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:
Jul. 21, 2026

Filed:

Aug. 31, 2023
Applicant:

Fidelity Information Services, Llc, Jacksonville, FL (US);

Inventors:

Joyce Brennan, Jacksonville, FL (US);

Midelkis S. Frases, Jacksonville, FL (US);

Assignee:

Fidelity Information Services, LLC, Jacksonville, FL (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06Q 10/087 (2023.01);
U.S. Cl.
CPC ...
G06Q 10/087 (2013.01);
Abstract

Systems and methods are disclosed for a pre-note process in an online communication. The method includes receiving a request from an access device. The request is processed to determine a request type and a request content. The pre-note process is initiated for the request based on the request type and the request content, wherein a pre-note includes access device information, a reference identification, and/or item details for categorization. The one or more items associated with the request are categorized into one or more categories based on the pre-note. The request is executed based on one or more categories.


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