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:
Oct. 10, 2017
Filed:
Mar. 27, 2014
Bank of America Corporation, Charlotte, NC (US);
Christina Jasko, Allendale, NJ (US);
Brandon Kane, Philadelphia, PA (US);
Albert R. Lupcho, III, Jacksonville, FL (US);
Arvind Srinivasan Ramakrishnan, West Windsor, NJ (US);
Kelly Ur, East Brunswick, NJ (US);
Jill Weber, Chatham, NJ (US);
John J. Wilson, Madison, NJ (US);
Bank of America Corporation, Charlotte, NC (US);
Abstract
A customer may desire to enroll in a transaction, such as a product or a service, offered, managed, and/or owned by an institution, such as a financial institution. The customer may attempt to directly enroll in the product or service or may enroll in the product or service through an agent of the institution. The customer and/or agent may select the product or service (e.g., via a workstation or other device), and a computing device may determine which documents the product or service uses, which documents the customer has on file already, and/or which documents the customer is missing. The computing device may cause the customer and/or agent to be notified of the missing documents. When the customer and/or agent provides all of the documents for the product or service (or an exception applies to one or more missing documents), the computing system may enroll the customer in the selected product or service.