Automated compliance scripting and verification
AssigneeWells Fargo Bank, N.A.
InventorsJohn Raymond Apple, Gary Brewer, Mary Lynn Leary, Chirag S. Shah, Kourtney Eidam
Life of this patent
Estimating the term…
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AssigneeWells Fargo Bank, N.A.
InventorsJohn Raymond Apple, Gary Brewer, Mary Lynn Leary, Chirag S. Shah, Kourtney Eidam
Estimating the term…
In an example, a method for implementing a disclosure message requirement may include operations to detect a condition requiring an output of the disclosure message and to control output of the disclosure message, in a communication session that follows a process workflow. The process workflow may be modified to include pausing further actions in the process workflow, outputting of the disclosure message in the communication session, and then resuming actions in the process workflow in response to successfully outputting the entire disclosure message to a customer user. In some examples, the communication session involves a telephone call session between a customer service agent and a customer. In some examples, user interface functions related to the process workflow are disabled and then enabled, to prevent the agent from proceeding in the process workflow for a product or service until the disclosure has been successfully output.
A method for implementing a disclosure message requirement, comprising a plurality of electronic operations executed with a processor and memory of a computer system, the plurality of electronic operations including:
A non-transitory computer-readable storage medium, the computer-readable storage medium including instructions that, when executed by a computer system, causes the computer system to perform operations that:
A computing system, the computing system comprising:
Dependencies are inferred from the claim text.