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:
Apr. 14, 2025

Filed:

Jan. 17, 2024
Applicant:

Charles Schwab & Co., Inc, San Francisco, CA (US);

Inventors:

Nafiseh Saberian, Ann Arbor, MI (US);

Ravindra Reddy Tappeta Venkata, Novi, MI (US);

Stephen Filios, Canton, MI (US);

Logan Sommers Ahlstrom, Ann Arbor, MI (US);

Abhilash Krishnankutty Nair, Ann Arbor, MI (US);

Assignee:

CHARLES SCHWAB & CO., INC., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
H04M 3/00 (2023.12); G06N 5/04 (2022.12); G06N 20/00 (2018.12); G06Q 30/016 (2022.12); H04M 3/51 (2005.12);
U.S. Cl.
CPC ...
H04M 3/5183 (2012.12); G06N 5/04 (2012.12); G06N 20/00 (2018.12); G06Q 30/016 (2012.12); H04M 2203/558 (2012.12);
Abstract

A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.


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