David J 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:

D3318397, Dec 22, 1992

Filed:

Nov 21, 1989

Appl. No.:

7/439523

Inventors:

David J. Patrick - Columbus OH

US Classification:

D 3100

US Patent:

20180349983, Dec 6, 2018

Filed:

Apr 11, 2017

Appl. No.:

15/485138

Inventors:

- Wilmington NC, US
Neil Underwood - Wilmington NC, US
Matthew Lukens - Rocky Point NC, US
Jaco Raubenheimer - Atlanta GA, US
David Patrick - Atlanta GA, US
Daniel Pullen - Wilmington NC, US
Pierre Naude - Wilmington NC, US
Chris Worel - Wilmington NC, US
Rick Norris - Whiteville NC, US
Scott Toler - Wilmington NC, US
Tim Batchelor - Wilmington NC, US
Taylor Adkins - Wilmington NC, US
Kenneth Yeung - Wilmington NC, US

Assignee:

nCino, Inc. - Wilmington NC

International Classification:

G06Q 40/00
G06F 17/30
G06Q 40/02

Abstract:

Techniques described herein relate to automated approval of resource requests. More specifically, resource request data is retrieved, identified, processed and aggregated to automate approval of the request.

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.