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:
Aug. 02, 2022
Filed:
Dec. 29, 2016
Wells Fargo Bank, N.a., San Francisco, CA (US);
Wayne Barakat, Novato, CA (US);
Ha M. Duong, San Francisco, CA (US);
Yvette Hatton, San Francisco, CA (US);
Chris Kalaboukis, San Jose, CA (US);
Marria Rhodriquez, San Francisco, CA (US);
Wells Fargo Bank, N.A, San Francisco, CA (US);
Abstract
A financial institution computing system may include a steward database and a steward designation circuit. The steward database may store information of a steward of a customer. The information may include interaction information of the steward, which may include information indicative of interactions of the steward with other individuals. The steward designation circuit may determine whether an individual of the other individuals qualifies as a new steward of the customer based on the interaction information of the steward in the steward database. The steward designation circuit may designate the individual as a new steward of the customer in response to determining that the individual qualifies as a new steward of the customer.