Teachers Insurance and Annuity Association of America

États‑Unis d’Amérique

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Type PI
        Marque 97
        Brevet 49
Juridiction
        États-Unis 134
        Canada 10
        Europe 2
Date
Nouveautés (dernières 4 semaines) 4
2025 septembre 4
2025 août 1
2025 juillet 6
2025 juin 1
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Classe IPC
G06N 20/00 - Apprentissage automatique 5
H04L 29/08 - Procédure de commande de la transmission, p.ex. procédure de commande du niveau de la liaison 5
G06F 11/34 - Enregistrement ou évaluation statistique de l'activité du calculateur, p. ex. des interruptions ou des opérations d'entrée–sortie 4
G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu 4
G06F 15/16 - Associations de plusieurs calculateurs numériques comportant chacun au moins une unité arithmétique, une unité programme et un registre, p. ex. pour le traitement simultané de plusieurs programmes 3
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Classe NICE
36 - Services financiers, assurances et affaires immobilières 91
41 - Éducation, divertissements, activités sportives et culturelles 17
35 - Publicité; Affaires commerciales 13
42 - Services scientifiques, technologiques et industriels, recherche et conception 6
37 - Services de construction; extraction minière; installation et réparation 1
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Statut
En Instance 43
Enregistré / En vigueur 103
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1.

Adaptive Intelligent User Validation System based on Behavioral Activities and Biometric Indicators

      
Numéro d'application 18610592
Statut En instance
Date de dépôt 2024-03-20
Date de la première publication 2025-09-25
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Mardikar, Upendra
  • Almasan, Rares Ioan
  • Amick, Joel
  • Dulepet, Rajiv
  • Hefner, Cory

Abrégé

Systems and methods for adaptive intelligent user validation are provided. Example techniques may include receiving an indication of initial user input associated with a user account for an online service during an authorized user session; providing the initial user input to a machine learning model as training data; generating a user signature associated with the user account based on providing the initial user input to a machine learning model as training data; receiving subsequent input associated with a subsequent attempt to access the online service by the user account; comparing the subsequent input to the user signature associated with the user account; and allowing a subsequent authorized user session of the online service for the user account based on determining that the subsequent input matches the user signature associated with the user account.

Classes IPC  ?

  • G06F 21/31 - Authentification de l’utilisateur
  • G06F 21/32 - Authentification de l’utilisateur par données biométriques, p. ex. empreintes digitales, balayages de l’iris ou empreintes vocales

2.

ENSURING TODAY. SECURING TOMORROW.

      
Numéro de série 99397281
Statut En instance
Date de dépôt 2025-09-17
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

3.

Methods and Systems for Managing Retirement Asset Transfer within a Private Blockchain Network

      
Numéro d'application 18599114
Statut En instance
Date de dépôt 2024-03-07
Date de la première publication 2025-09-11
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Krishnamsetty, Srinivasa Vara Prasad
  • Pola, Vamsi
  • Kandarpa Venkata, Shashank
  • Hajara, Tasneem
  • Durvasula, Sastry Vsm

Abrégé

System, method, and apparatus for managing retirement asset transfers within a private blockchain network are provided. The method may comprise processing various input event by a destination node. The input events may include a transaction request received input event, a transfer requested input event, a transfer approved input event, an asset sent input event, an asset received input event, and a transaction closed input event.

Classes IPC  ?

  • G06Q 40/04 - TransactionsOpérations boursières, p. ex. actions, marchandises, produits dérivés ou change de devises
  • G06Q 20/06 - Circuits privés de paiement, p. ex. impliquant de la monnaie électronique utilisée uniquement entre les participants à un programme commun de paiement
  • G06Q 20/38 - Protocoles de paiementArchitectures, schémas ou protocoles de paiement leurs détails
  • G06Q 20/40 - Autorisation, p. ex. identification du payeur ou du bénéficiaire, vérification des références du client ou du magasinExamen et approbation des payeurs, p. ex. contrôle des lignes de crédit ou des listes négatives

4.

ENTERPRISE INFORMATION ITEM LOCATION AND MANAGEMENT SYSTEMS

      
Numéro d'application 18597452
Statut En instance
Date de dépôt 2024-03-06
Date de la première publication 2025-09-11
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Gupta, Deepak
  • George, Mathew
  • Pancholi, Anchit

Abrégé

A method includes receiving, by a processing device, a metadata rule template for extracting an enterprise information item generated by an enterprise application, causing, by the processing device, the enterprise information item to be extracted in accordance with the metadata rule template, generating, by the processing device, a searchable artifact representing the enterprise information item, wherein the searchable artifact comprises metadata representing a set of keywords, and storing, by the processing device, the searchable artifact within an artifact store.

Classes IPC  ?

  • G06F 16/25 - Systèmes d’intégration ou d’interfaçage impliquant les systèmes de gestion de bases de données

5.

Artificial Intelligence – Blockchain Regulatory and Compliance Engine

      
Numéro d'application 18434689
Statut En instance
Date de dépôt 2024-02-06
Date de la première publication 2025-08-07
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATON OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Singh, Swatee
  • Almasan, Rares Ioan
  • Pola, Vamsi

Abrégé

The systems and methods disclosed herein relate to automating determination of regulatory compliance of financial accounts and/or transactions. In one embodiment, a method for automating regulatory compliance of a financial account includes generating a smart contract from a regulatory ruleset, transmitting the smart contract to at least one other participant in a distributed ledger network to deploy the smart contract, receiving a request from an organization regarding the regulatory compliance of the financial account, sending financial data to the smart contract, and providing, to the organization, regulatory compliance information without revealing the financial data.

Classes IPC  ?

  • G06Q 30/018 - Certification d’entreprises ou de produits

6.

AUTOGENERATED PRIVATE METAVERSE

      
Numéro d'application 18428882
Statut En instance
Date de dépôt 2024-01-31
Date de la première publication 2025-07-31
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Singh, Swatee
  • Almasan, Rares Loan
  • Jha, Sonam

Abrégé

System, method, and apparatus for generating a metaverse are provided. The method comprises: receiving data associated with an object associated with the event; codifying at least a portion of the data to generate a set of codified input associated with the object; determining a three-dimensional (3D) model of the object based on the set of codified input; generating a set of output code based on the set of codified input, the 3D model, and infrastructure as code; and transmitting, to a user device, the set of output code to cause the user device to present a 3D artifact in the metaverse corresponding to the object.

Classes IPC  ?

  • G06F 8/30 - Création ou génération de code source
  • G06F 3/04815 - Interaction s’effectuant dans un environnement basé sur des métaphores ou des objets avec un affichage tridimensionnel, p. ex. modification du point de vue de l’utilisateur par rapport à l’environnement ou l’objet
  • G06T 19/00 - Transformation de modèles ou d'images tridimensionnels [3D] pour infographie
  • G06V 10/764 - Dispositions pour la reconnaissance ou la compréhension d’images ou de vidéos utilisant la reconnaissance de formes ou l’apprentissage automatique utilisant la classification, p. ex. des objets vidéo

7.

METHOD AND SYSTEM FOR VISUALIZING APPLICATION VITALS ACROSS AN ENTERPRISE USING ARTIFICIAL INTELLIGENCE

      
Numéro d'application 18607386
Statut En instance
Date de dépôt 2024-03-15
Date de la première publication 2025-07-31
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Tummala, Jaya Laxman Satish Babu
  • Sagineni, Balakrishna
  • Castellanos, Juan Carlos Aviles
  • Moyer, Brett
  • Baker, Synthia Crittenden
  • Murty, Jakkinpali
  • Radha, Pravinraj
  • Moorthy, Venkatesh Guru
  • Savariapitchai, Kennedy
  • Pawar, Pankaj
  • Chandrasekaran, Omkumar Atthangikavanoor

Abrégé

A method, system and computer-readable medium for visualizing application vitals may include receiving and querying structured data; causing display of a view; querying a cloud infrastructure and/or an enterprise database in parallel, storing application vitals; synchronizing the application vitals with the enterprise memory server; comparing the application vitals with a cloud-ready assessment parameters; generating cloud categories by processing the cloud-ready assessment parameters using a trained classification model; receiving requested data; updating the view to include the requested data; and causing display of the view.

Classes IPC  ?

  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06F 16/242 - Formulation des requêtes
  • G06F 16/248 - Présentation des résultats de requêtes

8.

AI-BASED FILE TRANSFORMATIONS

      
Numéro d'application 18424538
Statut En instance
Date de dépôt 2024-01-26
Date de la première publication 2025-07-31
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Hursh, Daniel Ray
  • Pecoraro, Alexis Salvatore
  • Narkier, Sheppard David

Abrégé

System, method, and apparatus for transforming computer files are provided. The method, implemented by one or more processors, comprises: inputting a source file and a source file specification, the source file including one or more source data items, the source file specification defining formats of the one or more source data items; generating, using a generative AI model based on the source data and the source file specification, a source file model including one or more source nodes, each of one or more source nodes associated with a respective data item of the one or more source data items; generating, using the generative AI model, a transform map mapping the one or more source nodes to one more target nodes of a target file model; invoking, a semantic model-based transformation service to generate an output file; and invoking a comparison module to compare the output file to an output sample.

Classes IPC  ?

  • G06F 16/11 - Administration des systèmes de fichiers, p. ex. détails de l’archivage ou d’instantanés
  • G06N 20/00 - Apprentissage automatique

9.

