公开(公告)号：US20230344909A1

公开(公告)日：2023-10-26

申请号：US17660227

申请日：2022-04-22

申请人： Truist Bank

发明人： Tahira Abdul-Malik ,  Karthik Lingappan

IPC分类号： H04L67/146 ,  G06N3/04 ,  H04L67/1396 ,  H04L67/306 ,  G06Q40/02

CPC分类号： H04L67/146 ,  G06N3/0445 ,  H04L67/1396 ,  H04L67/306 ,  G06Q40/02

摘要： A method for generating a client interaction timeline for interactions that occur between a client of a bank and the bank or its representatives. The method includes providing an interaction source that stores information and data for each of the interactions over all banking channels and a source of data and information that identifies each of the banks clients. The method also includes performing an application sessions process that groups the interactions that each client performs over a particular channel at a certain time frame into an interaction session having a time stamp for that time frame. The method further includes performing an application interaction process that aggregates all of the available data and information about each client and the data and information for each interaction by the client with the bank, and creating an interaction timeline for each client over all of the banking channels for a predetermined time.

公开(公告)号：US12101381B2

公开(公告)日：2024-09-24

申请号：US18401773

申请日：2024-01-02

申请人： Truist Bank

发明人： Tahira Abdul-Malik ,  Karthik Lingappan

IPC分类号： H04L67/146 ,  G06N3/044 ,  G06Q40/02 ,  H04L67/1396 ,  H04L67/306

CPC分类号： H04L67/146 ,  G06N3/044 ,  G06Q40/02 ,  H04L67/1396 ,  H04L67/306

摘要： A system for generating a user interaction timeline for interactions that occur between a user of a bank and the bank or its representatives. The system provides an interaction source that stores information and data for each of the interactions over all banking channels and a source of data and information that identifies each of the banks users. The system also performs an application sessions process that groups the interactions that each user performs over a particular channel at a certain time frame into an interaction session having a time stamp for that time frame. The system further performs an application interaction process that aggregates all of the available data and information about each user and the data and information for each interaction by the user with the bank, and creates an interaction timeline for each user over all of the banking channels for a predetermined time.

公开(公告)号：US20240137421A1

公开(公告)日：2024-04-25

申请号：US18401773

申请日：2024-01-02

申请人： Truist Bank

发明人： Tahira Abdul-Malik ,  Karthik Lingappan

IPC分类号： H04L67/146 ,  G06N3/044 ,  G06Q40/02 ,  H04L67/1396 ,  H04L67/306

CPC分类号： H04L67/146 ,  G06N3/044 ,  G06Q40/02 ,  H04L67/1396 ,  H04L67/306

摘要： A system for generating a user interaction timeline for interactions that occur between a user of a bank and the bank or its representatives. The system provides an interaction source that stores information and data for each of the interactions over all banking channels and a source of data and information that identifies each of the banks users. The system also performs an application sessions process that groups the interactions that each user performs over a particular channel at a certain time frame into an interaction session having a time stamp for that time frame. The system further performs an application interaction process that aggregates all of the available data and information about each user and the data and information for each interaction by the user with the bank, and creates an interaction timeline for each user over all of the banking channels for a predetermined time.

公开(公告)号：US11909830B2

公开(公告)日：2024-02-20

申请号：US17660227

申请日：2022-04-22

申请人： Truist Bank

发明人： Tahira Abdul-Malik ,  Karthik Lingappan

IPC分类号： H04L67/146 ,  G06Q40/02 ,  H04L67/306 ,  H04L67/1396 ,  G06N3/044

CPC分类号： H04L67/146 ,  G06N3/044 ,  G06Q40/02 ,  H04L67/1396 ,  H04L67/306

摘要： A method for generating a client interaction timeline for interactions that occur between a client of a bank and the bank or its representatives. The method includes providing an interaction source that stores information and data for each of the interactions over all banking channels and a source of data and information that identifies each of the banks clients. The method also includes performing an application sessions process that groups the interactions that each client performs over a particular channel at a certain time frame into an interaction session having a time stamp for that time frame. The method further includes performing an application interaction process that aggregates all of the available data and information about each client and the data and information for each interaction by the client with the bank, and creating an interaction timeline for each client over all of the banking channels for a predetermined time.