Systems and methods for obtaining data during a live interaction
AssigneeThe Toronto-Dominion Bank
InventorsEdward Spencer, Jaclyn Kyung Fong, Shishir Dattatraya Bhat, Imad Jradi, Jing Wang
Life of this patent
Estimating the term…
Abstract
Methods and computer systems for sharing data during a live interaction. Providing to a mobile device, during a live interaction between an operator associated with a terminal and a user of the mobile device, a link associated with a data sharing flow. In response to activation of the link, initiating the data sharing flow, the data sharing flow auto-prompting for identification of a third-party system storing data to be retrieved. Receiving data from an identified third-party system via the data sharing flow. Evaluating the data received and updating the terminal based on a result of the evaluation.
Claims20
A computer system comprising:
- a communications module;
- one or more processors coupled to the communications module;
- and
- a memory coupled to the one or more processors and storing instructions that, when executed by the computer system, cause the computer system to:
- during a live interaction between an operator associated with a terminal and a user of a separate mobile device:
- receive, from the terminal, input indicating a messaging address;
- and
- use the messaging address received from the terminal to send to the separate mobile device a link associated with a data sharing flow for sharing data from a separate third-party system with the computer system;
- in response to activation of the link, initiate the data sharing flow, the data sharing flow establishing an authenticated session and upon establishing the authenticated session prompting for identification of the separate third-party system storing data to be retrieved;
- receive data from an identified third-party system via the data sharing flow;
- evaluate the data received;
- and
- update the terminal based on a result of the evaluation.
A computer-implemented method comprising:
- during a live interaction between an operator associated with a terminal and a user of a separate mobile device:
- receiving, from the terminal, input indicating a messaging address;
- and
- using the messaging address received from the terminal to send to the separate mobile device a link associated with a data sharing flow for sharing data from a separate third-party system with a computer system;
- in response to activation of the link, initiating the data sharing flow, the data sharing flow establishing an authenticated session and upon establishing the authenticated session prompting for identification of the separate third-party system storing data to be retrieved;
- receiving data from an identified third-party system via the data sharing flow;
- evaluating the data received;
- and
- updating the terminal based on a result of the evaluation.
A non-transitory computer-readable storage medium comprising processor-executable instructions which, when executed, configure one or more processors to:
- during a live interaction between an operator associated with a terminal and a user of a separate mobile device:
- receive, from the terminal, input indicating a messaging address;
- and
- use the messaging address received from the terminal to send to the separate mobile device a link associated with a data sharing flow for sharing data from a separate third-party system with a computer system;
- in response to activation of the link, initiate the data sharing flow, the data sharing flow establishing an authenticated session and upon establishing the authenticated session prompting for identification of the separate third-party system storing data to be retrieved;
- receive data from an identified third-party system via the data sharing flow;
- evaluate the data received;
- and
- update the terminal based on a result of the evaluation.
Dependencies are inferred from the claim text.