IP Library Granted Patent US 11,392,962
Granted Patent B2
US 11,392,962 · App. 16/791,777 · Granted Jul 19, 2022

Systems and methods for managing information technology infrastructure to generate a dynamic interface

Inventor: Chris Rodkey (Beverly, MA)
Assignee: Alegeus Technologies, LLC
G06Q30/02G06F16/00G06Q30/0201G06Q30/0202G06Q30/0206G06Q30/06G06Q40/02G06Q40/08G06Q40/10
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Quick Facts
Patent No.
US 11,392,962
App. No.
16/791,777
Granted
Jul 19, 2022
Kind
B2
Abstract

A system includes a device configured with a tool that interfaces with administrator devices remote from the device. The system receives an identifier of an administrator of an administrator device. The system retrieves an administrator profile corresponding to the identifier. The system identifies one or more administrator profiles stored in the administrator profile data structure of one or more different administrators. The system determines a similarity metric between the administrator profile and each of the identified administrator profiles. The system identifies the administrator profiles having the similarity metric satisfying a predetermined threshold. The system instantiates a dynamic report interface to render an electronic report indicating a first value of a first performance metric of the administrator based on the administrator profile and a second value of the first performance metric based on the identified administrator profiles. The system provides the electronic report for display via the administrator device.

Claims (72)

1. A system to manage information technology infrastructure, comprising:

one or more processors and memory storing instructions that when executed by the one or more processors cause the one or more processors to:

interface, via a communications port, with a plurality of administrator devices each configured to administer one or more tax benefit accounts corresponding to one or more participants;

receive, via a network, an identifier of an administrator of an administrator device of the plurality of administrator devices;

determine a similarity metric between an administrator profile associated with the identifier received from the administrator device and each of a plurality of administrator profiles associated with identifiers of administrators of the plurality of administrator devices;

identify one or more administrator profiles having the similarity metric satisfying a predetermined threshold;

train, via machine learning and responsive to the similarity metric satisfying the predetermined threshold, an administrator profile model using aggregated, anonymized electronic transaction data received via the communications port for the one or more administrator profiles having the similarity metric satisfying the predetermined threshold, wherein the machine learning includes at least one of correlation, cross-referencing, or statistical analysis;

update, responsive to a parameter received from the administrator device, the administrator profile model trained a via the machine learning;

generate, in real-time based on inputting the parameter into the updated administrator profile model, a first value for a first performance metric of the administrator responsive to the parameter received from the administrator device; and

provide, in real-time via a dynamic report interface, an electronic report indicating the first performance metric generated via the updated administrator profile model.

2. The system of claim 1 , wherein the one or more processors are further configured to:

receive, via the network from the administrator device, the parameter of the administrator profile, the parameter including at least one of an account opening fee, a minimum operating balance, a monthly fee, an annual fee, an electronic fund access type, or an interest rate.

3. The system of claim 1 , wherein the one or more processors are further configured to:

generate the administrator profile with parameters received from the administrator device, the administrator device configured to receive data from a plurality of participant devices corresponding to the one or more tax benefit accounts configured using the administrator profile.

4. The system of claim 1 , wherein the one or more processors are further configured to:

train, via the machine learning technique, the administrator profile model using the one or more administrator profiles; and

input the parameter of the administrator profile into the administrator profile model to determine the first value of the first performance metric.

5. The system of claim 1 , wherein the one or more processors are further configured to:

aggregate a plurality of administrator profiles corresponding to the plurality of administrator devices; and

store the plurality of administrator profiles in the administrator profile data structure in memory.

6. The system of claim 1 , wherein the one or more processors are further configured to:

render the electronic report indicating the first value of the first performance metric based on a number of participants of the administrator during a time interval, and a second value of the first performance metric based on the number of participants of the identified one or more administrators.

7. The system of claim 6 , wherein the one or more processors are further configured to:

receive, via the dynamic report interface, an indication from the administrator device to adjust the time interval; and

manipulate the first value of the first performance metric and the second value of the first performance metric indicated in the rendered electronic report responsive to the indication to adjust the time interval.

8. The system of claim 1 , wherein the one or more processors are tool is further configured to:

receive, via the dynamic report interface, a filter criterion;

use the filter criterion to identify a subset of the one or more administrator profiles stored in the administrator profile data structure;

generate a second value of the first performance metric based on the subset of the one or more administrator profiles;

render, via the dynamic report interface, the electronic report to indicate the second value of the first performance metric.

9. The system of claim 1 , wherein the one or more processors are further configured to:

receive an update to the administrator profile after the electronic report is rendered;

generate a second value of the first performance metric based on the update to the administrator profile; and

render, via the dynamic report interface, the electronic report to include the second value of the first performance metric and remove the first value of the first performance metric.

