United Services Automobile Association (usaa)

Natalya Lohinova Jeffords

Randal Lane Schnedler

Elizabeth Guerrero

Nitin Obhrai

Chase Nicholas Borden

William H Bloom

Shanna Ruth Limas

A method and system for managing user interactions with at least one product via an external platform are disclosed. When a threshold number of user inputs associated with user-specific data is detected, the system verifies the user's identity by sending a verification message through the platform's messaging application and receiving client-specific information in response. Upon successful verification, the system requests personal data relevant to the product. If the requested data includes confidential information, the system provides a link redirecting the user to a secure application, separate from the external platform, to securely transmit the data request and receive the confidential information.

Client identification and management across multiple social platforms

Methods and systems described in this disclosure are directed at developing a life planner for a user based on data collected from various data sources. The life plan is displayed using a timeline that includes events generated from the collected data. As additional data is received, the timeline is updated to reflect the changes or additions to the data. In some embodiments, the life plan includes recommendations and predictions pertaining to a financial plan for the user based on his or her expenses and income.

Systems and methods for developing an automated life planner

The present embodiments relate to identifying a user on an external platform as a client of an entity and managing interactions with the user. An input provided by the user on an external platform can be parsed to derive user-specific social media data for the user. The user-specific social media data can be compared with client information maintained in a client database and a harvested social media database to identify the user as a client. A verification message can be sent to the user via a messaging application of the external platform to receive semi-private client data and verify the identity of the user. A response can be generated for the user based on client information. The response to the user can include a link to a secure messaging application to enable secure data communication between the user and the client.

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San Antonio, TX, United States of America

Natalya Lohinova Jeffords