Bank of America Corporation

John J Wilson

Christina Jasko

Albert R Lupcho, Iii

Kelly Ur

Jill Weber

Brandon Kane

Arvind Srinivasan Ramakrishnan

Sara M Towers

Michael D Lamb

Some aspects as disclosed herein are directed to, for example, a system for determining a geographical location of a user, such as via a data input, a network address, and/or a location sensor. A computing device of the system may determine a plurality of prompts for the user based on the determined geographical location of the user and may generate one or more user interfaces configured to display the plurality of prompts. Data input responding to one or more of the plurality of prompts may be received via the one or more user interfaces. It may be determined, based on the data input, whether to approve the user for one or more services. Additionally or alternatively, a computing device may determine a plurality of available services for the user based on the determined geographical location of the user and may generate one or more user interfaces configured to display the plurality of available services. Data input indicating a selection of one or more of the plurality of available services may be received via the one or more user interfaces. Based on the data input, a request to enroll the user in the selected one or more of the plurality of available services may be generated.

System for determining available services based on user location

A customer may desire to enroll in a transaction, such as a product or a service, offered, managed, and/or owned by an institution, such as a financial institution. The customer may attempt to directly enroll in the product or service or may enroll in the product or service through an agent of the institution. The customer and/or agent may select the product or service (e.g., via a workstation or other device), and a computing device may determine which documents the product or service uses, which documents the customer has on file already, and/or which documents the customer is missing. The computing device may cause the customer and/or agent to be notified of the missing documents. When the customer and/or agent provides all of the documents for the product or service (or an exception applies to one or more missing documents), the computing system may enroll the customer in the selected product or service.

Document calculator

Obtaining missing documents from user

Growing community of inventors

Madison, NJ, United States of America

John J Wilson