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1.
公开(公告)号:US20220335518A1
公开(公告)日:2022-10-20
申请号:US17233340
申请日:2021-04-16
Applicant: FIDELITY INFORMATION SERVICES, LLC
Inventor: Benjamin Wellmann , Zachary Jasinski , Matthew Petersen , Eric Bond , Daniel Wakeman , David Berglund
Abstract: Systems and methods for providing selective access to model output data are disclosed. A system for providing selective access to model output data may include a memory storing instructions and at least one processor configured to execute instructions to perform operations including: receiving, through an application programming interface (API) and from a requestor device, an API request for data, the API request identifying a requestor entity associated with the requestor device; determining a data type based on the API request; determining an authorization level of the requestor; accessing first model output data corresponding to the data type and the authorization level, the first model output data having been generated by a machine learning model trained to predict a risk level based on document data; and transmitting the first model output data to the requestor device.
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公开(公告)号:US11842391B2
公开(公告)日:2023-12-12
申请号:US17233300
申请日:2021-04-16
Applicant: FIDELITY INFORMATION SERVICES, LLC
Inventor: Benjamin Wellmann , Zachary Jasinski , Matthew Petersen , Eric Bond , Daniel Wakeman , David Berglund
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: accessing document data associated with at least one of a transaction or an individual; normalizing the document data; classifying the normalized document data; extracting model input data from the classified document data; applying a machine learning model to the extracted model input data to score the document data, the machine learning model having been trained to generate a favorability output indicating a favorability of the transaction or individual; and generating analysis data based on the scored document data.
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公开(公告)号:US11716418B2
公开(公告)日:2023-08-01
申请号:US17567770
申请日:2022-01-03
Applicant: Fidelity Information Services, LLC
Inventor: Susheel Nesargi , David Berglund , Glen M. Casey
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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公开(公告)号:US20230135192A1
公开(公告)日:2023-05-04
申请号:US18147868
申请日:2022-12-29
Applicant: FIDELITY INFORMATION SERVICES, LLC
Inventor: Benjamin Wellmann , Zachary Jasinski , Matthew Petersen , Eric Bond , Daniel Wakeman , David Berglund
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.
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5.
公开(公告)号:US20230281541A1
公开(公告)日:2023-09-07
申请号:US18178132
申请日:2023-03-03
Applicant: Fidelity Information Services, LLC
Inventor: Benjamin Wellmann , Harry M. Stahl , David Berglund , Gary Michael Duma , John J. Cicinelli , Ravi Dangeti
IPC: G06Q10/0635 , G06Q40/12
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.
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公开(公告)号:US20220335517A1
公开(公告)日:2022-10-20
申请号:US17233300
申请日:2021-04-16
Applicant: FIDELITY INFORMATION SERVICES, LLC
Inventor: Benjamin Wellmann , Zachary Jasinski , Matthew Petersen , Eric Bond , Daniel Wakeman , David Berglund
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: accessing document data associated with at least one of a transaction or an individual; normalizing the document data; classifying the normalized document data; extracting model input data from the classified document data; applying a machine learning model to the extracted model input data to score the document data, the machine learning model having been trained to generate a favorability output indicating a favorability of the transaction or individual; and generating analysis data based on the scored document data.
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公开(公告)号:US20220335516A1
公开(公告)日:2022-10-20
申请号:US17233251
申请日:2021-04-16
Applicant: FIDELITY INFORMATION SERVICES, LLC
Inventor: Benjamin Wellmann , Zachary Jasinski , Matthew Petersen , Eric Bond , Daniel Wakeman , David Berglund
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.
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公开(公告)号:US12075002B2
公开(公告)日:2024-08-27
申请号:US18333735
申请日:2023-06-13
Applicant: Fidelity Information Services, LLC
Inventor: Susheel Nesargi , David Berglund , Glen M. Casey
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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公开(公告)号:US11683385B2
公开(公告)日:2023-06-20
申请号:US17393260
申请日:2021-08-03
Applicant: Fidelity Information Services, LLC
Inventor: Susheel Nesargi , David Berglund , Glen Casey
IPC: G06Q10/06 , G06Q10/02 , G06F9/44 , H04L67/00 , G06F3/0482 , G06Q10/0633 , H04L67/06 , H04L67/08
CPC classification number: H04L67/34 , G06F3/0482 , G06Q10/0633 , H04L67/06 , H04L67/08
Abstract: A smart forms solution that enables transactions institutions to provide configuration parameters in a streamlined manner so that developers can construct end-to-end solutions in an automated manner includes performing, by a processor, operations including: receiving data from a form in a webpage; validating the received data; saving the validated data; determining a location to send the saved data; sending the saved data to the determined location; invoking an API at the determined location with the saved data; and using the saved data to perform a manual operation.
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10.
公开(公告)号:US11645712B2
公开(公告)日:2023-05-09
申请号:US17233251
申请日:2021-04-16
Applicant: FIDELITY INFORMATION SERVICES, LLC
Inventor: Benjamin Wellmann , Zachary Jasinski , Matthew Petersen , Eric Bond , Daniel Wakeman , David Berglund
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.
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