Patents by Inventor Malini Petersen

Malini Petersen 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: 11068287
    Abstract: Embodiments of the present invention provide a system for real-time generation of tailored recommendations associated with client interactions. The system is configured to identify an interaction associated with an associate, extract information of a user associated with the interaction, transfer the extracted information to an associate device, transmit first set of control signals to the associate device, wherein the first set of control signals cause a graphical user interface of the associate device to display the extracted information to the associate, identify a type of the interaction, generate topics associated with the interaction based on the type of the interaction, transfer the topics to the associate device, and transmit a second set of control signals to the associate device, wherein the second set of control signals cause the graphical user interface of the associate device to display the one or more topics to the associate.
    Type: Grant
    Filed: March 5, 2019
    Date of Patent: July 20, 2021
    Assignee: BANK OF AMERICA CORPORATION
    Inventors: Malini Petersen, Robert J. Graulich, Richard M. Korzenko, Shola L. Oni, Courtney Lee Prior, Stephen Thomas Shannon, Lea Marie Souther
  • Publication number: 20200285490
    Abstract: Embodiments of the present invention provide a system for real-time generation of tailored recommendations associated with client interactions. The system is configured to identify an interaction associated with an associate, extract information of a user associated with the interaction, transfer the extracted information to an associate device, transmit first set of control signals to the associate device, wherein the first set of control signals cause a graphical user interface of the associate device to display the extracted information to the associate, identify a type of the interaction, generate topics associated with the interaction based on the type of the interaction, transfer the topics to the associate device, and transmit a second set of control signals to the associate device, wherein the second set of control signals cause the graphical user interface of the associate device to display the one or more topics to the associate.
    Type: Application
    Filed: March 5, 2019
    Publication date: September 10, 2020
    Applicant: BANK OF AMERICA CORPORATION
    Inventors: Malini Petersen, Robert J. Graulich, Richard M. Korzenko, Shola L. Oni, Courtney Lee Prior, Stephen Thomas Shannon, Lea Marie Souther
  • Publication number: 20200285491
    Abstract: Embodiments of the present invention provide a system for prioritization of tailored recommendations associated with client recommendations. The system is configured to identify an interaction associated with an associate, extract information of a user associated with the interaction, transfer the extracted information to an associate device, transmit first set of control signals to the associate device, wherein the first set of control signals cause a graphical user interface of the associate device to display the extracted information to the associate, identify a type of the interaction, generate topics associated with the interaction based on the type of the interaction, transfer the topics to the associate device, and transmit a second set of control signals to the associate device, wherein the second set of control signals cause the graphical user interface of the associate device to display the one or more topics to the associate.
    Type: Application
    Filed: March 5, 2019
    Publication date: September 10, 2020
    Applicant: BANK OF AMERICA CORPORATION
    Inventors: Malini Petersen, Robert J. Graulich, Richard M. Korzenko, Shola L. Oni, Courtney Lee Prior, Stephen Thomas Shannon, Lea Marie Souther
  • Publication number: 20190057334
    Abstract: Embodiments of the present invention provide a system for providing tailored solutions to facilitate execution of priorities and events. The system is typically configured for extracting information associated with one or more resource pools of a user, extracting one or more plan conversations linked with the user, determining at least one priority based on the one or more plan conversations and the extracted information associated with the one or more resource pools, generating at least one tip associated with the at least one priority, display the at least one tip on a user device via a user interface, and in response to displaying the at least one tip, receiving one or more actions from the user.
    Type: Application
    Filed: February 14, 2018
    Publication date: February 21, 2019
    Inventors: April Schneider, Meredith Bouts McCormick, Henry Agusti, Malini Petersen