SYSTEMS AND METHODS FOR MANAGING A CUSTOMER ACCOUNT SWITCH

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.

Natural languagePlanningG06Q 40/02G06Q 20/108G06Q 20/227G06Q 20/405

AI classification

Planning1.00
Natural language0.51
Machine learning0.14
Speech0.09
Vision0.02
Evolutionary computation0.00
Knowledge representation0.00
AI hardware0.00

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.

From the same owner

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