Invention Grant
- Patent Title: Systems and methods for managing a customer account switch
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Application No.: US16952213Application Date: 2020-11-19
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Publication No.: US11615465B2Publication Date: 2023-03-28
- Inventor: Gagan Kanjlia , Vishal Puri , Michael B. Kiernan , Evan S. Klein
- Applicant: Capital One Services, LLC
- Applicant Address: US VA McLean
- Assignee: Capital One Services, LLC
- Current Assignee: Capital One Services, LLC
- Current Assignee Address: US VA McLean
- Agency: Perkins Coie LLP
- Main IPC: G06K5/00
- IPC: G06K5/00 ; G06Q40/02 ; G06Q20/10 ; G06Q20/22 ; G06Q20/40

Abstract:
Systems and methods for management of an account switch are disclosed. An account switch management system may include one or more memory devices storing software instructions, and one or more processors configured to execute the software instructions to receive a list of transaction entries to be switched from a first account to a second account and account information associated with the first account and the second account. The one or more processors may also determine a recommendation relating to a customer action based on the transaction entries and the account information. The one or more processors may provide the list of transaction entries and account information and the recommendation to the client device. The one or more processors may also receive a request from the client device to complete an action and transmit a notification to a processing device to complete the action.
Public/Granted literature
- US20210073904A1 SYSTEMS AND METHODS FOR MANAGING A CUSTOMER ACCOUNT SWITCH Public/Granted day:2021-03-11
Information query