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1. 发明授权

US11328359B1 Communication system and method for projecting and establishing a savings practice for a prospective retirement plan participant 有权
公开(公告)号：US11328359B1
公开(公告)日：2022-05-10
申请号：US14813210
申请日：2015-07-30
申请人： The PNC Financial Services Group, Inc.
发明人： Matt Dahm , Sherri Painter , Anna C. Shade , Elizabeth Read Arnold Spenko , Ryan Edward Sievert , Jordi Parra Ferrero , Maria Julia Da Silva Benini , Momo Miyazaki , Simon King , Rebecca Marie Hornbuckle , Burton Michael Rast , Mary Beth Foyder
IPC分类号： G06Q40/06 , G06F3/04847 , G06F3/0482 , G06F3/04842
摘要： An apparatus and method for administering and/or managing an employer sponsored retirement plan such as a 401(k) plan can include a host system that supports a graphical user interface (GUI) that is displayable to a user communicating with the host system via a user computer device. The use can manipulate one or more input devices connected to the user's computer device for facilitating the communication of data to the host system and updating of displays of the GUI. The GUI can be configured to permit employee participants to enroll and manage their retirement accounts. The GUI can also be configured for employers that sponsor a retirement plan to communicate with the host system to manage their retirement plan and oversee administration of the plan. Displays of the GUI can be generated and updated by a user computer device display based on communications with the host system.

2. 发明授权

US09965808B1 Systems and methods for projecting and managing cash-in flow for financial accounts 有权
公开(公告)号：US09965808B1
公开(公告)日：2018-05-08
申请号：US14098698
申请日：2013-12-06
申请人： The PNC Financial Services Group, Inc.
发明人： Thomas Kunz , Michael Golden , Michael Kirch , Darcel Steber , Janet Hoyt , Peter Bird , Francisca Barros , Daniel DeRuntz , Islam Elsedoudi , Anna Engström , Michelle Kwasny , Scott Mackie , Stacey McCullough , Pierre-Alexandre Poirier , Todd Vanderlin , Colin Raney
IPC分类号： G07B17/00 , G07F19/00 , G06Q40/00
CPC分类号： G06Q40/12
摘要： Systems and methods are disclosed for managing cash in transactions for an entity's accounts. In an embodiment, a system comprises a processor configured to render an interactive graphical user interface (GUI) for a cash in center on a display device. The GUI includes plurality of selectable, actionable user interface (UI) elements. The cash in center displays past, unconfirmed and ‘confirmed’ Cash in transactions, which can be edited, deleted, and scheduled (or re-scheduled) by selecting UI elements. A UI element is selectable to add new customers and new Cash in transactions. In embodiments, methods employ the Cash in center to add, edit, project, and delete Cash in transactions such as incoming transfers, credits, customer payments, and receivables. The methods and system also enable entities to place Cash In transaction in a confirmed status to indicate that an incoming customer payment, credit, or transfer is being processed.

3. 发明授权

US10943293B2 Systems and methods for managing home mortgage loans 有权
公开(公告)号：US10943293B2
公开(公告)日：2021-03-09
申请号：US14958102
申请日：2015-12-03
申请人： The PNC Financial Services Group, Inc.
发明人： Matthew Englehart , Michael T. Nordbusch , Sona Kulpati , Buffy E. DeWitt
IPC分类号： G06Q40/00 , G06Q40/02
摘要： Systems and methods are provided to facilitate a coordinated and concerted process between parties and activities related to procuring an asset, obtaining financing, and managing loans and debentures thereof. User interfaces generated via panels and screen displays are used to communicate between parties and coordinate activities related to processes involved with purchasing and obtaining an asset such as a home. Graphical displays provide users with a comprehensive overview of the process and illustrate the buyer's progress through the process. User inputs and system outputs effectuated through the user interfaces, along with methods of interaction between users and/or the system, provide a communication network to streamline information flow and orchestrate interaction.

