US 12,307,528 B2
Software systems and methods to automatically correlate subject matter items and provider data across multiple platforms
Devon Drew, Houston, TX (US); and Kevin D. Howard, Mesa, AZ (US)
Assigned to Diligence Fund Distributors Inc., Houston, TX (US)
Filed by Diligence Fund Distributors inc., Houston, TX (US)
Filed on Sep. 20, 2022, as Appl. No. 17/949,150.
Prior Publication US 2025/0029182 A1, Jan. 23, 2025
Int. Cl. G06Q 40/06 (2012.01)
CPC G06Q 40/06 (2013.01) 16 Claims
OG exemplary drawing
 
1. A software method of a consultancy assistance system, comprising:
extracting one or more webpages from one or more internet platforms of subject matter items and one or more associated providers;
semantically analyzing text of the one or more webpages using natural language processing to determine one or more sentiments of the subject matter items, the one or more associated providers, one or more reviewers, and one or more client preferences;
associating analyzed collected data of the subject matter items with one or more consultant workflows;
matching the one or more consultant workflows with the one or more client preferences;
automatically creating one or more best-fitting subject matter items options for selection by one or more clients; and
tracking and updating the one or more client preferences from one or more options lists, one or more reviewers, or one or more influencers.