公开(公告)号：US20180075385A1

公开(公告)日：2018-03-15

申请号：US15353236

申请日：2016-11-16

申请人： BANK OF AMERICA CORPORATION

发明人： Kevin Patrick Condon ,  Matthew Dana Murphy ,  Kelly Elizabeth Firment ,  Robert Altemus Pascal ,  George William Taylor ,  Timothy Paul ,  Willard Andrew Barr ,  Renee Elaine Weiler ,  Jarett Steven Isralow

IPC分类号： G06Q10/06

CPC分类号： G06Q10/06315 ,  G06Q10/0637

摘要： Embodiments of the invention are directed to a system, method, or computer program product for creating a control dashboard for small business interaction. The application may be utilized by a small business and comprise three aggregation components from one or more extraction sources. As such, the invention may extract data and generate components for the dashboard that include information about the business utilization of entity products, third party products, and aggregation integration. Furthermore, the system may identify business underpenetrated customer populations, perform trend analysis to identify potential customers, and the like. Using this data, the system may generate marketing concepts for the business to target the underpenetrated customer populations. In addition, the system may monitor and provide recommendations for inventorying and invoicing. As such, the system may track trending data, past orders of the business, and the like to predict inventory requirements for the business.

公开(公告)号：US20200334735A1

公开(公告)日：2020-10-22

申请号：US16821620

申请日：2020-03-17

申请人： BANK OF AMERICA CORPORATION

发明人： John E. Scully ,  Kelly Elizabeth Firment ,  Jarett Steven Isralow ,  Robert A. Pascal ,  Diana Stamper Shaffer

IPC分类号： G06Q30/06

摘要： Embodiments of the invention are directed to a system, method, or computer program product for digital onboarding across platforms, intelligent search engine text modification, and real-time resource distribution and cross channel application processing. In this way, the platform provides a centralized user interaction database with logically controlled dynamic presentations of stored data and confidence levels across multiple communication channels within a single entity.