CURATED PORTABLE DATAMART

      
Numéro d'application 18424670
Statut En instance
Date de dépôt 2024-01-26
Date de la première publication 2025-07-31
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Hursh, Daniel Ray
  • Narkier, Sheppard David
  • Pecoraro, Alexis Salvatore

Abrégé

A curated portable datamart system, method, and apparatus are provided. The method, implemented by one or more processors, comprises: inputting, via an application programming interface (API), a client query of a client, the client query requesting a temporal output able to be calculated by individual-specific raw data identifiable within the raw data of a virtual raw datamart; invoking a security and client context layer to authorize the client to access the individual-specific raw data that is specific to the client query; responsive to authorizing the client query, invoking a semantic layer to retrieve the individual-specific raw data from the virtual raw datamart, and curate the individual-specific raw data to generate a curated data deliverable, the curated data deliverable comprising temporal data generated from one or more raw data items accessed by the semantic layer from the virtual raw datamart; and outputting, via the API, the curated data deliverable.

Classes IPC  ?

  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet
  • G06F 21/62 - Protection de l’accès à des données via une plate-forme, p. ex. par clés ou règles de contrôle de l’accès

10.

Systems and Methods for Managing Retirement Benefits with Non-Fungible Tokens

      
Numéro d'application 18429206
Statut En instance
Date de dépôt 2024-01-31
Date de la première publication 2025-07-31
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Singh, Swatee
  • Almasan, Rares Ioan
  • Pola, Vamsi

Abrégé

A computer system for generating and facilitating the exchange of non-fungible tokens, the system comprising one or more processors; and one or more memories having stored thereon instructions that, when executed cause the one or more processors to identify one or more retirement assets associated with a user, receive beneficiary data associated with the one or more retirement assets from the user, the beneficiary data including an asset distribution scheme, retrieve data associated with the one or more assets from one or more financial institutions via an application programming interface, mint one or more tokens representing the one or more retirement assets and beneficiary data associated with the one or more retirement assets, receive a notification of a distribution event associated with the one or more retirement assets, automatically verify the notification of the distribution event, and automatically distribute one or more retirement assets via one or more smart contracts.

Classes IPC  ?

  • G06Q 40/06 - Gestion de biensPlanification ou analyse financières

11.

GENERATIVE ARTIFICIAL INTELLIGENCE FOR LOANS

      
Numéro d'application 18404070
Statut En instance
Date de dépôt 2024-01-04
Date de la première publication 2025-07-10
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Almasan, Rares Ioan
  • Jha, Sonam
  • Durvasula, Sastry Vsm
  • Singh, Swatee

Abrégé

The following generally relates to distributed ledger and artificial intelligence (AI) technology, and more particularly relates to loan approval/denial and explanation of loan approval/denial through distributed ledger and/or AI technology. In some embodiments, one or more processors: receive, from a user device of a user, loan application information; receive user information; analyze, via an AI and/or ML model, the loan application information and the user information to determine at least one loan parameter; determine whether a loan should be approved by inputting, into a smart contract, the determined at least one loan parameter; generate, via the AI and/or ML model, an explanation for whether the loan should be approved; and present the explanation of whether the loan should be approved.

Classes IPC  ?

12.

SECURED INTELLIGENT IDENTITY VERIFICATION THROUGH BLOCKCHAIN

      
Numéro d'application 18404128
Statut En instance
Date de dépôt 2024-01-04
Date de la première publication 2025-07-10
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Almasan, Rares Ioan
  • Jha, Sonam
  • Durvasula, Sastry Vsm
  • Singh, Swatee

Abrégé

The following generally relates to distributed ledger and artificial intelligence (AI) technology, and more particularly relates to identity verification through distributed ledger and/or AI technology. In some embodiments, one or more processors: receive, from a user device of a user, user-provided identity information; scrape, from a website, data of the user; add the scraped data of the user to a distributed ledger; and attempt to authenticate the user by inputting, into a smart contract stored on the distributed ledger: (i) the user-provided identity information, and (ii) the scraped data of the user added to the distributed ledger.

Classes IPC  ?

  • G06F 21/31 - Authentification de l’utilisateur
  • G06F 16/951 - IndexationTechniques d’exploration du Web
  • H04L 67/1097 - Protocoles dans lesquels une application est distribuée parmi les nœuds du réseau pour le stockage distribué de données dans des réseaux, p. ex. dispositions de transport pour le système de fichiers réseau [NFS], réseaux de stockage [SAN] ou stockage en réseau [NAS]
  • H04L 67/306 - Profils des utilisateurs

13.

SYSTEMS AND METHODS FOR RESPONSIBLE ARTIFICIAL INTELLIGENCE

      
Numéro d'application 18404155
Statut En instance
Date de dépôt 2024-01-04
Date de la première publication 2025-07-10
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Singh, Swatee
  • Almasan, Rares Ioan
  • Jha, Sonam

Abrégé

The following relates generally to generative artificial intelligence (AI), and more particularly to reducing “hallucinations” in generative AI solutions. In some embodiments, one or more processors: (i) receive an input statement; and (ii) generate a response to the input statement by inputting the input statement into a general adversarial network (GAN), the GAN comprising: (a) a generative network configured to send and receive data to a discriminative network; and (b) the discriminative network configured to send and receive data to the generative network, wherein the discriminative network was trained based on information of at least one domain.

Classes IPC  ?

  • G06N 3/09 - Apprentissage supervisé
  • G06N 3/0475 - Réseaux génératifs
  • G06N 3/088 - Apprentissage non supervisé, p. ex. apprentissage compétitif

14.

TIAA WEALTH INVESTMENT MANAGEMENT LLC

      
Numéro de série 99277249
Statut En instance
Date de dépôt 2025-07-10
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Investment asset management services for retail and institutional investors

15.

DYNAMICALLY GENERATING OPTIMIZED APPLICATION PROGRAMMING INTERFACES

      
Numéro d'application 18402085
Statut En instance
Date de dépôt 2024-01-02
Date de la première publication 2025-07-03
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Hursh, Daniel Ray
  • Narkier, Sheppard David

Abrégé

Systems and methods for dynamically generating optimized application programming interfaces (APIs) using artificial intelligence (AI). The system may include an API database storing API data of a plurality of APIs of an API platform, and a generative AI model trained to generate an optimized API having at least a portion of the operational characteristics of one or more APIs of the API platform. The system may obtain an API call data stream of API calls from a user device to the APIs, and analyze the API call data stream to generate user-specific API transaction data. The generative AI model may receive the user-specific API transaction data and the API data to determine, and generate the optimized API. The system may configure the optimized API for execution, and provide the optimized API for execution by a user of the API platform.

Classes IPC  ?

16.

Techniques for Preserving Memories and Experiences Through a Non-Fungible Token (NFT) Engine

      
Numéro d'application 18400778
Statut En instance
Date de dépôt 2023-12-29
Date de la première publication 2025-07-03
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Singh, Swatee
  • Almasan, Rares Ioan
  • Pola, Vamsi

Abrégé

Techniques are described herein for system for preserving memories and experiences through a Non-Fungible Token (NFT) engine. An example system includes one or more memories storing a set of computer-readable instructions including the NFT engine and one or more processors interfacing with the one or more memories. The one or more processors are configured to execute the set of computer-readable instructions to cause the system to: receive data of a user from a time period, and execute the NFT engine to: analyze the data to classify a memory experienced by the user during the time period based on a memory threshold, generate, for display to the user, an NFT based on the memory, and mint the NFT corresponding to the memory to a blockchain, wherein a portion of the data associated with the memory is linked to the NFT.

Classes IPC  ?

  • G06Q 30/0601 - Commerce électronique [e-commerce]
  • G06F 3/01 - Dispositions d'entrée ou dispositions d'entrée et de sortie combinées pour l'interaction entre l'utilisateur et le calculateur

17.

DYNAMICALLY MAPPING APPLICATION PROGRAMMING INTERFACES

      
Numéro d'application 18392059
Statut En instance
Date de dépôt 2023-12-21
Date de la première publication 2025-06-26
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Hursh, Daniel
  • Narkier, Sheppard David

Abrégé

Systems and methods for dynamically mapping application programming interfaces (APIs). The system may include an API database storing API data indicating operational characteristics of one or more APIs. The system may include a mapping engine which causes the system to receive, from a user device, an API mapping request including API generation criteria. The system may generate the API mapping based upon the API generation criteria and the API data. The API mapping may include an association of at least a portion of the API generation criteria and functions of the one or more APIs satisfying the API generation criteria, an indication of a new API having new functions, an indication the APIs do not satisfy the API generation criteria, and/or an indication of the API generation criteria not satisfied by the API mapping. The system may provide the API mapping to the user device.

Classes IPC  ?

  • G06F 9/54 - Communication interprogramme
  • G06F 8/30 - Création ou génération de code source

18.

GENERATIVE ARTIFICIAL INTELLIGENCE INCLUDING MAPPING QUESTIONS AND ANSWERS

      
Numéro d'application 18509923
Statut En instance
Date de dépôt 2023-11-15
Date de la première publication 2025-05-15
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Singh, Swatee
  • Almasan, Rares Ioan
  • Jha, Sonam

Abrégé

The following relates generally to (i) building a data repository of question-answer pairs, and (ii) using the data repository to answer customer questions. In some embodiments, one or more processors: receive a first input statement; determine at least one domain corresponding to the first input statement; determine a first question based on the first input statement and the determined at least one domain; select based at least in part on the determined at least one domain, a generative AI model to apply to the first question; use the determined generative AI model to compose an answer to the first question; present the answer to a subject matter expert; receive, from the subject matter expert, approval of the answer; and in response to receiving approval, add the answer to a data repository.

Classes IPC  ?

19.

