IP Library Granted Patent US 11,227,313
Granted Patent B2
US 11,227,313 · App. 16/906,794 · Granted Jan 18, 2022

Systems and methods for implementing a sponsor portal for mediating services to end users

Inventors: Michael Stoddart (Baldwin City, KS); Arun Pimpalapure (Lewisville, TX)
Assignee: FinanceNinja, LLC
G06Q30/0267G06F3/0482G06F3/0483G06F16/252G06Q10/06316G06Q10/107G06Q30/016G06Q30/018G06Q30/0239G06Q30/0276G06Q30/0631G06T11/00G06Q10/06375G06Q10/20G06Q30/0201G06Q40/025G06Q40/06G06Q50/01G06Q50/16
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 11,227,313
App. No.
16/906,794
Granted
Jan 18, 2022
Kind
B2
Abstract

A graphical user interface (GUI) for a sponsor portal system includes a first display area that persistently displays a list of a plurality of tabs and a second display area. When the GUI is executed by a computing device of a sponsor of the plurality of sponsors, the second display area is dynamically updatable to display a scrollable list of customers of the sponsor, a list of vendors approved by the sponsor, and a list of active offers. In response to selection of an active offer, the GUI is configured to display a draft offer message and an approval control. In response to selection of the approval control, the sponsor engine is configured to transmit an interactive graphic to mobile computing devices, the interactive graphic configured to communicate information to the mobile computing devices for display on a screen of limited size.

Claims (50)

1. A user computing device comprising at least one processor programmed to generate a graphical user interface (GUI) for a sponsor portal system, the sponsor portal system including a sponsor engine in communication with a database, the database storing sponsor profiles for a plurality of sponsors, each sponsor registered for services with respect to recommending vendors to users, the vendors and users stored in a contact list with respect to each sponsor, wherein the at least one processor is programmed to generate the GUI comprising:

a first display area that persistently displays a list of a plurality of tabs for different elements of the sponsor portal system; and

a second display area, wherein the at least one processor is further programmed to dynamically update the second display area to display:

in response to a selection of a contacts tab in the first display area, a scrollable list of customers of the sponsor;

in response to a selection of a vendors tab in the first display area, a list of vendors approved by the sponsor; and

in response to a selection of a leads tab in the first display area, a list of active offers, each active offer submitted by a vendor included in the list of vendors, each active offer in the list of active offers selectable by the sponsor, wherein in response to selection of an active offer, the at least one processor is further programmed to cause the GUI to:

display in overlay over the second display area a draft offer message corresponding to the selected active offer, the draft offer message including an offer title, a details section, and a hyperlink to additional information regarding the offer;

display an approval control selectable to indicate approval of the draft offer message; and

wherein in response to selection of the approval control, the at least one processor is programmed to cause the sponsor engine to transmit an interactive graphic to mobile computing devices of at least a portion of the list of customers included in the contacts tab, the interactive graphic configured to communicate to the mobile computing devices a limited amount of information associated with the selected active offer, the limited amount of information comprising the offer title, the details section, and the hyperlink included in the draft offer message, the limited amount of information sized for ease of display on a screen limited to a size of a smart phone screen.

2. The user computing device according to claim 1 , wherein the at least one processor is programmed to cause the sponsor engine to transmit the interactive graphic further including an acceptance control, the acceptance control selectable on each of the mobile computing devices to accept the corresponding offer.

3. The user computing device according to claim 1 , wherein the at least one processor is further programmed to dynamically update the second display area to display, in response to a selection of a communication tab in the first display area, a listing of messages previously sent to customers of the sponsor, including a message-edit control selectable to enable editing of each message in the listing of messages.

4. The user computing device GUI according to claim 1 , wherein at least one processor is further programmed to dynamically update the second display area to display, in response to a selection of an offers tab in the first display area, a listing of offers submitted by at least one vendor in the list of vendors, the listing of offers including an offer-edit control selectable to enable editing of each offer in the listing of offers.

5. The user computing device according to claim 4 , wherein the offers tab further comprises a create-offers control, the create-offers control selectable to enable creation of a new offer that is added to the listing of offers.

6. The user computing device according to claim 1 , wherein the at least one processor is further programmed to dynamically update the second display area to display, in response to a selection of a tasks tab in the first display area, a listing of tasks, generated by the sponsor portal system in response to data stored in the database, recommended by the sponsor portal system for the sponsor to perform.

