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:
Sep. 20, 2022
Filed:
Jan. 12, 2018
Wells Fargo Bank, N.a., San Francisco, CA (US);
Ryan S. Alexander, Mill Creek, WA (US);
Kristine Ing Kushner, Orinda, CA (US);
Katherine Guse Jagoe, Danville, CA (US);
Steven E. Puffer, Champlin, MN (US);
Eric E. Thompson, San Francisco, CA (US);
Paul Vittimberga, Oakland, CA (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
Systems, methods, and apparatuses are described for an intelligent dashboard that allows interested parties to verify and validate relevant information on enterprises and their representatives. A servicing entity may provide an enterprise with a dashboard that includes select fields corresponding to information predicted to be useful to clients of the enterprise based on commercial characteristics of the enterprise and its client base. Fields may be populated with information previously available to the servicing entity, and with supplemental information acquired (manually or automatically) from the enterprise or from third party data sources. The enterprise may impose restrictions on which information is to be available to which clients, and the servicing entity may generate a code for use by clients to access the dashboard or certain information. The dashboard can allow clients to track the location of a representative and help validate the identify of a representative arriving at a client's location.