PERSONALIZED RECOMMENDATION SYSTEMS TO REMEDIATE INEFFICENCIES IN USER BEHAVIOR

      
Numéro d'application 18384207
Statut En instance
Date de dépôt 2023-10-26
Date de la première publication 2025-05-01
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Duckett, Thasunda Brown
  • Singh, Swatee
  • Almasan, Rares Ioan

Abrégé

A method for generating predictive and event-based action recommendations includes receiving, from at least one data source, input data representative of a user; generating, using a first machine learning model, a user behavior pattern for the user based on the input data representative of the user; classifying the user behavior pattern based on one or more personas representative of user characteristics; identifying, based on at least the input data and the one or more personas, an inefficiency in the user behavior pattern impacting a goal of the user; and generating, using a second machine learning model, a personalized recommendation for the user to remediate the inefficiency.

Classes IPC  ?

  • G06Q 30/0207 - Remises ou incitations, p. ex. coupons ou rabais
  • G06N 5/022 - Ingénierie de la connaissanceAcquisition de la connaissance
  • G06Q 10/1057 - Avantages sociaux ou bien-être des employés, p. ex. assurances, vacances ou régimes de retraite
  • G06Q 40/06 - Gestion de biensPlanification ou analyse financières
  • G09B 19/00 - Enseignement non couvert par d'autres groupes principaux de la présente sous-classe

20.

EVENT-DRIVEN PERSONALIZED RECOMMENDATION SYSTEMS

      
Numéro d'application 18384210
Statut En instance
Date de dépôt 2023-10-26
Date de la première publication 2025-05-01
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Duckett, Thasunda Brown
  • Singh, Swatee
  • Almasan, Rares Ioan

Abrégé

A method for generating predictive and event-based action recommendations includes receiving, from at least one data source, input data representative of a user; classifying, using a first machine learning model, the input data based on one or more personas representative of user characteristics to generate classified input data; identifying, from the input data, at least one event associated with the user; and generating, based on the at least one event and the classified input data, a personalized recommendation for the user using one or more second machine learning models, wherein the personalized recommendation comprises a set of actions predicted to achieve the goal based on the impact on the goal caused by the at least one event.

Classes IPC  ?

  • G06F 40/40 - Traitement ou traduction du langage naturel
  • G06F 3/0484 - Techniques d’interaction fondées sur les interfaces utilisateur graphiques [GUI] pour la commande de fonctions ou d’opérations spécifiques, p. ex. sélection ou transformation d’un objet, d’une image ou d’un élément de texte affiché, détermination d’une valeur de paramètre ou sélection d’une plage de valeurs
  • G06F 16/28 - Bases de données caractérisées par leurs modèles, p. ex. des modèles relationnels ou objet

21.

OPERATING SYSTEM LIFECYCLE MANAGEMENT USING MACHINE LEARNING

      
Numéro d'application 18374913
Statut En instance
Date de dépôt 2023-09-29
Date de la première publication 2025-04-03
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s) Madhok, Sagar

Abrégé

A system includes a memory, and a processing device, operatively coupled to the memory, to perform operations including obtaining, by at least one processing device, input data comprising a set of parameters associated with a computing environment, determining, by the at least one processing device using a machine learning (ML) model based on the input data, whether a device of the computing environment is due for an operating system (OS) upgrade, and in response to determining that the device is due for the OS upgrade, initiating, by the at least one processing device, the OS upgrade for the device.

Classes IPC  ?

22.

RECOMMENDATION SYSTEMS FOR GENERATING VIRTUAL ENVIRONMENTS BASED ON PERSONALIZED RECOMMENDATIONS

      
Numéro d'application 18243716
Statut En instance
Date de dépôt 2023-09-08
Date de la première publication 2025-03-13
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Almasan, Rares Ioan
  • Singh, Swatee
  • Mardikar, Upendra Sharadchandra
  • Pola, Vamsi

Abrégé

A system includes a memory, and a processing device, operatively coupled to the memory, to perform operations including obtaining user data associated with a user, generating, using at least one machine learning (ML) model processing the user data, a virtual environment associated with an extended reality (XR) representation corresponding to a personalized recommendation for the user, and creating, based on the user data, a virtual avatar for the user reflecting a representation of the user within the virtual environment. The virtual avatar corresponds to a set of attributes representing visual features of the user.

Classes IPC  ?

  • G06T 13/40 - Animation tridimensionnelle [3D] de personnages, p. ex. d’êtres humains, d’animaux ou d’êtres virtuels
  • G06N 20/00 - Apprentissage automatique
  • G06T 19/00 - Transformation de modèles ou d'images tridimensionnels [3D] pour infographie

23.

RECOMMENDATION SYSTEMS INTEGRATING EXTENDED REALITY TO GENERATE PERSONALIZED RECOMMENDATIONS

      
Numéro d'application 18243714
Statut En instance
Date de dépôt 2023-09-08
Date de la première publication 2025-03-13
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Almasan, Rares Ioan
  • Singh, Swatee
  • Mardikar, Upendra Sharadchandra
  • Pola, Vamsi

Abrégé

A system includes a memory, and a processing device, operatively coupled to the memory, to perform operations including receiving, from a user device associated with a user, a request to generate a personalized recommendation for the user, in response to receiving the request, obtaining user data associated with the user from a set of data sources, generating, using at least one machine learning model based on the user data, the personalized recommendation and an extended reality (XR) representation of the personalized recommendation accessible to the user via an XR system, and causing the personalized recommendation and the XR representation to be sent to the user.

Classes IPC  ?

  • G06Q 10/0637 - Gestion ou analyse stratégiques, p. ex. définition d’un objectif ou d’une cible pour une organisationPlanification des actions en fonction des objectifsAnalyse ou évaluation de l’efficacité des objectifs

24.

TIAA SMARTENROLL

      
Numéro de série 99077806
Statut En instance
Date de dépôt 2025-03-11
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial administration of retirement plans with default enrollment

25.

Techniques for AI/ML Persona-Driven Scenario Management

      
Numéro d'application 18234696
Statut En instance
Date de dépôt 2023-08-16
Date de la première publication 2025-02-20
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Harris-Shaw, Justin R.
  • Tetuan, Erica
  • Almasan, Rares Loan
  • Mardikar, Upendra

Abrégé

Techniques for simulating transformation adoption are disclosed herein. An exemplary computer-implemented method may include receiving change data associated with an organizational change anticipated to affect members of a first group and inputting a portion of the change data into a persona model configured to generate responses representative of the first group. The persona model may be trained using a plurality of training change data and a plurality of group data as inputs to output a plurality of training responses. The exemplary method may further include generating, by executing the persona model, a response to the portion of the change data; and outputting the response for display to a user.

Classes IPC  ?

  • G06Q 10/0637 - Gestion ou analyse stratégiques, p. ex. définition d’un objectif ou d’une cible pour une organisationPlanification des actions en fonction des objectifsAnalyse ou évaluation de l’efficacité des objectifs

26.

Digital wallet applications supporting decentralized web integration

      
Numéro d'application 18384010
Numéro de brevet 12430637
Statut Délivré - en vigueur
Date de dépôt 2023-10-26
Date de la première publication 2024-12-26
Date d'octroi 2025-09-30
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Durvasula, Sastry Vsm
  • Duckett, Thasunda Brown
  • Singh, Swatee
  • Almasan, Rares Ioan

Abrégé

Techniques for implementing digital wallet applications supporting decentralized web integration are disclosed herein. An exemplary system includes: one or more processors; and a non-transitory computer-readable memory coupled to the one or more processors. The memory stores instructions thereon that, when executed by the one or more processors, cause the one or more processors to: initialize a digital wallet application associated with a user, wherein the digital wallet application is integrated with at least one decentralized web technology and hosted on a digital wallet platform. The digital wallet application also implements a digital wallet linked to a set of electronic accounts. The instructions further cause the one or more processors to obtain data from a set of data sources; and generate, using at least one machine learning (ML) model based on the data, a recommendation for the user related to at least one electronic account of the set of electronic accounts.

Classes IPC  ?

  • G06Q 20/00 - Architectures, schémas ou protocoles de paiement
  • G06N 20/00 - Apprentissage automatique
  • G06Q 20/36 - Architectures, schémas ou protocoles de paiement caractérisés par l'emploi de dispositifs spécifiques utilisant des portefeuilles électroniques ou coffres-forts électroniques
  • G06Q 20/40 - Autorisation, p. ex. identification du payeur ou du bénéficiaire, vérification des références du client ou du magasinExamen et approbation des payeurs, p. ex. contrôle des lignes de crédit ou des listes négatives

27.

TAKE TWO

      
Numéro de série 98865901
Statut En instance
Date de dépôt 2024-11-21
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Providing online, non-downloadable videos featuring educational content about retirement solutions in the nature of insights, thought leadership, and product messaging from industry leaders, clients, consultants, and participants

28.

ACTIONABLE FINANCIAL ADVICE

      
Numéro de série 98843762
Statut Enregistrée
Date de dépôt 2024-11-08
Date d'enregistrement 2025-02-25
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services advice and financial planning through the use of a web-based, automated and customized personal financial management service model that provides customized management of an individual's investment, banking and other personal financial accounts; investment advice for financial and retirement planning

29.

CYBERSECURITY MANAGEMENT SYSTEMS INTEGRATING ARTIFICIAL INTELLIGENCE, MACHINE LEARNING AND EXTENDED REALITY

      
Numéro d'application 18640066
Statut En instance
Date de dépôt 2024-04-19
Date de la première publication 2024-10-24
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Mardikar, Upendra
  • Braswell, Amy Tyndall
  • Dhotre, Rajneel M.
  • Vaidya, Kanan
  • Gerard, Brian
  • Amick, Joel
  • Mack, Coleman
  • Stern, Richard
  • Nahan, Aysha
  • Campaz, Jeffrey
  • Dickey, Maxsell
  • Krishnamachary, Suresh

Abrégé

A method includes ingesting cybersecurity data collected from a set of data sources of a computing system of an enterprise to obtain input data, wherein each data source of the set of data sources generates data related to cybersecurity within the computing system, processing the input data to generate an analysis output comprising an assessment of cybersecurity risk within the computing system, and performing, based on the analysis output, at least one action to manage cybersecurity for the computing system. Performing the at least one action includes at least one of using a digital assistant for managing the cybersecurity of the computing system, or using an extended reality system to access a virtual environment for managing the cybersecurity of the computing system.

