The Toronto-Dominion Bank (20250117854). GENERATING PORTFOLIO CHANGES BASED ON UPCOMING LIFE EVENT
GENERATING PORTFOLIO CHANGES BASED ON UPCOMING LIFE EVENT
Organization Name
Inventor(s)
John Jong-Suk Lee of Toronto CA
GENERATING PORTFOLIO CHANGES BASED ON UPCOMING LIFE EVENT
This abstract first appeared for US patent application 20250117854 titled 'GENERATING PORTFOLIO CHANGES BASED ON UPCOMING LIFE EVENT
Original Abstract Submitted
an example operation may include one or more of storing a portfolio of assets of a user in memory, receiving text from a conversation between the user on a first device and a second user on a second device, identifying an upcoming life event of the user based on execution of a generative artificial intelligence (genai) model on the received text from the conversation, determining a change to the portfolio of assets of the user based on the upcoming life event and existing assets within the portfolio of assets, and displaying the change to the portfolio of assets of the user via a user interface.