plurality of advisor profiles, wherein the complementary data set comprises a requisite experience requirement, wherein the requisite experience requirement is associated with franchising;

matching, by the processor, an advisory profile to the complementary data set, wherein the advisory profile is matched to the complementary data set as a function of a degree of match between the advisory profile and the user data;

determining, by the processor a differing advisor profile as a function of a removal of data within the complementary data set;

generating, by the at least a processor, a user interface data structure wherein the user interface data structure comprises at least the complementary data set; and

transmitting, by the at least a processor, the complementary data set to at least a remote device.

11 . The method of claim 10 , wherein:

the system data further comprises at least one digital file; and

receiving, by the at least a processor, the system data comprises performing optical character recognition on the at least one digital file.

12 . The method of claim 10 , wherein classifying by the at least a processor, the system data to one or more descriptors comprises classifying the system data using a descriptor classifier.

13 . The method of claim 10 , wherein the complementary data set comprises one or more growth parameters.

14 . The method of claim 10 , wherein determining, by the at least a processor, the complementary data set comprises:

receiving a plurality of growth blocks, wherein the plurality of growth blocks is generated using a web crawler; and

selecting at least one growth block of the plurality of growth block as a function of the classification of the system data to the one or more descriptors; and

generating the complementary data set as a function of the selection.

15 . The method of claim 10 , wherein determining, by the at least a processor, the complementary data set comprises determining the complementary data set as a function of the system data and a complementary machine-learning model.

16 . The method of claim 15 , wherein determining, by the at least a processor, the complementary data set as a function of the system data and the complementary machine- learning model comprises:

receiving complementary training data, wherein the complementary training data comprises a plurality of system data inputs correlated to a plurality of complementary data set outputs;

training the complementary machine learning model as a function of the complementary training data;

selecting the complementary data set as a function of the complementary machine learning model; and

classifying one or more advisor profiles to the complementary data set.

17 . The method of claim 15 , wherein classifying the one or more advisor profiles to the complementary data set further comprises classifying one or more advisor profiles as a function of the at least a geographical datum.

18 . The method of claim 10 , wherein:

receiving, by the at least a processor, the system data comprises:

encrypting the system data; and

storing the system data on a database; and

transmitting, by the at least a processor, the complementary data set to the at least a remote device comprises transmitting a decryption key to a second computing device.

19 . The apparatus of claim 1 , wherein the entity data further comprises one or more of an amount of equity owned by an entity, an amount of debt of the entity, an industry associated with the entity, manufacturing sites associated with the entity, at least a cost of an associated product of the entity, and a bill of materials for the entity.

20 . The method of claim 10 , wherein the entity data further comprises one or more of an amount of equity owned by an entity, an amount of debt of the entity, an industry associated with the entity, manufacturing sites associated with the entity, at least a cost of an associated product of the entity, and a bill of materials for the entity.