# US 12,217,219 B2 · Systems and methods for providing maintenance to financial institution devices > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 12,217,219 B2 - Document ID: US12217219B2 - Status: Granted - Kind: B2 - Application number: 18/203,177 - Filed: 2023-05-30 - Published: 2023-09-28 - Granted: 2025-02-04 - Earliest claimed: 2015-12-29 - Assignees: Wells Fargo Bank, N.A. - Applicants: Wells Fargo Bank, N.A. - Inventors: Alicia Y. Moore - Web page: https://patentgrep.com/patent/US12217219B2 ## CPC - G06Q 10/20: Administration of product repair or maintenance - G07C 9/37: using biometric data, e.g. fingerprints, iris scans or voice recognition - H04W 4/02: Services making use of location information - H04W 4/021: Services related to particular areas, e.g. point of interest [POI] services, venue services or geofences - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR - G07C: TIME OR ATTENDANCE REGISTERS; REGISTERING OR INDICATING THE WORKING OF MACHINES; GENERATING RANDOM NUMBERS; VOTING OR LOTTERY APPARATUS; ARRANGEMENTS, SYSTEMS OR APPARATUS FOR CHECKING NOT PROVIDED FOR ELSEWHERE - H04W: WIRELESS COMMUNICATION NETWORKS (broadcast communication H04H; communication systems using wireless links for non-selective communication, e.g. wireless extensions H04M1/72) ## Abstract A system comprises one or more processors coupled to a non-transitory storage medium including instructions that, when executed, cause the one or more processors to determine respective proximities of a mobile device to devices including one or more of an automated teller machine, a printer, or a teller cash drawer, determine respective statuses of the devices based on information received, generate a list of statuses to be displayed on the mobile device for at least a portion of the devices where the list is ordered by priority and where automated teller machines have a higher priority than teller cash drawers which have a higher priority than printers, and where the list is further ordered based on the respective proximities of the mobile device to the devices, generate maintenance instructions for one or more of the devices, and transmit the list of statuses and the maintenance instructions to the mobile device. ## Claims ### Claim 1 A system comprising: one or more processors coupled to a non-transitory storage medium comprising instructions that, when executed by the one or more processors, cause the one or more processors to: receive, from a mobile device, an indication of a location of the mobile device; determine a level of authorization of a user of the mobile device based on an identity of the user of the mobile device; determine respective proximities of the mobile device to a plurality of financial institution devices based on the location of the mobile device, wherein the plurality of financial institution devices include one or more of an automated teller machine, a printer, or a teller cash drawer; sort the plurality of financial institution devices into a list according to the determined respective proximities and the level of authorization of the user of the mobile device; display the sorted list of plurality of financial institution devices on the mobile device; pair the mobile device with the plurality of financial institution devices to monitor the plurality of financial institution device via the mobile device; determine respective statuses of the plurality of financial institution devices based on real-time status updates and values indicative of the respective statuses received from the plurality of financial institution devices; generate a list of statuses to be displayed on the mobile device based on the level of authorization of the user for at least a portion of the plurality of financial institution devices, wherein the list is ordered by priority, wherein automated teller machines have a higher priority than teller cash drawers, and teller cash drawers have a higher priority than printers, and wherein the list is further ordered based on the respective proximities of the mobile device to the plurality of financial institution devices; generate maintenance instructions for one or more of the plurality of financial institution devices; transmit the list of statuses and the maintenance instructions to the mobile device; and display, on the mobile device, based on the level of authorization of the user, the list of statuses and the maintenance instructions. ### Claim 2 (depends on 1) The system of claim 1, wherein the list provides a recommended action for the user of the mobile device to take regarding at least the portion of the plurality of financial institution devices. ### Claim 3 (depends on 1) The system of claim 1, wherein the system includes at least one of a personal mobile device of personnel, a designated mobile device for personnel, and a financial institution computer. ### Claim 4 (depends on 1) The system of claim 1, wherein the one or more processors are further structured to receive data from the credentials database storing an identity of a user of the mobile device. ### Claim 5 (depends on 1) The system of claim 1, wherein the one or more processors are further structured to determine an identity of the user of the mobile device based on login credentials of the user. ### Claim 6 (depends on 1) The system of claim 1, wherein the one or more processors are further structured to determine an identity of the user of the mobile device by using at least one of an eye scanner, a fingerprint sensor, or facial recognition circuitry. ### Claim 7 (depends on 1) The system of claim 1, wherein the statuses of the plurality of financial institution devices indicate that the corresponding financial institution device is operational, needs maintenance, or is disconnected from a network. ### Claim 8 A method comprising: receiving, by a device management system and from a mobile device, a location of the mobile device; determining, by the device management system, a level of authorization of a user of the mobile device based on an identity of the user of the mobile device; determining, by the device management system, respective proximities of the mobile device to a plurality of financial institution devices based on the location of the mobile device, wherein the plurality of financial institution devices include one or more of an automated teller machine, a printer, or a teller cash drawer; sorting, by the device management system, the plurality of financial institution devices into a list