# US 10,761,865 B2 · Configuration for generating online participation at a web portal > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,761,865 B2 - Document ID: US10761865B2 - Status: Granted - Kind: B2 - Application number: 16/057,514 - Filed: 2018-08-07 - Published: 2020-02-13 - Granted: 2020-09-01 - Earliest claimed: 2018-08-07 - Assignees: InvestCloud Inc - Applicants: InvestCloud Inc - Inventors: John W. Wise; Vicent Sos-Munoz - Web page: https://patentgrep.com/patent/US10761865B2 ## CPC - G06F 9/453: {Help systems} - G06F 8/35: model driven - G06F 16/93: Document management systems - G06F 16/9535: Search customisation based on user profiles and personalisation - G06F 16/958: Organisation or management of web site content, e.g. publishing, maintaining pages or automatic linking - G06Q 10/10: Office automation; Time management - G06Q 10/40: Business processes related to social networking or social networking services - G06Q 10/42: Determination of affinities or common interests between users - G06Q 30/016: After-sales - G06Q 30/0207: Discounts or incentives, e.g. coupons or rebates - G06Q 30/0282: Rating or review of business operators or products - G06Q 40/02: Banking, e.g. interest calculation or account maintenance (credit or loans G06Q40/03) - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A process retrieves, from a database, an online participation model. The online participation model includes a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user. Further, the plurality of rules includes a community criterion for displaying information associated with an additional user distinct from the user at the web portal. Additionally, the plurality of rules includes an appointment criterion that enables a user notification for document completion. The plurality of rules also includes a progression criterion that displays a visual slider corresponding to document completion according to a plurality of time-based demarcations. Moreover, the plurality of rules includes a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion. The process also automatically generates, with a processor, a web portal that complies with the plurality of rules. ## Claims ### Claim 1 A computer program product comprising a non-transitory computer useable storage device having a computer readable program, wherein the computer readable program when executed on a computer causes the computer to: retrieve, from a database, an online participation model, the online participation model comprising a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user, the plurality of rules comprising a community criterion for adding data associated with an additional user distinct from the user at the web portal, the plurality of rules further comprising an appointment criterion that enables a user notification for document completion, the plurality of rules further comprising a progression criterion that displays a visual slider corresponding to document completion of each of the plurality of documents based on one of a plurality of user age demarcations indicating an age-based completion benchmark, the plurality of rules further comprising a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion, wherein the plurality of rules further comprises a benchmark criterion that assesses uploading of a document based on one of the plurality of user age demarcations, wherein the plurality of rules further comprises an avatar criterion for generating one of a plurality of distinct avatars based on a document upload rate, wherein the data associated with the additional user is selected from the group consisting of: a family document, a shared experience between the user and the additional user, and commentary by the user about the additional user; automatically generate, with a processor, a web portal that complies with the plurality of rules; automatically generate, with the processor, a point-based incentive for compliance with the community criterion; and provide, with the processor, the web portal to a web server that provides access to the web portal to the user. ### Claim 2 (depends on 1) The computer program product of claim 1, wherein the plurality of rules further comprises a guidance criterion that displays a recommendation based on the plurality of documents. ### Claim 3 (depends on 1) The computer program product of claim 1, wherein the plurality of rules further comprises a competition criterion that assesses a quantity of documents uploaded by a user in comparison with one or more distinct users. ### Claim 4 (depends on 1) The computer program product of claim 1, wherein the user notification is a notification. ### Claim 5 (depends on 1) The computer program product of claim 1, wherein the plurality of rules further comprises an incentive criterion that is generated to provide one or more incentives to a user based on a document upload rate. ### Claim 6 (depends on 1) The computer program product of claim 1, further comprising a slidable visual indicium that is movable with respect to the visual slider. ### Claim 7 (depends on 6) The computer program product of claim 6, wherein a document indicium is displayed in proximity to the visual slider based on a position of the visual indicium with respect to one of the plurality of user age demarcations, the document indicium indicating document completion for a particular document. ### Claim 8 A system comprising: a database that stores an online participation model, the online participation model comprising a plurality of rules for generating a web portal that aggregates a plurality of documents corresponding to a user, the plurality of rules comprising a community criterion for adding data associated with an additional user distinct from the user at the web portal, the plurality of rules further comprising an appointment criterion that enables a user notification for document completion, the plurality of rules further comprising a progression criterion that displays a visual slider corresponding to document completion of each of the plurality of documents based on one of a plurality of user age demarcations indicating an age-based completion benchmark, the plurality of rules further comprising a status criterion that displays a plurality of visual indicia corresponding to a status of the user based on document completion, wherein the plurality of rules further comprises a benchmark criterion that assesses uploading of a document based on one of the plurality of user age demarcations, wherein the plurality of rules further comprises an avatar criterion for generating one of a plurality of distinct avatars based on a document upload rate, wherein the data associated with the additional user is selected from the group consisting of: a family document, a shared experience between the user and the additional user, and commentary by the user about the additional user; and a processor that retrieves the online participation model from the database, automatically generates a web portal that complies with the plurality of rules, automatically generates a point-based incentive for compliance with the community criterion, and provides the web portal to a web server that provides access to the web portal to the user. ### Claim 9 (depends on 8) The system of claim 8, wherein the plurality of rules further comprises a guidance criterion that displays a recommendation based on the plurality of documents. ### Claim 10 (depends on 8) The system of claim 8, wherein the plurality of rules further comprises a competition criterion that assesses a quantity of documents uploaded by a user in comparison with one or more distinct users. ### Claim 11 (depends on 8) The system of claim 8, wherein the user notification is a notification. ### Claim 12 (depends on 8) The system of claim 8, wherein the plurality of rules further comprises an incentive criterion that is generated to provide one or more incentives to a user based on a document upload rate. ### Claim 13 (depends on 8) The system of claim 8, further comprising a slidable visual indicium that is movable with respect to the visual slider. ### Claim 14 (depends on 8) The system of claim 8, wherein a document indicium is displayed in proximity to the visual slider based on a position of the visual indicium with respect to one of the plurality of user age demarcations, the document indicium indicating document completion for a particular document.