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).
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Patent number: 12670334Abstract: 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: GrantFiled: March 25, 2024Date of Patent: June 30, 2026Assignee: The Toronto-Dominion BankInventors: 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
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Publication number: 20250298988Abstract: 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: ApplicationFiled: March 25, 2024Publication date: September 25, 2025Applicant: The Toronto-Dominion BankInventors: 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
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Publication number: 20250300947Abstract: 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: ApplicationFiled: March 25, 2024Publication date: September 25, 2025Applicant: The Toronto-Dominion BankInventors: 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
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Publication number: 20250298987Abstract: 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: ApplicationFiled: March 25, 2024Publication date: September 25, 2025Applicant: The Toronto-Dominion BankInventors: 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
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Publication number: 20250016113Abstract: 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: ApplicationFiled: September 24, 2024Publication date: January 9, 2025Applicant: The Toronto-Dominion BankInventors: Karen MAXWELL, Amanda BUCHANAN
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Patent number: 12137056Abstract: 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: GrantFiled: March 22, 2023Date of Patent: November 5, 2024Assignee: The Toronto-Dominion BankInventors: Karen Maxwell, Amanda Buchanan
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Publication number: 20240364776Abstract: 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: ApplicationFiled: July 12, 2024Publication date: October 31, 2024Applicant: The Toronto-Dominion BankInventors: Karen MAXWELL, Amanda BUCHANAN
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Publication number: 20240323138Abstract: 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: ApplicationFiled: March 22, 2023Publication date: September 26, 2024Applicant: The Toronto-Dominion BankInventors: Karen MAXWELL, Amanda BUCHANAN
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Patent number: 12095845Abstract: 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: GrantFiled: February 24, 2023Date of Patent: September 17, 2024Assignee: The Toronto-Dominion BankInventors: Karen Maxwell, Amanda Buchanan
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Publication number: 20240289759Abstract: 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: ApplicationFiled: February 24, 2023Publication date: August 29, 2024Applicant: The Toronto-Dominion BankInventors: Karen MAXWELL, Amanda BUCHANAN
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Publication number: 20240291884Abstract: 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: ApplicationFiled: February 24, 2023Publication date: August 29, 2024Applicant: The Toronto-Dominion BankInventors: Karen MAXWELL, Amanda BUCHANAN
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Patent number: 11543951Abstract: 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: GrantFiled: March 25, 2021Date of Patent: January 3, 2023Assignee: The Toronto-Dominion BankInventors: 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
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Patent number: 11069201Abstract: 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: GrantFiled: October 4, 2018Date of Patent: July 20, 2021Assignee: THE TORONTO-DOMINION BANKInventors: 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
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Publication number: 20210208772Abstract: 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: ApplicationFiled: March 25, 2021Publication date: July 8, 2021Applicant: The Toronto-Dominion BankInventors: 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
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Patent number: 10996838Abstract: 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: GrantFiled: April 24, 2019Date of Patent: May 4, 2021Assignee: The Toronto-Dominion BankInventors: 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
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Patent number: 10984418Abstract: 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: GrantFiled: October 4, 2018Date of Patent: April 20, 2021Assignee: THE TORONTO-DOMINION BANKInventors: 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
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Patent number: 10866696Abstract: 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: GrantFiled: October 4, 2018Date of Patent: December 15, 2020Assignee: The Toronto-Dominion BankInventors: 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
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Patent number: 10831341Abstract: 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: GrantFiled: October 4, 2018Date of Patent: November 10, 2020Assignee: The Toronto-Dominion BankInventors: 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
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Publication number: 20200341624Abstract: 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: ApplicationFiled: April 24, 2019Publication date: October 29, 2020Applicant: The Toronto-Dominion BankInventors: 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
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Publication number: 20200111330Abstract: 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: ApplicationFiled: October 4, 2018Publication date: April 9, 2020Applicant: The Toronto-Dominion BankInventors: 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