10. The system of claim 1 , wherein the one or more processors are further configured to:

render the electronic report for display on the administrator device via the dynamic report interface; and

receive, from the administrator device via the dynamic report interface, an indication to manipulate the electronic report.

11. A method of managing information technology infrastructure, comprising:

receiving, by one or more processors of a device that interfaces with a plurality of administrator devices remote from the device, via a communications port and a network, an identifier of an administrator of an administrator device of a plurality of administrator devices, the plurality of administrator devices each configured to administer one or more tax benefit accounts corresponding to one or more participants;

determining, by the one or more processors, a similarity metric between an administrator profile associated with the identifier received from the administrator device and each of a plurality of administrator profiles associated with identifiers of administrators of the plurality of administrator devices;

identifying, by the one or more processors, one or more administrator profiles having the similarity metric satisfying a similarity threshold;

train, by the one or more processors via machine learning and responsive to the similarity metric satisfying the predetermined threshold, an administrator profile model using aggregated, anonymized electronic transaction data received via the communications port for the one or more administrator profiles having the similarity metric satisfying the predetermined threshold, wherein the machine learning includes at least one of correlation, cross-referencing, or statistical analysis;

updating, by the one or more processors responsive to a parameter received from the administrator device, the administrator profile model trained via the machine learning;

generating, in real-time by the one or more processors based on inputting the parameter into the updated administrator profile model, a first value for a first performance metric of the administrator responsive to the parameter received from the administrator device; and

providing, in real-time by the one or more processors via the dynamic report interface, an electronic report indicating the first performance metric generated via the updated administrator profile model.

12. The method of claim 11 , further comprising:

receiving, by the one or more processors via the network from the administrator device, the parameter of the administrator profile, the parameter including at least one of an account opening fee, a minimum operating balance, a monthly fee, an annual fee, an electronic fund access type, or an interest rate.

13. The method of claim 11 , further comprising:

generating, by the one or more processors, the administrator profile with parameters received from the administrator device, the administrator device configured to receive data from a plurality of participant devices corresponding to the one or more tax benefit accounts configured using the administrator profile.

14. The method of claim 11 , further comprising:

training, by the one or more processors via the machine learning technique, the administrator profile model using the one or more administrator profiles; and

determining, by the one or more processors, the first value of the first performance metric based on an output from the administrator profile model responsive to the parameter of the administrator profile input into the administrator profile model.

15. The method of claim 11 , further comprising:

aggregating, by the one or more processors, a plurality of administrator profiles corresponding to the plurality of administrator devices; and

storing, by the tool, the plurality of administrator profiles in the administrator profile data structure in memory.

16. The method of claim 11 , further comprising:

rendering, by the one or more processors, the electronic report indicating the first value of the first performance metric based on a number of participants of the administrator during a time interval, and a second value of a first performance metric based on the number of participants of the identified one or more administrators.

17. The method of claim 16 , further comprising:

receiving, by the one or more processors via the dynamic report interface, an indication from the administrator device to adjust the time interval; and

manipulating, by the one or more processors, the first value of the first performance metric and a second value of the first performance metric indicated in the rendered electronic report responsive to the indication to adjust the time interval.

18. The method of claim 11 , further comprising:

receiving, by the one or more processors via the dynamic report interface, a filter criterion;

using, by the one or more processors, the filter criterion to identify a subset of the one or more administrator profiles stored in the administrator profile data structure;

generating, by the one or more processors, a second value of the first performance metric based on the subset of the one or more administrator profiles;

rendering, by the one or more processors, via the dynamic report interface, the electronic report to indicate the second value of the first performance metric.

19. The method of claim 11 , further comprising:

receiving, by the one or more processors, an update to the administrator profile after the electronic report is rendered;

generating, by the one or more processors, a second value of the first performance metric based on the update to the administrator profile; and

rendering, by the one or more processors, via the dynamic report interface, the electronic report to include the second value of the first performance metric and remove the first value of the first performance metric.

20. The method of claim 11 , further comprising:

rendering, by the one or more processors, the electronic report for display on the administrator device via the dynamic report interface; and

receiving, by the one or more processors, from the administrator device via the dynamic report interface, an indication to manipulate the electronic report.

Assignments (2)
PATENT SECURITY AGREEMENT Recorded Nov 6, 2024
From: ALEGEUS TECHNOLOGIES, LLC
To: BANK OF AMERICA, N.A.
Reel/Frame 069313/0003 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 14, 2020
From: RODKEY, CHRIS
To: ALEGEUS TECHNOLOGIES, LLC
Reel/Frame 051826/0265 →
Cited By (1)
US 12,541,771