-
公开(公告)号：US09916586B2
公开(公告)日：2018-03-13
申请号：US14108491
申请日：2013-12-17
Applicant: Bank of America Corporation
Inventor： Shelaine M. Monkiewicz , Thomas A. Harp , James Pierce , Lisa Gibson , Rebecca S. Morgan
CPC classification number: G06Q30/018 , G06Q40/02
Abstract: Apparatus and methods for client-side deposit packaging compliance are provided. Apparatus and methods may include deploying a uniform reporting format for clients, banks, armored couriers and vaults. The uniform reporting format may be a XML data feed. The XML data feed may provide for reporting of condition codes associated with a deposit. The condition codes may correspond to one or more attributes of a deposit packaged by a client. The condition codes may be submitted by the client. The condition codes may be verified when a deposit is processed by a vault. Illustrative condition codes may correspond to: armored courier ID, envelope status, counterfeit status. The XML data feed may utilize dynamic online, rule-based forms for clients, banks, armored couriers and vaults.
-
公开(公告)号：US09159102B2
公开(公告)日：2015-10-13
申请号：US14108545
申请日：2013-12-17
Applicant: Bank of America Corporation
Inventor： Shelaine M. Monkiewicz , Thomas A. Harp , James Pierce , Lisa Gibson , Rebecca S. Morgan
CPC classification number: G06Q40/02 , G06Q10/0832 , G06Q10/0833
Abstract: Apparatus and methods for client deposit tracking are provided. The deposit may be tracked from a time the deposit is retrieved from a client location until a value of the deposit is credited to a client. A deposit may be tracked by affixing a bar-code to a cartridge storing containing the deposit. The bar-code may be printed on the cartridge. The bar-code may be electronically transmitted to the cartridge. The bar-code may include deposit information. The deposit information may include deposit weights. The bar-code may be captured an armored courier. Information captured from the bar-code may be transmitted to a financial institution. The financial institution may derive performance metrics based on the information captured from the bar-code. Deposit status determination may be provided based on the information capture from the bar-code. Deposits status information may be transmitted to a client of the financial institution.
Abstract translation: 提供客户存款跟踪的设备和方法。 存款可以从客户位置检索存款的时间跟踪，直到存款的价值记入客户。 可以通过将条形码附加到包含存款的存储盒中来追踪存款。 条形码可能会打印在墨盒上。 条形码可以电子地传送到盒。 条形码可能包括存款信息。 存款信息可能包括存款重量。 条形码可能被捕获到装甲快递。 从条形码获取的信息可以传送到金融机构。 金融机构可以根据从条形码获取的信息导出绩效指标。 可以基于从条形码获取的信息来提供存款状态确定。 存款状态信息可以传送给金融机构的客户。
-
Patent Agency Ranking
公开(公告)号：US20150170266A1
公开(公告)日：2015-06-18
申请号：US14108545
申请日：2013-12-17
Applicant: Bank of America Corporation
Inventor： Shelaine M. Monkiewicz , Thomas A. Harp , James Pierce , Lisa Gibson , Rebecca S. Morgan
CPC classification number: G06Q40/02 , G06Q10/0832 , G06Q10/0833
Abstract: Apparatus and methods for client deposit tracking are provided. The deposit may be tracked from a time the deposit is retrieved from a client location until a value of the deposit is credited to a client. A deposit may be tracked by affixing a bar-code to a cartridge storing containing the deposit. The bar-code may be printed on the cartridge. The bar-code may be electronically transmitted to the cartridge. The bar-code may include deposit information. The deposit information may include deposit weights. The bar-code may be captured an armored courier. Information captured from the bar-code may be transmitted to a financial institution. The financial institution may derive performance metrics based on the information captured from the bar-code. Deposit status determination may be provided based on the information capture from the bar-code. Deposits status information may be transmitted to a client of the financial institution.
Abstract translation: 提供客户存款跟踪的设备和方法。 存款可以从客户位置检索存款的时间跟踪，直到存款的价值记入客户。 可以通过将条形码附加到包含存款的存储盒中来追踪存款。 条形码可能会打印在墨盒上。 条形码可以电子地传送到盒。 条形码可能包括存款信息。 存款信息可能包括存款重量。 条形码可能被捕获到装甲快递。 从条形码获取的信息可以传送到金融机构。 金融机构可以根据从条形码获取的信息导出绩效指标。 可以基于从条形码获取的信息来提供存款状态确定。 存款状态信息可以传送给金融机构的客户。
-
公开(公告)号：US20150186905A1
公开(公告)日：2015-07-02
申请号：US14145965
申请日：2014-01-01
Applicant: Bank of America Corporation
Inventor： Samuel C. Blakeslee , James Pierce , Rebecca S. Morgan
IPC: G06Q30/02
CPC classification number: G06Q30/0202 , G06Q40/06 , G06Q40/12
Abstract: Tools for forecasting financial instrument transfers are provided. The tools may include a funds processing system. The funds processing system may be established at a client location. The funds processing system may receive a plurality of items. The items may include one or more financial instruments. The items may include one or more attachments. The items may be processed using the funds processing system. Data corresponding to the items may be transmitted to a financial institution. The data may be used to compute a forecast. The forecast may be based at least on part on data received via the funds processing system. Data analytical models may forecast future requirements. The requirements may be pickup requirements. The pickup requirements may be financial instrument pickup requirements. The forecast may be a time forecast. The time may be an estimated arrival time. The estimated arrival time may be at the financial institution.
