Patent №
US 11,615,465
Granted
2023-03-28
Filed 2020
Owner
CAPITAL ONE FINANCIAL CORPORATION
+1 more
Lab
—
AI components
2
nlp · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
16952213
Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.
AI classification
Ownership
CAPITAL ONE FINANCIAL CORPORATION
assignment · 544140986
CAPITAL ONE SERVICES, LLC
assignment · 544150024
Assignors
KANJLIA, GAGAN, PURI, VISHAL, KIERNAN, MICHAEL B., KLEIN, EVAN S.
On an employer assignment, the assignors are typically the inventors.