System and method for generating a client interaction timeline
AssigneeTruist Bank
InventorsTahira Abdul-Malik, Karthik Lingappan
Life of this patent
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AssigneeTruist Bank
InventorsTahira Abdul-Malik, Karthik Lingappan
Estimating the term…
A method for generating a client interaction timeline for interactions that occur between a client of a bank and the bank or its representatives. The method includes providing an interaction source that stores information and data for each of the interactions over all banking channels and a source of data and information that identifies each of the banks clients. The method also includes performing an application sessions process that groups the interactions that each client performs over a particular channel at a certain time frame into an interaction session having a time stamp for that time frame. The method further includes performing an application interaction process that aggregates all of the available data and information about each client and the data and information for each interaction by the client with the bank, and creating an interaction timeline for each client over all of the banking channels for a predetermined time.
A method for generating a user interaction timeline for all interactions that occur over a certain time between users of an entity and the entity or entity representatives through any system or device, said method comprising:
A method for generating a user interaction timeline for all interactions that occur over a certain time between users of an entity and the entity or entity representatives through any system or device, said method comprising:
Dependencies are inferred from the claim text.