4. 发明授权

US10552917B1 Systems and methods for projecting and managing cash-out flow for financial accounts 有权
公开(公告)号：US10552917B1
公开(公告)日：2020-02-04
申请号：US14098844
申请日：2013-12-06
申请人： The PNC Financial Services Group, Inc.
发明人： Thomas Kunz , Michael Golden , Michael Kirch , Darcel Steber , Janet Hoyt , Peter Bird , Francisca Barros , Daniel DeRuntz , Islam Elsedoudi , Anna Engström , Michelle Kwasny , Scott Mackie , Stacey McCullough , Pierre-Alexandre Poirier , Todd Vanderlin , Colin Raney
IPC分类号： G06Q40/00
摘要： Systems and methods are disclosed for managing cash out transactions for an entity's accounts. In an embodiment, a system comprises a processor configured to render an interactive graphical user interface (GUI) for a cash out center on a display device. The GUI includes plurality of selectable, actionable user interface (UI) elements. The cash out center displays past and committed, unconfirmed Cash Out transactions, which can be edited, deleted, and committed (or re-committed) by selecting UI elements. A UI element is selectable to add new payees and new Cash Out transactions. In embodiments, methods employ the Cash Out center to add, edit, schedule and delete Cash Out transactions such as outgoing transfers, expenses, payments, bills, and payables.

5. 发明授权

US08781925B1 Accounts payable process 有权
标题翻译：应付账款流程
公开(公告)号：US08781925B1
公开(公告)日：2014-07-15
申请号：US13836667
申请日：2013-03-15
申请人： The PNC Financial Services Group, Inc.
发明人： James S. Stone , Greg Domaracki
IPC分类号： G07B17/00
CPC分类号： G06Q30/04 , G06Q10/087 , G06Q20/102 , G06Q20/403 , G06Q30/0641 , G06Q40/00 , G06Q40/02 , G06Q40/12
摘要： Techniques for performing an accounts payable process may include receiving transaction data including at least one of invoice data, purchase order data, and vendor data; and verifying a transaction by matching a dynamic data set of client-specified multi-dimensional criteria to the transaction data. An accounts payable system may include a host system in communication with one or more client systems. The host system may include a matching database configured to receive an accounts payable file including at least one of invoice data, purchase order data, and vendor data; and verify a transaction by matching a dynamic data set of client-specified multi-dimensional records to attributes of the accounts payable file.
摘要翻译：执行应付账款流程的技术可以包括接收包括发票数据，采购订单数据和供应商数据中的至少一个的交易数据; 以及通过将客户指定的多维标准的动态数据集与交易数据进行匹配来验证交易。应付账款系统可以包括与一个或多个客户端系统通信的主机系统。主机系统可以包括配置成接收包括发票数据，采购订单数据和供应商数据中的至少一个的应付帐款文件的匹配数据库; 并通过将客户指定的多维记录的动态数据集与应付账款文件的属性进行匹配来验证交易。

6. 发明授权

US08606674B1 Income analysis tools for wealth management 有权
标题翻译：财富管理收入分析工具
公开(公告)号：US08606674B1
公开(公告)日：2013-12-10
申请号：US13684926
申请日：2012-11-26
申请人： The PNC Financial Services Group, Inc.
发明人： Thomas S. Kunz , Erik Rettger , David Farkas , Christina Payne Earle , Dennis Y. Wang , Rodney H. Monson , Luke P. Woods , Simon King
IPC分类号： G06Q40/00
CPC分类号： G06Q40/02
摘要： Enhanced processes, methods, tools, strategies, and techniques are provided for more effectively and efficiently processing, managing, analyzing, and communicating wealth related data and other financial information within a computing environment. In various embodiments, the analysis tools provided herein have been designed to correspond visually with a mental model employed by many clients in managing their wealth.
摘要翻译：提供增强的流程，方法，工具，策略和技术，以更有效和高效地处理，管理，分析和传达财富相关数据和计算环境中的其他财务信息。在各种实施例中，本文提供的分析工具已被设计成与许多客户管理其财富所使用的心理模型视觉对应。