Classes IPC  ?

  • G06F 21/57 - Certification ou préservation de plates-formes informatiques fiables, p. ex. démarrages ou arrêts sécurisés, suivis de version, contrôles de logiciel système, mises à jour sécurisées ou évaluation de vulnérabilité
  • G06F 21/55 - Détection d’intrusion locale ou mise en œuvre de contre-mesures
  • G06T 13/40 - Animation tridimensionnelle [3D] de personnages, p. ex. d’êtres humains, d’animaux ou d’êtres virtuels
  • G06T 19/00 - Transformation de modèles ou d'images tridimensionnels [3D] pour infographie
  • H04L 51/02 - Messagerie d'utilisateur à utilisateur dans des réseaux à commutation de paquets, transmise selon des protocoles de stockage et de retransmission ou en temps réel, p. ex. courriel en utilisant des réactions automatiques ou la délégation par l’utilisateur, p. ex. des réponses automatiques ou des messages générés par un agent conversationnel

30.

RETIREMANAGED GO

      
Numéro de série 98688720
Statut En instance
Date de dépôt 2024-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

31.

RETIREMANAGED PRO

      
Numéro de série 98688635
Statut En instance
Date de dépôt 2024-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

32.

RETIREPATH SELECT

      
Numéro de série 98688743
Statut En instance
Date de dépôt 2024-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

33.

RETIREPATH PRO

      
Numéro de série 98688758
Statut En instance
Date de dépôt 2024-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

34.

RETIREMANAGED

      
Numéro de série 98638635
Statut En instance
Date de dépôt 2024-07-09
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

35.

MYPLAN OUTCOMES

      
Numéro de série 98637260
Statut En instance
Date de dépôt 2024-07-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, providing consultancy and financial information regarding planning for retirement

36.

RETIREPATH GO

      
Numéro de série 98637290
Statut En instance
Date de dépôt 2024-07-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

37.

RETIREMANAGED SELECT

      
Numéro de série 98637285
Statut En instance
Date de dépôt 2024-07-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

38.

RE-INVENT RETIREMENT

      
Numéro de série 98602267
Statut Enregistrée
Date de dépôt 2024-06-14
Date d'enregistrement 2025-08-26
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, retirement plan administration services

39.

ANNUITY PAYCHECK ADVANTAGE

      
Numéro de série 98534948
Statut Enregistrée
Date de dépôt 2024-05-06
Date d'enregistrement 2024-11-05
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, providing a financial metric to quantify the benefit of annuitization

40.

TIAA LOYALTY BONUS

      
Numéro de série 98477860
Statut Enregistrée
Date de dépôt 2024-04-01
Date d'enregistrement 2025-04-15
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, a feature of fixed annuity issuance and administration services offering a discretionary award of additional lifetime income for long-term investors

41.

TIAA GAIT

      
Numéro de série 98402440
Statut En instance
Date de dépôt 2024-02-12
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles
  • 42 - Services scientifiques, technologiques et industriels, recherche et conception

Produits et services

Financial services, namely, financial planning for retirement Educational services, namely, providing conferences and workshops in the fields of retirement and investments; Providing online non-downloadable software using artificial intelligence technology and large language models to provide customer and educational services in the fields of retirement and investments

42.

Model-based configuration of financial product offerings

      
Numéro d'application 18481667
Numéro de brevet 12373891
Statut Délivré - en vigueur
Date de dépôt 2023-10-05
Date de la première publication 2024-02-01
Date d'octroi 2025-07-29
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Agrawal, Pankaj
  • Pecoraro, Alexis S.
  • Rauscher, James G.
  • Hintze, John V.
  • Hursh, Daniel R.
  • Bahns, Gregory B.
  • Miller, Jr., Edward J.

Abrégé

Disclosed are methods and systems for automatically configuring financial product offerings. An example method includes: receiving, by a computer system, a graph model representing a plurality of permutations of definition provisions of a financial product; translating at least a subset of the graph model into definitions of a plurality of business objects; translating the definitions of the plurality of business objects into definitions of a plurality of services to be implemented by an offering of the financial product; receiving, via a user interface, a plurality of service configuration options; applying the plurality of service configuration options to the definitions of the plurality of services; and generating, based on the definitions of the plurality of services, service configuration data for the offering of the financial product.

Classes IPC  ?

  • G06Q 40/06 - Gestion de biensPlanification ou analyse financières
  • G06Q 40/02 - Opérations bancaires, p. ex. calcul d'intérêts ou tenue de compte
  • G06F 3/04847 - Techniques d’interaction pour la commande des valeurs des paramètres, p. ex. interaction avec des règles ou des cadrans

43.

RETIREMENTAI

      
Numéro de série 98354605
Statut En instance
Date de dépôt 2024-01-12
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles
  • 42 - Services scientifiques, technologiques et industriels, recherche et conception

Produits et services

Financial services, namely, financial planning for retirement Educational services, namely, providing conferences and workshops in the fields of retirement and investments Providing online non-downloadable software using artificial intelligence technology and large language models to provide customer and educational services in the fields of retirement and investments

44.

Miscellaneous Design

      
Numéro de série 98311032
Statut Enregistrée
Date de dépôt 2023-12-12
Date d'enregistrement 2025-03-18
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services. Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services. Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers.

45.

Miscellaneous Design

      
Numéro de série 98311039
Statut Enregistrée
Date de dépôt 2023-12-12
Date d'enregistrement 2025-03-18
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

46.

SUPERVISED MACHINE LEARNING FOR AUTOMATED ASSISTANTS

      
Numéro d'application 18233674
Statut En instance
Date de dépôt 2023-08-14
Date de la première publication 2023-11-30
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Sivasankar, Prem Kumar
  • Pola, Vamsi
  • Mcgovern, Francis
  • Starnes, Charles Gregory
  • Porter, Zsa-Zsa
  • Hajara, Tasneem
  • Adelhardt, Jennifer
  • Gibbons, Daniel J.
  • Blandford, Scott
  • Ilfeld, Michael
  • Tsahalis, Peter
  • Meyer, Justin
  • Titus, James
  • Balbuena, Alysce
  • Shah, Mehul
  • Scola, Jeffrey
  • Gordon, Heather H.
  • Grose, Claudette
  • Khatwani, Reena T.
  • Sharma, Reetu
  • Weil, Lisa R.

Abrégé

Disclosed are methods and systems for supervised machine learning for automated assistants. An example method includes: receiving an automated assistant transcript comprising a plurality of records, wherein each record of the plurality of records comprises a query, a classification of the query, an intent associated with the query, and a responsive action associated with the intent; receiving, via a graphical user interface (GUI), a user input indicating an approval of a new automated assistant transcript record; comparing the new automated assistant transcript record to one or more records of the plurality of records; and responsive to detecting a conflict of the new automated assistant transcript record with one or more records of the plurality of records, displaying, via the GUI, a notification of the conflict.

Classes IPC  ?

  • G06F 40/30 - Analyse sémantique
  • G06N 20/00 - Apprentissage automatique
  • G06F 40/35 - Représentation du discours ou du dialogue
  • G06F 18/22 - Critères d'appariement, p. ex. mesures de proximité
  • G06F 18/24 - Techniques de classification
  • G06F 18/21 - Conception ou mise en place de systèmes ou de techniquesExtraction de caractéristiques dans l'espace des caractéristiquesSéparation aveugle de sources

47.

PROMISES PAY OFF

      
Numéro de série 98270890
Statut Enregistrée
Date de dépôt 2023-11-15
Date d'enregistrement 2025-06-10
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, underwriting and administering annuities

48.

MODEL-BASED DATA TRANSFORMATION

      
Numéro d'application 17846632
Statut En instance
Date de dépôt 2022-06-22
Date de la première publication 2023-01-12
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Miller, Jr., Edward J.
  • Hursh, Daniel R.
  • Pecoraro, Alexis S.
  • Agrawal, Pankaj
  • Rauscher, James G.
  • Hintze, John V.

Abrégé

Disclosed are methods and systems for model-based data transformation. An example method includes: receiving a source graph model describing a source data structure, wherein the source graph model comprises a source root node associated with a plurality of source section nodes, wherein each source section node of the plurality of source section nodes is associated with at least one source attribute node; receiving a target graph model describing a target data structure, wherein the target graph model comprises a target root node associated with a plurality of target section nodes, wherein each target section node of the plurality of target section nodes is associated with at least one target attribute node; receiving a transformation map associating a target attribute node of the target data structure with one or more source attribute nodes of the source data structure; extracting, from the source data structure, one or more source data items associated with the one or more source attribute nodes; generating, by applying a transformation specified by the transformation map to the one or more source data items, a target data item associated with the target attribute node; and storing the target data item in the target data structure.

Classes IPC  ?

  • G06K 9/62 - Méthodes ou dispositions pour la reconnaissance utilisant des moyens électroniques

49.

APPLYING RETROACTIVE ADJUSTMENTS TO FINANCIAL ACCOUNTS

      
Numéro d'application 17943639
Statut En instance
Date de dépôt 2022-09-13
Date de la première publication 2023-01-05
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Pecoraro, Alexis Salvatore
  • Nettleton, Matthew George
  • Bahns, Gregory Bernard
  • Winchester, Steven Scott
  • Ecker, James Douglas
  • Englert, John Bruce

Abrégé

Methods and systems of applying retroactive adjustments to financial data. An example method includes: receiving one or more adjustment records associated with a financial account; saving a snapshot of the financial account, the snapshot comprising a plurality of transaction records reflecting previously processed transactions associated with the financial account; merging the adjustment records and the transaction records to produce a plurality of adjusted transaction records; processing adjusted transaction records to produce an updated state of the financial account; comparing the saved snapshot to the updated state of the financial account to produce one or more adjustment events; and processing the adjustment events using one or more event processing rules.

