Patents by Inventor Arvind Srinivasan Ramakrishnan

Arvind Srinivasan Ramakrishnan 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: 9811857
    Abstract: A customer may desire to enroll in a transaction, such as a product or a service, offered, managed, and/or owned by an institution, such as a financial institution. The customer may attempt to directly enroll in the product or service or may enroll in the product or service through an agent of the institution. The customer and/or agent may select the product or service (e.g., via a workstation or other device), and a computing device may determine which documents the product or service uses, which documents the customer has on file already, and/or which documents the customer is missing. The computing device may cause the customer and/or agent to be notified of the missing documents. When the customer and/or agent provides all of the documents for the product or service (or an exception applies to one or more missing documents), the computing system may enroll the customer in the selected product or service.
    Type: Grant
    Filed: March 27, 2014
    Date of Patent: November 7, 2017
    Assignee: Bank of America Corporation
    Inventors: Christina Jasko, Brandon Kane, Albert R. Lupcho, III, Arvind Srinivasan Ramakrishnan, Kelly Ur, Jill Weber, John J. Wilson
  • Patent number: 9786004
    Abstract: A customer may desire to enroll in a transaction, such as a product or a service, offered, managed, and/or owned by an institution, such as a financial institution. The customer may attempt to directly enroll in the product or service or may enroll in the product or service through an agent of the institution. The customer and/or agent may select the product or service (e.g., via a workstation or other device), and a computing device may determine which documents the product or service uses, which documents the customer has on file already, and/or which documents the customer is missing. The computing device may cause the customer and/or agent to be notified of the missing documents. When the customer and/or agent provides all of the documents for the product or service (or an exception applies to one or more missing documents), the computing system may enroll the customer in the selected product or service.
    Type: Grant
    Filed: March 27, 2014
    Date of Patent: October 10, 2017
    Assignee: Bank of America Corporation
    Inventors: Christina Jasko, Brandon Kane, Albert R. Lupcho, III, Arvind Srinivasan Ramakrishnan, Kelly Ur, Jill Weber, John J. Wilson
  • Publication number: 20150278953
    Abstract: Methods, systems, computer-readable media, and apparatuses for presenting eligibility based investment options to a financial advisor are presented. In some embodiments, a computing device may authenticate a financial advisor. Subsequently, the computing device may determine an eligibility level of the financial advisor based on the authentication of the financial advisor. The computing device may then provide a client list and receive a selection of one or more clients from the client list. Subsequently, the computing device may present one or more options to the financial advisor based on the determined eligibility level.
    Type: Application
    Filed: March 25, 2014
    Publication date: October 1, 2015
    Applicant: Bank of America Corporation
    Inventor: Arvind Srinivasan Ramakrishnan
  • Publication number: 20150278939
    Abstract: A customer may desire to enroll in a transaction, such as a product or a service, offered, managed, and/or owned by an institution, such as a financial institution. The customer may attempt to directly enroll in the product or service or may enroll in the product or service through an agent of the institution. The customer and/or agent may select the product or service (e.g., via a workstation or other device), and a computing device may determine which documents the product or service uses, which documents the customer has on file already, and/or which documents the customer is missing. The computing device may cause the customer and/or agent to be notified of the missing documents. When the customer and/or agent provides all of the documents for the product or service (or an exception applies to one or more missing documents), the computing system may enroll the customer in the selected product or service.
    Type: Application
    Filed: March 27, 2014
    Publication date: October 1, 2015
    Applicant: BANK OF AMERICA CORPORATION
    Inventors: Christina Jasko, Brandon Kane, Albert R. Lupcho, III, Arvind Srinivasan Ramakrishnan, Kelly Ur, Jill Weber, John J. Wilson
  • Publication number: 20150278940
    Abstract: A customer may desire to enroll in a transaction, such as a product or a service, offered, managed, and/or owned by an institution, such as a financial institution. The customer may attempt to directly enroll in the product or service or may enroll in the product or service through an agent of the institution. The customer and/or agent may select the product or service (e.g., via a workstation or other device), and a computing device may determine which documents the product or service uses, which documents the customer has on file already, and/or which documents the customer is missing. The computing device may cause the customer and/or agent to be notified of the missing documents. When the customer and/or agent provides all of the documents for the product or service (or an exception applies to one or more missing documents), the computing system may enroll the customer in the selected product or service.
    Type: Application
    Filed: March 27, 2014
    Publication date: October 1, 2015
    Applicant: BANK OF AMERICA CORPORATION
    Inventors: Christina Jasko, Brandon Kane, Albert R. Lupcho, III, Arvind Srinivasan Ramakrishnan, Kelly Ur, Jill Weber, John J. Wilson