Patent №
US 11,816,645
Granted
2023-11-14
Filed 2020
Owner
JPMORGAN CHASE BANK, N.A.
Lab
—
AI components
1
planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
16917032
An interaction account management method includes defining a financial network for an account holder, the financial network including at least the account holder and a financial advisor, wherein the financial advisor is associated with the financial institution. The method also includes storing financial account information associated with the account holder in a database, the account holder information including information input by the account holder relating to at least one financing plan. The method further includes accessing the stored account holder information, generating two or more payment options associated with the at least one financing plan based at least in part on the account holder information, receiving a recommendation over the network from the financial advisor, the recommendation relating to the at least one payment option, and displaying, on a user interface associated with a user device, the two or more payment options and recommendation.
AI classification
Ownership
JPMORGAN CHASE BANK, N.A.
assignment · 530900363
Assignors
KELD, MARCIA, FIELD, MANNING
On an employer assignment, the assignors are typically the inventors.