7. The user computing device according to claim 1 , wherein the at least one processor is further programmed to dynamically update the second display area to display:

in response to a selection of an education tab in the first display area, education information selectively transmittable to mobile computing devices of at least a portion of the list of customers included in the contacts tab such that customers may view education information in an education module; and

in response to a selection of a certification tab in the first display area, certification information selectively transmittable to mobile computing devices of at least a portion of the list of customers included in the contacts tab such that customers may view and confirm the certification information of the sponsor.

8. A computer-implemented method for implementing, on a user computing device, a graphical user interface (GUI) for a sponsor portal system, the sponsor portal system including a sponsor engine in communication with a database, the database storing sponsor profiles for a plurality of sponsors, each sponsor registered for services with respect to recommending vendors to users, the vendors and users stored in a contact list with respect to each sponsor, the method comprising steps, performed by at least one processor of the user computing device, of:

persistently displaying, on a first display area of the GUI, a list of a plurality of tabs for different elements of the sponsor portal system;

dynamically updating a second display area of the GUI to display each of:

in response to a selection of a contacts tab in the first display area, a scrollable list of customers of the sponsor;

in response to a selection of a vendors tab in the first display area, a list of vendors approved by the sponsor; and

in response to a selection of a leads tab in the first display area, a list of active offers, each active offer submitted by a vendor included in the list of vendors, each active offer in the list of active offers selectable by the sponsor;

in response to selection of an active offer, the GUI is configured to: display from the list of active offers in the second display area, displaying in overlay over the second display area a draft offer message corresponding to the selected active offer, the draft offer message including an offer title, a details section, and a hyperlink to additional information regarding the offer;

displaying an approval control selectable to indicate approval of the draft offer message; and

in response to selection of the approval control, causing the sponsor engine to transmit an interactive graphic to mobile computing devices of at least a portion of the list of customers included in the contacts tab, the interactive graphic configured to communicate to the mobile computing devices a limited amount of information associated with the selected active offer, the limited amount of information comprising the offer title, the details section, and the hyperlink included in the draft offer message, the limited amount of information sized for ease of display on a screen limited to a size of a smart phone screen.

9. The computer-implemented method of claim 8 , wherein causing the sponsor engine to transmit the interactive graphic further comprises causing the sponsor engine to transmit the interactive graphic including an acceptance control, the acceptance control selectable on each of the mobile computing devices to accept the corresponding offer.

10. The computer-implemented method of claim 8 , further comprising displaying, in the second display area, in response to a selection of a communication tab in the first display area, a listing of messages previously sent to customers of the sponsor, including a message-edit control selectable to enable editing of each message in the listing of messages.

11. The computer-implemented method of claim 8 , further comprising displaying, in the second display area, in response to a selection of an offers tab in the first display area, a listing of offers submitted by at least one vendor in the list of vendors, the listing of offers including an offer-edit control selectable to enable editing of each offer in the listing of offers.

12. The computer-implemented method of claim 11 , wherein the offers tab further comprises a create-offers control, the create-offers control selectable to enable creation of a new offer that is added to the listing of offers.

13. The computer-implemented method of claim 8 , further comprising displaying, in the second display area, in response to a selection of a tasks tab in the first display area, a listing of tasks, generated by the sponsor portal system in response to data stored in the database, recommended by the sponsor portal system for the sponsor to perform.

14. The computer-implemented method of claim 8 , further comprising displaying in the second display area:

in response to a selection of an education tab in the first display area, education information selectively transmittable to mobile computing devices of at least a portion of the list of customers included in the contacts tab such that customers may view and confirm the education information of the sponsor; and

in response to a selection of a certification tab in the first display area, certification information selectively transmittable to mobile computing devices of at least a portion of the list of customers included in the contacts tab such that customers may view education information in an education module.

