Dwayne G Richardson

US Patent:

20210357888, Nov 18, 2021

Filed:

Jun 1, 2021

Appl. No.:

17/335708

Inventors:

- McLean VA, US
Thomas Dodson - Forest Hills NY, US
Dwayne Richardson - New York NY, US

International Classification:

G06Q 20/10
G06F 9/54
G06F 9/451

Abstract:

Systems and methods associated with providing an automated portal to migrate one or more relationships with one entity to another entity are disclosed. In one embodiment, an exemplary method may comprise: providing a portal enabling automated migration of existing relationships from existing entities to a first entity; generating a first UI configured for identifying and providing access information regarding existing relationships for potential migration; generating a second UI to display information regarding the existing relationships and provide UI elements enabling the user to receive migration offers; determining terms of replacement relationships that the first entity can offer the user; generating a third UI to (i) compare terms between the existing and new relationships, and (ii) enable the user to authorize the relationship migration; performing an automated generation process to create the new relationship(s); and performing an automated transfer process to transfer all objects to the new relationship.

US Patent:

20210117942, Apr 22, 2021

Filed:

Oct 16, 2019

Appl. No.:

16/654837

Inventors:

- McLean VA, US
Thomas Dodson - Forest Hills NY, US
Dwayne Richardson - New York NY, US

International Classification:

G06Q 20/10
G06F 9/451
G06F 9/54

Abstract:

Systems and methods associated with providing an automated portal to migrate one or more relationships with one entity to another entity are disclosed. In one embodiment, an exemplary method may comprise: providing a portal enabling automated migration of existing relationships from existing entities to a first entity; generating a first UI configured for identifying and providing access information regarding existing relationships for potential migration; generating a second UI to display information regarding the existing relationships and provide UI elements enabling the user to receive migration offers; determining terms of replacement relationships that the first entity can offer the user; generating a third UI to (i) compare terms between the existing and new relationships, and (ii) enable the user to authorize the relationship migration; performing an automated generation process to create the new relationship(s); and performing an automated transfer process to transfer all objects to the new relationship.