The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jul. 20, 2021
Filed:
Mar. 05, 2019
Bank of America Corporation, Charlotte, NC (US);
Malini Petersen, New York City, NY (US);
Robert J. Graulich, West Hartford, CT (US);
Richard M. Korzenko, Fort Mill, SC (US);
Shola L. Oni, Atlanta, GA (US);
Courtney Lee Prior, South Lyon, MI (US);
Stephen Thomas Shannon, Charlotte, NC (US);
Lea Marie Souther, Waxhaw, NC (US);
BANK OF AMERICA CORPORATION, Charlotte, NC (US);
Abstract
Embodiments of the present invention provide a system for real-time generation of tailored recommendations associated with client interactions. The system is configured to identify an interaction associated with an associate, extract information of a user associated with the interaction, transfer the extracted information to an associate device, transmit first set of control signals to the associate device, wherein the first set of control signals cause a graphical user interface of the associate device to display the extracted information to the associate, identify a type of the interaction, generate topics associated with the interaction based on the type of the interaction, transfer the topics to the associate device, and transmit a second set of control signals to the associate device, wherein the second set of control signals cause the graphical user interface of the associate device to display the one or more topics to the associate.