Abstract translation: 提供了预测金融工具转移的工具。 这些工具可以包括资金处理系统。 资金处理系统可以在客户位置建立。 资金处理系统可以接收多个项目。 这些项目可能包括一个或多个金融工具。 项目可以包括一个或多个附件。 项目可以使用资金处理系统进行处理。 与项目相对应的数据可以传送给金融机构。 数据可用于计算预测。 该预测可以至少部分地基于通过资金处理系统接收的数据。 数据分析模型可以预测未来的需求。 这些要求可能是提货要求。 拾取要求可能是金融仪器拾取要求。 预测可能是时间预测。 时间可能是预计到达时间。 预计到达时间可能在金融机构。
-
公开(公告)号：US09704170B2
公开(公告)日：2017-07-11
申请号：US14145965
申请日：2014-01-01
Applicant: Bank of America Corporation
Inventor： Samuel C. Blakeslee , James Pierce , Rebecca S. Morgan
CPC classification number: G06Q30/0202 , G06Q40/06 , G06Q40/12
Abstract: Tools for forecasting financial instrument transfers are provided. The tools may include a funds processing system. The funds processing system may be established at a client location. The funds processing system may receive a plurality of items. The items may include one or more financial instruments. The items may include one or more attachments. The items may be processed using the funds processing system. Data corresponding to the items may be transmitted to a financial institution. The data may be used to compute a forecast. The forecast may be based at least on part on data received via the funds processing system. Data analytical models may forecast future requirements. The requirements may be pickup requirements. The pickup requirements may be financial instrument pickup requirements. The forecast may be a time forecast. The time may be an estimated arrival time. The estimated arrival time may be at the financial institution.
-
公开(公告)号：US20150186992A1
公开(公告)日：2015-07-02
申请号：US14145963
申请日：2014-01-01
Applicant: Bank of America Corporation
Inventor： Samuel C. Blakeslee , James Pierce , Rebecca S. Morgan
IPC: G06Q40/02
CPC classification number: G06Q40/02
Abstract: Tools for increasing financial data tracking efficiency are provided. The tools may include a funds processing system. The funds processing system may be established at a client location. The funds processing system may receive a plurality of items. The items may include one or more financial instruments. The items may include one or more attachments. The items may be processed using the funds processing system. Data corresponding to the items may be transmitted to a financial institution. The data may be used to compute a forecast. The forecast may be based at least in part on data received via the funds processing system. The forecast may predict bank receipts. The bank receipts may correspond to one or more of the items. The forecast may predict future client deficiencies for cash on hand. The deficiencies may be forecast in substantially real-time. The deficiencies may be forecast based on the items.
Abstract translation: 提供了提高财务数据跟踪效率的工具。 这些工具可以包括资金处理系统。 资金处理系统可以在客户位置建立。 资金处理系统可以接收多个项目。 这些项目可能包括一个或多个金融工具。 项目可以包括一个或多个附件。 项目可以使用资金处理系统进行处理。 与项目相对应的数据可以传送给金融机构。 数据可用于计算预测。 该预测可以至少部分地基于通过资金处理系统接收的数据。 预测可能预测银行收据。 银行收据可以对应于一个或多个项目。 预测可能预测未来客户手头现金的不足。 这些缺陷可能实质上是预测的。 可以根据项目预测缺陷。
-
公开(公告)号：US20150170158A1
公开(公告)日：2015-06-18
申请号：US14108491
申请日：2013-12-17
Applicant: Bank of America Corporation
Inventor： Shelaine M. Monkiewicz , Thomas A. Harp , James Pierce , Lisa Gibson , Rebecca S. Morgan
IPC: G06Q30/00
CPC classification number: G06Q30/018 , G06Q40/02
Abstract: Apparatus and methods for client-side deposit packaging compliance are provided. Apparatus and methods may include deploying a uniform reporting format for clients, banks, armored couriers and vaults. The uniform reporting format may be a XML data feed. The XML data feed may provide for reporting of condition codes associated with a deposit. The condition codes may correspond to one or more attributes of a deposit packaged by a client. The condition codes may be submitted by the client. The condition codes may be verified when a deposit is processed by a vault. Illustrative condition codes may correspond to: armored courier ID, envelope status, counterfeit status. The XML data feed may utilize dynamic online, rule-based forms for clients, banks, armored couriers and vaults.
Abstract translation: 提供了客户端存储包装符合性的设备和方法。 装置和方法可以包括为客户，银行，装甲快递和保险库部署统一的报告格式。 统一报告格式可以是XML数据Feed。 XML数据Feed可以提供与存款相关联的条件代码的报告。 条件代码可以对应于由客户端打包的定金的一个或多个属性。 条件代码可能由客户端提交。 存款由保险库处理时可以验证条件代码。 说明性条件代码可以对应于：装甲快递ID，信封状态，假冒状态。 XML数据Feed可以为客户端，银行，装甲快递员和保管库使用动态的基于规则的表单。
-
-
-
-
-
-
Search Results
7
records
(took 0.017 seconds)
