Patents by Inventor Kathy McLeod Balding

Kathy McLeod Balding 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).

  • Publication number: 20230115654
    Abstract: Disclosed herein is a method and related system for providing assistance to a user of a service provider (SP). The method comprises receiving and storing user background information for a user in a user database in a memory of the SP, the background information comprising user account information that is accessible by the SP. The method further comprises receiving and storing temporary advisor (TA) information for a plurality of TAs in a TA database in the memory. A matching engine determines an occurrence of a trigger event related to the user account information. Responsive to the trigger event, the method comprises storing user current information in the user database, matching the user with one or more TAs of the plurality of TAs for an interaction, communicating, with the user, information related to the matched TA(s) for an interaction, and receiving and storing interaction information related to the interaction.
    Type: Application
    Filed: June 18, 2018
    Publication date: April 13, 2023
    Inventors: Kathy McLeod Balding, Meghan A. Duthie, Robin Leavitt, Gwendoria M. Salley, Spencer Holland Touchberry