Patents by Inventor Evan S. Klein
Evan S. Klein 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: 11893631Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: GrantFiled: March 1, 2023Date of Patent: February 6, 2024Assignee: Capital One Services, LLCInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
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Publication number: 20230206318Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: ApplicationFiled: March 1, 2023Publication date: June 29, 2023Applicant: Capital One Services, LLCInventors: Gagan KANJLIA, Vishal PURI, Michael B. KIERNAN, Evan S. KLEIN
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Patent number: 11615465Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: GrantFiled: November 19, 2020Date of Patent: March 28, 2023Assignee: Capital One Services, LLCInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
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Publication number: 20210082043Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: ApplicationFiled: November 30, 2020Publication date: March 18, 2021Applicant: Capital One Services, LLCInventors: Gagan KANJLIA, Vishal PURI, Michael B. KIERNAN, Evan S. KLEIN
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Publication number: 20210073904Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: ApplicationFiled: November 19, 2020Publication date: March 11, 2021Applicant: Capital One Services, LLCInventors: Gagan KANJLIA, Vishal PURI, Michael B. KIERNAN, Evan S. KLEIN
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Patent number: 10846791Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: GrantFiled: July 1, 2019Date of Patent: November 24, 2020Assignee: Capital One Services, LLCInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
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Publication number: 20190362418Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: ApplicationFiled: July 1, 2019Publication date: November 28, 2019Applicant: CAPITAL ONE SERVICES, LLCInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
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Patent number: 10373249Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: GrantFiled: October 25, 2017Date of Patent: August 6, 2019Assignee: Capital One Services, LLCInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
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Publication number: 20180101904Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: ApplicationFiled: October 25, 2017Publication date: April 12, 2018Applicant: CAPITAL ONE FINANCIAL CORPORATOINInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
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Patent number: 9830648Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: GrantFiled: November 19, 2014Date of Patent: November 28, 2017Assignee: Capital One Financial CorporationInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kieman, Evan S. Klein
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Publication number: 20160104237Abstract: Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.Type: ApplicationFiled: November 19, 2014Publication date: April 14, 2016Applicant: CAPITAL ONE FINANCIAL CORPORATIONInventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein