- Patent Title: Computer-based systems configured to provide a portal for migrating one or more existing relationships from one entity to another entity and methods of use thereof
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Application No.: US18095393Application Date: 2023-01-10
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Publication No.: US11887083B2Publication Date: 2024-01-30
- Inventor: Elias Cottingham , Thomas Dodson , Dwayne Richardson
- 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: Greenberg Traurig, LLP
- Main IPC: G06Q20/10
- IPC: G06Q20/10 ; G06F9/54 ; G06F9/451

Abstract:
Systems and methods associated with providing an automated portal to migrate one or more relationships with one entity to another entity are disclosed. In one embodiment, an exemplary method may comprise: providing a portal enabling automated migration of existing relationships from existing entities to a first entity; generating a first UI configured for identifying and providing access information regarding existing relationships for potential migration; generating a second UI to display information regarding the existing relationships and provide UI elements enabling the user to receive migration offers; determining terms of replacement relationships that the first entity can offer the user; generating a third UI to (i) compare terms between the existing and new relationships, and (ii) enable the user to authorize the relationship migration; performing an automated generation process to create the new relationship(s); and performing an automated transfer process to transfer all objects to the new relationship.
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