Search Patents
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SYSTEM FOR GENERATING A USER INTERACTION TIMELINE
Publication number: 20240137421
Abstract: 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.
Type: Application
Filed: January 2, 2024
Publication date: April 25, 2024
Applicant: Truist Bank
Inventors: Tahira Abdul-Malik, Karthik Lingappan
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GRAPHICAL USER INTERFACE ENABLING ENTRY MANIPULATION
Publication number: 20240184425
Abstract: A system and method for allowing a user to manage transactions in an online application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link a plurality of external bank accounts to the online application, provide a main list of transactions that were made using a credit card, allow a user to selectively move the transactions from the main list to a first list or a second list, and allow the user to pay the transactions in the first list from one of the external bank accounts and pay the transactions in the second list from another one of the external bank accounts.
Type: Application
Filed: December 1, 2022
Publication date: June 6, 2024
Applicant: Truist Bank
Inventor: Alexis Pastore
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SYSTEM AND METHOD FOR GENERATING A CLIENT INTERACTION TIMELINE
Publication number: 20230344909
Abstract: 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.
Type: Application
Filed: April 22, 2022
Publication date: October 26, 2023
Applicant: Truist Bank
Inventors: Tahira Abdul-Malik, Karthik Lingappan
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System and method for generating a client interaction timeline
Patent number: 11909830
Abstract: 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.
Type: Grant
Filed: April 22, 2022
Date of Patent: February 20, 2024
Assignee: TRUIST BANK
Inventors: Tahira Abdul-Malik, Karthik Lingappan
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GRAPHICAL USER INTERFACE PROVIDING ENTRY MANIPULATION
Publication number: 20240184430
Abstract: A system and method for allowing a user to manage transactions in an online credit card application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link one or more external bank accounts to the online application, provide a list of transactions that were made using the credit card, enable a user to select one or more of the transactions in the list to be paid independent of the other transactions, and enable the user to pay the selected transactions using the one or more external bank accounts.
Type: Application
Filed: January 2, 2024
See AlsoTruist Savings Account Review 2024: Maximize Your SavingsHow satisfied are customers with BofA, Truist apps?Truist hiring Universal Banker Murrells Inlet - BU in Murrells Inlet, South Carolina, United States | LinkedInUniversal Banker Murrells Inlet - BU in Murrells Inlet, South Carolina, United StatesPublication date: June 6, 2024
Applicant: Truist Bank
Inventor: Alexis Pastore
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GRAPHICAL USER INTERFACE PROVIDING ENTRY MANIPULATION
Publication number: 20240184426
Abstract: A system and method for allowing a user to manage transactions in an online credit card application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link one or more external bank accounts to the online application, provide a main list of transactions that were made using the credit card, enable a user to selectively move the transactions from the main list to a sub-list, and enable the user to pay the transactions in the sub-list from the one or more external bank accounts.
Type: Application
Filed: January 18, 2023
Publication date: June 6, 2024
Applicant: Truist Bank
Inventor: Alexis Pastore
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GRAPHICAL USER INTERFACE SANCTIONING ENTRY MANIPULATION
Publication number: 20240184431
Abstract: A system and method for allowing a user to manage transactions in an online credit card application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link one or more external bank accounts to the online application, provide a list of transactions that were made using the credit card, enable a user to select one or more of the transactions in the list to be paid independent of the other transactions, and enable the user to pay the selected transactions using the one or more external bank accounts.
Type: Application
Filed: January 2, 2024
Publication date: June 6, 2024
Applicant: Truist Bank
Inventor: Alexis Pastore
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Graphical user interface allowing entry manipulation
Patent number: 11941234
Abstract: A system and method for allowing a user to manage transactions in an online credit card application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link one or more external bank accounts to the online application, provide a list of transactions that were made using the credit card, enable a user to select one or more of the transactions in the list to be paid independent of the other transactions, and enable the user to pay the selected transactions using the one or more external bank accounts.
Type: Grant
Filed: January 18, 2023
Date of Patent: March 26, 2024
Assignee: TRUIST BANK
Inventor: Alexis Pastore
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Graphical user interface allowing entry manipulation
Patent number: 11977720
Abstract: A system and method for allowing a user to manage transactions in an online credit card application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link one or more external bank accounts to the online application, provide a list of transactions that were made using the credit card, enable a user to select one or more of the transactions in the list to be paid independent of the other transactions, and enable the user to pay the selected transactions using the one or more external bank accounts.
