Patents by Inventor Amanda BUCHANAN

Amanda BUCHANAN has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 12670334
    Abstract: An example operation may include one or more of executing an interaction with an account via a chatbot within a chat element running on an account device, determining a next response for the chatbot to output within the chat element based on an execution of an artificial intelligence (AI) model on content within the chat element, determining an interaction attribute of the next response based on an execution of a second AI model on the content from the chat element and on historical chat content of the account device and the chatbot, and outputting the next response via the chatbot within the chat element based on the determined interaction attribute. The example operation may further include an AI agent that performs an action based on the next response.
    Type: Grant
    Filed: March 25, 2024
    Date of Patent: June 30, 2026
    Assignee: The Toronto-Dominion Bank
    Inventors: Amanda Buchanan, Sophie Na-Hyun Park, John Jong-Suk Lee, Robert Alojz Skaljin, Jillian Margaret Pigot Rivard, Steven Anthony Ghose, Seonaid Marlaine Eggett, John Anthony Caligaris, III, Kaycee Lee MacQueen, Vinodhini Pandurangan, Hilary Wing-Mun Chan
  • Publication number: 20250298988
    Abstract: An example operation may include one or more of executing an interaction with an account device about a first topic of interest and a chatbot within a chat element, wherein the interaction comprises an exchange of content between the account device and the chatbot within the chat element, receiving an interaction data from the account device within the chat element; determining that the interaction data is a second topic of interest based on an execution of an artificial intelligence model on the interaction and the first topic of interest, generating a chatbot response to the interaction data based on the execution of the artificial intelligence model on a state of the interaction prior to receipt of the interaction data, and outputting the chatbot response within the chat element.
    Type: Application
    Filed: March 25, 2024
    Publication date: September 25, 2025
    Applicant: The Toronto-Dominion Bank
    Inventors: Amanda Buchanan, Sophie Na-Hyun Park, John Jong-Suk Lee, Robert Alojz Skaljin, Jillian Margaret Pigot Rivard, Steven Anthony Ghose, Seonaid Marlaine Eggett, John Anthony Caligaris, III, Kaycee Lee MacQueen, Vinodhini Pandurangan, Hilary Wing-Mun Chan
  • Publication number: 20250300947
    Abstract: An example operation may include one or more of executing an interaction event with an account device and a chatbot within a chat element based on chatbot responses determined by an artificial intelligence (AI) model, wherein the interaction event comprises an exchange of content between the account device and the chatbot through the chat element, determining that a related response to the content has not been output by the chatbot within the chat element, in response, executing a second AI model on the content received from the account device within the chat element to generate a new chatbot response to the content, and outputting the new chatbot response within the chat element.
    Type: Application
    Filed: March 25, 2024
    Publication date: September 25, 2025
    Applicant: The Toronto-Dominion Bank
    Inventors: Amanda Buchanan, Sophie Na-Hyun Park, John Jong-Suk Lee, Robert Alojz Skaljin, Jillian Margaret Pigot Rivard, Steven Anthony Ghose, Seonaid Marlaine Eggett, John Anthony Caligaris, III, Kaycee Lee MacQueen, Vinodhini Pandurangan, Hilary Wing-Mun Chan
  • Publication number: 20250298987
    Abstract: An example operation may include one or more of executing an interaction with an account via a chatbot within a chat element running on an account device, determining a next response for the chatbot to output within the chat element based on an execution of an artificial intelligence (AI) model on content within the chat element, determining an interaction attribute of the next response based on an execution of a second AI model on the content from the chat element and on historical chat content of the account device and the chatbot, and outputting the next response via the chatbot within the chat element based on the determined interaction attribute.
    Type: Application
    Filed: March 25, 2024
    Publication date: September 25, 2025
    Applicant: The Toronto-Dominion Bank
    Inventors: Amanda Buchanan, Sophie Na-Hyun Park, John Jong-Suk Lee, Robert Alojz Skaljin, Jillian Margaret Pigot Rivard, Steven Anthony Ghose, Seonaid Marlaine Eggett, John Anthony Caligaris, III, Kaycee Lee MacQueen, Vinodhini Pandurangan, Hilary Wing-Mun Chan
  • Publication number: 20250016113
    Abstract: A server computer system, comprises a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to obtain resource availability data for resources maintained by a resource provider; receive, via the communications module and from a third party server computer system, session data that includes a request to perform an operation; determine, based on the session data, that the resources are transferable to perform the operation; and responsive to determining that the resources are transferable to perform the operation, update a graphical user interface displayed on a client device to indicate that the resources are transferable to perform the operation.
