US-12626303-B2 - Thematic protocol and circle datastructure apparatuses, processes and systems

Abstract

The Thematic Protocol and Circle Datastructure Apparatuses, Processes and Systems (“TPCD”) transforms TOP-RC search request, TOP-RC selection request inputs via TPCD components into TOP-RC search response, TOP-RC selection response, pool distribution notification request outputs. A thematic circle join request datastructure that includes a user object identifier, a portfolio object identifier associated with the user object identifier, and a thematic circle template identifier is obtained. A thematic circle object instantiated based on a thematic circle template corresponding to the thematic circle template identifier is determined. The user object identifier is added to participants datastructure. A portfolio object corresponding to the portfolio object identifier is marked as locked. A set of creation criteria associated with the thematic circle object is evaluated. The thematic circle object is activated based on a determination that the set of creation criteria has been met. A pool distribution protocol associated with the thematic circle object is initiated.

Inventors

• Vardan Verdiyan

Assignees

• FMR LLC

Dates

Publication Date

20260512

Application Date

20211221

Claims (18)

1. 1 . A thematic protocol and circle data structure generator apparatus, comprising: at least one memory; a component collection stored in the at least one memory; any of at least one processor disposed in communication with the at least one memory, the any of at least one processor executing processor-executable instructions from the component collection, storage of the component collection structured with processor-executable instructions, comprising: obtain a thematic circle join request datastructure, in which the thematic circle join request datastructure is structured including a user object identifier, a portfolio object identifier associated with the user object identifier, and a thematic circle template identifier; determine a thematic circle object instantiated based on a thematic circle template corresponding to the thematic circle template identifier; add the user object identifier to a participants datastructure comprising participant user object identifiers associated with the thematic circle object; mark a portfolio object corresponding to the portfolio object identifier as locked; evaluate a set of creation criteria associated with the thematic circle object based on analysis of user objects corresponding to user object identifiers in the participants datastructure, in which the set of creation criteria is defined in the thematic circle template; activate the thematic circle object based on a determination that the set of creation criteria has been met, in which the instructions activating the thematic circle object are structured including instructions starting a circle period timer on an activation date associated with the thematic circle object; and initiate a pool distribution protocol associated with the thematic circle object upon expiration of the circle period timer, in which the pool distribution protocol is defined in the thematic circle template.
2. 2 . The apparatus of claim 1 , in which the thematic circle join request datastructure is structured including a set of thematic circle characteristics, and in which the thematic circle object is determined also based on the set of thematic circle characteristics.
3. 3 . The apparatus of claim 2 , in which the set of thematic circle characteristics is obtained via a user interface structured obtaining input from a user.
4. 4 . The apparatus of claim 1 , in which the component collection storage is further structured with processor-executable instructions, comprising: determine that a thematic circle object based on the thematic circle template corresponding to the thematic circle template identifier has not been previously instantiated; and instantiate the thematic circle object, in which the instructions instantiating the thematic circle object are structured including instructions setting a creation decision date for the thematic circle object, and in which the instructions evaluating the set of creation criteria are structured including instructions performing the evaluation after reaching the creation decision date.
5. 5 . The apparatus of claim 1 , in which the component collection storage is further structured with processor-executable instructions, comprising: determine a set of user groups associated with the thematic circle object; determine a set of user grouping characteristics associated with a user object corresponding to the user object identifier; determine a matching user group, from the set of user groups, based on evaluation of the set of user grouping characteristics; and in which the instructions adding the user object identifier to the participants datastructure are structured including instructions associating the user object identifier with the matching user group.
6. 6 . The apparatus of claim 5 , in which the set of user groups is a set of age groups.
7. 7 . The apparatus of claim 1 , in which the thematic circle join request datastructure is structured including a set of investment object identifiers associated with the portfolio object identifier; and in which the instructions marking the portfolio object corresponding to the portfolio object identifier as locked are structured including instructions marking investment objects corresponding to the set of investment object identifiers as locked.
8. 8 . The apparatus of claim 1 , in which assets associated with the portfolio object marked as locked can be traded but cannot be withdrawn by a user corresponding to the user object identifier.
9. 9 . The apparatus of claim 1 , in which the set of creation criteria includes specifications for a set of metrics that include at least one of: number of applicants, applicant asset ratio deviation, applicant portfolio return ratio deviation.
10. 10 . The apparatus of claim 1 , in which the instructions initiating the pool distribution protocol associated with the thematic circle object are structured as instructions generating a pool distribution request function call.
