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:
Mar. 20, 2018
Filed:
Oct. 31, 2014
Bank of America Corporation, Charlotte, NC (US);
Carrie Anne Hanson, Charlotte, NC (US);
Alicia C. Jones-McFadden, Fort Mill, SC (US);
Craig Sobol, Waxhaw, NC (US);
Brent Alan Shelkey, Huntersville, NC (US);
Ivory Assan, Columbia, SC (US);
Shira Bauman, Baltimore, MD (US);
Matthew Hsieh, Upper Darby, PA (US);
Shuangshuang Li, Pittsburgh, PA (US);
Gabriela Moreno Cesar, The Woodlands, TX (US);
BANK OF AMERICA CORPORATION, Charlotte, NC (US);
Abstract
This invention provides a contextual search tool to a user. The contextual search tool receives a search from the user and provides search results, content, and dynamic contextual information (e.g., dynamic contextual questions, user information, and account information) to the user. The contextual search tool then receives contextual information input from the user with an indication that the user would like to communicate with an advisor, and a communication channel is opened between the user and the advisor. The advisor has access the user's search and provides contextual information input, which allows the contextual search tool to update the search results and the dynamic contextual information. As such, the invention of the present invention improves the ability of the contextual search tool to provide tailored, customized, and relevant search results to the user based in part on advisor input.