    Type: Application
    Filed: September 24, 2024
    Publication date: January 9, 2025
    Applicant: The Toronto-Dominion Bank
    Inventors: Karen MAXWELL, Amanda BUCHANAN
  • Patent number: 12137056
    Abstract: A server computer system, comprises a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to obtain resource availability data for resources maintained by a resource provider; receive, via the communications module and from a third party server computer system, session data that includes a request to perform an operation; determine, based on the session data, that the resources are transferable to perform the operation; and responsive to determining that the resources are transferable to perform the operation, update a graphical user interface displayed on a client device to indicate that the resources are transferable to perform the operation.
    Type: Grant
    Filed: March 22, 2023
    Date of Patent: November 5, 2024
    Assignee: The Toronto-Dominion Bank
    Inventors: Karen Maxwell, Amanda Buchanan
  • Publication number: 20240364776
    Abstract: A server computer system, comprises a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to receive, via the communications module and from a third party server computer system, a session handoff that includes session definition data identifying two or more items; provide, via the communications module and to a client device, a user interface for defining instructions based on the session definition data; receive, via the communications module and from the client device, the instructions defining at least one threshold associated with the two or more items; and perform an operation in accordance with the instructions defining the at least one threshold.
    Type: Application
    Filed: July 12, 2024
    Publication date: October 31, 2024
    Applicant: The Toronto-Dominion Bank
    Inventors: Karen MAXWELL, Amanda BUCHANAN
  • Publication number: 20240323138
    Abstract: A server computer system, comprises a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to obtain resource availability data for resources maintained by a resource provider; receive, via the communications module and from a third party server computer system, session data that includes a request to perform an operation; determine, based on the session data, that the resources are transferable to perform the operation; and responsive to determining that the resources are transferable to perform the operation, update a graphical user interface displayed on a client device to indicate that the resources are transferable to perform the operation.
    Type: Application
    Filed: March 22, 2023
    Publication date: September 26, 2024
    Applicant: The Toronto-Dominion Bank
    Inventors: Karen MAXWELL, Amanda BUCHANAN
  • Patent number: 12095845
    Abstract: A server computer system, comprises a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to receive, via the communications module and from a third party server computer system, a session handoff that includes session definition data identifying two or more items; provide, via the communications module and to a client device, a user interface for defining instructions based on the session definition data; receive, via the communications module and from the client device, the instructions defining at least one threshold associated with the two or more items; and perform an operation in accordance with the instructions defining the at least one threshold.
    Type: Grant
    Filed: February 24, 2023
    Date of Patent: September 17, 2024
    Assignee: The Toronto-Dominion Bank
    Inventors: Karen Maxwell, Amanda Buchanan
  • Publication number: 20240289759
    Abstract: A server computer system, comprises a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to receive, via the communications module and from a third party server computer system, a transfer request that defines a transfer amount; obtain, via the communications module and from a client device, post-transfer instructions to offset a portion of the transfer amount; complete a transfer according to the transfer request; and perform the post-transfer instructions to offset the portion of the transfer amount.
    Type: Application
    Filed: February 24, 2023
    Publication date: August 29, 2024
    Applicant: The Toronto-Dominion Bank
    Inventors: Karen MAXWELL, Amanda BUCHANAN
  • Publication number: 20240291884
    Abstract: A server computer system, comprises a processor; a communications module coupled to the processor; and a memory coupled to the processor, the memory storing instructions that, when executed, configure the processor to receive, via the communications module and from a third party server computer system, a session handoff that includes session definition data identifying two or more items; provide, via the communications module and to a client device, a user interface for defining instructions based on the session definition data; receive, via the communications module and from the client device, the instructions defining at least one threshold associated with the two or more items; and perform an operation in accordance with the instructions defining the at least one threshold.
    Type: Application
    Filed: February 24, 2023
    Publication date: August 29, 2024
    Applicant: The Toronto-Dominion Bank
    Inventors: Karen MAXWELL, Amanda BUCHANAN
  • Patent number: 11543951
    Abstract: An automated teller device having accessibility configurations is disclosed. in one aspect, in response to a setting to enable the accessibility keypad mode, the automated teller device operates a session in an accessibility keypad mode. In the accessibility keypad mode a second set of actions is mapped to the keys of the keypad. The second set of actions is different than a first set of actions mapped to the keys of the keypad in a standard keypad mode. The second set of actions comprises one or more of actions for navigation and input selection of the graphical user interface, actions for control of audio being reproduced, actions for control of volume of the audio being reproduced, or actions for control of a rate of reproduction of the audio being reproduced.
