Patents by Inventor Andrew Sheldon
Andrew Sheldon 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: 10417642Abstract: Embodiments of the invention are directed to a system, method, or computer program product for providing a unified representation of all customer relationships with an entity. This representation focuses on customer products in arrears that are to be recovered. The invention presents an overarching view of all customer relationships to a representative. This allows the representative to make decision and take appropriate actions immediately based on the entire relationship with the customer when a customer communication is initiated. As such, the invention correlates all of the customer's relationships with a financial institution into one unified representation for a representative to review. The unified representation takes into consideration all of the customer's relationships as well as external factors on the communications and relationships. Thus providing a holistic customer service experience for a customer with accounts in arrears.Type: GrantFiled: November 5, 2013Date of Patent: September 17, 2019Assignee: Bank of America CorporationInventors: Andrew Sheldon, Brian J. Dunne, Hudson Philip Hoen, IV
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Patent number: 10127509Abstract: Embodiments of the invention are directed to systems, methods, and computer program products for temporarily suspending a workflow associated with a work item. The system is configured to establish a communicable link with a queue to retrieve a first work item. The system is configured to receive a notification from a first device, where the notification comprises a second work item. The system temporarily suspends the first work item and the work flow associated with the first work item, in response to receiving the second work item from the first device. Once the system determines execution of a user action associated with the second work item, it restores the suspended first work item and the one or more suspended sessions associated with the first work item.Type: GrantFiled: September 17, 2015Date of Patent: November 13, 2018Assignee: BANK OF AMERICA CORPORATIONInventors: David Lee Warnick, Hudson Philip Hoen, IV, Andrew Sheldon, Jason Nicolas Alexandrian, Jason P. Gardner, Luis Felipe Lecaro Saborio, Brian Robert Camphausen
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Patent number: 9911125Abstract: Embodiments of the invention relate to systems, methods, and computer program products for preventing a customer communication by locking access to customer information. The system, method, and computer program product are configured to a) identify information relating to an event or condition that triggers a lock of customer information associated with a customer; b) lock at least a portion of the customer information associated with the customer based at least partially on the identifying; and c) generate a notification indicating that at least the portion of the customer information associated with the customer is locked based at least partially on the locking.Type: GrantFiled: November 4, 2013Date of Patent: March 6, 2018Assignee: BANK OF AMERICA CORPORATIONInventors: Ryan Scott Heller, Chung-Di Chou, John J. Gately, Hudson Philip Hoen, IV, Andrew Sheldon, Patrick B. Smith, Veera Venkata Vattikuti
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Patent number: 9807234Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.Type: GrantFiled: May 19, 2016Date of Patent: October 31, 2017Assignee: BANK OF AMERICA CORPORATIONInventors: David Luke Hallam, Andrew Sheldon, Aleksander F. Kravchenko, George Vettiyedathuparampil Thomas
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Patent number: 9781241Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing cease and desist call flagging. The system, method, and computer program product are configured to provide a user interface for reporting cease and desist requests associated with a plurality of customers; receive, via user input into the user interface, a cease and desist request associated with a customer having at least one account maintained by an entity, wherein the cease and desist request specifies at least one rule to be implemented when contacting the customer; and automatically terminate contact to the customer on behalf of the entity based at least partially on the at least one rule specified in the cease and desist request.Type: GrantFiled: September 10, 2014Date of Patent: October 3, 2017Assignee: Bank of America CorporationInventors: Andrew Sheldon, David Luke Hallam, Feng Tang, Oleg Gerasimovich, Patrick B. Smith
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Publication number: 20170083847Abstract: Embodiments of the invention are directed to systems, methods, and computer program products for temporarily suspending a workflow associated with a work item. The system is configured to establish a communicable link with a queue to retrieve a first work item. The system is configured to receive a notification from a first device, where the notification comprises a second work item. The system temporarily suspends the first work item and the work flow associated with the first work item, in response to receiving the second work item from the first device. Once the system determines execution of a user action associated with the second work item, it restores the suspended first work item and the one or more suspended sessions associated with the first work item.Type: ApplicationFiled: September 17, 2015Publication date: March 23, 2017Inventors: David L. Warnick, Hudson Philip Hoen, IV, Andrew Sheldon, Jason Nicolas Alexandrian, Jason P. Gardner, Luis Felipe Lecaro Saborio, Brian Robert Camphausen
