SELF-SERVICE USER DEVICE MANAGER

• US 20090313057A1
• Filed: 06/11/2008
• Published: 12/17/2009
• Est. Priority Date: 06/11/2008
• Status: Abandoned Application

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Slayton, Janet Kay, Crowley, Stephen R.
• Application Number:
  US12/137,399
• Publication Number:
  US 20090313057A1
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 20/1085 involving automatic teller machines [ATMs]

Abstract

A central management system may manage a plurality of self-service user devices. A user or customer of a business entity operating one or more of the self-service user devices may place an order for a self-service user device, such as the sale of a new self-service user device, a remodel or update of the current self-service user device, the de-installation or relocation of a self-service user device or the like. The self-service user device may be designed and configured to operate with the self-service user device management system. During the operation of the self-service user device, maintenance may be performed. A self-service user device profile may be generated that stores and compiles information relating to the order, the sale, the configuration, the operational tracking, or any other suitable information. Information relating to one or more self-service user devices may be shared between one or more users.

Claims

1. A method of managing a self-service user device, comprising:

receiving information relating to an order for a self-service user device;

designing the self-service user device;

selecting the site for the self-service user device;

installing the self-service user device at the site;

configuring the self-service user device to a self-service user device management system for managing a plurality of self-service user devices;

deploying the self-service user device so that it is operational with the self-service user device management system; and

maintaining a self-service user device during operation of the self-service user device;

wherein the self-service user device profile includes one or more self-service user device operational activities related to the self-service user device, each of the self-service user device operational activities having one or more action items managed by the self-service user device management system.

2. The method of claim 1, where the step of receiving information relating to an order for a self-service user device includes the sale of the self-service user device.

3. The method of claim 1, where the self-service user device operational activities include one of design, installation, removal, relocation, upgrading, remodeling, maintenance, and operational tracking.

4. The method of claim 1, where the step of designing the self-service user device includes selecting at least one of a hardware and a software.

5. The method of claim 1, where the step of designing the self-service user device includes selecting a user interface.

6. The method of claim 1, where the self-service user device is managed by a business entity and the site for the self-service user device is positioned at or near the business entity.

7. The method of claim 6, where the business entity is a financial institution.

8. The method of claim 1, further comprising performing operational tracking, the operational tracking including tracking financial transactions that occur at the self-service user device.

9. The method of claim 1, where the step of maintaining the self-service user device includes a repair, a routine maintenance, and a preventative maintenance.

10. The method of claim 1, further comprising sharing the self-service user device information between a first line of business and a second line of business.

11. The method of claim 1, further comprising the self-service user device is at least one of an automated teller machine, an account management kiosk, a point-of-sale terminal, and a cash recycler.

12. The method of claim 1, further comprising compiling status information relating to each of the self-service user device operational activities.

13. The method of claim 12, further comprising generating a report that includes the status information.

14. The method of claim 12, where the report is generated periodically.

15. The method of claim 1, where at least one of the self-service user device operational activities includes at least one of asset management, productivity monitoring, manage workflow, gather information relating to one or more self-service user devices, issue notification tasks, maintenance, and compliance.

16. The method of claim 1, further comprising updating the self-service user device profile when a self-service user device operational activity is added, changed, deleted, or completed.

17. The method of claim 1, where the first action item is completed before the second action item.

18. The method of claim 17, where the second action item is created at least partially based upon the status information relating to the first action item.

19. The method of claim 1, where the step of maintaining the self-service user device includes at least one of a repair, a routine maintenance, and a preventative maintenance.

20. A method of managing a fleet of self-service user devices operated by a business entity, comprising:

receiving a request at a central management system for a new self-service user device to be added to the fleet of self-service user devices, the new self-service user device positioned at a self-service user device site;

designing the new self-service user device;

installing the new self-service user device at the self-service user device site;

configuring the new self-service user device with the central management system, the central management system capable of integrating order, deployment, operational management, and maintenance of the fleet of self-service user devices;

compiling information relating to the order, the deployment, the operational management, and the maintenance of each of the self-service user devices in the fleet; and

storing the information in a self-service user device profile that is accessible by a plurality of users, the self-service user device profile stored on a server positioned at a remote location from the new self-service device;

wherein the central management system is accessible by at least two users, the central management system and the fleet of self-service user devices operated by a business entity.

22. A computer-readable medium comprising computer-executable instructions to perform a method, comprising:

receiving a request at a central management system for a new self-service user device to be added to a fleet of self-service user devices, the new self-service user device positioned at a self-service device site;

designing the new self-service user device;

installing the new self-service user device at the self-service device site;

configuring the new self-service user device with the central management system, the central management system capable of integrating maintaining self-service user device information relating to order, deployment, operational management, and maintenance of the fleet of self-service user devices;

compiling the self-service user device information relating to the order, the deployment, the operational management, and the maintenance of each of the self-service user devices in the fleet;

storing the information in a self-service user device profile that is accessible by a plurality of users, the self-service user device profile stored on a server positioned at a remote location from the new self-service device;

wherein the central management system is accessible by at least two users, the central management system and the fleet of self-service user devices operated by a business entity.