    Type: Grant
    Filed: March 25, 2021
    Date of Patent: January 3, 2023
    Assignee: The Toronto-Dominion Bank
    Inventors: Steven Gervais, Sara Durning, Amanda Buchanan, Na-Hyun Sophie Park, Gregory James Hamilton, Miguel Martin C. Florendo, Gary Joseph Fernandes, Nikolay Tzankov Markov, Bridget Lennon, Tristan Rodzen, James Grimmer
  • Patent number: 11069201
    Abstract: Methods and systems for providing physical input at an automated device are described. An automated device provides a sequence of interfaces. The automated device communicates with a server to exchange data, which is used to dynamically populate one or more of the interfaces in the sequence. The interface sequence includes: a physical input type selection interface providing an option to provide physical input; a physical input request interface requesting physical input; a physical input processing interface indicating processing; a data value confirmation interface showing determined value for the physical input; a summary interface indicating restrictions for an account; a data update processing interface indicating further processing; an acknowledgement interface indicating the account was updated to reflect the physical input; and an record preview interface providing a preview of a session record.
    Type: Grant
    Filed: October 4, 2018
    Date of Patent: July 20, 2021
    Assignee: THE TORONTO-DOMINION BANK
    Inventors: Steven Gervais, Sara Durning, Amanda Buchanan, Na-Hyun Sophie Park, Gregory James Hamilton, Miguel Martin C. Florendo, Gary Joseph Fernandes, Nikolay Tzankov Markov, Bridget Lennon, Tristan Rodzen, James Grimmer
  • Publication number: 20210208772
    Abstract: An automated teller device having accessibility configurations is disclosed. in one aspect, in response to a setting to enable the accessibility keypad mode, the automated teller device operates a session in an accessibility keypad mode. In the accessibility keypad mode a second set of actions is mapped to the keys of the keypad. The second set of actions is different than a first set of actions mapped to the keys of the keypad in a standard keypad mode. The second set of actions comprises one or more of actions for navigation and input selection of the graphical user interface, actions for control of audio being reproduced, actions for control of volume of the audio being reproduced, or actions for control of a rate of reproduction of the audio being reproduced.
    Type: Application
    Filed: March 25, 2021
    Publication date: July 8, 2021
    Applicant: The Toronto-Dominion Bank
    Inventors: Steven GERVAIS, Sara DURNING, Amanda BUCHANAN, Na-Hyun Sophie PARK, Gregory James HAMILTON, Miguel Martin C. FLORENDO, Gary Joseph FERNANDES, Nikolay Tzankov MARKOV, Bridget LENNON, Tristan RODZEN, James GRIMMER
  • Patent number: 10996838
    Abstract: An automated teller device having accessibility configurations is disclosed. in one aspect, in response to a setting to enable the accessibility keypad mode, the automated teller device operates a session in an accessibility keypad mode. In the accessibility keypad mode a second set of actions is mapped to the keys of the keypad. The second set of actions is different than a first set of actions mapped to the keys of the keypad in a standard keypad mode. The second set of actions comprises one or more of actions for navigation and input selection of the graphical user interface, actions for control of audio being reproduced, actions for control of volume of the audio being reproduced, or actions for control of a rate of reproduction of the audio being reproduced.
    Type: Grant
    Filed: April 24, 2019
    Date of Patent: May 4, 2021
    Assignee: The Toronto-Dominion Bank
    Inventors: Steven Gervais, Sara Durning, Amanda Buchanan, Na-Hyun Sophie Park, Gregory James Hamilton, Miguel Martin C. Florendo, Gary Joseph Fernandes, Nikolay Tzankov Markov, Bridget Lennon, Tristan Rodzen, James Grimmer
  • Patent number: 10984418
    Abstract: Methods and systems for providing physical input at an automated device are described. An automated device provides a sequence of interfaces. The automated device communicates with a server to exchange data, which is used to dynamically populate one or more of the interfaces in the sequence. The interface sequences includes: a home interface providing options for performing an action using the automated device; a destination selection interface for selecting a destination account for a data transfer; a source selection interface for selecting a source account for the data transfer; a data value selection interface for receiving a data value for the data transfer; a data transfer processing interface indicating processing of the data transfer; an acknowledgement interface indicating completion of the data transfer; and a record preview interface providing a preview of a session record.
