Patents by Inventor Stephen FILIOS

Stephen FILIOS 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: 20240155054
    Abstract: A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.
    Type: Application
    Filed: January 18, 2024
    Publication date: May 9, 2024
    Applicant: Charles Schwab & Co., Inc
    Inventors: Nafiseh SABERIAN, Ravindra Reddy TAPPETA VENKATA, Stephen FILIOS, Logan Sommers AHLSTROM, Abhilash Krishnankutty NAIR
  • Patent number: 11924380
    Abstract: A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.
    Type: Grant
    Filed: August 16, 2022
    Date of Patent: March 5, 2024
    Assignee: CHARLES SCHWAB & CO., INC.
    Inventors: Nafiseh Saberian, Ravindra Reddy Tappeta Venkata, Stephen Filios, Logan Sommers Ahlstrom, Abhilash Krishnankutty Nair
  • Publication number: 20240054151
    Abstract: A system includes instructions for execution by at least one processor, including, in response to an event, obtaining a first set of alerts stored in the alert database corresponding to a first scenario of a set of scenarios and selecting a first model of a set of models corresponding to the first scenario and identifying a first set of features stored in the features database corresponding to the first scenario. The instructions include, for each alert of the first set of alerts, identifying a first identifier included in the alert, retrieving the first set of features of the first identifier from the parameter database, determining a score using the first model based on the retrieved first set of features, and adding the alert and the score to a result list. The instructions include displaying, on a user device, the result list including the first set of alerts and corresponding scores.
    Type: Application
    Filed: October 24, 2023
    Publication date: February 15, 2024
    Applicant: Charles Schwab & Co., Inc
    Inventors: Stephen FILIOS, Logan Sommers AHLSTROM, Katie Marie DIGILIO, Ravindra Reddy TAPPETA VENKATA, Eric John HAINS
  • Patent number: 11847144
    Abstract: A system includes instructions for execution by at least one processor, including, in response to an event, obtaining a first set of alerts stored in the alert database corresponding to a first scenario of a set of scenarios and selecting a first model of a set of models corresponding to the first scenario and identifying a first set of features stored in the features database corresponding to the first scenario. The instructions include, for each alert of the first set of alerts, identifying a first identifier included in the alert, retrieving the first set of features of the first identifier from the parameter database, determining a score using the first model based on the retrieved first set of features, and adding the alert and the score to a result list. The instructions include displaying, on a user device, the result list including the first set of alerts and corresponding scores.
    Type: Grant
    Filed: May 18, 2020
    Date of Patent: December 19, 2023
    Assignee: CHARLES SCHWAB & CO., INC.
    Inventors: Stephen Filios, Logan Sommers Ahlstrom, Katie Marie Digilio, Ravindra Reddy Tappeta Venkata, Eric John Hains
  • Publication number: 20230215426
    Abstract: A method of operating a customer utterance analysis system includes obtaining a subset of utterances from among a first set of utterances. The method includes encoding, by a sentence encoder, the subset of utterances into multi-dimensional vectors. The method includes generating reduced-dimensionality vectors by reducing a dimensionality of the multi-dimensional vectors. Each vector of the reduced-dimensionality vectors corresponds to an utterance from among the subset of utterances. The method includes performing clustering on the reduced-dimensionality vectors. The method includes, based on the clustering performed on the reduced-dimensionality vectors, arranging the subset of utterances into clusters. The method includes obtaining labels for a least two clusters from among the clusters. The method includes generating training data based on the obtained labels. The method includes training a neural network model to predict an intent of an utterance based on the training data.
    Type: Application
    Filed: March 14, 2023
    Publication date: July 6, 2023
    Applicant: TD Ameritrade IP Company, Inc.
    Inventors: Abhilash Krishnankutty NAIR, Amaris Yuseon Sim, Dayanand Narregudem, Drew David Riassetto, Logan Sommers Ahlstrom, Nafiseh Saberian, Stephen Filios, Ravindra Reddy Tappeta Venkata
  • Patent number: 11626108
    Abstract: A method of operating a customer utterance analysis system includes obtaining a subset of utterances from among a first set of utterances. The method includes encoding, by a sentence encoder, the subset of utterances into multi-dimensional vectors. The method includes generating reduced-dimensionality vectors by reducing a dimensionality of the multi-dimensional vectors. Each vector of the reduced-dimensionality vectors corresponds to an utterance from among the subset of utterances. The method includes performing clustering on the reduced-dimensionality vectors. The method includes, based on the clustering performed on the reduced-dimensionality vectors, arranging the subset of utterances into clusters. The method includes obtaining labels for a least two clusters from among the clusters. The method includes generating training data based on the obtained labels. The method includes training a neural network model to predict an intent of an utterance based on the training data.