Classes IPC  ?

  • G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu
  • G06F 11/14 - Détection ou correction d'erreur dans les données par redondance dans les opérations, p. ex. en utilisant différentes séquences d'opérations aboutissant au même résultat

50.

Providing search-directed user interface for online banking applications

      
Numéro d'application 17943641
Numéro de brevet 11790440
Statut Délivré - en vigueur
Date de dépôt 2022-09-13
Date de la première publication 2023-01-05
Date d'octroi 2023-10-17
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Blandford, Scott M.
  • Lindenberg, Robert A.
  • Shragowitz, Laura
  • Reitzel, Charles
  • Cole, Jr., Albert F.

Abrégé

Systems and methods for providing a search-directed user interface for online banking applications. An example method may comprise: receiving, via a graphical user interface (GUI) session associated with an authenticated user, a search argument comprising a character string; executing, by a processing device, a search query by matching the character string to account data of one or more accounts that the authenticated user is authorized to access, the account data comprising a plurality of data items representing at least one of: financial product types, financial product identifiers, financial transaction types, financial transaction descriptions, financial transaction amounts, portfolio types, accounts, and aggregated financial indicators; and causing a data set produced by executing the search query to be visually represented via the GUI session.

Classes IPC  ?

  • G06Q 40/02 - Opérations bancaires, p. ex. calcul d'intérêts ou tenue de compte
  • G06F 16/242 - Formulation des requêtes
  • G06F 16/248 - Présentation des résultats de requêtes

51.

INCOME IS THE NEW OUTCOME

      
Numéro de série 97673116
Statut Enregistrée
Date de dépôt 2022-11-11
Date d'enregistrement 2024-12-17
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, underwriting and administering annuities

52.

TIAA MONEY HACKS

      
Numéro de série 97290101
Statut En instance
Date de dépôt 2022-03-01
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Educational services, namely, providing a financial education program

53.

RETIREINEQUALITY

      
Numéro de série 97253462
Statut En instance
Date de dépôt 2022-02-04
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

54.

Supervised machine learning for automated assistants

      
Numéro d'application 16923795
Numéro de brevet 11783133
Statut Délivré - en vigueur
Date de dépôt 2020-07-08
Date de la première publication 2021-11-25
Date d'octroi 2023-10-10
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Sivasankar, Prem Kumar
  • Pola, Vamsi
  • Mcgovern, Francis
  • Starnes, Charles Gregory
  • Porter, Zsa-Zsa
  • Hajara, Tasneem
  • Adelhardt, Jennifer
  • Gibbons, Daniel J.
  • Blandford, Scott
  • Ilfeld, Michael
  • Tsahalis, Peter
  • Meyer, Justin
  • Titus, James
  • Balbuena, Alysce
  • Shah, Mehul
  • Scola, Jeffrey
  • Gordon, Heather H.
  • Grose, Claudette
  • Khatwani, Reena T.
  • Sharma, Reetu
  • Weil, Lisa R.

Abrégé

Disclosed are methods and systems for supervised machine learning for automated assistants. An example method includes: receiving an automated assistant transcript comprising a plurality of records, wherein each record of the plurality of records comprises a query, a classification of the query, an intent associated with the query, and a responsive action associated with the intent; receiving, via a graphical user interface (GUI), a user input indicating an approval of a new automated assistant transcript record; comparing the new automated assistant transcript record to one or more records of the plurality of records; and responsive to detecting a conflict of the new automated assistant transcript record with one or more records of the plurality of records, displaying, via the GUI, a notification of the conflict.

Classes IPC  ?

  • G06N 20/00 - Apprentissage automatique
  • G06F 40/30 - Analyse sémantique
  • G06F 40/35 - Représentation du discours ou du dialogue
  • G06F 18/22 - Critères d'appariement, p. ex. mesures de proximité
  • G06F 18/24 - Techniques de classification
  • G06F 18/21 - Conception ou mise en place de systèmes ou de techniquesExtraction de caractéristiques dans l'espace des caractéristiquesSéparation aveugle de sources

55.

TIAA RETIREPLUS SELECT

      
Numéro de série 97054019
Statut Enregistrée
Date de dépôt 2021-09-30
Date d'enregistrement 2023-02-28
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

56.

Model-based data transformation

      
Numéro d'application 16701988
Numéro de brevet 11416720
Statut Délivré - en vigueur
Date de dépôt 2019-12-03
Date de la première publication 2021-06-03
Date d'octroi 2022-08-16
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Miller, Jr., Edward J.
  • Hursh, Daniel R.
  • Pecoraro, Alexis S.
  • Agrawal, Pankaj
  • Rauscher, James G.
  • Hintze, John V.

Abrégé

Disclosed are methods and systems for model-based data transformation. An example method includes: receiving a source graph model describing a source data structure, wherein the source graph model comprises a source root node associated with a plurality of source section nodes, wherein each source section node of the plurality of source section nodes is associated with at least one source attribute node; receiving a target graph model describing a target data structure, wherein the target graph model comprises a target root node associated with a plurality of target section nodes, wherein each target section node of the plurality of target section nodes is associated with at least one target attribute node; receiving a transformation map associating a target attribute node of the target data structure with one or more source attribute nodes of the source data structure; extracting, from the source data structure, one or more source data items associated with the one or more source attribute nodes; generating, by applying a transformation specified by the transformation map to the one or more source data items, a target data item associated with the target attribute node; and storing the target data item in the target data structure.

Classes IPC  ?

  • G06K 9/62 - Méthodes ou dispositions pour la reconnaissance utilisant des moyens électroniques

57.

Model-based configuration of financial product offerings

      
Numéro d'application 16664101
Numéro de brevet 11830074
Statut Délivré - en vigueur
Date de dépôt 2019-10-25
Date de la première publication 2021-04-29
Date d'octroi 2023-11-28
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Agrawal, Pankaj
  • Pecoraro, Alexis S.
  • Rauscher, James G
  • Hintze, John V.
  • Hursh, Daniel R.
  • Bahns, Gregory B.
  • Miller, Jr., Edward J.

Abrégé

Disclosed are methods and systems for automatically configuring financial product offerings. An example method includes: receiving, by a computer system, a graph model representing a plurality of permutations of definition provisions of a financial product; translating at least a subset of the graph model into definitions of a plurality of business objects; translating the definitions of the plurality of business objects into definitions of a plurality of services to be implemented by an offering of the financial product; receiving, via a user interface, a plurality of service configuration options; applying the plurality of service configuration options to the definitions of the plurality of services; and generating, based on the definitions of the plurality of services, service configuration data for the offering of the financial product.

Classes IPC  ?

  • G06Q 40/06 - Gestion de biensPlanification ou analyse financières
  • G06Q 40/02 - Opérations bancaires, p. ex. calcul d'intérêts ou tenue de compte
  • G06F 3/04847 - Techniques d’interaction pour la commande des valeurs des paramètres, p. ex. interaction avec des règles ou des cadrans

58.

Providing search-directed user interface for online banking applications

      
Numéro d'application 16952924
Numéro de brevet 11514514
Statut Délivré - en vigueur
Date de dépôt 2020-11-19
Date de la première publication 2021-03-11
Date d'octroi 2022-11-29
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Blandford, Scott M.
  • Lindenberg, Robert A.
  • Shragowitz, Laura
  • Reitzel, Charles
  • Cole, Jr., Albert F.

Abrégé

Systems and methods for providing a search-directed user interface for online banking applications. An example method may comprise: receiving, via a graphical user interface (GUI) session associated with an authenticated user, a search argument comprising a character string; executing, by a processing device, a search query by matching the character string to account data of one or more accounts that the authenticated user is authorized to access, the account data comprising a plurality of data items representing at least one of: financial product types, financial product identifiers, financial transaction types, financial transaction descriptions, financial transaction amounts, portfolio types, accounts, and aggregated financial indicators; and causing a data set produced by executing the search query to be visually represented via the GUI session.

Classes IPC  ?

  • G06Q 40/02 - Opérations bancaires, p. ex. calcul d'intérêts ou tenue de compte
  • G06F 16/242 - Formulation des requêtes
  • G06F 16/248 - Présentation des résultats de requêtes

59.

AUTOMATED CUSTOMER ENROLLMENT USING MOBILE COMMUNICATION DEVICES

      
Numéro d'application 16268758
Statut En instance
Date de dépôt 2019-02-06
Date de la première publication 2020-08-06
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Sancheti, Anand
  • Blandford, Scott M.
  • Hajara, Tasneem
  • Weil, Lisa R.
  • Pochinapeddi, Phaneendra
  • Doddala, Raja
  • Tsahalis, Peter
  • Petta, Christopher

Abrégé

Disclosed are methods and systems for automated customer enrollment using mobile communication devices. An example method includes: receiving, by a computer system, an identification document image produced by a mobile communication device; extracting, from the identification document image a personal identifying information item; computing a confidence score of the personal identifying information item; responsive to determining that the confidence score meets or exceeds a confidence threshold, creating a customer profile for a person identified by the identification document, wherein the customer profile comprises the personal identifying information item; and supplying the customer profile to a financial account creation workflow.

Classes IPC  ?

