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:
Feb. 03, 2026
Filed:
Dec. 11, 2023
Wells Fargo Bank, N.a., San Francisco, CA (US);
Nathan Coles, San Francisco, CA (US);
Darren M. Goetz, San Francisco, CA (US);
Uma Meyyappan, San Francisco, CA (US);
Dennis Montenegro, San Francisco, CA (US);
Steve Perez, San Francisco, CA (US);
Debarchana Roy, San Francisco, CA (US);
WELLS FARGO BANK, N.A., San Francisco, CA (US);
Abstract
A method performed by a provider computing system includes training one or more artificial intelligence (AI) models to generate task prompts, receiving a requested action from a customer, determining contextual information about a plurality of customer devices, generating a task prompt using the one or more AI models, generating an interaction board accessible by the customer via a customer device and accessible by an employee via an employee device, receiving an indication that the customer pre-task has been completed prior to a customer interaction at a branch location, updating the interaction board to indicate that the customer pre-task has been completed prior to the customer interaction, receiving information associated with the requested action from the customer device during the customer interaction, and updating the interaction board to include the information received from the customer device during the customer interaction.