Type: Grant
Filed: January 18, 2023
Date of Patent: May 7, 2024
Assignee: TRUIST BANK
Inventor: Alexis Pastore
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PRE-ENTRY FOR DISTRIBUTED TRANSACTIONS
Publication number: 20240070636
Abstract: A computer-implemented method includes receiving a pre-entry request for a distributed transaction from a mobile device. The method also includes querying a bank server for permission to execute the distributed transaction. Additionally, the method includes issuing a completion code for the distributed transaction to the mobile device. Further, the method includes receiving the completion code at an automated teller machine (ATM) from the mobile device that verifies authorization of the ATM to complete the distributed transaction. Furthermore, the method includes actuating the ATM in compliance with the distributed transaction to complete the distributed transaction.
Type: Application
Filed: August 24, 2022
Publication date: February 29, 2024
Applicant: Truist Bank
Inventor: Stephen Gary Hess
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GRAPHICAL USER INTERFACE PERMITTING ENTRY MANIPULATION
Publication number: 20240184427
Abstract: A system and method for allowing a user to manage transactions in an online credit card application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link one or more external bank accounts to the online application, provide a list of transactions that were made using the credit card, and enable a user to group or categorize the transactions in the list by transaction type.
Type: Application
Filed: January 18, 2023
Publication date: June 6, 2024
Applicant: Truist Bank
Inventor: Alexis Pastore
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GRAPHICAL USER INTERFACE GRANTING ENTRY MANIPULATION
Publication number: 20240184428
Abstract: A system and method for allowing a user to manage transactions in an online credit card application. The system includes a back-end server operating the online application and including a processor for processing data and information, a communications interface communicatively coupled to the processor, and a memory device storing data and executable code. When the code is executed, the processor can link one or more external bank accounts to the online application, provide a list of transactions that were made using the credit card, and enable the user to rearrange the order of the transactions in the list as they appear on an application page.
Type: Application
Filed: January 18, 2023
Publication date: June 6, 2024
Applicant: Truist Bank
Inventor: Alexis Pastore
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Portion of a display screen with icon
Patent number: D903712
Type: Grant
Filed: October 21, 2019
Date of Patent: December 1, 2020
Assignee: Truist Bank
Inventor: Michael Anthony Dascola
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Portion of a display screen with icon
Patent number: D926817
Type: Grant
Filed: November 25, 2020
Date of Patent: August 3, 2021
Assignee: TRUIST BANK
Inventor: Michael Anthony Dascola
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Typeface
Patent number: D978962
Type: Grant
Filed: April 8, 2021
Date of Patent: February 21, 2023
Assignee: Truist Bank
Inventors: Bianca Berning, Rafael Saraiva Soares
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Typeface
Patent number: D1011415
Type: Grant
Filed: January 6, 2023
Date of Patent: January 16, 2024
Assignee: Truist Bank
Inventors: Bianca Berning, Rafael Saraiva Soares
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Typeface
Patent number: D1011416
Type: Grant
Filed: January 6, 2023
Date of Patent: January 16, 2024
Assignee: Truist Bank
Inventors: Bianca Berning, Rafael Saraiva Soares
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Typeface
Patent number: D1011417
Type: Grant
Filed: January 6, 2023
Date of Patent: January 16, 2024
Assignee: Truist Bank
Inventors: Bianca Berning, Rafael Saraiva Soares
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Typeface
Patent number: D1025200
Type: Grant
Filed: November 8, 2023
Date of Patent: April 30, 2024
Assignee: Truist Bank
Inventors: Bianca Berning, Rafael Saraiva Soares
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Typeface
Patent number: D1025201
Type: Grant
Filed: November 8, 2023
Date of Patent: April 30, 2024
Assignee: Truist Bank
Inventors: Bianca Berning, Rafael Saraiva Soares
Narrow Results
Filter by US Classification
- D14/485 (8)
- D18/24 (6)
- 705/35 (5)
- 345/633 (4)
- 705/4 (3)
- 705/26.1 (3)
- 705/42 (3)
- 705/44 (3)
- 726/22 (3)
- 235/379 (3)
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