Systems and methods for facilitating communication between a user and a service provider

    公开(公告)号:US11716418B2

    公开(公告)日:2023-08-01

    申请号:US17567770

    申请日:2022-01-03

    CPC classification number: H04M3/5141 H04M3/5166 H04M2203/255

    Abstract: Systems and methods are disclosed for generating a dynamic customized script to facilitate communication between a user and a service provider. The method includes receiving, via an interactive voice response (IVR) system, a request from a mobile device associated with at least one user. The contextual information associated with at least one user is processed, in real-time, based, at least in part, on the request. A dynamic customized script specific to the request is generated, in real-time, based, at least in part, on the processing of the contextual information. The request is routed, via the IVR system, to an agent from a pool of agents of the service provider. A presentation of the dynamic customized script is generated in a user interface of a device associated with the agent, wherein the dynamic customized script is step-by-step guidance to the agent for handling the request of at least one user.

    SYSTEMS AND METHODS FOR ANALYZING DOCUMENTS USING MACHINE LEARNING TECHNIQUES

    公开(公告)号:US20230135192A1

    公开(公告)日:2023-05-04

    申请号:US18147868

    申请日:2022-12-29

    Abstract: Systems and methods for activity risk management are disclosed. A system for activity risk management may include a memory storing instructions and at least one processor configured to execute instructions to perform operations including: classifying document data by identifying at least one marker in the document data, the at least one marker being associated with a document type; selecting an extraction model based on the document type; extracting model input data from the classified document data using the extraction model; applying a machine learning model to the extracted model input data to score the document data, the machine learning model having been trained with document data of a same document type as the document type associated with the at least one marker; and generating, based on the applying, a favorability output based on an amount of risk associated with the document data.

    SYSTEMS AND METHODS FOR GENERATING INSIGHTS BASED ON REGULATORY REPORTING AND ANALYSIS

    公开(公告)号:US20230281541A1

    公开(公告)日:2023-09-07

    申请号:US18178132

    申请日:2023-03-03

    CPC classification number: G06Q10/0635 G06Q40/12

    Abstract: Systems, devices, methods, and computer readable media for providing regulatory insight analysis are disclosed. In one implementation, the disclosed system may receive input data from a plurality of sources. Consistent with disclosed embodiments, the system may normalize the received input data. Further, the system may analyze the normalized input data, the analyzing comprising using logic for generating an output based on a first input including the normalized input data, a second input including calculation attributes, and a third input including one or more rules. The system may further be configured to store the output, continuously monitor the output as the output is stored, and generate one or more reports based on the stored output. Further, the system may receive, from a user and via a user interface, additional input data, a request to view the one or more generated reports, or a request for an additional output.

    SYSTEMS AND METHODS FOR USING MACHINE LEARNING TECHNIQUES TO PREDICT INSTITUTIONAL RISKS

    公开(公告)号:US20220335516A1

    公开(公告)日:2022-10-20

    申请号:US17233251

    申请日:2021-04-16

    Abstract: Systems and methods for entity risk management are disclosed. A system for entity risk management may include a memory storing instructions and at least one processor configured to execute instructions to perform operations including: establishing a connection between the system and a data source, the data source being remote from the system and associated with a first entity; receiving first document data from the data source; normalizing the first document data; classifying the normalized document data; extracting model input data from the classified document data; applying a machine learning model trained to predict risk levels using second document data to the extracted model input data to predict a risk level associated with the first entity; generating analysis data based on the predicted risk level; and based on the analysis data, transmitting an alert to a management device communicably connected to the system.

    Systems and methods for facilitating communication between a user and a service provider

    公开(公告)号:US12075002B2

    公开(公告)日:2024-08-27

    申请号:US18333735

    申请日:2023-06-13

    CPC classification number: H04M3/5141 H04M3/5166 H04M2203/255

    Abstract: Systems and methods are disclosed for generating a dynamic customized script to facilitate communication between a user and a service provider. The method includes receiving, via an interactive voice response (IVR) system, a request from a mobile device associated with at least one user. The contextual information associated with at least one user is processed, in real-time, based, at least in part, on the request. A dynamic customized script specific to the request is generated, in real-time, based, at least in part, on the processing of the contextual information. The request is routed, via the IVR system, to an agent from a pool of agents of the service provider. A presentation of the dynamic customized script is generated in a user interface of a device associated with the agent, wherein the dynamic customized script is step-by-step guidance to the agent for handling the request of at least one user.

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