US 2019/0057334 A1Published application

System for efficiently providing tailored solutions to facilitate execution of priorities and events

AssigneeBank of America Corporation

InventorsApril Schneider, Meredith Bouts McCormick, Henry Agusti, Malini Petersen

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Abstract

Embodiments of the present invention provide a system for providing tailored solutions to facilitate execution of priorities and events. The system is typically configured for extracting information associated with one or more resource pools of a user, extracting one or more plan conversations linked with the user, determining at least one priority based on the one or more plan conversations and the extracted information associated with the one or more resource pools, generating at least one tip associated with the at least one priority, display the at least one tip on a user device via a user interface, and in response to displaying the at least one tip, receiving one or more actions from the user.

Claims20

Dependent claims

A system for providing tailored solutions to facilitate execution of priorities and events, wherein the system provides a user interface and an associate interface and the system comprises:

a computer apparatus including a processor and a memory;
and
a module stored in the memory, comprising executable instructions that when executed by the processor cause the processor to:
identify one or more resource pools associated with a user of an entity;
extract information associated with the one or more resource pools of the user;
identify one or more plan conversations linked with the user, wherein the one or more plan conversations are linked to the user by a plurality of associates of the entity;
extract the one or more plan conversations associated with the user;
determine, via an artificial intelligence engine, at least one priority based on the one or more plan conversations and the extracted information associated with the one or more resource pools;
generate, via the artificial intelligence engine, at least one tip associated with the at least one priority;
display the at least one tip via a user interface on a user device associated with the user, wherein the user interface is associated with an entity application;
and
in response to displaying the at least one tip, receive one or more actions from the user.

9 more elements

A computer program product for providing tailored solutions to facilitate execution of priorities and events, the computer program product comprising at least one non-transitory computer-readable medium having computer-readable program code portions embodied therein, the computer-readable program code portions comprises one or more executable portions for:

identifying one or more resource pools associated with a user of an entity;
extracting information associated with the one or more resource pools of the user;
identifying one or more plan conversations linked with the user, wherein the one or more plan conversations are linked to the user by a plurality of associates of the entity;
extracting the one or more plan conversations associated with the user;
determining, via an artificial intelligence engine, at least one priority based on the one or more plan conversations and the extracted information associated with the one or more resource pools;
generating, via the artificial intelligence engine, at least one tip associated with the at least one priority;
displaying the at least one tip via a user interface on a user device associated with the user, wherein the user interface is associated with an entity application;
and
in response to displaying the at least one tip, receiving one or more actions from the user.

6 more elements

A computer implemented method for providing tailored solutions to facilitate execution of priorities and events, the method comprising:

identifying one or more resource pools associated with a user of an entity;
extracting information associated with the one or more resource pools of the user;
identifying one or more plan conversations linked with the user, wherein the one or more plan conversations are linked to the user by a plurality of associates of the entity;
extracting the one or more plan conversations associated with the user;
determining, via an artificial intelligence engine, at least one priority based on the one or more plan conversations and the extracted information associated with the one or more resource pools;
generating, via the artificial intelligence engine, at least one tip associated with the at least one priority;
displaying the at least one tip via a user interface on a user device associated with the user, wherein the user interface is associated with an entity application;
and
in response to displaying the at least one tip, receiving one or more actions from the user.

6 more elements

Dependencies are inferred from the claim text.

Facts

Application: 15/896,414Filed 14 Feb 2018
Priority: 21 Aug 2017
Published: 21 Feb 2019
Term ends: Not estimatedThe source records don’t support an estimate.

Classification5 codes

G06Q 10/0637
Operations research, analysis or management: strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions…
G06N 5/04
Computing arrangements using knowledge-based models: inference or reasoning models
G06Q 10/06311
Resource planning, allocation, distributing or scheduling for enterprises or organisations: scheduling, planning or task assignment for a person…
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial