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:
Aug. 02, 2022

Filed:

Aug. 17, 2020
Applicant:

Bank of America Corporation, Charlotte, NC (US);

Inventors:

Andrew Roberts, Moorestown, NJ (US);

Umashankar Bandi, Monmouth Junction, NJ (US);

Jayakumar Chellaganapathysubramanian, Princeton, NJ (US);

Karolyn Currence, Charlotte, NC (US);

Janaki Iyer, Dayton, NJ (US);

Brennan Jablonski, Philadelphia, PA (US);

Heather Klemmer, Stockton, NJ (US);

Joseph Matzerath, Hazlet, NJ (US);

James Rajeshvincent, Kendall Park, NJ (US);

Jonathan Wilcox, Robbinsville, NJ (US);

Assignee:

Bank of America Corporation, Charlotte, NC (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 30/00 (2012.01); G06Q 30/06 (2012.01); G06F 3/0481 (2022.01);
U.S. Cl.
CPC ...
G06Q 30/0641 (2013.01); G06F 3/0481 (2013.01);
Abstract

A client viewer computing system may be configured to scan a plurality of business application computing systems that correspond to products and/or services provided by a business organization. The client view computing system may receive a customer identifier from an employee and, in response to the customer identifier, obtain information corresponding to the customer's interactions with the plurality of products and/or services offered by the business organization. Based on one or more customer attributes, the client viewer computing system may identify one or more products and/or services the customer for which the customer qualifies and display the identified opportunities on a customer centric viewer user interface.


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