15. At least one non-transitory computer-readable storage media that includes computer-executable instructions for implementing a graphical user interface (GUI) for a sponsor portal system on a user computing device, the sponsor portal system including a sponsor engine in communication with a database, the database storing sponsor profiles for a plurality of sponsors, each sponsor registered for services with respect to recommending vendors to users, the vendors and users stored in a contact list with respect to each sponsor, wherein the computer-executable instructions, when executed by at least one processor of the user computing device, cause the at least one processor to:

persistently display, on a first display area of the GUI, a plurality of tabs for different elements of the sponsor portal system;

dynamically update a second display area of the GUI to display each of:

in response to a selection of a contacts tab in the first display area, a scrollable list of customers of the sponsor;

in response to a selection of a vendors tab in the first display area, a list of vendors approved by the sponsor; and

in response to a selection of a leads tab in the first display area, a list of active offers, each active offer submitted by a vendor included in the list of vendors, each active offer in the list of active offers selectable by the sponsor;

in response to selection of an active offer, the GUI is configured to: from the list of active offers in the second display area, display in overlay over the second display area a draft offer message corresponding to the selected active offer, the draft offer message including an offer title, a details section, and a hyperlink to additional information regarding the offer;

display an approval control selectable to indicate approval of the draft offer message; and

in response to selection of the approval control, cause the sponsor engine to transmit an interactive graphic to mobile computing devices of at least a portion of the list of customers included in the contacts tab, the interactive graphic configured to communicate to the mobile computing devices a limited amount of information associated with the selected active offer, the limited amount of information comprising the offer title, the details section, and the hyperlink included in the draft offer message, the limited amount of information sized for ease of display on a screen limited to a size of a smart phone screen.

16. The at least one non-transitory computer-readable storage media of claim 15 , wherein the computer-executable instructions, when executed by the at least one processor, further cause the at least one processor to cause the GUI to transmit the interactive graphic further including an acceptance control, the acceptance control selectable on each of the mobile computing devices to accept the corresponding offer.

17. The at least one non-transitory computer-readable storage media of claim 15 , wherein the computer-executable instructions, when executed by the at least one processor, further cause the at least one processor to display, in the second display area, in response to a selection of a communication tab in the first display area, a listing of messages previously sent to customers of the sponsor, including a message-edit control selectable to enable editing of each message in the listing of messages.

18. The at least one non-transitory computer-readable storage media of claim 15 , wherein the computer-executable instructions, when executed by the at least one processor, further cause the at least one processor to display, in the second display area, in response to a selection of an offers tab in the first display area, a listing of offers submitted by at least one vendor in the list of vendors, the listing of offers including an offer-edit control selectable to enable editing of each offer in the listing of offers.

19. The at least one non-transitory computer-readable storage media of claim 15 , wherein the computer-executable instructions, when executed by the at least one processor, further cause the at least one processor to display, in the second display area, in response to a selection of a tasks tab in the first display area, a listing of tasks, generated by the sponsor portal system in response to data stored in the database, recommended by the sponsor portal system for the sponsor to perform.

20. The at least one non-transitory computer-readable storage media of claim 15 , wherein the computer-executable instructions, when executed by the at least one processor, further cause the at least one processor to display, in the second display area:

in response to a selection of an education tab in the first display area, education information selectively transmittable to mobile computing devices of at least a portion of the list of customers included in the contacts tab such that customers may view education information in an education module; and

in response to a selection of a certification tab in the first display area, certification information selectively transmittable to mobile computing devices of at least a portion of the list of customers included in the contacts tab such that customers may view and confirm the certification information of the sponsor.

Assignments (3)
CORRECTIVE ASSIGNMENT TO CORRECT THE INVENTORS NAME PREVIOUSLY RECORDED AT REEL: 053670 FRAME: 0390. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Sep 3, 2020
From: STODDART, MICHAEL
To: FINANCENINJA, LLC
Reel/Frame 053701/0426 →
CORRECTIVE ASSIGNMENT TO CORRECT THE RECEIVING PARTY NAME PREVIOUSLY RECORDED AT REEL: 52992 FRAME: 565. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Jun 26, 2020
From: STODDARD, MICHAEL; PIMPALAPURE, ARUN
To: FINANCENINJA, LLC
Reel/Frame 053670/0390 →
CORRECTIVE ASSIGNMENT TO CORRECT THE TYPOGRAPHICAL ERROR IN THE NAME OF THE ASSIGNEE PREVIOUSLY RECORDED AT REEL: 052992 FRAME: 0565. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT OF THE ASSIGNORS INTEREST. Recorded Jun 19, 2020
From: STODDARD, MICHAEL; PIMPALAPURE, ARUN
To: FINANCENINJA, LLC
Reel/Frame 052992/0565 →
Continuity (2)
Provisional Application 62863533 · Jun 19, 2019
Related Publication 20200402108A1 · Dec 24, 2020