Patents by Inventor Kimberly Ya-chin Chang

Kimberly Ya-chin Chang 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: 10108991
    Abstract: Embodiments of the invention provide instant customer service feedback during a communication session with the customer. The system initiate a video conference communication session between the customer and the business agent that comprises providing a multimedia interface between the agent and the customer that provides the agent and the customer with an audio and video feedback of one another. After initiating the video conference communication session, a customer feedback interface configured to receive feedback from the customer in real-time during the video conference communication session is presented on the display of the customers apparatus such that the system may receive, in real-time, feedback provided by the customer via the customer feedback interface.
    Type: Grant
    Filed: October 31, 2014
    Date of Patent: October 23, 2018
    Assignee: Bank of America Corporation
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Patent number: 9692897
    Abstract: Embodiments are directed to routing customer calls to preferred agents. Embodiments receive a call from a customer using a user device; determine an identity of the customer; retrieve information associated with the matching entry; based at least in part on the retrieved information, select one or more agents; and route the call to one of the selected agents. Some embodiments determine a telephone number from which the call was received; comparing the telephone number with a plurality of entries in a customer information database; and determining that the telephone number matches an entry in the database. Other embodiments receive a communication from the user device indicating that the customer has placed the call; determine that the customer is currently authenticated through an online banking session or a mobile application on the user device; and receive a communication from the user device indicating the customer's identity.
    Type: Grant
    Filed: October 31, 2014
    Date of Patent: June 27, 2017
    Assignee: Bank of America Corporation
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Patent number: 9503686
    Abstract: Embodiments of the invention detail systems, computer program products, and methods for providing a review bucket for video conferences. In an exemplary embodiment the system presents on a display a review bucket widget that is configured to receive a plurality of discussion topics for use in a video conference communication session between the customer and a business agent that represents a particular entity. To this extent, the system may additionally receive, within the review bucket widget, an identifier of at least one discussion topic that the customer is interested in discussing during the video conference communication session and transmit the at least one discussion topic to the business agent.
    Type: Grant
    Filed: October 31, 2014
    Date of Patent: November 22, 2016
    Assignee: Bank of America Corporation
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Patent number: 9380265
    Abstract: Embodiments of the invention detail systems, computer program products, and methods for providing a call indicator tool. In an exemplary embodiment the system presents, on the display of a video conference apparatus, a call indicator widget linked with a video conference communication session. The call indicator widget may include (i) at least one selectable feature and (ii) at least one label for presenting information to the customer via the call indicator widget. Through user input the system may receive an indication that the customer selected the at least one feature, and in response to receiving the indication, alter the display to present information related to the selectable feature.
    Type: Grant
    Filed: October 31, 2014
    Date of Patent: June 28, 2016
    Assignee: BANK OF AMERICA CORPORATION
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Publication number: 20160127684
    Abstract: Embodiments of the invention detail systems, computer program products, and methods for providing a call indicator tool. In an exemplary embodiment the system presents, on the display of a video conference apparatus, a call indicator widget linked with a video conference communication session. The call indicator widget may include (i) at least one selectable feature and (ii) at least one label for presenting information to the customer via the call indicator widget. Through user input the system may receive an indication that the customer selected the at least one feature, and in response to receiving the indication, alter the display to present information related to the selectable feature.
    Type: Application
    Filed: October 31, 2014
    Publication date: May 5, 2016
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Publication number: 20160125484
    Abstract: Embodiments of the invention provide instant customer service feedback during a communication session with the customer. The system initiate a video conference communication session between the customer and the business agent that comprises providing a multimedia interface between the agent and the customer that provides the agent and the customer with an audio and video feedback of one another. After initiating the video conference communication session, a customer feedback interface configured to receive feedback from the customer in real-time during the video conference communication session is presented on the display of the customers apparatus such that the system may receive, in real-time, feedback provided by the customer via the customer feedback interface.
    Type: Application
    Filed: October 31, 2014
    Publication date: May 5, 2016
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Publication number: 20160125525
    Abstract: Embodiments of the invention are directed to systems, methods and computer program products for providing an online banking customer interface with comprehensive access to all of the customer's accounts, an activity list and any outstanding customer requests. Embodiments determine that the customer has been authenticated to a financial institution online banking session; in response to determining the customer has been authenticated, initiate presentation of a customer interface comprising a listing of all of the customer's accounts, an activity list, and a listing of all of the customer's requests; determine a status of at least one customer request; and present the status of the at least one customer request. Some embodiments present a resolution process associated with at least one customer request that includes a plurality of steps to be completed, a plurality of expected completion dates each associated with the steps, and a current step.
    Type: Application
    Filed: October 31, 2014
    Publication date: May 5, 2016
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Publication number: 20160127683
    Abstract: Embodiments of the invention detail systems, computer program products, and methods for providing a review bucket for video conferences. In an exemplary embodiment the system presents on a display a review bucket widget that is configured to receive a plurality of discussion topics for use in a video conference communication session between the customer and a business agent that represents a particular entity. To this extent, the system may additionally receive, within the review bucket widget, an identifier of at least one discussion topic that the customer is interested in discussing during the video conference communication session and transmit the at least one discussion topic to the business agent.
    Type: Application
    Filed: October 31, 2014
    Publication date: May 5, 2016
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong
  • Publication number: 20160127555
    Abstract: Embodiments are directed to routing customer calls to preferred agents. Embodiments receive a call from a customer using a user device; determine an identity of the customer; retrieve information associated with the matching entry; based at least in part on the retrieved information, select one or more agents; and route the call to one of the selected agents. Some embodiments determine a telephone number from which the call was received; comparing the telephone number with a plurality of entries in a customer information database; and determining that the telephone number matches an entry in the database. Other embodiments receive a communication from the user device indicating that the customer has placed the call; determine that the customer is currently authenticated through an online banking session or a mobile application on the user device; and receive a communication from the user device indicating the customer's identity.
    Type: Application
    Filed: October 31, 2014
    Publication date: May 5, 2016
    Inventors: Carrie Anne Hanson, Alicia C. Jones-McFadden, Craig Sobol, Brent Alan Shelkey, Kimberly Ya-chin Chang, Sarah Beth Gottfried, Wang Liang, Neha Rani Rathi, Anthony Scott Wong