Method and system for managing and processing service requests
OwnerRamon Morales, James Napolitano +1inventors
InventorsRamon Morales, James Napolitano, William Dodge
Life of this patent
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Abstract
In accordance with various embodiments of the invention, a system and various methodologies are provided that enable proactive analysis of details associated with clients' financial services transactions by the organization(s) providing those services. Additionally, the system and various methodologies generate automated electronic messages that are transmitted to clients to inform them of potential issues effecting their financial service transactions. These automated electronic messages may be reviewed by clients in a secure environment and responded to by the clients with the goal of resolution of identified potential issues.
Claims21
A system that provides at least one financial service to at least one client, the system comprising:
- at least one server running software that is configured to operate based on instructions provided by the client to facilitate at least one financial service transaction, the software further being configured to monitor processing of the transaction and record data associated with the transaction and the transaction's processing, the software analyzing the monitored processing and proactively generating an automated message to the at least one client if the monitoring of the transaction processing indicates a potential problem with completing the financial services transaction.
A method for expediting at least one financial service to at least one client, the method comprising:
- monitoring processing of at least one financial service transaction for at least one client;
- recording data associated with the transaction and the transaction's processing;
- analyzing the monitored processing to identify potential problems in the processing;
- and
- proactively generating an automated message to the at least one client if the monitoring of the transaction processing indicates a potential problem with completing the financial services transaction.
One or more software programs stored in memory and accessible by one or more computers, the one or more software programs being configured to:
- monitor processing of at least one financial service transaction for at least one client;
- record data associated with the transaction and the transaction's processing;
- analyze the monitored processing to identify potential problems in the processing;
- and
- proactively generate an automated message to the at least one client if the monitoring of the transaction processing indicates a potential problem with completing the financial services transaction.
Dependencies are inferred from the claim text.