Patents by Inventor Jeffrey R. Goertz
Jeffrey R. Goertz 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: 11631018Abstract: Aspects of the disclosure relate to performing enhanced exception processing using cognitive automation tools. In some embodiments, a computing platform may receive interaction data identifying one or more actions performed by one or more users in resolving a plurality of exception items associated with an exception queue. Subsequently, the computing platform may train, using a learning engine, a machine learning model to resolve a first exception and a second exception of one or more exceptions based on the interaction data. Based on training the machine learning model, the computing platform may generate one or more configuration commands directing a processing module to implement the machine learning model to process additional exception items associated with the exception queue. The computing platform then may send the one or more configuration commands to the processing module.Type: GrantFiled: June 1, 2020Date of Patent: April 18, 2023Assignee: Bank of America CorporationInventors: Christine Malabad, Jeffrey R. Goertz, Letishia R. Hunt, Clement Chellaraj, Eric Dryer, Clarence E. Lee, Charles Christopher Harbinson, Verlon S. Watson
-
Patent number: 11403601Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: GrantFiled: May 9, 2019Date of Patent: August 2, 2022Assignee: BANK OF AMERICA CORPORATIONInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, Jr., Jennifer Ann Raley
-
Patent number: 11403701Abstract: Systems, method, apparatuses, and software are described for automatically detecting defects in financial transactions, automatically determining resolutions to the defects based on historical defect patterns, an interacting with customers to provide information and/or receive instructions regarding defects and how they should be resolved.Type: GrantFiled: November 30, 2020Date of Patent: August 2, 2022Assignee: Bank of America CorporationInventors: Shiva-Sanjay Bhakta, Jeffrey R. Goertz, Kerry Michelle Cantley, Eric Dryer, James W. Stark, III, Mike Stoll, Tim Gauvin, Geoffrey R. Williams, Krishna Kota
-
Patent number: 11308457Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: GrantFiled: May 9, 2019Date of Patent: April 19, 2022Assignee: BANK OF AMERICA CORPORATIONInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, Jr., Jennifer Ann Raley
-
Publication number: 20210374575Abstract: Aspects of the disclosure relate to performing enhanced exception processing using cognitive automation tools. In some embodiments, a computing platform may receive interaction data identifying one or more actions performed by one or more users in resolving a plurality of exception items associated with an exception queue. Subsequently, the computing platform may train, using a learning engine, a machine learning model to resolve a first exception and a second exception of one or more exceptions based on the interaction data. Based on training the machine learning model, the computing platform may generate one or more configuration commands directing a processing module to implement the machine learning model to process additional exception items associated with the exception queue. The computing platform then may send the one or more configuration commands to the processing module.Type: ApplicationFiled: June 1, 2020Publication date: December 2, 2021Inventors: Christine Malabad, Jeffrey R. Goertz, Letishia R. Hunt, Clement Chellaraj, Eric Dryer, Clarence E. Lee, Charles Christopher Harbinson, Verlon S. Watson
-
Patent number: 11151521Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: GrantFiled: May 9, 2019Date of Patent: October 19, 2021Assignee: BANK OF AMERICA CORPORATIONInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, Jr., Jennifer Ann Raley
-
Publication number: 20210082042Abstract: Systems, method, apparatuses, and software are described for automatically detecting defects in financial transactions, automatically determining resolutions to the defects based on historical defect patterns, an interacting with customers to provide information and/or receive instructions regarding defects and how they should be resolved.Type: ApplicationFiled: November 30, 2020Publication date: March 18, 2021Inventors: Shiva-Sanjay Bhakta, Jeffrey R. Goertz, Kerry Michelle Cantley, Eric Dryer, James W. Stark, III, Mike Stoll, Tim Gauvin, Geoffrey R. Williams, Krishna Kota
-
Patent number: 10853875Abstract: Systems, method, apparatuses, and software are described for automatically detecting defects in financial transactions, automatically determining resolutions to the defects based on historical defect patterns, an interacting with customers to provide information and/or receive instructions regarding defects and how they should be resolved.Type: GrantFiled: September 21, 2018Date of Patent: December 1, 2020Assignee: Bank of America CorporationInventors: Shiva-Sanjay Bhakta, Jeffrey R. Goertz, Kerry Michelle Cantley, Eric Dryer, James W. Stark, III, Mike Stoll, Tim Gauvin, Geoffrey R. Williams, Krishna Kota
-
Publication number: 20200357248Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: ApplicationFiled: May 9, 2019Publication date: November 12, 2020Applicant: Bank of America CorporationInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, JR., Jennifer Ann Raley
-
Publication number: 20200356960Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: ApplicationFiled: May 9, 2019Publication date: November 12, 2020Applicant: Bank of America CorporationInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, Jr., Jennifer Ann Raley
-
Publication number: 20200356961Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: ApplicationFiled: May 9, 2019Publication date: November 12, 2020Applicant: Bank of America CorporationInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, Jr., Jennifer Ann Raley
-
Publication number: 20200356959Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: ApplicationFiled: May 9, 2019Publication date: November 12, 2020Applicant: Bank of America CorporationInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, Jr., Jennifer Ann Raley
-
Patent number: 10818146Abstract: A system for performing secure maintenance on automated machines may include a maintenance management apparatus and an automated machine. The maintenance management apparatus is configured for scheduling the maintenance appointment for the automated machine, in response to scheduling the maintenance appointment and creating and communicating a maintenance security code to the automated machine. The automated machine is configured for receiving a request from a maintenance provider to initiate the maintenance appointment, validating the maintenance provider using the maintenance security code and providing access to a secure item storage unit, determining that the maintenance provider has completed the maintenance appointment, and communicating information associated with the maintenance appointment to the maintenance management apparatus and/or a computing device of the maintenance provider.Type: GrantFiled: May 9, 2019Date of Patent: October 27, 2020Assignee: BANK OF AMERICA CORPORATIONInventors: Eric Dryer, Jeffrey R. Goertz, Douglas Scott Wilson, Carl Parziale, Michael Matthew Wisser, Edwin Andrew Wegleitner, Colleen Marie Powers, Gary L. Best, Jr., Jennifer Ann Raley
