公开(公告)号：US20140101060A1

公开(公告)日：2014-04-10

申请号：US13647024

申请日：2012-10-08

Applicant: BANK OF AMERICA CORPORATION

Inventor： Matthew A. Calman ,  Carrie A. Hanson ,  John M. Rees ,  Nancy G. Talarico

IPC: G06Q50/18

CPC classification number: G06Q50/18

Abstract: According to one embodiment, a memory may store information associated with an asset. A processor communicatively coupled to the memory may receive a request to transfer the asset upon the occurrence of an event. The processor may further determine at least one of an appropriate titling and an appropriate beneficiary designation of the asset based at least in part upon the asset and the event and apply at least one of the appropriate titling and the appropriate beneficiary designation to the asset.

Abstract translation: 根据一个实施例，存储器可以存储与资产相关联的信息。 通信地耦合到存储器的处理器可以在事件发生时接收到传送资产的请求。 处理器可以至少部分地基于资产和事件来​​进一步确定资产的适当的标题和适当的受益人指定中的至少一个，并将适当的标题和适当的受益人指定中的至少一个应用于该资产。

公开(公告)号：US20140115064A1

公开(公告)日：2014-04-24

申请号：US13655749

申请日：2012-10-19

Applicant: BANK OF AMERICA CORPORATION

Inventor： Matthew A. Calman ,  Carrie A. Hanson ,  John M. Rees ,  Nancy G. Talarico

IPC: G06F15/16

CPC classification number: G06Q30/06

Abstract: According to one embodiment, an apparatus may store a document associated with a user. The apparatus may further receive a transaction associated with the user and associate the document with the transaction. The apparatus may then initiate a communication session associated with the transaction between the user and a participant. The apparatus may assign a task to the participant so that the participant is responsible for performing the task in order for the transaction to be resolved.

Abstract translation: 根据一个实施例，设备可以存储与用户相关联的文档。 该装置还可以接收与该用户相关联的交易并将该文档与交易相关联。 该装置然后可以启动与用户和参与者之间的交易相关联的通信会话。 设备可以向参与者分配任务，使得参与者负责执行任务，以便事务被解决。