IP Library Granted Patent US 10,122,648
Granted Patent B2
US 10,122,648 · App. 15/243,804 · Granted Nov 6, 2018

Allocating and tracking resource distribution in computer networks

Inventors: Neil Steinhardt (Parkland, FL); James Rosenberg (Miami, FL); Ronald Butler (Ft. Lauderdale, FL)
Assignee: CLASSWALLET
H04L47/70G06F17/30G06Q10/10H04L63/104
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Quick Facts
Patent No.
US 10,122,648
App. No.
15/243,804
Granted
Nov 6, 2018
Kind
B2
Abstract

Systems and methods for allocating and tracking resource distributions are disclosed herein. An example method includes: assigning, to at least two resource providers (e.g., an educational foundation and/or a civic organization, etc.) that are each associated with a resource recipient (e.g., a teacher or a user), access rights to receive information about resource allocation events associated with the resource recipient. The method also includes: detecting occurrence of a resource allocation event that is associated with the resource recipient and, in response to detecting the occurrence, storing information about the resource allocation event in a database. The method further includes: generating a plurality of reports based on the stored information in the database, the plurality of reports including at least two unique reports, one report for each of the at least two resource providers based on respective assigned access rights associated with each of the at least two resource providers.

Claims (56)

1. A method of managing resource distributions in a computer network, comprising:

at a server with one or more processors and memory:

assigning using the one or more processors, to at least two distinct resource providers that have each provided resources to a resource recipient, respective access rights to receive information about resource allocation events associated with the resource recipient;

receiving, from a computing device distinct from the server, information about an occurrence of a resource allocation event that is associated with the resource recipient;

in response to receiving the information about the occurrence of the resource allocation event:

storing information about the resource allocation event in a database that is in communication with the server, and

determining whether respective access rights assigned to the at least two distinct resource providers permit the at least two distinct resource providers to access information about the resource allocation event;

in accordance with a determination that respective access rights assigned to the at least two distinct resources providers permit the at least two distinct resources providers to access information about the resource allocation event, generating, using the one or more processors, a plurality of reports using the stored information in the database, the plurality of reports including at least two distinct reports, one report for each of the at least two distinct resource providers based on respective access rights assigned to each of the at least two distinct resource providers; and

transmitting each of the at least two distinct reports to the at least two distinct resource providers in accordance with report transmittal criteria associated with each of the at least two distinct resource providers.

2. The method of claim 1 , wherein:

the report transmittal criteria include a criterion that is determined by the one or more processors to be satisfied when a first resource provider of the at least two distinct resource providers is of a first type, and

transmitting a first report of the at least two distinct reports to the first resource provider includes transmitting the respective report in an email.

3. The method of claim 2 , wherein:

the report transmittal criteria include a criterion that is determined by the one or more processors to be satisfied when a second resource provider of the at least two distinct resource providers is of a second type, distinct from the first type, and

transmitting a second report, including more information about the resource allocation event than the first report, of the at least two distinct reports to the second resource provider includes making the respective report available to the second resource provider via a secure website.

4. The method of claim 3 , wherein the first type includes individual resource providers and the second type includes organizational resource providers.

5. The method of claim 3 , wherein the resource allocation event corresponds to the resource recipient using (i) at least a portion of a first resource, provided by the first resource provider of the at least two distinct resource providers, and (ii) at least a portion of a second resource, provided by the second resource provider of the at least two distinct resource providers, to obtain educational supplies.

6. The method of claim 3 , wherein the resource recipient is a teacher.

7. The method of claim 6 , wherein the second resource provider is a school at which the teacher works.

8. The method of claim 6 , wherein the second resource provider is a school district that includes the school at which the teacher works.

9. The method of claim 6 , wherein the second resource provider is an educational foundation that is associated with the teacher.

10. The method of claim 6 , wherein the first resource provider is a parent of a student that is in one of the teacher's classes.

11. A non-transitory computer-readable storage medium storing executable instructions that, when executed by an electronic device with one or more processor and memory, cause the electronic device to:

assign, using the one or more processors, to at least two distinct resource providers that have each provided resources to a resource recipient, respective access rights to receive information about resource allocation events associated with the resource recipient;

receive, from a computing device distinct from the server, information about an occurrence of a resource allocation event that is associated with the resource recipient;

in response to receiving the information about the occurrence of the resource allocation event:

store information about the resource allocation event in a database that is in communication with the server, and

determine whether respective access rights assigned to the at least two distinct resource providers permit the at least two distinct resource providers to access information about the resource allocation event;

in accordance with a determination that respective access rights assigned to the at least two distinct resources providers permit the at least two distinct resources providers to access information about the resource allocation event, generate, using the one or more processors, a plurality of reports using the stored information in the database, the plurality of reports including at least two distinct reports, one report for each of the at least two distinct resource providers based on respective access rights assigned to each of the at least two distinct resource providers; and

transmit each of the at least two distinct reports to the at least two distinct resource providers in accordance with report transmittal criteria associated with each of the at least two distinct resource providers.