7. 发明授权

US11538110B1 Communication system and method for communication between a retirement plan administrator and a new participant 有权
公开(公告)号：US11538110B1
公开(公告)日：2022-12-27
申请号：US14813230
申请日：2015-07-30
申请人： The PNC Financial Services Group, Inc.
发明人： Matt Dahm , Sherri Painter , Anna C. Shade , Elizabeth Read Arnold Spenko , Ryan Edward Sievert , Jordi Parra Ferrero , Maria Julia Da Silva Benini , Momo Miyazaki , Simon King , Rebecca Marie Hornbuckle , Burton Michael Rast , Mary Beth Foyder
IPC分类号： G06Q40/06
摘要： An apparatus and method for administering and/or managing an employer sponsored retirement plan such as a 401(k) plan can include a host system that supports a graphical user interface (GUI) that is displayable to a user communicating with the host system via a user computer device. The use can manipulate one or more input devices connected to the user's computer device for facilitating the communication of data to the host system and updating of displays of the GUI. The GUI can be configured to permit employee participants to enroll and manage their retirement accounts. The GUI can also be configured for employers that sponsor a retirement plan to communicate with the host system to manage their retirement plan and oversee administration of the plan. Displays of the GUI can be generated and updated by a user computer device display based on communications with the host system.

8. 发明授权

US11074660B1 Systems and methods for financial planning based upon cash positions 有权
公开(公告)号：US11074660B1
公开(公告)日：2021-07-27
申请号：US14098814
申请日：2013-12-06
申请人： The PNC Financial Services Group, Inc.
发明人： Thomas Kunz , Michael Golden , Michael Kirch , Darcel Steber , Janet Hoyt , Peter Bird , Francisca Barros , Daniel DeRuntz , Islam Elsedoudi , Anna Engström , Michelle Kwasny , Scott Mackie , Stacey McCullough , Pierre-Alexandre Poirier , Todd Vanderlin , Colin Raney
IPC分类号： G06Q40/00
摘要： Systems and methods are disclosed for financial planning based on actual cash positions for financial accounts associated with an entity and planned cash out and cash in amounts for the entity. In an embodiment, a system comprises a processor configured to render an interactive graphical user interface (“GUI”) on a display device. The GUI has a plurality of selectable, actionable user interface elements such as tabs. In an embodiment, the GUI comprises a first tab selectable to display actual and planned net amount information of a cash position and actual and planned net amount graphs, the net amount information being cash out amounts subtracted from cash in amounts. The GUI comprises a second tab operable to display actual and planned cash in amount information and actual and cash in amount graphs. In an embodiment, the GUI comprises a third tab operable to display actual and planned cash out amount information and actual and planned cash out amount graphs.

9. 发明授权

US09672488B1 Assessment construction tool 有权
公开(公告)号：US09672488B1
公开(公告)日：2017-06-06
申请号：US13759608
申请日：2013-02-05
申请人： The PNC Financial Services Group, Inc.
发明人： Randal J. Heuler , Christopher Ropar
IPC分类号： G06Q10/06 , G06Q10/00
CPC分类号： G06Q10/0635 , G06Q10/00 , G06Q10/06
摘要： An assessment construction tool is provided for developing and executing assessments of various operational aspects of a business entity. Both application-level and project-level assessments may be constructed, and the assessments include a mechanism for applying scores associated with answers derived from conducting the assessment to multiple assessment process categories of the business entity.

10. 发明授权

US11620172B2 Systems and methods for processing digital experience information 有权
公开(公告)号：US11620172B2
公开(公告)日：2023-04-04
申请号：US17080318
申请日：2020-10-26
申请人： The PNC Financial Services Group, Inc.
发明人： Michael Nitsopoulos
IPC分类号： G06F9/54 , G06F16/17 , G06Q40/02 , G06Q20/40
摘要： In one implementation, systems and methods are provided for processing digital experience information. A computer-implemented system for processing digital experience information may comprise a central data location. The central data location may comprise a connector that may be configured to receive information belonging to a category from an information source; an event backbone that may be configured to route the information received by the connector based on the category; a translator that may be configured to transform the received information into a common data model; and a database that may be configured to store the received information. The event backbone may be further configured to send information to the connector from the event backbone and the database based on one or more criteria.

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