-
Patent number: 10460296Abstract: Systems, computer program products, and methods are described herein for processing a set of information associated with a check image using one or more disposition parameters to determine an automated disposition of the check associated with the check image. The present invention is configured to receive a set of information associated with a check image; receive one or more disposition parameters associated with a financial institution; apply the one or more disposition parameters to the set of information associated with the check image; determine automated disposition of the check based on at least applying the one or more disposition parameters to the set of information associated with the check image; and execute the automated disposition of the check.Type: GrantFiled: February 8, 2016Date of Patent: October 29, 2019Assignee: Bank of America CorporationInventors: Jeffrey R. Goertz, Kerry M. Cantley
-
Patent number: 10437778Abstract: Embodiments of the invention include systems, methods, and computer-program products for archive validation and retention parameter determination for documents. The system may generate or receive image documents. Utilizing image quality and data storage metrics the system may trigger the purging and/or retention of documents in image and/or paper form. Furthermore, the system may identify a duration of storage, location of storage, and the like. Upon retention, the system may continually monitor the documents and store metadata associated with the use of the retained documents. This monitoring may identify a period for purging the document, efficiently allowing for physical or server space availability.Type: GrantFiled: February 8, 2016Date of Patent: October 8, 2019Assignee: BANK OF AMERICA CORPORATIONInventors: Kerry M. Cantley, Shawn Cart Gunsolley, Erin Cassell, Jeffrey R. Goertz, Geoffrey Reed Williams, Deborah A. Copes, Carl Parziale, Emily Brooke Gillespie, David Jacob Feezor
-
Patent number: 10437880Abstract: Embodiments of the invention include systems, methods, and computer-program products for a feedback loop for enhancing archive validation and retention parameter determination for documents. The system may generate or receive image documents. Utilizing image quality and data storage metrics the system may trigger the purging and/or retention of documents in image and/or paper form. Upon retention, the system may continually monitor the documents and store metadata associated with the use of the retained documents. Once the documents are purged, the system compiles historic data points associated with the image quality and data storage metrics. Furthermore, the system extracts the metadata associated with the monitoring of retained documents. These data points and metadata are reviewed to provide revisions in retention parameters for specific documents. A feedback loop directly communicates and integrates the revisions to the metric and criteria for instant integration.Type: GrantFiled: February 8, 2016Date of Patent: October 8, 2019Assignee: BANK OF AMERICA CORPORATIONInventors: Kerry M. Cantley, Shawn Cart Gunsolley, Erin Cassell, Jeffrey R. Goertz, Geoffrey Reed Williams, Deborah A. Copes, Carl Parziale, Emily Brooke Gillespie, David Jacob Feezor
-
Publication number: 20190026823Abstract: Systems, method, apparatuses, and software are described for automatically detecting defects in financial transactions, automatically determining resolutions to the defects based on historical defect patterns, an interacting with customers to provide information and/or receive instructions regarding defects and how they should be resolved.Type: ApplicationFiled: September 21, 2018Publication date: January 24, 2019Inventors: Shiva-Sanjay Bhakta, Jeffrey R. Goertz, Kerry Michelle Cantley, Eric Dryer, James W. Stark, III, Mike Stoll, Tim Gauvin, Geoffrey R. Williams, Krishna Kota
-
Patent number: 10083483Abstract: Systems, method, apparatuses, and software are described for automatically detecting defects in financial transactions, automatically determining resolutions to the defects based on historical defect patterns, an interacting with customers to provide information and/or receive instructions regarding defects and how they should be resolved.Type: GrantFiled: January 9, 2013Date of Patent: September 25, 2018Assignee: Bank of America CorporationInventors: Shiva-Sanjay Bhakta, Jeffrey R. Goertz, Kerry Michelle Cantley, Eric Dryer, James W. Stark, III, Mike Stoll, Tim Gauvin, Geoffrey R. Williams, Krishna Kota
-
Publication number: 20170228386Abstract: Embodiments of the invention include systems, methods, and computer-program products for archive validation and retention parameter determination for documents. The system may generate or receive image documents. Utilizing image quality and data storage metrics the system may trigger the purging and/or retention of documents in image and/or paper form. Furthermore, the system may identify a duration of storage, location of storage, and the like. Upon retention, the system may continually monitor the documents and store metadata associated with the use of the retained documents. This monitoring may identify a period for purging the document, efficiently allowing for physical or server space availability.Type: ApplicationFiled: February 8, 2016Publication date: August 10, 2017Inventors: Kerry M. Cantley, Shawn Cart Gunsolley, Erin Cassell, Jeffrey R. Goertz, Geoffrey Reed Williams, Deborah A. Copes, Carl Parziale, Emily Brooke Gillespie, David Jacob Feezor
-
Publication number: 20170228703Abstract: Systems, computer program products, and methods are described herein for processing a set of information associated with a check image using one or more disposition parameters to determine an automated disposition of the check associated with the check image. The present invention is configured to receive a set of information associated with a check image; receive one or more disposition parameters associated with a financial institution; apply the one or more disposition parameters to the set of information associated with the check image; determine automated disposition of the check based on at least applying the one or more disposition parameters to the set of information associated with the check image; and execute the automated disposition of the check.Type: ApplicationFiled: February 8, 2016Publication date: August 10, 2017Inventors: Jeffrey R. Goertz, Kerry M. Cantley