11. 11 . The apparatus of claim 10 , in which the component collection storage is further structured with processor-executable instructions, comprising: obtain the pool distribution request function call associated with the thematic circle object; determine a user mortality status for each user object identifier in the participants datastructure; transfer for each user object identifier with non-surviving user mortality status, a portfolio object associated with the respective user object identifier to a pool object associated with the thematic circle object; mark the portfolio object corresponding to the portfolio object identifier as unlocked; calculate a pool distribution value for a user object corresponding to the user object identifier, in which the user object identifier has surviving user mortality status; determine a pool distribution allocation for the user object; and generate a pool distribution notification that includes a set of allocation actions that facilitate transferring the pool distribution allocation to the portfolio object corresponding to the portfolio object identifier.
12. 12 . The apparatus of claim 11 , in which the instructions determining a user mortality status for a user object identifier are structured as instructions querying a mortality status oracle server.
13. 13 . The apparatus of claim 11 , in which the instructions determining a user mortality status for a user object identifier are structured as instructions evaluating a smart contract stored on a blockchain.
14. 14 . The apparatus of claim 11 , in which the instructions calculating the pool distribution value for the user object corresponding to the user object identifier are structured including instructions determining a thematic circle share multiplier associated with the user object.
15. 15 . The apparatus of claim 11 , in which the instructions determining the pool distribution allocation for the user object are structured including instructions determining a pool distribution type for the user object.
16. 16 . A thematic protocol and circle data structure generator processor-readable, non-transient medium, the medium storing a component collection, storage of the component collection structured with processor-executable instructions comprising: obtain a thematic circle join request datastructure, in which the thematic circle join request datastructure is structured including a user object identifier, a portfolio object identifier associated with the user object identifier, and a thematic circle template identifier; determine a thematic circle object instantiated based on a thematic circle template corresponding to the thematic circle template identifier; add the user object identifier to a participants datastructure comprising participant user object identifiers associated with the thematic circle object; mark a portfolio object corresponding to the portfolio object identifier as locked; evaluate a set of creation criteria associated with the thematic circle object based on analysis of user objects corresponding to user object identifiers in the participants datastructure, in which the set of creation criteria is defined in the thematic circle template; activate the thematic circle object based on a determination that the set of creation criteria has been met, in which the instructions activating the thematic circle object are structured including instructions starting a circle period timer on an activation date associated with the thematic circle object; and initiate a pool distribution protocol associated with the thematic circle object upon expiration of the circle period timer, in which the pool distribution protocol is defined in the thematic circle template.
17. 17 . A thematic protocol and circle data structure generator processor-implemented system, comprising: means to store a component collection; means to process processor-executable instructions from the component collection, storage of the component collection structured with processor-executable instructions comprising: obtain a thematic circle join request datastructure, in which the thematic circle join request datastructure is structured including a user object identifier, a portfolio object identifier associated with the user object identifier, and a thematic circle template identifier; determine a thematic circle object instantiated based on a thematic circle template corresponding to the thematic circle template identifier; add the user object identifier to a participants datastructure comprising participant user object identifiers associated with the thematic circle object; mark a portfolio object corresponding to the portfolio object identifier as locked; evaluate a set of creation criteria associated with the thematic circle object based on analysis of user objects corresponding to user object identifiers in the participants datastructure, in which the set of creation criteria is defined in the thematic circle template; activate the thematic circle object based on a determination that the set of creation criteria has been met, in which the instructions activating the thematic circle object are structured including instructions starting a circle period timer on an activation date associated with the thematic circle object; and initiate a pool distribution protocol associated with the thematic circle object upon expiration of the circle period timer, in which the pool distribution protocol is defined in the thematic circle template.
18. 18 . A thematic protocol and circle data structure generator processor-implemented process, including processing processor-executable instructions via any of at least one processor from a component collection stored in at least one memory, storage of the component collection structured with processor-executable instructions comprising: obtain a thematic circle join request datastructure, in which the thematic circle join request datastructure is structured including a user object identifier, a portfolio object identifier associated with the user object identifier, and a thematic circle template identifier; determine a thematic circle object instantiated based on a thematic circle template corresponding to the thematic circle template identifier; add the user object identifier to a participants datastructure comprising participant user object identifiers associated with the thematic circle object; mark a portfolio object corresponding to the portfolio object identifier as locked; evaluate a set of creation criteria associated with the thematic circle object based on analysis of user objects corresponding to user object identifiers in the participants datastructure, in which the set of creation criteria is defined in the thematic circle template; activate the thematic circle object based on a determination that the set of creation criteria has been met, in which the instructions activating the thematic circle object are structured including instructions starting a circle period timer on an activation date associated with the thematic circle object; and initiate a pool distribution protocol associated with the thematic circle object upon expiration of the circle period timer, in which the pool distribution protocol is defined in the thematic circle template.