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Patent number: 9549067Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.Type: GrantFiled: May 19, 2016Date of Patent: January 17, 2017Assignee: BANK OF AMERICA CORPORATIONInventors: David Luke Hallam, Andrew Sheldon, Aleksander F. Kravchenko, George Vettiyedathuparampil Thomas
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Publication number: 20160261746Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.Type: ApplicationFiled: May 19, 2016Publication date: September 8, 2016Inventors: David Luke Hallam, Andrew Sheldon, Aleksander F. Kravchenko, George Vettiyedathuparampil Thomas
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Publication number: 20160261745Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.Type: ApplicationFiled: May 19, 2016Publication date: September 8, 2016Inventors: David Luke Hallam, Andrew Sheldon, Aleksander F. Kravchenko, George Vettiyedathuparampil Thomas
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Patent number: 9398167Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.Type: GrantFiled: September 10, 2014Date of Patent: July 19, 2016Assignee: Bank of America CorporationInventors: David Luke Hallam, Andrew Sheldon, Aleksander F. Kravchenko, George Vettiyedathuparampil Thomas
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Publication number: 20160072960Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.Type: ApplicationFiled: September 10, 2014Publication date: March 10, 2016Inventors: David Luke Hallam, Andrew Sheldon, Aleksander F. Kravchenko, George Vettiyedathuparampil Thomas
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Publication number: 20160072938Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing cease and desist call flagging. The system, method, and computer program product are configured to provide a user interface for reporting cease and desist requests associated with a plurality of customers; receive, via user input into the user interface, a cease and desist request associated with a customer having at least one account maintained by an entity, wherein the cease and desist request specifies at least one rule to be implemented when contacting the customer; and automatically terminate contact to the customer on behalf of the entity based at least partially on the at least one rule specified in the cease and desist request.Type: ApplicationFiled: September 10, 2014Publication date: March 10, 2016Inventors: Andrew Sheldon, David Luke Hallam, Feng Tang, Oleg Gerasimovich, Patrick B. Smith
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Patent number: 9203844Abstract: Embodiments of the invention include systems and methods for assigning visual representation to contacts. The embodiments include receiving selection criteria, identifying data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts, determining that at least one contact associated with each customer comprises one or more contact statuses, and assigning one or more indicators to the at least one contact based on the one or more statuses. In particular embodiments, the one or more statuses are related to a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and/or a permission-to-communicate status.Type: GrantFiled: October 31, 2013Date of Patent: December 1, 2015Assignee: BANK OF AMERICA CORPORATIONInventors: Andrew Sheldon, Ryan Scott Heller, David Luke Hallam
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Patent number: 9094512Abstract: Embodiments of the invention are directed to a system, method, or computer program product for determining an appropriate course of action for a representative working to recover payment in arrears. Embodiments may determine at least one customer preference regarding limitation of representative-customer interactions; and, based on the at least one customer preference, present assistance information to the representative before or during the representative-customer interaction, the assistance information configured to at least one of inform the representative of the at least one customer preference, present the representative with at least one proposed question for presentation to the customer, or present the representative with at least one proposed method for representative-customer interaction.Type: GrantFiled: November 5, 2013Date of Patent: July 28, 2015Assignee: Bank of America CorporationInventors: Andrew Sheldon, Brian J. Dunne, Hudson Philip Hoen, IV
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Patent number: 9088654Abstract: Embodiments of the invention are directed to a system, method, or computer program product for providing a unified representation of all customer relationships within an entity. This representation focuses on customer products in arrears that are to be recovered. The invention requires disposition input from the system and the representative immediately after a customer communication. This way, the invention aids in providing an overarching view of all customer relationships to a representative. The automatic information regarding the communication includes the date, time of day, duration, and the like associated with the communication. The invention requires the representative to input manually a disposition from each communication, such as what was discussed during the communication. As such, the invention allows for subsequent representatives to make decision and take appropriate actions immediately based on the entire relationship, including the results of previous customer communications.Type: GrantFiled: November 5, 2013Date of Patent: July 21, 2015Assignee: Bank of America CorporationInventors: Michael John Blatteau, Jr., Michael D. Fleischer, Ryan Scott Heller, Hudson Philip Hoen, IV, Sethu Iyer, Hari Madala, Andrew Sheldon, Patrick B. Smith
