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Morgan StanleyPatent grant

Morgan Stanley was granted a patent for live report customization.

Source: Autobound Signal API · 76 signals tracked for Morgan Stanley · updated

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What happened

In October 2026 Morgan Stanley patented a reporting interface for building polished documents in financial-services workflows while previewing the final layout on the same screen.

Source

patents.google.comOct 27, 2026

US patent US12775776

Enabling customizing reports with live preview on one screen

Abstract

A system for managing a configurable GUI for customizing and viewing a report is disclosed. The GUI has several panels on one screen for collectively controlling the organization and look-and-feel of the report, presenting a real-time view of the report in response to control changes, and providing a report document with an identical appearance as the real-time view. The panels are separately configurable. The panels also operate independently and communicate by passing information regarding events that occur in respective panels.

patents.google.com/patent/US12775776Read the full source

Extracted by Autobound

From the Signal API record
Signal
Patent grant

What this signalsA new patent often shows where a company is putting its R&D budget.

Grant date
Oct 27, 2026
Inventors
Jithin Valat, Kartik D. Pai
Tech area
software / computing
Patent number
US12775776

The full record

From the Signal API record

People

  • Jithin ValatInventor
  • Kartik D. PaiInventor

Details

Primary CPC class
G06F 40/106 (Electric digital data processing)
USPTO assignee
Morgan Stanley Services Group Inc.
What the invention does
A report editor that lets users change separate layout and styling controls while instantly showing a matching preview of the finished document.

Topics and mentions

Tags

  • Intellectual Property
  • Research & Development
  • Financial Systems
  • User Interface
  • Enterprise Software

Technologies named

  • reporting software
  • graphical user interfaces
  • real-time preview
  • document generation

Extraction

Detected
Oct 30, 2026
signal_type
patents-company
signal_subtype
patentGrant

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This page shows a preview. The full patents-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c0ee686a-3a8c-5512-bcf7-7df2159bb2bb returns this record as JSON. POST /v1/companies/enrich returns every signal for morganstanley.com.

{
  "signal_id": "c0ee686a-3a8c-5512-bcf7-7df2159bb2bb",
  "signal_type": "patents-company",
  "signal_subtype": "patentGrant",
  "detected_at": "2026-10-30T00:34:11+00:00",
  "company": {
    "name": "Morgan Stanley",
    "domain": "morganstanley.com"
  },
  "data": {
    "cpc": [
      {
        "code": "G06F 40/106",
        "label": "Electric digital data processing"
      },
      {
        "code": "G06F 3/0481",
        "label": "Electric digital data processing"
      },
      {
        "code": "G06F 3/0484",
        "label": "Electric digital data processing"
      },
      {
        "code": "G06F 40/137",
        "label": "Electric digital data processing"
      },
      {
        "code": "G06F 40/143",
        "label": "Electric digital data processing"
      }
    ],
    "tags": [
      "Intellectual Property",
      "Research & Development",
      "Financial Systems",
      "User Interface",
      "Enterprise Software"
    ],
    "detail": "In October 2026 Morgan Stanley patented a reporting interface for building polished documents in financial-services workflows while previewing the final layout on the same screen.",
    "summary": "Morgan Stanley was granted a patent for live report customization.",
    "event_at": "2026-10-27",
    "inventors": [
      {
        "name": "Jithin Valat",
        "status": "resolved",
        "is_primary": true,
        "linkedin_url": "https://www.linkedin.com/in/jithin-valat-787294a5"
      },
      {
        "name": "Kartik D. Pai",
        "status": "resolved",
        "is_primary": false,
        "linkedin_url": "https://www.linkedin.com/in/kartik-pai"
      }
    ],
    "tech_area": "software / computing",
    "event_kind": "grant_date",
    "grant_date": "2026-10-27",
    "source_url": "https://patents.google.com/patent/US12775776",
    "cpc_primary": {
      "code": "G06F 40/106",
      "label": "Electric digital data processing"
    },
    "patent_title": "Enabling customizing reports with live preview on one screen",
    "patent_number": "US12775776",
    "uspto_assignee": "Morgan Stanley Services Group Inc.",
    "patent_abstract": "A system for managing a configurable GUI for customizing and viewing a report is disclosed. The GUI has several panels on one screen for collectively controlling the organization and look-and-feel of the report, presenting a real-time view of the report in response to control changes, and providing a report document with an identical appearance as the real-time view. The panels are separately configurable. The panels also operate independently and communicate by passing information regarding events that occur in respective panels.",
    "precision_class": "structural",
    "invention_explanation": "A report editor that lets users change separate layout and styling controls while instantly showing a matching preview of the finished document.",
    "technologies_mentioned": [
      "reporting software",
      "graphical user interfaces",
      "real-time preview",
      "document generation"
    ]
  }
}

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