according to the determined respective proximities and the level of authorization of the user of the mobile device; displaying, by the device management system, the sorted list of plurality of financial institution devices on the mobile device; pairing the mobile device with the plurality of financial institution devices to monitor the plurality of financial institution device via the mobile device; determining, by the device management system, respective statuses of the plurality of financial institution devices based on real-time status updates and values indicative of the respective statuses received from the plurality of financial institution devices; generating, by the device management system, a list of statuses to be displayed on the mobile device based on the level of authorization of the user for at least a portion of the plurality of financial institution devices, wherein the list is ordered by priority, wherein automated teller machines have a higher priority than teller cash drawers, and teller cash drawers have a higher priority than printers, and wherein the list is further ordered based on the respective proximities of the mobile device to the plurality of financial institution devices; generating, by the device management system, maintenance instructions for one or more of the plurality of financial institution devices; transmitting, by the device management system, the list of statuses and the maintenance instructions to the mobile device; and displaying, on the mobile device, based on the level of authorization of the user, the list of statuses and the maintenance instructions. ### Claim 9 (depends on 8) The method of claim 8, further comprising providing a recommended action for the user of the mobile device to take regarding at least the portion of the plurality of financial institution devices. ### Claim 10 (depends on 8) The method of claim 8, wherein the mobile device includes at least one of a personal mobile device of personnel, a designated mobile device for personnel, and a financial institution computer. ### Claim 11 (depends on 8) The method of claim 8, further comprising determining an identity of the user of the mobile device based on login credentials of the user. ### Claim 12 (depends on 8) The method of claim 8, further comprising determining an identity of the user of the mobile device by using at least one of an eye scanner, a fingerprint sensor, or facial recognition circuitry. ### Claim 13 (depends on 8) The method of claim 8, wherein the statuses of the plurality of financial institution devices indicate that the corresponding financial institution device is operational, needs maintenance, or is disconnected from a network. ### Claim 14 A non-transitory computer readable medium comprising instructions that, when executed, cause one or more processors to: receive, from a mobile device, an indication of a location of the mobile device; determine a level of authorization of a user of the mobile device based on an identity of the user of the mobile device; determine respective proximities of the mobile device to a plurality of financial institution devices based on the location of the mobile device, wherein the plurality of financial institution devices include one or more of an automated teller machine, a printer, or a teller cash drawer; sort the plurality of financial institution devices into a list according to the determined respective proximities and the level of authorization of the user of the mobile device; display the sorted list of plurality of financial institution devices on the mobile device; pair the mobile device with the plurality of financial institution devices to monitor the plurality of financial institution device via the mobile device; determine respective statuses of the plurality of financial institution devices based on real-time status updates and values indicative of the respective statuses received from the plurality of financial institution devices; generate a list of statuses to be displayed on the mobile device based on the level of authorization of the user for at least a portion of the plurality of financial institution de vices, wherein the list is ordered by priority, wherein automated teller machines have a higher priority than teller cash drawers, and teller cash drawers have a higher priority than printers, and wherein the list is further ordered based on the respective proximities of the mobile device to the plurality of financial institution devices; generate maintenance instructions for one or more of the plurality of financial institution devices; transmit the list of statuses and the maintenance instructions to the mobile device' and display, on the mobile device, based on the level of authorization of the user, the list of statuses and the maintenance instructions. ### Claim 15 (depends on 14) The non-transitory computer readable medium of claim 14, wherein the instructions, when executed, further cause the one or more processors to provide a recommended action for a user of the mobile device to take regarding at least the portion of the plurality of financial institution devices. ### Claim 16 (depends on 14) The non-transitory computer readable medium of claim 14, wherein the mobile device is configured to display the statuses of the plurality of financial institution devices. ### Claim 17 (depends on 14) The non-transitory computer readable medium of claim 14, wherein the instructions, when executed, further cause the one or more processors to receive data from the credentials database storing an identity of the user of the mobile device. ### Claim 18 (depends on 14) The non-transitory computer readable medium of claim 14, wherein the instructions, when executed, further cause the one or more processors to determine an identity of the user of the mobile device based on login credentials entered into the mobile device. ### Claim 19 (depends on 14) The non-transitory computer readable medium of claim 14, wherein the instructions, when executed, further cause the one or more processors to determine an identity of the user of the mobile device using data received from at least one of an eye scanner, a fingerprint sensor, or facial recognition circuitry. ### Claim 20 (depends on 14) The non-transitory computer readable medium of claim 14, wherein the statuses of the plurality of financial institution devices indicate that the corresponding financial institution device is operational, needs maintenance, or is disconnected from a network.