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.

Date of Patent:
Jan. 11, 2022

Filed:

Apr. 13, 2020
Applicant:

United Services Automobile Association (Usaa), San Antonio, TX (US);

Inventors:

Patricio H. Garcia, San Antonio, TX (US);

Amanda Jean Segovia, San Antonio, TX (US);

Hector J. Castillo, San Antonio, TX (US);

Janeen Rubio, Helotes, TX (US);

Robert Craig Korom, San Antonio, TX (US);

Roy David McDonald, San Antonio, TX (US);

Assignee:
Attorney:
Primary Examiner:
Int. Cl.
CPC ...
H04M 3/00 (2006.01); H04M 3/493 (2006.01); H04M 3/51 (2006.01); H04M 3/42 (2006.01); H04M 3/523 (2006.01);
U.S. Cl.
CPC ...
H04M 3/493 (2013.01); H04M 3/42068 (2013.01); H04M 3/42161 (2013.01); H04M 3/4936 (2013.01); H04M 3/5166 (2013.01); H04M 3/5191 (2013.01); H04M 3/523 (2013.01); H04M 2203/105 (2013.01); H04M 2203/408 (2013.01); H04M 2203/551 (2013.01); H04M 2203/6081 (2013.01);
Abstract

Methods and systems described in this disclosure allow customers to personalize their phone experience when calling into an organization. In some embodiments, customers who may benefit from this service are identified based on the content of the customer's previous or current phone calls to the organization. The identified customers may be invited to enroll and to provide preferences for a customized Interactive Voice Response experience. In some embodiments, the customer can elect to hear the balances of one or more of his accounts without going through a phone menu or asking a representative to look up the relevant amounts. Once enrolled, when the customer dials into the organization and upon successful authentication, the organization proactively states the customer's account balances with no further customer request.


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