ALEXANDRIA, Va., April 15 -- United States Patent no. 12,602,636, issued on April 14, was assigned to Morgan Stanley Services Group Inc. (New York).
"Client onboarding assembly line" was invented by Sanjay Kumar Rout (Edison, N.J.), Zixuan Yang (New York) and Raj Kumar (North Brunswick, N.J.).
According to the abstract* released by the U.S. Patent & Trademark Office: "Automated and dynamic client and product/account onboarding assembly line for a firm dynamically configures a product/account type in any business line from any user/application channel of the firm. The client and product/account onboarding assembly line comprises changeable framework that dynamically configures each step according to the particular requirements of the produ...