  • G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu
  • G06Q 30/00 - Commerce
  • G06Q 10/02 - Réservations, p. ex. pour billetterie, services ou manifestations
  • G06K 9/00 - Méthodes ou dispositions pour la lecture ou la reconnaissance de caractères imprimés ou écrits ou pour la reconnaissance de formes, p.ex. d'empreintes digitales

60.

ADVICE FOR ALL

      
Numéro de série 90067518
Statut Enregistrée
Date de dépôt 2020-07-22
Date d'enregistrement 2021-02-23
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services advice and financial planning through the use of a web-based, automated and customized personal financial management service model that provides customized management of an individual's investment, banking and other personal financial accounts; investment advice for financial and retirement planning

61.

TIAA RETIREACCESS

      
Numéro de série 90064518
Statut Enregistrée
Date de dépôt 2020-07-21
Date d'enregistrement 2024-04-09
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, underwriting and administering annuities

62.

Malware detection in distributed computer systems

      
Numéro d'application 16736295
Numéro de brevet 10893065
Statut Délivré - en vigueur
Date de dépôt 2020-01-07
Date de la première publication 2020-05-07
Date d'octroi 2021-01-12
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Johnson, Eric J.
  • Henson, Christopher R.
  • Ai, Xin
  • Morgan, Evan Stewart
  • Ward, Stephen

Abrégé

Methods and systems of malware detection in distributed computer systems. An example method includes: receiving, by a network router, a network packet originated by a client computer; matching the network packet to a default route; forwarding the network packet to a command and control server simulator; and forwarding, to the client computer system, one or more response packets comprising a command and control instruction issued to the client computer system by the command and control server simulator.

Classes IPC  ?

  • H04L 29/06 - Commande de la communication; Traitement de la communication caractérisés par un protocole

63.

Evaluating and presenting software testing project status indicators

      
Numéro d'application 16551062
Numéro de brevet 10901875
Statut Délivré - en vigueur
Date de dépôt 2019-08-26
Date de la première publication 2019-12-12
Date d'octroi 2021-01-26
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Blandford, Scott Matthew
  • Gouin, James Paul
  • Gonsalves, Andrea Joan
  • Schweiger, Steven Antony
  • Salunkhe, Sampada Sanjay
  • Buckshi, Donald Robert
  • Russell, Paul Jeffrey
  • Lomax, Brian David
  • White, David Robert
  • Dangur, Ido

Abrégé

Systems and methods for evaluating and presenting software testing project status indicators. An example method may comprise: determining, by a computer system, a plurality of project status indicators comprising one or more average test execution rates, a required test execution rate, a test execution schedule variance, an actual test completion ratio, and/or a test completion schedule variance; and causing one or more project status indicators to be displayed in a visual relation to each other, to a timeline, and/or to another project's status indicators.

Classes IPC  ?

  • G06F 9/44 - Dispositions pour exécuter des programmes spécifiques
  • G06F 11/36 - Prévention d'erreurs par analyse, par débogage ou par test de logiciel
  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation

64.

TIAA RETIREINCOME

      
Numéro de série 88689602
Statut Enregistrée
Date de dépôt 2019-11-12
Date d'enregistrement 2023-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, underwriting and administering annuities

65.

TIAA RETIREBUILDER

      
Numéro de série 88689572
Statut Enregistrée
Date de dépôt 2019-11-12
Date d'enregistrement 2023-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, underwriting and administering annuities

66.

TIAA RETIRESECURE

      
Numéro de série 88689587
Statut Enregistrée
Date de dépôt 2019-11-12
Date d'enregistrement 2023-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, underwriting and administering annuities

67.

MY PERSONAL PENSION

      
Numéro de série 88484014
Statut Enregistrée
Date de dépôt 2019-06-21
Date d'enregistrement 2022-03-22
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Providing an online financial calculator

68.

Applying retroactive adjustments to financial accounts

      
Numéro d'application 15815135
Numéro de brevet 11488257
Statut Délivré - en vigueur
Date de dépôt 2017-11-16
Date de la première publication 2019-05-16
Date d'octroi 2022-11-01
Propriétaire TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA (USA)
Inventeur(s)
  • Pecoraro, Alexis Salvatore
  • Nettleton, Matthew George
  • Bahns, Gregory Bernard
  • Winchester, Steven Scott
  • Ecker, James Douglas
  • Englert, John Bruce

Abrégé

Methods and systems of applying retroactive adjustments to financial data. An example method includes: receiving one or more adjustment records associated with a financial account; saving a snapshot of the financial account, the snapshot comprising a plurality of transaction records reflecting previously processed transactions associated with the financial account; merging the adjustment records and the transaction records to produce a plurality of adjusted transaction records; processing adjusted transaction records to produce an updated state of the financial account; comparing the saved snapshot to the updated state of the financial account to produce one or more adjustment events; and processing the adjustment events using one or more event processing rules.

Classes IPC  ?

  • G06Q 40/00 - FinanceAssuranceStratégies fiscalesTraitement des impôts sur les sociétés ou sur le revenu
  • G06F 11/14 - Détection ou correction d'erreur dans les données par redondance dans les opérations, p. ex. en utilisant différentes séquences d'opérations aboutissant au même résultat

69.

TIAA RETIREPLUS SERIES

      
Numéro de série 88431377
Statut Enregistrée
Date de dépôt 2019-05-15
Date d'enregistrement 2020-03-31
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

70.

NEVER RUN OUT

      
Numéro de série 88398110
Statut Enregistrée
Date de dépôt 2019-04-23
Date d'enregistrement 2020-01-14
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, underwriting and administering annuities

71.

Visual presentation of metrics reflecting lifecycle events of software artifacts

      
Numéro d'application 16216562
Numéro de brevet 10585666
Statut Délivré - en vigueur
Date de dépôt 2018-12-11
Date de la première publication 2019-04-11
Date d'octroi 2020-03-10
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Antons, Stanislav
  • Joyce, Thomas Steven
  • Arneth, Iii, William V.
  • Flanagan, Leeann Marie
  • Gaddis, Weston John
  • Krall, Thomas Fredrick
  • Jeffress, Jennifer D'Awn
  • Heidenfelder, Christopher Joseph
  • Macdonald, Elizabeth Anne
  • Bates, Nathaniel
  • Couture, Gary R.
  • Blandford, Scott M.
  • Goodnough, Thomas J.
  • Griffin, Byron Leslie
  • Vient, Andrea J.

Abrégé

Systems and methods for visual presentation of metrics reflecting lifecycle events of software artifacts. An example method may comprise: receiving one or more data processing rules, each data processing rule specifying one or more operations to be performed on one or more raw data items reflecting lifecycle events associated with a software artifact; receiving, from one or more data collection agents, a plurality of raw data items; producing, by applying the data processing rules to the plurality of raw data items, a plurality of values of a metric reflecting lifecycle events associated with a plurality of software artifacts; and causing the values to be graphically represented using a graphical user interface (GUI) communicatively coupled to the processor.

Classes IPC  ?

  • G06F 8/71 - Gestion de versions Gestion de configuration
  • G06F 8/77 - Métriques logicielles
  • G06F 11/34 - Enregistrement ou évaluation statistique de l'activité du calculateur, p. ex. des interruptions ou des opérations d'entrée–sortie
  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation
  • G06Q 10/00 - AdministrationGestion

72.

Identifying failed customer experience in distributed computer systems

      
Numéro d'application 16042580
Numéro de brevet 10795744
Statut Délivré - en vigueur
Date de dépôt 2018-07-23
Date de la première publication 2018-11-15
Date d'octroi 2020-10-06
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Couture, Gary Robert
  • Pickering, Mathew Wade
  • Michaud, Ethan Luke
  • Kettering, Andrew Eugene
  • Blandford, Scott Matthew
  • Olaso, Rafael Pedro
  • Flanagan, Leeann Marie
  • Macdonald, Elizabeth Anne
  • Arneth, Iii, William V.
  • Wiesman, Ryan Matthew
  • Elliott, Troy Christopher
  • Danesi, Scott James
  • Joyce, Thomas Steven
  • Jeffress, Jennifer D'Awn
  • Shelton, Zachary Franklin
  • Finch, Jr., Eddie Gordon
  • Bechard, Matthew M.
  • Bates, Nathaniel J.
  • Patel, Devesh
  • Murty, Jakkinpali
  • Krug, Kristopher C.
  • Healy, Jr., Daniel Joseph
  • Saxton, Omar C.
  • Mcgill, Kevin M.
  • Heidenfelder, Christopher Joseph
  • Iannucci, Louis A.
  • Whitehead, Latrisha Devon

Abrégé

Systems and methods for identifying failed customer experience in distributed computer systems. An example method comprises: receiving, by an application performance management (APM) server associated with a distributed computer system, an application layer message associated with a request originated by a client computer system responsive to an action by a user; identifying a failed customer experience error by analyzing the application layer message; and causing a first graph to be rendered by a graphical user interface in a visual association with a second graph representing a number of user login events grouped by a pre-defined period of time, wherein the first graph represents a number of identified failed customer experience errors grouped by the pre-defined period of time.

Classes IPC  ?

  • G06F 11/00 - Détection d'erreursCorrection d'erreursContrôle de fonctionnement
  • G06F 11/07 - Réaction à l'apparition d'un défaut, p. ex. tolérance de certains défauts
  • G06F 16/00 - Recherche d’informationsStructures de bases de données à cet effetStructures de systèmes de fichiers à cet effet
  • G06F 11/34 - Enregistrement ou évaluation statistique de l'activité du calculateur, p. ex. des interruptions ou des opérations d'entrée–sortie
  • G06F 11/30 - Surveillance du fonctionnement
  • G06F 11/08 - Détection ou correction d'erreur par introduction de redondance dans la représentation des données, p. ex. en utilisant des codes de contrôle
  • H04L 29/08 - Procédure de commande de la transmission, p.ex. procédure de commande du niveau de la liaison
  • G06F 17/40 - Acquisition et consignation de données

73.

