US 12,131,317 B2
Asset pack recommendation and management
Kristopher David Stipech, New York, NY (US); Ryan Budd, San Francisco, CA (US); Daniel Shin, New York, NY (US); River Satya, San Francisco, CA (US); Brian Grassadonia, San Francisco, CA (US); and Emily Chiu, San Francisco, CA (US)
Assigned to Block, Inc., Oakland, CA (US)
Filed by Block, Inc., Oakland, CA (US)
Filed on Jun. 10, 2022, as Appl. No. 17/838,065.
Application 17/838,065 is a continuation of application No. 16/457,877, filed on Jun. 28, 2019, abandoned.
Claims priority of provisional application 62/715,780, filed on Aug. 7, 2018.
Prior Publication US 2022/0309493 A1, Sep. 29, 2022
Int. Cl. G06Q 20/38 (2012.01); G06Q 20/10 (2012.01)
CPC G06Q 20/3821 (2013.01) [G06Q 20/10 (2013.01)] 28 Claims
OG exemplary drawing
 
1. An apparatus for facilitating asset transactions, the apparatus comprising:
at least one memory; and
at least one processor coupled to the at least one memory, the at least one processor configured to:
receive information about a user;
determine, based on the information about the user, at least one preference of the user;
generate, based on the at least one preference of the user, a recommendation for an asset pack for the user, wherein the asset pack includes a plurality of different assets that are grouped together, wherein respective relative amounts of each asset are customized in the asset pack as part of the recommendation based on how applicable at least one criterion is to each of the plurality of different assets, wherein the at least one criterion corresponds to feedback associated with the plurality of different assets, wherein the feedback is previously received from one or more other users other than the user, wherein the at least one criterion is based on the at least one preference;
cause the recommendation for the asset pack to be output via an interactive graphical user interface of an application associated with a payment service system and executing on a device associated with the user, wherein the interactive graphical user interface includes an interactive representation of the respective relative amounts of each asset in the asset pack configured for adjustment of the respective relative amounts of each asset in the asset pack, wherein the interactive graphical user interface is configured to be displayed using a display of the device;
receive, via a first interaction with the interactive graphical user interface, an indication of an adjustment to the respective relative amounts of each asset in the asset pack, wherein the first interaction is based on a first input received via a first position of a touchscreen-based input interface of the device to select one of a plurality of pre-determined options for adjusting the respective relative amounts of each asset in the asset pack, wherein a plurality of sensors of the touchscreen-based input interface of the device detect that the first input is received via the first position, wherein user interface elements respectively associated with the plurality of pre-determined options are positioned at a plurality of different positions within the interactive graphical user interface, wherein the first position of the first input aligns with one of the plurality of different positions that corresponds to the one of the plurality of pre-determined options, wherein the one of the plurality of pre-determined options identifies the adjustment, and wherein the interactive graphical user interface automatically and dynamically updates a displayed summary of the respective relative amounts of each asset in the asset pack at a second position in the interactive graphical user interface in response to the adjustment following the first interaction;
receive, via a second interaction with the interactive graphical user interface, a confirmation associated with the recommendation for the asset pack as adjusted by the adjustment and an indication of an amount of funds to invest in the asset pack, wherein the second interaction is based on a second input received via the touchscreen-based input interface of the device;
receive an indication that the amount of funds has been received at the payment service system from an account associated with the user; and
facilitate, in response to the second interaction and the indication, processing of a plurality of transactions to purchase the plurality of different assets in the asset pack on behalf of the user according to the amount of funds to invest in the asset pack and according to the respective relative amounts of each asset.