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:
Sep. 15, 2026

Filed:

Mar. 25, 2024
Applicant:

Wells Fargo Bank, N.a., San Francisco, CA (US);

Inventors:

Nathaniel J. Hale, New York, NY (US);

Rameshchandra Bhaskar Ketharaju, Hyderabad, IN;

Ananth Kendapadi, Charlotte, NC (US);

Assignee:

Wells Fargo Bank, N.A., San Francisco, CA (US);

Attorney:
Primary Examiner:
Int. Cl.
CPC ...
G06F 40/58 (2020.01); G06F 18/2415 (2023.01); G06F 40/169 (2020.01); H04M 3/42 (2006.01);
U.S. Cl.
CPC ...
G06F 40/58 (2020.01); G06F 18/2415 (2023.01); G06F 40/169 (2020.01); H04M 3/42221 (2013.01);
Abstract

A method includes receiving a call transcript, wherein the call transcript is associated with transcript metadata. The method further includes determining one or more annotations for the call transcript. The method further includes annotating the call transcript with the one or more annotations. The method further includes storing the annotated call transcript in a history recorder repository. The method further includes identifying an analytics inquiry comprising one or more attributes of interest, wherein an attribute of interest corresponds to one or more annotations. The method further includes selecting one or more annotated call transcripts based on the one or more attributes of interest. The method further includes generating a targeted analytics report based on the selected one or more annotated call transcripts, and providing the targeted analytics report.


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