发明名称 CUSTOMER-BASED ASSOCIATE INTERFACES
摘要 A computing system may generate a customer interface comprising a listing of transactions of a customer and one or more user-selectable options for the customer to utilize to identify a subset of the transactions relevant to an inquiry and may communicate the customer interface to a computing device associated with the customer. The computing system may receive, from the computing device associated with the customer, data, generated by the computing device associated with the customer in response to the customer invoking the user-selectable option(s), identifying the subset of the transactions relevant to the inquiry. The computing system may generate an associate interface comprising a listing of the subset of the transactions relevant to the inquiry and omitting or obscuring one or more of the transactions that are not amongst the subset relevant to the inquiry and may communicate the associate interface to a computing device associated with an associate.
申请公布号 US2016335644(A1) 申请公布日期 2016.11.17
申请号 US201514710430 申请日期 2015.05.12
申请人 Bank of America Corporation 发明人 Kurian Manu
分类号 G06Q30/00;G06Q20/18;H04M7/00;G06Q20/10 主分类号 G06Q30/00
代理机构 代理人
主权项 1. A method comprising: generating, by at least one processor of a computing system comprising the at least one processor and a communication interface, a customer interface comprising a listing of a plurality of transactions of a customer of an organization with the organization and one or more user-selectable options for the customer to utilize to identify a subset of the plurality of transactions relevant to an inquiry of the customer; communicating, via the communication interface and to a computing device associated with the customer, the customer interface comprising the listing of the plurality of transactions and the one or more user-selectable options; receiving, via the communication interface and from the computing device associated with the customer, data, generated by the computing device associated with the customer in response to the customer invoking the one or more user-selectable options, identifying the subset of the plurality of transactions relevant to the inquiry of the customer; generating, by the at least one processor, an associate interface comprising a listing of the subset of the plurality of transactions relevant to the inquiry of the customer and omitting or obscuring one or more transactions of the plurality of transactions of the customer of the organization with the organization that are not amongst the subset of the plurality of transactions relevant to the inquiry of the customer; and communicating, via the communication interface and to a computing device associated with an associate of the organization designated to assist the customer with the inquiry, the associate interface comprising the listing of the subset of the plurality of transactions relevant to the inquiry of the customer and omitting or obscuring the one or more transactions of the plurality of transactions of the customer of the organization with the organization that are not amongst the subset of the plurality of transactions relevant to the inquiry of the customer.
地址 Charlotte NC US