IP Library Granted Patent US 10,761,865
Granted Patent B2
US 10,761,865 · App. 16/057,514 · Granted Sep 1, 2020

Configuration for generating online participation at a web portal

Inventors: John W. Wise (West Hollywood, CA); Vicent Sos-Munoz (Beverly Hills, CA)
Assignee: InvestCloud Inc
G06F9/453G06F16/93G06F16/958G06F16/9535
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Quick Facts
Patent No.
US 10,761,865
App. No.
16/057,514
Granted
Sep 1, 2020
Kind
B2
Abstract

A process retrieves, from a database, an online participation model. The online participation model includes a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user. Further, the plurality of rules includes a community criterion for displaying information associated with an additional user distinct from the user at the web portal. Additionally, the plurality of rules includes an appointment criterion that enables a user notification for document completion. The plurality of rules also includes a progression criterion that displays a visual slider corresponding to document completion according to a plurality of time-based demarcations. Moreover, the plurality of rules includes a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion. The process also automatically generates, with a processor, a web portal that complies with the plurality of rules.

Claims (20)

1. A computer program product comprising a non-transitory computer useable storage device having a computer readable program, wherein the computer readable program when executed on a computer causes the computer to:

retrieve, from a database, an online participation model, the online participation model comprising a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user, the plurality of rules comprising a community criterion for adding data associated with an additional user distinct from the user at the web portal, the plurality of rules further comprising an appointment criterion that enables a user notification for document completion, the plurality of rules further comprising a progression criterion that displays a visual slider corresponding to document completion of each of the plurality of documents based on one of a plurality of user age demarcations indicating an age-based completion benchmark, the plurality of rules further comprising a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion, wherein the plurality of rules further comprises a benchmark criterion that assesses uploading of a document based on one of the plurality of user age demarcations, wherein the plurality of rules further comprises an avatar criterion for generating one of a plurality of distinct avatars based on a document upload rate, wherein the data associated with the additional user is selected from the group consisting of: a family document, a shared experience between the user and the additional user, and commentary by the user about the additional user;

automatically generate, with a processor, a web portal that complies with the plurality of rules;

automatically generate, with the processor, a point-based incentive for compliance with the community criterion; and

provide, with the processor, the web portal to a web server that provides access to the web portal to the user.

2. The computer program product of claim 1 , wherein the plurality of rules further comprises a guidance criterion that displays a recommendation based on the plurality of documents.

3. The computer program product of claim 1 , wherein the plurality of rules further comprises a competition criterion that assesses a quantity of documents uploaded by a user in comparison with one or more distinct users.

4. The computer program product of claim 1 , wherein the user notification is a notification.

5. The computer program product of claim 1 , wherein the plurality of rules further comprises an incentive criterion that is generated to provide one or more incentives to a user based on a document upload rate.

6. The computer program product of claim 1 , further comprising a slidable visual indicium that is movable with respect to the visual slider.

7. The computer program product of claim 6 , wherein a document indicium is displayed in proximity to the visual slider based on a position of the visual indicium with respect to one of the plurality of user age demarcations, the document indicium indicating document completion for a particular document.

8. A system comprising:

a database that stores an online participation model, the online participation model comprising a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user, the plurality of rules comprising a community criterion for adding data associated with an additional user distinct from the user at the web portal, the plurality of rules further comprising an appointment criterion that enables a user notification for document completion, the plurality of rules further comprising a progression criterion that displays a visual slider corresponding to document completion of each of the plurality of documents based on one of a plurality of user age demarcations indicating an age-based completion benchmark, the plurality of rules further comprising a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion, wherein the plurality of rules further comprises a benchmark criterion that assesses uploading of a document based on one of the plurality of user age demarcations, wherein the plurality of rules further comprises an avatar criterion for generating one of a plurality of distinct avatars based on a document upload rate, wherein the data associated with the additional user is selected from the group consisting of: a family document, a shared experience between the user and the additional user, and commentary by the user about the additional user; and

a processor that retrieves the online participation model from the database, automatically generates a web portal that complies with the plurality of rules, automatically generates a point-based incentive for compliance with the community criterion, and provides the web portal to a web server that provides access to the web portal to the user.

9. The system of claim 8 , wherein the plurality of rules further comprises a guidance criterion that displays a recommendation based on the plurality of documents.

10. The system of claim 8 , wherein the plurality of rules further comprises a competition criterion that assesses a quantity of documents uploaded by a user in comparison with one or more distinct users.

11. The system of claim 8 , wherein the user notification is a notification.

12. The system of claim 8 , wherein the plurality of rules further comprises an incentive criterion that is generated to provide one or more incentives to a user based on a document upload rate.

13. The system of claim 8 , further comprising a slidable visual indicium that is movable with respect to the visual slider.

14. The system of claim 8 , wherein a document indicium is displayed in proximity to the visual slider based on a position of the visual indicium with respect to one of the plurality of user age demarcations, the document indicium indicating document completion for a particular document.

Assignments (2)
SECURITY INTEREST Recorded Sep 23, 2022
From: INVESTCLOUD, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 061190/0582 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 7, 2018
From: WISE, JOHN W.; SOS-MUNOZ, VICENT
To: INVESTCLOUD INC
Reel/Frame 046576/0370 →
Continuity (1)
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