Invention Grant
- Patent Title: Customer incapacity management
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Application No.: US16659119Application Date: 2019-10-21
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Publication No.: US10672090B1Publication Date: 2020-06-02
- Inventor: Joe Hattaway , Kourtney Eidam , Michael Thomas Duke
- Applicant: Wells Fargo Bank, N.A.
- Applicant Address: US CA San Francisco
- Assignee: WELLS FARGO BANK, N.A.
- Current Assignee: WELLS FARGO BANK, N.A.
- Current Assignee Address: US CA San Francisco
- Agency: Walter Haverfield LLP
- Agent James J. Pingor
- Main IPC: G06Q50/18
- IPC: G06Q50/18 ; G06Q40/00

Abstract:
Systems and method of managing incapacity of a customer is provided. The subject innovation can determine when a customer cannot receive financial communications due to incapacity. The determination can be made due to lack of a response from the customer or to account activity indicating the customer may be incapacitated. The innovation can default to a designated person for sending financial communications of the customer upon a determination of incapacity.
Information query