Keith R Rose

US Patent:

7386494, Jun 10, 2008

Filed:

Feb 11, 2000

Appl. No.:

09/502313

Inventors:

Keith Rose - Danville CA, US
Karin Riley - San Carlos CA, US
Coreen Kaplan - San Francisco CA, US

Assignee:

Charles Schwab & Co., Inc. - San Francisco CA

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 39, 705 35

Abstract:

A method and apparatus provides on a home page of a web site information about a mutual fund subscription and a link which may be followed to a web page which may be used to subscribe to the fund online.

US Patent:

20050060417, Mar 17, 2005

Filed:

Sep 15, 2004

Appl. No.:

10/942585

Inventors:

Keith Rose - Danville CA, US

International Classification:

G06F015/16
G06F015/173

US Classification:

709228000, 709225000

Abstract:

An automated electronic personal preference & proxy network, that captures and exchanges personal profile information via an electronic means using network infrastructure is provided. Users may update preferences electronically. Permissions are generated in accordance with users permissions. Providers may enter an omnibus contract with an electronic agent, allowing various features such as cross-provider data transfer. An automated regulatory compliance engine is disclosed. An automated activity and offer engine is disclosed, to facilitate relevant offerings to users, and to automatically deepen user profiles. A violation engine for enforcing the contracts and regulations in an automated fashion is disclosed. Various other aspects are also disclosed.

US Patent:

20110131095, Jun 2, 2011

Filed:

Dec 16, 2010

Appl. No.:

12/928735

Inventors:

Harry R. Soza - San Jose CA, US
Mark Wayman - Oakland CA, US
Keith Rose - Alamo CA, US
Jeffrey A. Roberts - Hayward CA, US

International Classification:

G06Q 30/00

US Classification:

705 1466

Abstract:

A system for cooperative characterization between a social network and computer systems outside the social network but operable within the social network system. Members of the social network are identified by a personal characteristic identifier readable by the outside computer systems.

US Patent:

20110131100, Jun 2, 2011

Filed:

Jul 16, 2010

Appl. No.:

12/804248

Inventors:

Harry R. Soza - San Jose CA, US
Mark Wayman - Oakland CA, US
Keith Rose - Alamo CA, US
Jeffrey A. Roberts - Hayward CA, US

International Classification:

G06Q 30/00

US Classification:

705 1473

Abstract:

A system for spreading promotional content into a social network environment from outside the social network is provided. A computer server system monitors information associated with the promotional content and the communication steps associated with the outside-in communication and further inside communications or spread of the promotional content.

US Patent:

20110131145, Jun 2, 2011

Filed:

Oct 8, 2010

Appl. No.:

12/924925

Inventors:

Harry R. Soza - San Jose CA, US
Mark Wayman - Oakland CA, US
Keith Rose - Alamo CA, US
Jeffrey A. Roberts - Hayward CA, US

International Classification:

G06Q 99/00

US Classification:

705319

Abstract:

A system is provided for assessing the historical engagement activities of a single user, and then altering the current presentation of engagement activities in accordance with a predetermined sequential series, or an algorithmic decision-tree, so that an optimized set of engagement options are presented to returning or recurring users. This system is capable of weighting each of the various engagement activities that have been clicked on by an individual, calculating an overall “engagement score”, and then presenting certain engagement activities based on that factor.

US Patent:

20110137736, Jun 9, 2011

Filed:

Jan 4, 2011

Appl. No.:

12/930325

Inventors:

Harry R. Soza - San Jose CA, US
Mark Wayman - Oakland CA, US
Keith Rose - Alamo CA, US
Jeffrey A. Roberts - Hayward CA, US

International Classification:

G06Q 30/00

US Classification:

705 1473

Abstract:

A system and method for characterizing viewers across multiple Internet activities is provided. A communication system communicates a personal identifier between a plurality of distant channels of promotions presented to a social network member of a social network communication system and a corresponding non-social network sponsoring business system of the promotions. A data analysis computer system tracks the personal identifier communications and generates a report to characterize the tracked data related to the promotions of the online non-social network sponsoring business system and the personal identifiers of the members.

US Patent:

20110302008, Dec 8, 2011

Filed:

Aug 4, 2011

Appl. No.:

13/136548

Inventors:

Harry R. Soza - San Jose CA, US
Mark Wayman - Oakland CA, US
Keith Rose - Alamo CA, US
Jeffrey A. Roberts - Hayward CA, US

International Classification:

G06Q 30/00

US Classification:

705 1413

Abstract:

A system and method for assessing engagement activities and influence using consumer-specific promotions in a social network environment is provided.

US Patent:

20120116791, May 10, 2012

Filed:

Jan 18, 2012

Appl. No.:

13/352648

Inventors:

Keith R. Rose - Danville CA, US

International Classification:

G06Q 99/00

US Classification:

705 11

Abstract:

An automated electronic personal preference & proxy network, that captures and exchanges personal profile information via an electronic means using network infrastructure is provided. Users may update preferences electronically. Permissions are generated in accordance with users permissions. Providers may enter an omnibus contract with an electronic agent, allowing various features such as cross-provider data transfer. An automated regulatory compliance engine is disclosed. An automated activity and offer engine is disclosed, to facilitate relevant offerings to users, and to automatically deepen user profiles. A violation engine for enforcing the contracts and regulations in an automated fashion is disclosed. Various other aspects are also disclosed.