    Type: Grant
    Filed: October 4, 2018
    Date of Patent: April 20, 2021
    Assignee: THE TORONTO-DOMINION BANK
    Inventors: Steven Gervais, Sara Durning, Amanda Buchanan, Na-Hyun Sophie Park, Gregory James Hamilton, Miguel Martin C. Florendo, Gary Joseph Fernandes, Nikolay Tzankov Markov, Bridget Lennon, Tristan Rodzen, James Grimmer
  • Patent number: 10866696
    Abstract: An automated device for data transfer and associated methods is provided. The automated device communicates with a server to exchange data which is used to dynamically populate one or more of the interfaces in a sequence of interfaces that include a welcome interface providing a plurality of selectable options for performing an action using the automated device; an authentication interface for receiving an authentication code associated with an access card inserted into the automated device; a source selection interface for selecting a source account for the data transfer; a destination selection interface for selecting a destination account for the data transfer; a data value selection interface for receiving a data value for the data transfer; a transaction acknowledgment interface providing an option to end the session and an option to continue the session; and a record preview interface providing a preview of a record of the session and an option to generate output of the record.
    Type: Grant
    Filed: October 4, 2018
    Date of Patent: December 15, 2020
    Assignee: The Toronto-Dominion Bank
    Inventors: Steven Gervais, Sara Durning, Amanda Buchanan, Na-Hyun Sophie Park, Gregory James Hamilton, Miguel Martin C. Florendo, Gary Joseph Fernandes, Nikolay Tzankov Markov, Bridget Lennon, Tristian Rodzen, James Grimmer
  • Patent number: 10831341
    Abstract: An automated device for data transfer and associated methods is provided. The automated device communicates with a server to exchange data which is used to dynamically populate one or more of the interfaces in a sequence of interfaces that include a welcome interface providing a plurality of selectable options for performing an action using the automated device; an authentication interface for receiving an authentication code associated with an access card inserted into the automated device; a source selection interface for selecting a source account for the data transfer; a destination selection interface for selecting a destination account for the data transfer; a data value selection interface for receiving a data value for the data transfer; a transaction acknowledgment interface providing an option to end the session and an option to continue the session; and a record preview interface providing a preview of a record of the session and an option to generate output of the record.
    Type: Grant
    Filed: October 4, 2018
    Date of Patent: November 10, 2020
    Assignee: The Toronto-Dominion Bank
    Inventors: Steven Gervais, Sara Durning, Amanda Buchanan, Na-Hyun Sophie Park, Gregory James Hamilton, Miguel Martin C. Florendo, Gary Joseph Fernandes, Nikolay Tzankov Markov, Bridget Lennon, Tristian Rodzen, James Grimmer
  • Publication number: 20200341624
    Abstract: An automated teller device having accessibility configurations is disclosed. in one aspect, in response to a setting to enable the accessibility keypad mode, the automated teller device operates a session in an accessibility keypad mode. In the accessibility keypad mode a second set of actions is mapped to the keys of the keypad. The second set of actions is different than a first set of actions mapped to the keys of the keypad in a standard keypad mode. The second set of actions comprises one or more of actions for navigation and input selection of the graphical user interface, actions for control of audio being reproduced, actions for control of volume of the audio being reproduced, or actions for control of a rate of reproduction of the audio being reproduced.
    Type: Application
    Filed: April 24, 2019
    Publication date: October 29, 2020
    Applicant: The Toronto-Dominion Bank
    Inventors: Steven GERVAIS, Sara DURNING, Amanda BUCHANAN, Na-Hyun Sophie PARK, Gregory James HAMILTON, Miguel Martin C. FLORENDO, Gary Joseph FERNANDES, Nikolay Tzankov MARKOV, Bridget LENNON, Tristan RODZEN, James GRIMMER
  • Publication number: 20200111330
    Abstract: Methods and systems for providing physical input at an automated device are described. An automated device provides a sequence of interfaces. The automated device communicates with a server to exchange data, which is used to dynamically populate one or more of the interfaces in the sequence. The interface sequences includes: a physical input type selection interface providing option to provide physical input; a physical input request interface requesting physical input; a physical input processing interface indicating processing; a fourth interface showing determined value for the physical input; a data update processing interface indicating further processing; an acknowledgement interface indicating the account was updated to reflect the physical input; and a record preview interface providing a preview of a session record.
    Type: Application
    Filed: October 4, 2018
    Publication date: April 9, 2020
    Applicant: The Toronto-Dominion Bank
    Inventors: Steven GERVAIS, Sara DURNING, Amanda BUCHANAN, Na-Hyun Sophie PARK, Gregory James HAMILTON, Miguel Martin C. FLORENDO, Gary Joseph FERNANDES, Nikolay Tzankov MARKOV, Bridget LENNON, Tristan RODZEN, James GRIMMER