Patent · US Active

Accredited advisor management system

US9799043B2 · kind B2 · utility

4Cited by
4References
20Claims
0Family size

Assignee

Inventor

Key dates

Filing dateMay 6, 2014
Grant dateOct 24, 2017
Priority date
Expiry dateApr 17, 2036

Classification

  • Technology area (CPC H)Electricity
  • CPC primaryH04L67/51
  • WIPO fieldDigital communication
  • WIPO sectorElectrical engineering

Abstract

Systems and methods for an accredited advisor management are provided. First information enabling unique identification of a first advisor may be processed. The first advisor may be matched to a first category of advising services. Input from the first advisor may be processed based at least in part on the first category. Data sources corresponding to accrediting authorities may be selected. Credential information that came electronically from the data sources may be processed. A first set of advisor information may be consolidated at least partially based on the input and on the credential information. A second set of advisor information may be prepared for exposure to advisees. At least part of the second set of advisor information may be transmitted to an end-user communication device.

Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.