12. The non-transitory computer-readable storage medium of claim 11 , wherein:

the report transmittal criteria include a criterion that is determined by the one or more processors to be satisfied when a first resource provider of the at least two distinct resource providers is of a first type, and

the instructions for transmitting a first report of the at least two distinct reports to the first resource provider include instructions for transmitting the respective report in an email.

13. The non-transitory computer-readable storage medium of claim 12 , wherein:

the report transmittal criteria include a criterion that is determined by the one or more processors to be satisfied when a second resource provider of the at least two distinct resource providers is of a second type, distinct from the first type, and

the instructions for transmitting a second report, including more information about the resource allocation event than the first report, of the at least two distinct reports to the second resource provider include instructions for making the respective report available to the second resource provider via a secure website.

14. The non-transitory computer-readable storage medium of claim 13 , wherein the first type includes individual resource providers and the second type includes organizational resource providers.

15. The non-transitory computer-readable storage medium of claim 13 , wherein the resource allocation event corresponds to the resource recipient using (i) at least a portion of a first resource, provided by the first resource provider of the at least two distinct resource providers, and (ii) at least a portion of a second resource, provided by the second resource provider of the at least two distinct resource providers, to obtain educational supplies.

16. A server system for managing resource distributions in a computer network, comprising:

one or more processors; and

memory storing executable instructions that, when executed by the one or more processors of the server system, cause the server system to:

assign using the one or more processors, to at least two distinct resource providers that have each provided resources to a resource recipient, respective access rights to receive information about resource allocation events associated with the resource recipient;

receive, from a computing device distinct from the server, information about an occurrence of a resource allocation event that is associated with the resource recipient;

in response to receiving the information about the occurrence of the resource allocation event:

store information about the resource allocation event in a database that is in communication with the server, and

determine whether respective access rights assigned to the at least two distinct resource providers permit the at least two distinct resource providers to access information about the resource allocation event;

in accordance with a determination that respective access rights assigned to the at least two distinct resources providers permit the at least two distinct resources providers to access information about the resource allocation event, generate, using the one or more processors, a plurality of reports using the stored information in the database, the plurality of reports including at least two distinct reports, one report for each of the at least two distinct resource providers based on respective access rights assigned to each of the at least two distinct resource providers; and

transmit each of the at least two distinct reports to the at least two distinct resource providers in accordance with report transmittal criteria associated with each of the at least two distinct resource providers.

17. The server system of claim 16 , wherein:

the report transmittal criteria include a criterion that is determined by the one or more processors to be satisfied when a first resource provider of the at least two distinct resource providers is of a first type, and

the instructions for transmitting a first report of the at least two distinct reports to the first resource provider include instructions for transmitting the respective report in an email.

18. The server system of claim 17 , wherein:

the report transmittal criteria include a criterion that is determined by the one or more processors to be satisfied when a second resource provider of the at least two distinct resource providers is of a second type, distinct from the first type, and

the instructions for transmitting a second report, including more information about the resource allocation event than the first report, of the at least two distinct reports to the second resource provider include instructions for making the respective report available to the second resource provider via a secure website.

19. The server system of claim 18 , wherein the first type includes individual resource providers and the second type includes organizational resource providers.

20. The server system of claim 18 , wherein the resource allocation event corresponds to the resource recipient using (i) at least a portion of a first resource, provided by the first resource provider of the at least two distinct resource providers, and (ii) at least a portion of a second resource, provided by the second resource provider of the at least two distinct resource providers, to obtain educational supplies.

Assignments (4)
SECURITY INTEREST Recorded Oct 10, 2025
From: KLEO, INC.
To: WESTERN ALLIANCE BANK
Reel/Frame 072536/0556 →
CHANGE OF NAME Recorded Sep 16, 2025
From: CLASSWALLET
To: KLEO, INC.
Reel/Frame 072903/0413 →
CHANGE OF NAME Recorded Sep 16, 2025
From: CLASSWALLET
To: KLEO, INC.
Reel/Frame 072903/0417 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 1, 2017
From: STEINHARDT, NEIL; ROSENBERG, JAMES; BUTLER, RONALD
To: CLASSWALLET
Reel/Frame 042194/0282 →
Continuity (2)
Provisional Application 62208510 · Aug 21, 2015
Related Publication 20170054650A1 · Feb 23, 2017