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. 15, 2026
Filed:
Aug. 30, 2023
Wells Fargo Bank, N.a., San Francisco, CA (US);
Srinivas R. Doki, San Francisco, CA (US);
Chris A. Feathers, San Francisco, CA (US);
Debashis Ghosh, Charlotte, NC (US);
Rukiya Kelly, San Francisco, CA (US);
Justin Morris Krieger, San Francisco, CA (US);
Heidi Schmitz, San Francisco, CA (US);
Richard Claude Robert Trent, Newton, NC (US);
Wells Fargo Bank, N.A., San Francisco, CA (US);
Abstract
A computer-implemented method includes determining, by a provider computing system associated with a provider, a goal of a first customer. The computer-implemented method further includes identifying, by the provider computing system, one or more second customers similar to the first customer based on a characteristic of the first customer. The computer-implemented method further includes determining, by the provider computing system, one or more actions taken by the one or more second customers to achieve the goal. The computer-implemented method further includes generating, by the provider computing system, a graphical user interface including an indication of the one or more actions taken by the one or more second customers to achieve the goal. The computer-implemented method further includes transmitting, by the provider computing system, the graphical user interface to a customer device associated with the first customer.