Malware detection in distributed computer systems

      
Numéro d'application 15593980
Numéro de brevet 10574680
Statut Délivré - en vigueur
Date de dépôt 2017-05-12
Date de la première publication 2018-11-15
Date d'octroi 2020-02-25
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Johnson, Eric J.
  • Henson, Christopher R.
  • Ai, Xin
  • Morgan, Evan Stewart
  • Ward, Stephen

Abrégé

Methods and systems of malware detection in distributed computer systems. An example method includes: receiving, by a network router, a network packet originated by a client computer; matching the network packet to a default route; forwarding the network packet to a command and control server simulator; and forwarding, to the client computer system, one or more response packets comprising a command and control instruction issued to the client computer system by the command and control server simulator.

Classes IPC  ?

  • H04L 29/06 - Commande de la communication; Traitement de la communication caractérisés par un protocole

74.

SALARY SHIELD

      
Numéro de série 88064287
Statut Enregistrée
Date de dépôt 2018-08-03
Date d'enregistrement 2019-06-11
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Underwriting and administering life insurance with a death benefit intended to replace income

75.

BUILDING BLOCKS TO FINANCIAL WELL-BEING

      
Numéro de série 87940848
Statut Enregistrée
Date de dépôt 2018-05-30
Date d'enregistrement 2019-04-02
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, providing financial consultancy and financial information to help achieve financial security

76.

TIAA RETIREPLUS

      
Numéro de série 87872161
Statut Enregistrée
Date de dépôt 2018-04-11
Date d'enregistrement 2019-06-04
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

77.

TIAA RETIREPLUS PRO

      
Numéro de série 87872555
Statut Enregistrée
Date de dépôt 2018-04-11
Date d'enregistrement 2019-09-24
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Retirement investment services, namely, asset allocation services in the form of diversified investment models for specified investor objectives and providing investment information to retirement plan participants

78.

TIAA

      
Numéro d'application 017011917
Statut Enregistrée
Date de dépôt 2017-07-21
Date d'enregistrement 2017-11-20
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services. Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services. Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers.

79.

Visual presentation of metrics reflecting lifecycle events of software artifacts

      
Numéro d'application 14951072
Numéro de brevet 10310849
Statut Délivré - en vigueur
Date de dépôt 2015-11-24
Date de la première publication 2017-05-25
Date d'octroi 2019-06-04
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Antons, Stanislav
  • Joyce, Thomas Steven
  • Arneth, Iii, William V.
  • Flanagan, Leeann Marie
  • Gaddis, Weston John
  • Krall, Thomas Fredrick
  • Jeffress, Jennifer D'Awn
  • Heidenfelder, Christopher Joseph
  • Macdonald, Elizabeth Anne
  • Bates, Nathaniel
  • Couture, Gary R.
  • Blandford, Scott M.
  • Goodnough, Thomas J.
  • Griffin, Byron Leslie
  • Vient, Andrea J.

Abrégé

Systems and methods for visual presentation of metrics reflecting lifecycle events of software artifacts. An example method may comprise: receiving one or more data processing rules, each data processing rule specifying one or more operations to be performed on one or more raw data items reflecting lifecycle events associated with a software artifact; receiving, from one or more data collection agents, a plurality of raw data items; producing, by applying the data processing rules to the plurality of raw data items, a plurality of values of a metric reflecting lifecycle events associated with a plurality of software artifacts; and causing the values to be graphically represented using a graphical user interface (GUI) communicatively coupled to the processor.

Classes IPC  ?

  • G06F 8/71 - Gestion de versions Gestion de configuration
  • G06F 8/77 - Métriques logicielles
  • G06F 11/34 - Enregistrement ou évaluation statistique de l'activité du calculateur, p. ex. des interruptions ou des opérations d'entrée–sortie
  • G06Q 10/00 - AdministrationGestion
  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation

80.

STAY SMART FOR GENERATIONS

      
Numéro de série 87367090
Statut Enregistrée
Date de dépôt 2017-03-10
Date d'enregistrement 2019-02-26
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, wealth transfer services, and financial planning

81.

TIAA SAFE ESTATE

      
Numéro de série 87251584
Statut Enregistrée
Date de dépôt 2016-11-30
Date d'enregistrement 2017-08-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 42 - Services scientifiques, technologiques et industriels, recherche et conception

Produits et services

Electronic storage of data and documents for personal information management

82.

Presenting application performance monitoring data in distributed computer systems

      
Numéro d'application 14687352
Numéro de brevet 09847926
Statut Délivré - en vigueur
Date de dépôt 2015-04-15
Date de la première publication 2016-10-20
Date d'octroi 2017-12-19
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Couture, Gary Robert
  • Pickering, Mathew Wade
  • Michaud, Ethan Luke
  • Whitehead, Latrisha Devon
  • Kettering, Andrew Eugene
  • Blandford, Scott Matthew
  • Olaso, Rafael Pedro
  • Flanagan, Leeann Marie
  • Macdonald, Elizabeth Anne
  • Arneth, Iii, William V.
  • Wiesman, Ryan Matthew
  • Danesi, Scott James
  • Joyce, Thomas Steven
  • Jeffress, Jennifer D'Awn
  • Finch, Jr., Eddie Gordon
  • Bechard, Matthew M.
  • Bates, Nathaniel J.
  • Prout, Edmund Martin
  • Patel, Devesh
  • Murty, Jakkinpali
  • Krug, Kristopher C.
  • Healy, Jr., Daniel Joseph
  • Saxton, Omar C.
  • Mcgill, Kevin M.

Abrégé

Systems and methods for presenting application performance monitoring data in distributed computer systems. An example method may comprise: receiving, by a processing device, one or more application performance monitoring (APM) rules, each APM rule determining an application operational status based on one or more APM parameters; receiving APM data comprising a plurality of APM data items representing values of the APM parameters of a software application; determining an operational status of the software application by applying the APM rules to the APM data; and causing the operational status to be visually represented via a graphical user interface (GUI).

Classes IPC  ?

  • G06F 15/16 - Associations de plusieurs calculateurs numériques comportant chacun au moins une unité arithmétique, une unité programme et un registre, p. ex. pour le traitement simultané de plusieurs programmes
  • H04L 12/26 - Dispositions de surveillance; Dispositions de test
  • H04L 29/08 - Procédure de commande de la transmission, p.ex. procédure de commande du niveau de la liaison
  • H04L 29/06 - Commande de la communication; Traitement de la communication caractérisés par un protocole

83.

TIAA KASPICK

      
Numéro de série 87205005
Statut Enregistrée
Date de dépôt 2016-10-17
Date d'enregistrement 2017-11-28
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Administration, management, and investment of charitable remainder trusts and other planned gifts for nonprofit institutions; endowment management; donor advised funds; consultation services in the field of development, administration, and investment of planned gifts; investment advisory, management, and consulting services

84.

TIAA KASPICK

      
Numéro de série 87205007
Statut Enregistrée
Date de dépôt 2016-10-17
Date d'enregistrement 2017-11-07
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Administration, management, and investment of charitable remainder trusts and other planned gifts for nonprofit institutions; endowment management; donor advised funds; consultation services in the field of development, administration, and investment of planned gifts; investment advisory, management, and consulting services

85.

Evaluating and presenting software testing project status indicators

      
Numéro d'application 14662518
Numéro de brevet 10437707
Statut Délivré - en vigueur
Date de dépôt 2015-03-19
Date de la première publication 2016-09-22
Date d'octroi 2019-10-08
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Blandford, Scott Matthew
  • Gouin, James Paul
  • Gonsalves, Andrea Joan
  • Schweiger, Steven Antony
  • Salunkhe, Sampada Sanjay
  • Buckshi, Donald Robert
  • Russell, Paul Jeffrey
  • Lomax, Brian David
  • White, David Robert
  • Dangur, Ido

Abrégé

Systems and methods for evaluating and presenting software testing project status indicators. An example method may comprise: determining, by a computer system, a plurality of project status indicators comprising one or more average test execution rates, a required test execution rate, a test execution schedule variance, an actual test completion ratio, and/or a test completion schedule variance; and causing one or more project status indicators to be displayed in a visual relation to each other, to a timeline, and/or to another project's status indicators.

Classes IPC  ?

  • G06F 9/44 - Dispositions pour exécuter des programmes spécifiques
  • G06F 11/36 - Prévention d'erreurs par analyse, par débogage ou par test de logiciel
  • G06Q 10/06 - Ressources, gestion de tâches, des ressources humaines ou de projetsPlanification d’entreprise ou d’organisationModélisation d’entreprise ou d’organisation

86.

TIAA

      
Numéro de série 87042820
Statut Enregistrée
Date de dépôt 2016-05-19
Date d'enregistrement 2016-11-29
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

87.

