US 11,922,505 B1
Trade asset card
Rameshchandra Bhaskar Ketharaju, Hyderabad (IN); Manish Pandey, Bangalore (IN); Prabal Nandi, Hyderabad (IN); and Shanmukeswara Rao Donkada, Hyderabad (IN)
Assigned to Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed by Wells Fargo Bank, N.A., San Francisco, CA (US)
Filed on Oct. 21, 2022, as Appl. No. 17/971,257.
Application 17/971,257 is a continuation of application No. 15/601,105, filed on May 22, 2017, granted, now 11,508,009, issued on Nov. 22, 2022.
Int. Cl. G06Q 40/06 (2012.01); G06Q 20/10 (2012.01); G06Q 30/0207 (2023.01); G06Q 40/04 (2012.01)
CPC G06Q 40/06 (2013.01) [G06Q 20/105 (2013.01); G06Q 30/0216 (2013.01); G06Q 40/04 (2013.01)] 20 Claims
OG exemplary drawing
 
1. An apparatus, comprising:
a processor; and
memory comprising instructions that when executed by the processor cause the processor to:
identify, via a network component, a diversified digital investment portfolio including a set of tradeable assets;
determine, by a spending source rules management component, spending source rules for the set of tradeable assets, wherein the spending source rules are applied to purchase requests associated with the diversified digital investment portfolio, and wherein at least a portion of the spending source rules apply to one or more of a plurality of purchase amount bands;
detect, by an analytics engine component, a gap in the plurality of purchase amount bands, wherein the gap comprises a purchase amount band without an applicable spending source rule; and
in response to detection of the gap:
block, by the spending source rules management component, a purchase for an amount within the gap, and
generate, by the spending source rules management component, a new spending source rule for the gap to cover the purchase amount band.