David G Patrick

US Patent:

8572083, Oct 29, 2013

Filed:

Nov 9, 2012

Appl. No.:

13/673638

Inventors:

David Patrick - Atlanta GA, US
Neil Underwood - Wilmington NC, US

Assignee:

NCINO, LLC - Wilmington NC

International Classification:

G06F 17/30

US Classification:

707736, 707791, 707796, 707802, 705 38

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.

US Patent:

20140012846, Jan 9, 2014

Filed:

Sep 9, 2013

Appl. No.:

14/021344

Inventors:

David Patrick - Atlanta GA, US
Neil Underwood - Wilmington NC, US

Assignee:

nCino, LLC - Wilmington NC

International Classification:

G06F 17/30

US Classification:

707736

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.

US Patent:

20150248724, Sep 3, 2015

Filed:

May 15, 2015

Appl. No.:

14/713899

Inventors:

- Wilmington NC, US
David Patrick - Atlanta GA, US
Neil Underwood - Wilmington NC, US

Assignee:

nCino, LLC - Wilmington NC

International Classification:

G06Q 40/00
G06F 17/30

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.

US Patent:

20140201063, Jul 17, 2014

Filed:

Mar 14, 2014

Appl. No.:

14/211138

Inventors:

- Wilmington NC, US
David Patrick - Atlanta GA, US
Neil Underwood - Wilmington NC, US

Assignee:

nCino, LLC - Wilmington NC

International Classification:

G06Q 40/02

US Classification:

705 38

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.

Author:

David L. Patrick

ISBN #:

0404518109

Author:

David Patrick

ISBN #:

0071399151

Author:

David Patrick

ISBN #:

0672301393

Author:

David Patrick

ISBN #:

0810342138

Author:

David Patrick

ISBN #:

0871798689

Author:

David R. Patrick

ISBN #:

0442009038

Author:

David R. Patrick

ISBN #:

0471284491

Author:

David R. Patrick

ISBN #:

0871798573