    Type: Grant
    Filed: September 25, 2020
    Date of Patent: April 11, 2023
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Abhilash Krishnankutty Nair, Amaris Yuseon Sim, Dayanand Narregudem, Drew David Riassetto, Logan Sommers Ahlstrom, Nafiseh Saberian, Stephen Filios, Ravindra Reddy Tappeta Venkata
  • Publication number: 20220394131
    Abstract: A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver.
    Type: Application
    Filed: August 16, 2022
    Publication date: December 8, 2022
    Applicant: TD Ameritrade IP Company, Inc.
    Inventors: Nafiseh SABERIAN, Ravindra Reddy TAPPETA VENKATA, Stephen FILIOS, Logan Sommers AHLSTROM, Abhilash Krishnankutty NAIR
  • Patent number: 11431848
    Abstract: A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.
    Type: Grant
    Filed: June 30, 2020
    Date of Patent: August 30, 2022
    Assignee: TD Ameritrade IP Company, Inc.
    Inventors: Nafiseh Saberian, Ravindra Reddy Tappeta Venkata, Stephen Filios, Logan Sommers Ahlstrom, Abhilash Krishnankutty Nair
  • Publication number: 20220138795
    Abstract: A method includes receiving client data of a client that includes at least one of clickstream data and analytic data of the client. For each of a number of trained machine learning (ML) models corresponding, respectively, to a number of campaigns, campaign-specific features are extracted from the client data, and a campaign interest prediction score is generated by inputting the campaign-specific features extracted for the ML model into the ML model. At least one campaign, from among the plurality of campaigns, is assigned to the client based on the generated campaign interest prediction scores. The clickstream data includes a plurality of pages visited by the client, and the analytic data of the client includes at least one of phone call data, chat message data, email data, or survey data of the client.
    Type: Application
    Filed: October 30, 2020
    Publication date: May 5, 2022
    Inventors: Tajdar Shameem SIDDIQUI, Stephen FILIOS, Michelle SCHROEDER, Logan Sommers AHLSTROM
  • Publication number: 20220101837
    Abstract: A method of operating a customer utterance analysis system includes obtaining a subset of utterances from among a first set of utterances. The method includes encoding, by a sentence encoder, the subset of utterances into multi-dimensional vectors. The method includes generating reduced-dimensionality vectors by reducing a dimensionality of the multi-dimensional vectors. Each vector of the reduced-dimensionality vectors corresponds to an utterance from among the subset of utterances. The method includes performing clustering on the reduced-dimensionality vectors. The method includes, based on the clustering performed on the reduced-dimensionality vectors, arranging the subset of utterances into clusters. The method includes obtaining labels for a least two clusters from among the clusters. The method includes generating training data based on the obtained labels. The method includes training a neural network model to predict an intent of an utterance based on the training data.
    Type: Application
    Filed: September 25, 2020
    Publication date: March 31, 2022
    Inventors: Abhilash Krishnankutty NAIR, Amaris Yuseon SIM, Dayanand NARREGUDEM, Drew David RIASSETTO, Logan Sommers AHLSTROM, Nafiseh SABERIAN, Stephen FILIOS, Ravindra Reddy TAPPETA VENKATA
  • Publication number: 20210409545
    Abstract: A method includes selecting a customer of a company; constructing a digital footprint of the selected customer. The method includes inputting the digital footprint to an artificial intelligence (AI) engine. The method includes obtaining one or more probability values from the AI engine based on the input digital footprint. The method includes selecting a call driver, from among a plurality of call drivers, as a predicted call driver. The method includes providing the predicted call driver to a call center associated with the company.
    Type: Application
    Filed: June 30, 2020
    Publication date: December 30, 2021
    Inventors: Nafiseh SABERIAN, Ravindra Reddy TAPPETA VENKATA, Stephen FILIOS, Logan Sommers AHLSTROM, Abhilash Krishnankutty NAIR
  • Publication number: 20210357436
    Abstract: A system includes instructions for execution by at least one processor, including, in response to an event, obtaining a first set of alerts stored in the alert database corresponding to a first scenario of a set of scenarios and selecting a first model of a set of models corresponding to the first scenario and identifying a first set of features stored in the features database corresponding to the first scenario. The instructions include, for each alert of the first set of alerts, identifying a first identifier included in the alert, retrieving the first set of features of the first identifier from the parameter database, determining a score using the first model based on the retrieved first set of features, and adding the alert and the score to a result list. The instructions include displaying, on a user device, the result list including the first set of alerts and corresponding scores.
    Type: Application
    Filed: May 18, 2020
    Publication date: November 18, 2021
    Inventors: Stephen FILIOS, Logan Sommers AHLSTROM, Katie Marie DIGILIO, Ravindra Reddy TAPPETA VENKATA, Eric John HAINS