公开(公告)号：US20140108557A1

公开(公告)日：2014-04-17

申请号：US13651966

申请日：2012-10-15

Applicant: BANK OF AMERICA CORPORATION

Inventor： Matthew A. Calman ,  Rajat Agrawal ,  James Robert Grimsley ,  Wanwen Han ,  Alicia C. Jones ,  Su Liu ,  Cameron Jungeun Park-Hur ,  Nir Rachmel ,  Lynn Streja ,  Elizabeth S. Votaw

IPC: G06F15/16

CPC classification number: G06Q10/101 ,  G06Q10/1095 ,  G06Q40/02

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for providing an interactive conference, such as a video conference. The system, methods, and computer program products determine that an operative connection is being established between a user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference; provide a document viewable by both the user and the representative during the conference; and enable the document to be edited by at least one of the user and the representative during the conference. The document may be an uploaded document or an account view. The system, method, and computer program product provide augmented service to customers of financial institutions when the customers are participating in a conference with a representative of the financial institution.

Abstract translation: 本发明的实施例涉及用于提供例如视频会议的交互式会议的系统，方法和计算机程序产品。 系统，方法和计算机程序产品确定在用户的用户设备和与金融机构的代表相关联的系统之间正在建立操作连接，使得用户和代表可以进行会议; 提供会议期间用户和代表可查看的文件; 并且在会议期间使文档由用户和代表中的至少一个来编辑。 该文档可以是上传的文档或帐户视图。 当客户与金融机构的代表参加会议时，系统，方法和计算机程序产品为金融机构的客户提供增值服务。

公开(公告)号：US20140104371A1

公开(公告)日：2014-04-17

申请号：US13652175

申请日：2012-10-15

Applicant: BANK OF AMERICA CORPORATION

Inventor： Matthew A. Calman ,  Alicia C. Jones ,  Elizabeth S. Votaw ,  Rajat Agrawal ,  Wanwen Han ,  Su Liu ,  Nir Rachmel ,  Lynn Streja ,  Carrie Anne Hanson ,  Cameron Jungeun Park-Hur ,  James Robert Grimsley

IPC: H04N7/14 ,  H04M3/42

CPC classification number: H04N7/14 ,  H04M3/5183 ,  H04M3/567 ,  H04M2201/38 ,  H04N7/155 ,  H04N21/485

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for assisting a user to select a customer service representative of a financial institution in preparation for a customer service conference. Embodiments determine that an operative connection is being established between a user device of the user and a system associated with the financial institution, such that the user and the representative of the financial institution may conduct the conference; recognize the user as a customer enrolled in a representative pre-selection program; determine at least one representative from a pool of potential representatives, the at least one representative determined for presentation to the user for user selection and determined based at least in part on the user having previously conferenced with the at least one representative; and receive user input selecting one of the at least one representatives for conference connection.

Abstract translation: 本发明的实施例涉及用于帮助用户选择金融机构的客户服务代表以准备客户服务会议的系统，方法和计算机程序产品。 实施例确定在用户的用户设备和与金融机构相关联的系统之间正在建立操作连接，使得用户和金融机构的代表可以进行会议; 将用户识别为登记在代表性预选程序中的客户; 确定来自潜在代表池中的至少一个代表，所述至少一个代表被确定为向用户呈现用户选择，并且至少部分地基于用户先前已经与所述至少一个代表协商确定; 并且接收选择所述至少一个代表之一用于会议连接的用户输入。

公开(公告)号：US20140104369A1

公开(公告)日：2014-04-17

申请号：US13651674

申请日：2012-10-15

Applicant: BANK OF AMERICA CORPORATION

Inventor： Matthew A. Calman ,  Alicia C. Jones ,  Elizabeth S. Votaw ,  Rajat Agrawal ,  Wanwen Han ,  Su Liu ,  Nir Rachmel ,  Lynn Streja ,  Cameron Jungeun Park-Hur ,  James Robert Grimsley

IPC: H04N7/14

CPC classification number: H04L12/1822 ,  G06Q30/016 ,  H04L12/1813 ,  H04M3/51 ,  H04M3/5238 ,  H04M3/567 ,  H04M2201/38 ,  H04M2201/50 ,  H04N7/15

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for providing functionality to users during a hold period prior to conducting a customer-service video conference. In specific embodiments of the present invention, the user is able to exit the video conferencing application during the hold period and be subsequently notified when the hold period is about to end and the video conference about to start. Such exiting of the video conference application and subsequent notification of the imminence of the video conference, allows for the user to perform other functions/execute other applications on the device while being assured that the user will have opportunity to conduct the video conference when the user's position in the hold period queue indicates they are next in line for conducting the video conference.

Abstract translation: 本发明的实施例涉及用于在进行客户服务视频会议之前的保持期间向用户提供功能的系统，方法和计算机程序产品。 在本发明的具体实施例中，用户能够在保持期间退出视频会议应用，并且当保持期即将结束并且视频会议即将开始时随后被通知。 视频会议应用的这种退出和随后的视频会议的通知允许用户在设备上执行其他功能/执行其他应用，同时确保用户将有机会在用户的视频会议 持续时间队列中的位置表示它们在下一行进行视频会议。