Patents by Inventor Peter Ombres

Peter Ombres 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: 20230061969
    Abstract: Systems and methods managing interaction between one of a plurality of advisors and a client. Client intent is determined based upon request details indicating a category of interest to the client. One of a plurality of advisors is selected to advise the client based, at least in part, upon the category and the client intent. The client is added to a sales pipeline of the selected advisor, and the selected advisor is prompted, at intervals, to interact with the client. The workload of each advisor is managed. The selected advisor is also prompted to generate and send a curation to the client. The systems and methods also provides e-commerce card fraud protection using conventional transaction processing methodology by including a random code in a pending transaction for the card and finalizing the transaction with the card provider when the code is correctly returned by the client.
    Type: Application
    Filed: October 28, 2022
    Publication date: March 2, 2023
    Inventors: Alex Vauthey, Annabel Liu, Iain MacNaughton, Eduardo Vivas, Joseph Florencio, Kyle Johnson, Kyle Sosnowski, Peter Ombres, Qi Liu, Rodrigo Parras
  • Publication number: 20230069589
    Abstract: Systems and methods managing interaction between one of a plurality of advisors and a client. Client intent is determined based upon request details indicating a category of interest to the client. One of a plurality of advisors is selected to advise the client based, at least in part, upon the category and the client intent. The client is added to a sales pipeline of the selected advisor, and the selected advisor is prompted, at intervals, to interact with the client. The workload of each advisor is managed. The selected advisor is also prompted to generate and send a curation to the client. The systems and methods also provides e-commerce card fraud protection using conventional transaction processing methodology by including a random code in a pending transaction for the card and finalizing the transaction with the card provider when the code is correctly returned by the client.
    Type: Application
    Filed: October 28, 2022
    Publication date: March 2, 2023
    Inventors: Alex Vauthey, Annabel Liu, Iain MacNaughton, Eduardo Vivas, Joseph Florencio, Kyle Johnson, Kyle Sosnowski, Peter Ombres, Qi Liu, Rodrigo Parras
  • Publication number: 20210133852
    Abstract: Systems and methods managing interaction between one of a plurality of advisors and a client. Client intent is determined based upon request details indicating a category of interest to the client. One of a plurality of advisors is selected to advise the client based, at least in part, upon the category and the client intent. The client is added to a sales pipeline of the selected advisor, and the selected advisor is prompted, at intervals, to interact with the client. The workload of each advisor is managed. The selected advisor is also prompted to generate and send a curation to the client. The systems and methods also provides e-commerce card fraud protection using conventional transaction processing methodology by including a random code in a pending transaction for the card and finalizing the transaction with the card provider when the code is correctly returned by the client.
    Type: Application
    Filed: October 30, 2020
    Publication date: May 6, 2021
    Inventors: Alex Vauthey, Annabel Liu, Iain MacNaughton, Eduardo Vivas, Joseph Florencio, Kyle Johnson, Kyle Sosnowski, Peter Ombres, Qi Liu, Rodrigo Parras