Description

PRIORITY CLAIM Applicant hereby claims benefit to priority under 35 USC § 119 as a non-provisional conversion of: U.S. provisional patent application Ser. No. 63/130,341, filed Dec. 23, 2020, entitled “Thematic Protocol and Circle Datastructure Apparatuses, Processes and Systems”. The entire contents of the aforementioned applications are herein expressly incorporated by reference. This application for letters patent disclosure document describes inventive aspects that include various novel innovations (hereinafter “disclosure”) and contains material that is subject to copyright, mask work, and/or other intellectual property protection. The respective owners of such intellectual property have no objection to the facsimile reproduction of the disclosure by anyone as it appears in published Patent Office file/records, but otherwise reserve all rights. FIELD The present innovations generally address information technology, and more particularly, include Thematic Protocol and Circle Datastructure Apparatuses, Processes and Systems. However, in order to develop a reader's understanding of the innovations, disclosures have been compiled into a single description to illustrate and clarify how aspects of these innovations operate independently, interoperate as between individual innovations, and/or cooperate collectively. The application goes on to further describe the interrelations and synergies as between the various innovations; all of which is to further compliance with 35 U.S.C. § 112. BACKGROUND Information technology allows users to access streams of information through various user interfaces. Databases can track assets such as physical inventory, equity shares, accounts receivable/payable, debts/loans and derivatives thereof. Some assets have stable values while others vary greatly, the various assets sometimes generating income streams, while other times appreciate/depreciate. These different assets have different risk exposures and may be attractive to different types of owners. People own all types of assets, some of which are secured instruments to underlying assets. People have used exchanges to facilitate trading and selling of such assets. Computer information systems, such as NAICO-NET, Trade*Plus and E*Trade allowed owners to trade securities assets electronically. BRIEF DESCRIPTION OF THE DRAWINGS Appendices and/or drawings illustrating various, non-limiting, example, innovative aspects of the Thematic Protocol and Circle Datastructure Apparatuses, Processes and Systems (hereinafter “TPCD”) disclosure, include: FIGS. 1A-B show non-limiting, example embodiments of a datagraph illustrating data flow(s) for the TPCD; FIG. 2 shows non-limiting, example embodiments of a logic flow illustrating a TOP-RC templates matching (CTM) component for the TPCD; FIG. 3 shows non-limiting, example embodiments of a logic flow illustrating a TOP-RC object creating (COC) component for the TPCD; FIG. 4 shows non-limiting, example embodiments of a logic flow illustrating a TOP-RC pool distributing (CPD) component for the TPCD; FIG. 5 shows non-limiting, example embodiments of a screenshot illustrating user interface(s) of the TPCD; FIGS. 6A-B show non-limiting, example embodiments of a screenshot illustrating user interface(s) of the TPCD; FIG. 7 shows non-limiting, example embodiments of implementation case(s) for the TPCD; FIG. 8 shows non-limiting, example embodiments of implementation case(s) for the TPCD; FIG. 9 shows non-limiting, example embodiments of implementation case(s) for the TPCD; FIG. 10 shows a block diagram illustrating non-limiting, example embodiments of a TPCD controller. Generally, the leading number of each citation number within the drawings indicates the figure in which that citation number is introduced and/or detailed. As such, a detailed discussion of citation number 101 would be found and/or introduced in FIG. 1. Citation number 201 is introduced in FIG. 2, etc. Any citations and/or reference numbers are not necessarily sequences but rather just example orders that may be rearranged and other orders are contemplated. Citation number suffixes may indicate that an earlier introduced item has been re-referenced in the context of a later figure and may indicate the same item, evolved/modified version of the earlier introduced item, etc., e.g., server 199 of FIG. 1 may be a similar server 299 of FIG. 2 in the same and/or new context. DETAILED DESCRIPTION The Thematic Protocol and Circle Datastructure Apparatuses, Processes and Systems (hereinafter “TPCD”) transforms TOP-RC search request, TOP-RC selection request inputs, via TPCD components (e.g., CTM, COC, CPD, etc. components), into TOP-RC search response, TOP-RC selection response, pool distribution notification request outputs. The TPCD components, in various embodiments, implement advantageous features as set forth below. Introduction The TPCD provides unconventional features (e.g., including instructions to obtain an individual account ow