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).

  • Patent number: 10846791
    Abstract: 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: Grant
    Filed: July 1, 2019
    Date of Patent: November 24, 2020
    Assignee: Capital One Services, LLC
    Inventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
  • Publication number: 20190362418
    Abstract: 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: Application
    Filed: July 1, 2019
    Publication date: November 28, 2019
    Applicant: CAPITAL ONE SERVICES, LLC
    Inventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
  • Patent number: 10373249
    Abstract: 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: Grant
    Filed: October 25, 2017
    Date of Patent: August 6, 2019
    Assignee: Capital One Services, LLC
    Inventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
  • Publication number: 20180101904
    Abstract: 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: Application
    Filed: October 25, 2017
    Publication date: April 12, 2018
    Applicant: CAPITAL ONE FINANCIAL CORPORATOIN
    Inventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein
  • Patent number: 9830648
    Abstract: 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: Grant
    Filed: November 19, 2014
    Date of Patent: November 28, 2017
    Assignee: Capital One Financial Corporation
    Inventors: Gagan Kanjlia, Vishal Puri, Michael B. Kieman, Evan S. Klein
  • Publication number: 20160104237
    Abstract: 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: Application
    Filed: November 19, 2014
    Publication date: April 14, 2016
    Applicant: CAPITAL ONE FINANCIAL CORPORATION
    Inventors: Gagan Kanjlia, Vishal Puri, Michael B. Kiernan, Evan S. Klein