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:
Nov. 29, 2016

Filed:

Nov. 30, 2012
Applicant:

Bank of America Corporation, Charlotte, NC (US);

Inventors:

David M. Grigg, Rock Hill, SC (US);

Matthew A. Calman, Charlotte, NC (US);

Carrie Anne Hanson, Charlotte, NC (US);

Marc Lance Warshawsky, Charlotte, NC (US);

Assignee:

BANK OF AMERICA CORPORATION, Charlotte, NC (US);

Attorneys:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 20/00 (2012.01); G06Q 20/32 (2012.01); G06Q 30/00 (2012.01);
U.S. Cl.
CPC ...
G06Q 20/3224 (2013.01); G06Q 20/3278 (2013.01); G06Q 30/016 (2013.01);
Abstract

Embodiments of the invention are directed to systems, methods and computer program products for performing preliminary steps of a transaction on a mobile device. In some embodiments, a system is configured to: determine a user has entered a facility, wherein the user has a mobile device, and wherein the user is waiting to interact with at least one of an agent at or away from the facility or a computing device at the facility; communicate with the mobile device to determine a reason for the user's visit to the facility, the reason comprising a transaction intended to be executed by the user at the facility; transmit a form to the user's mobile device, the form being based on the intended transaction, and the form prompting the user to input information associated with the intended transaction; receive the user-filled form from the user's mobile device.


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