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Publication number: 20150127562Abstract: Embodiments of the invention relate to systems, methods, and computer program products for determining an automatic contact list. The system, method, and computer program product are configured to receive a request to create a contact list, the request comprising selection criteria; identify data associated with a plurality of customers meeting the selection criteria, wherein each customer is associated with at least one contact; determine contacts that are excluded based on at least one of locking, external requests, geography, time, velocity, and permission to contact; and determine a contact list based on customers that are not excluded. The system allows a user to create an automatic contact list that both meets the user's criteria while also complying with business and legal regulations.Type: ApplicationFiled: November 5, 2013Publication date: May 7, 2015Applicant: Bank Of America CorporationInventors: RYAN SCOTT HELLER, PATRICK B. SMITH, HARI MADALA, ANDREW SHELDON, CHUNG-DI CHOU, VEERA VENKATA VATTIKUTI
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Publication number: 20150127560Abstract: Embodiments of the invention are directed to a system, method, or computer program product for providing a unified representation of all customer relationships with an entity. This representation focuses on customer products in arrears that are to be recovered. The invention presents an overarching view of all customer relationships to a representative. This allows the representative to make decision and take appropriate actions immediately based on the entire relationship with the customer when a customer communication is initiated. As such, the invention correlates all of the customer's relationships with a financial institution into one unified representation for a representative to review. The unified representation takes into consideration all of the customer's relationships as well as external factors on the communications and relationships. Thus providing a holistic customer service experience for a customer with accounts in arrears.Type: ApplicationFiled: November 5, 2013Publication date: May 7, 2015Applicant: BANK OF AMERICA CORPORATIONInventors: Richard Hardin Staton, Jason N. Alexandrian, Corina Nicole Bacon, Michael John Blatteau, JR., David John Butler, Chung-Di Chou, David W. Crowe, Brian J. Dunne, Michael D. Fleischer, Robert A. Fox, Jason Paul Gardner, John J. Gately, Oleg Gerasimovich, David Luke Hallam, Ryan Scott Heller, Hudson Philip Hoen, IV, Abigail W. Howard, Sethu Iyer, Jessica Long, Hari Madala, Vincent Maximo, Mohit Mehta, Hung Quang Pham, Danielle Renee Reiser, Andera Schmittgen, Garith W. Seelig, Patrick W. Schaffer, JR., Andrew Sheldon, Patrick B. Smith, Thomas Snyder, Feng Tang, Veera Venkata Vattikuti, David lee Warnick, Bridget K. Williams
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Publication number: 20150127396Abstract: Embodiments of the invention relate to systems, methods, and computer program products for determining preferred times for contacting a customer. The system, method, and computer program product are configured to a) determine one or more contacts for a customer; b) determine regulations and/or policies associated with communicating with customers; and c) determine one or more optimal times from a twenty-four hour time period for contacting the customer based at least partially on the determined one or more contacts for the customer and the determine regulations and/or policies.Type: ApplicationFiled: November 4, 2013Publication date: May 7, 2015Applicant: BANK OF AMERICA CORPORATIONInventors: Andrew Sheldon, Hudson Philip Hoen, IV, Patrick B. Smith
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Publication number: 20150124958Abstract: Embodiments of the invention are directed to a system, method, or computer program product for determining an appropriate course of action for a representative working to recover payment in arrears. Embodiments may determine at least one customer preference regarding limitation of representative-customer interactions; and, based on the at least one customer preference, present assistance information to the representative before or during the representative-customer interaction, the assistance information configured to at least one of inform the representative of the at least one customer preference, present the representative with at least one proposed question for presentation to the customer, or present the representative with at least one proposed method for representative-customer interaction.Type: ApplicationFiled: November 5, 2013Publication date: May 7, 2015Applicant: BANK OF AMERICA CORPORATIONInventors: Andrew Sheldon, Brian J. Dunne, Hudson Philip Hoen, IV
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Publication number: 20150127561Abstract: Embodiments of the invention relate to systems, methods, and computer program products for preventing a customer communication by locking access to customer information. The system, method, and computer program product are configured to a) identify information relating to an event or condition that triggers a lock of customer information associated with a customer; b) lock at least a portion of the customer information associated with the customer based at least partially on the identifying; and c) generate a notification indicating that at least the portion of the customer information associated with the customer is locked based at least partially on the locking.Type: ApplicationFiled: November 4, 2013Publication date: May 7, 2015Applicant: BANK OF AMERICA CORPORATIONInventors: Ryan Scott Heller, Chung-Di Chou, John J. Gately, Hudson Philip Hoen, IV, Andrew Sheldon, Patrick B. Smith, Veera Venkata Vattikuti