Invention Grant
- Patent Title: Collaborative trust platform with portable files
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Application No.: US15891141Application Date: 2018-02-07
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Publication No.: US10692147B1Publication Date: 2020-06-23
- Inventor: Tod A. Ruble
- Applicant: Tod A. Ruble
- Agency: Foley & Lardner LLP
- Main IPC: G06Q40/06
- IPC: G06Q40/06 ; G06Q40/02

Abstract:
Computer systems and methods for generating portable and data-agnostic annuity datasets are disclosed where a central server generates multiple instructions to receive annuity dataset data records, participant attributes, and annuity attributes for a plurality of annuity datasets from employer servers and recordkeeper servers; integrates different annuity datasets by mapping the data fields of each respective annuity dataset and creating uniform data-agnostic annuity datasets; continuously monitors a performance value for each data-agnostic annuity dataset; and dynamically modifies recordkeepers when the performance value of annuity datasets do not satisfy a pre-determined threshold by modifying recordkeeper data records.
Information query