Identifying failed customer experience in distributed computer systems

      
Numéro d'application 14518762
Numéro de brevet 10048994
Statut Délivré - en vigueur
Date de dépôt 2014-10-20
Date de la première publication 2016-04-21
Date d'octroi 2018-08-14
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Couture, Gary Robert
  • Pickering, Mathew Wade
  • Michaud, Ethan Luke
  • Kettering, Andrew Eugene
  • Blandford, Scott Matthew
  • Olaso, Rafael Pedro
  • Flanagan, Leeann Marie
  • Macdonald, Elizabeth Anne
  • Arneth, Iii, William V.
  • Wiesman, Ryan Matthew
  • Elliott, Troy Christopher
  • Danesi, Scott James
  • Joyce, Thomas Steven
  • Jeffress, Jennifer D'Awn
  • Shelton, Zachary Franklin
  • Finch, Jr., Eddie Gordon
  • Bechard, Matthew M.
  • Bates, Nathaniel J.
  • Patel, Devesh
  • Murty, Jakkinpali
  • Krug, Kristopher C.
  • Healy, Jr., Daniel Joseph
  • Saxton, Omar C.
  • Mcgill, Kevin M.
  • Heidenfelder, Christopher Joseph
  • Iannucci, Louis A.
  • Whitehead, Latrisha Devon

Abrégé

Systems and methods for identifying failed customer experience in distributed computer systems. An example method may comprise: receiving, by a processing device of a distributed computer system, a first application layer message associated with a request originated by a client computer system responsive to an action by a user, wherein the first application layer message comprises a transaction identifier identifying a sequence of messages originated by one or more components of the distributed computer system and associated with the request; identifying a pre-defined byte pattern comprised by the first application layer message; and identifying, based on the pre-defined byte pattern, at least one of: a system error associated with the transaction or an application error associated with the transaction.

Classes IPC  ?

  • G06F 11/00 - Détection d'erreursCorrection d'erreursContrôle de fonctionnement
  • G06F 11/07 - Réaction à l'apparition d'un défaut, p. ex. tolérance de certains défauts
  • G06F 17/30 - Recherche documentaire; Structures de bases de données à cet effet
  • G06F 11/34 - Enregistrement ou évaluation statistique de l'activité du calculateur, p. ex. des interruptions ou des opérations d'entrée–sortie
  • H04L 29/08 - Procédure de commande de la transmission, p.ex. procédure de commande du niveau de la liaison

88.

TIAA PLAN OUTCOME ASSESSMENT

      
Numéro de série 86958028
Statut Enregistrée
Date de dépôt 2016-03-30
Date d'enregistrement 2016-11-15
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Financial services, namely, providing consultancy and financial information regarding planning for retirement

89.

TIAA INSTITUTE

      
Numéro de série 86932135
Statut Enregistrée
Date de dépôt 2016-03-08
Date d'enregistrement 2017-03-07
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Conducting financial research in relation to higher education, nonprofit and public sectors in order to foster better understanding, decision-making and innovation by policymakers, researchers, financial advisors and leaders of higher educational institutions Hosting educational events on topics related to financial security and organizational effectiveness for individuals who influence institutional and individual decisions on financial products and their providers

90.

Identifying a browser for rendering an electronic document

      
Numéro d'application 14271880
Numéro de brevet 09648078
Statut Délivré - en vigueur
Date de dépôt 2014-05-07
Date de la première publication 2015-11-12
Date d'octroi 2017-05-09
Propriétaire Teachers Insurance and Annuity Association (USA)
Inventeur(s)
  • Seidle, Jr., John R.
  • Bass, Rodney W.
  • Knam, John
  • Khachane, Yogesh Dnyandeo
  • Blandford, Scott M.
  • Kettering, Andrew Eugene

Abrégé

Systems and methods for identifying a browser for rendering an electronic document. An example method may comprise: intercepting, by a software component being executed by a computer system within a context of a first browser, a procedure call to open a new browser window for rendering an electronic document; identifying, in view of an identifier of the electronic document, a second browser; and causing the second browser to render the electronic document.

Classes IPC  ?

  • G06F 17/00 - Équipement ou méthodes de traitement de données ou de calcul numérique, spécialement adaptés à des fonctions spécifiques
  • H04L 29/08 - Procédure de commande de la transmission, p.ex. procédure de commande du niveau de la liaison
  • G06F 17/30 - Recherche documentaire; Structures de bases de données à cet effet

91.

Providing transaction identifiers for application performance management in distributed computer systems

      
Numéro d'application 14254566
Numéro de brevet 09509749
Statut Délivré - en vigueur
Date de dépôt 2014-04-16
Date de la première publication 2015-10-22
Date d'octroi 2016-11-29
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Michaud, Ethan Luke
  • Pickering, Mathew Wade
  • Juda, Janusz M.
  • Purushothaman, Prabhu
  • Joyce, Thomas Steven
  • Arneth, Iii, William Val
  • Whitehead, Latrisha Devon
  • Bechard, Matthew Maclean
  • Hixon, James Ronald
  • Jeffress, Jennifer D'Awn
  • Olaso, Rafael Pedro
  • Couture, Gary Robert
  • Iannucci, Louis Anthony
  • Blandford, Scott M.

Abrégé

Systems and methods for providing transaction identifiers for application performance management in distributed computer systems. An example method may comprise: receiving, by a first computer system, a first message; identifying, based on a pre-defined byte pattern, an incoming transaction identifier within the first message; responsive to failing to identify the incoming transaction identifier, generating a new transaction identifier; transmitting, to a second computer system, a second message associated with the first message, the second message comprising a transaction identifier provided by one of: the incoming transaction identifier or the new transaction identifier; and transmitting, to a third computer system, a third message representing a log record, the third message comprising the transaction identifier.

Classes IPC  ?

  • G06F 15/16 - Associations de plusieurs calculateurs numériques comportant chacun au moins une unité arithmétique, une unité programme et un registre, p. ex. pour le traitement simultané de plusieurs programmes
  • H04L 29/08 - Procédure de commande de la transmission, p.ex. procédure de commande du niveau de la liaison

92.

Visualization of performance parameters of distributed computer systems

      
Numéro d'application 14197501
Numéro de brevet 09705980
Statut Délivré - en vigueur
Date de dépôt 2014-03-05
Date de la première publication 2015-09-10
Date d'octroi 2017-07-11
Propriétaire Teachers Insurance and Annuity Association of America (USA)
Inventeur(s)
  • Michaud, Ethan Luke
  • Pickering, Mathew Wade
  • Bates, Nathaniel John
  • Juda, Janusz M.
  • Joyce, Thomas Steven
  • Arneth, Iii, William Val
  • Whitehead, Latrisha Devon
  • Couture, Gary Robert
  • Iannucci, Louis Anthony
  • Blandford, Scott M.

Abrégé

Systems and methods for visualization of performance parameters of distributed computer systems. An example method may comprise: receiving data representing a geographic location of a client computer system issuing a plurality of requests to a server computer system, the data further comprising a plurality of values representing one or more parameters of request processing by the server computer system; and generating a sequence of video frames, each video frame of the sequence of video frames comprising a visual element of a pre-defined shape overlaid over a geographic map in a position corresponding to the geographic location of the client computer system, wherein a pre-defined attribute of the visual element visually represents one or more values of the plurality of values.

Classes IPC  ?

  • G06F 15/16 - Associations de plusieurs calculateurs numériques comportant chacun au moins une unité arithmétique, une unité programme et un registre, p. ex. pour le traitement simultané de plusieurs programmes
  • H04L 29/08 - Procédure de commande de la transmission, p.ex. procédure de commande du niveau de la liaison

93.

KASPICK CONNECT

      
Numéro de série 86537537
Statut Enregistrée
Date de dépôt 2015-02-17
Date d'enregistrement 2015-09-08
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Providing financial information via a web site featuring planned gift management data, namely, donor account information, investment allocation, performance data and a searchable financial resource library

94.

BEGIN SMART

      
Numéro de série 86486402
Statut Enregistrée
Date de dépôt 2014-12-19
Date d'enregistrement 2018-07-17
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

financial services, namely, providing consultancy and financial information regarding planning for retirement

95.

GROW SMART

      
Numéro de série 86480707
Statut Enregistrée
Date de dépôt 2014-12-15
Date d'enregistrement 2018-05-29
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

financial services, namely, providing consultancy and financial information regarding planning for retirement

96.

TIAA BANK

      
Numéro de série 86403125
Statut Enregistrée
Date de dépôt 2014-09-23
Date d'enregistrement 2016-09-13
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ? 36 - Services financiers, assurances et affaires immobilières

Produits et services

Banking services; financial services, namely, wealth management services, custodial services, namely, maintaining possession of financial assets for others for financial management purposes, and offering individual retirement accounts; trust services, namely, investment and trust company services

97.

Miscellaneous Design

      
Numéro de série 86396097
Statut Enregistrée
Date de dépôt 2014-09-16
Date d'enregistrement 2016-11-29
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

98.

TIAA

      
Numéro de série 86396101
Statut Enregistrée
Date de dépôt 2014-09-16
Date d'enregistrement 2016-11-29
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

99.

Miscellaneous Design

      
Numéro de série 86396110
Statut Enregistrée
Date de dépôt 2014-09-16
Date d'enregistrement 2016-11-29
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers

100.

TIAA

      
Numéro de série 86396114
Statut Enregistrée
Date de dépôt 2014-09-16
Date d'enregistrement 2016-11-29
Propriétaire Teachers Insurance and Annuity Association of America ()
Classes de Nice  ?
  • 35 - Publicité; Affaires commerciales
  • 36 - Services financiers, assurances et affaires immobilières
  • 41 - Éducation, divertissements, activités sportives et culturelles

Produits et services

Retirement plan recordkeeping services Underwriting and administering insurance, namely, life and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; providing financial services, namely, investment, administration, distribution and management of assets to individual and institutional investors, endowments and trusts, through a range of registered and unregistered investment vehicles, joint ventures and other structures across a variety of asset classes, namely, equity, fixed income, real estate and alternative investment strategies; administering trusts and tuition savings programs for others; broker/dealer and investment advisory services for a variety of investment vehicles, namely, mutual funds, annuities, IRAs and managed account programs; banking services and trust services, namely, fiduciary representative and investment management services Educational services, namely, conducting educational workshops, conferences, and roundtable discussions in the fields of retirement trends and lifelong financial security, governance, financial stewardship, and organizational success and distribution of materials for informational, educational, training, and research purposes in connection therewith; educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; educational services, namely, providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers
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