Invention Grant
- Patent Title: Financial-service structured content manager
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Application No.: US14516363Application Date: 2014-10-16
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Publication No.: US09098875B2Publication Date: 2015-08-04
- Inventor: Nathan Snell , Matthew Lukens , Jaco Raubenheimer
- Applicant: nCino, LLC
- Applicant Address: US NC Wilmington
- Assignee: nCino, Inc.
- Current Assignee: nCino, Inc.
- Current Assignee Address: US NC Wilmington
- Agency: Kilpatrick Townsend & Stockton LLP
- Main IPC: G06F17/30
- IPC: G06F17/30 ; G06Q40/02

Abstract:
A financial-service system that manages content objects includes a chronicles platform with a chronicle associated with a loan request. A content manager determines a set of content objects to be associated with the chronicle and generates a bucket for each content object of the set of content objects. Each bucket is associated with a name and is configured to receive an associated content object. The chronicle is populated with the generated buckets. An interface that detects a user action and that thereafter receives or generates a content object, which is detected by the content manager and associated with a bucket. The content manager causes the bucket to receive the content object and presents representations of the buckets to a user. Representations of one or more buckets that have received a content object differ from representations of one or more other buckets that have not received a content object.
Public/Granted literature
- US20150039491A1 FINANCIAL-SERVICE STRUCTURED CONTENT MANAGER Public/Granted day:2015-02-05
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