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US 11,531,969 B1Granted
Location-based user dataset management
AssigneeMassachusetts Mutual Life Insurance Company
InventorsRichard Murphy, Brian Berard
Life of this patent
Estimating the term…
Abstract
The system and methods described herein provide for managing user datasets by facilitating interactions between users and their advisors following location-based notification of certain triggering events in the user dataset. The geolocation of the user is used to identify nearby advisors who can provide consultation as required by the user. Some embodiments facilitate introductions to a potential user of a set of advisors matched to the user's profile and in response to certain triggering events in the user's dataset.
Claims18
A method comprising:
- periodically monitoring, by a server, one or more databases to determine whether an account attribute associated with at least one electronic client device satisfies a predetermined threshold;
- in response to the account attribute of at least one electronic client device satisfying the predetermined threshold, receiving, by the server from a geolocation module of the at least one electronic client device, location data of the at least one electronic client device;
- and
- in response to identifying that at least one electronic advisor device is physically located within a predetermined range from the at least one electronic client device,
- transmitting, by the server to the at least one electronic advisor device, a notification comprising data associated with the at least one electronic client device and an indication of the account attribute satisfying the predetermined threshold, and
- transmitting, by the server to the at least one electronic client device, an invitation to have a meeting with an advisor operating the at least one electronic advisor device;
- and
- in response to receiving an acceptance of the invitation from the at least one electronic client device, generating, by the server, a calendar event for calendars of the at least one client device and the at least one electronic advisor device.
5 more elements
A system comprising:
- at least one electronic client device associated with an account;
- at least one electronic advisor device;
- and
- a server in communication with the at least one electronic client device and the at least one electronic advisor device, the server configured to:
- periodically monitor one or more databases to determine whether an account attribute associated with at least one electronic client device satisfies a predetermined threshold;
- in response to the account attribute of at least one electronic client device satisfying the predetermined threshold, receive from a geolocation module of the at least one electronic client device, location data of the at least one electronic client device;
- in response to identifying that at least one electronic advisor device is physically located within a predetermined range from the at least one electronic client device,
- transmit, to the at least one electronic advisor device, a notification comprising data associated with the at least one electronic client device and an indication of the account attribute satisfying the predetermined threshold;
- and
- transmit, to the at least one electronic client device, an invitation to have a meeting with an advisor operating the at least one electronic advisor device;
- and
- in response to receiving an acceptance of the invitation from the at least one electronic client device, generate a calendar event for calendars of the at least one client device and the at least one electronic advisor device.
9 more elements
Dependencies are inferred from the claim text.