System providing an interactive conference
First Claim
1. A system for providing an interactive conference, the system comprising:
- a memory;
a processor; and
a computing module stored in the memory, executable by the processor, and configured to cause the processor to;
determine that a first operative connection is being established between a first user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference;
determine that the user is a customer of the financial institution, wherein the user has one or more financial accounts at the financial institution comprising financial information of the user;
access the user'"'"'s financial information;
provide the user'"'"'s financial information to the user and the representative;
enable the user to modify connectivity of the conference, wherein modifying the connectivity of the conference comprises;
receiving a selection of a second user device from the user, wherein the second user device is configured to enable the user to interact with the representative; and
receiving an indication from the user indicating whether to switch the conference from the first user device to the second user device and indicating whether to initiate dual-channel connectivity of the conference using the first user device and the second user device;
establish a second operative connection between the second user device and the system based on determining that second user device has a predetermined level of enhanced security;
modify the connectivity of the conference based on the received indication from the user by (i) switching the conference from the first user device to the second user device, or (ii) initiating the dual-channel connectivity of the conference using the first user device and the second user device;
provide a forms bank to the user and the representative, wherein the forms bank comprises a set of documents;
receive a selection of at least two documents from the forms bank;
display the at least two documents, wherein the at least two documents are viewable by both the user and the representative during the conference;
perform an optical character recognition process on a first document;
in response to the selection of a second document from the forms bank, automatically identify data in the first document representing information relevant to the second document;
extract the data from the first document;
in response to the identification and extraction of the data representing information relevant to the second document, automatically populate, the data from the first document into at least the second document;
enable the at least two documents to be edited by at least one of the user and the representative during the conference, wherein an edit comprises highlighting of text or graphics, tagging, or annotating; and
provide a summary of the conference to the user and the representative, wherein the summary comprises key words from the conference identified by the system, all documents discussed in the conference, and all accounts discussed in the conference.
1 Assignment
0 Petitions
Accused Products
Abstract
Embodiments of the invention are directed to systems, methods and computer program products for providing an interactive conference, such as a video conference. The system, methods, and computer program products determine that an operative connection is being established between a user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference; provide a document viewable by both the user and the representative during the conference; and enable the document to be edited by at least one of the user and the representative during the conference. The document may be an uploaded document or an account view. The system, method, and computer program product provide augmented service to customers of financial institutions when the customers are participating in a conference with a representative of the financial institution.
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Citations
20 Claims
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1. A system for providing an interactive conference, the system comprising:
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a memory; a processor; and a computing module stored in the memory, executable by the processor, and configured to cause the processor to; determine that a first operative connection is being established between a first user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference; determine that the user is a customer of the financial institution, wherein the user has one or more financial accounts at the financial institution comprising financial information of the user; access the user'"'"'s financial information; provide the user'"'"'s financial information to the user and the representative; enable the user to modify connectivity of the conference, wherein modifying the connectivity of the conference comprises; receiving a selection of a second user device from the user, wherein the second user device is configured to enable the user to interact with the representative; and receiving an indication from the user indicating whether to switch the conference from the first user device to the second user device and indicating whether to initiate dual-channel connectivity of the conference using the first user device and the second user device; establish a second operative connection between the second user device and the system based on determining that second user device has a predetermined level of enhanced security; modify the connectivity of the conference based on the received indication from the user by (i) switching the conference from the first user device to the second user device, or (ii) initiating the dual-channel connectivity of the conference using the first user device and the second user device; provide a forms bank to the user and the representative, wherein the forms bank comprises a set of documents; receive a selection of at least two documents from the forms bank; display the at least two documents, wherein the at least two documents are viewable by both the user and the representative during the conference; perform an optical character recognition process on a first document; in response to the selection of a second document from the forms bank, automatically identify data in the first document representing information relevant to the second document; extract the data from the first document; in response to the identification and extraction of the data representing information relevant to the second document, automatically populate, the data from the first document into at least the second document; enable the at least two documents to be edited by at least one of the user and the representative during the conference, wherein an edit comprises highlighting of text or graphics, tagging, or annotating; and provide a summary of the conference to the user and the representative, wherein the summary comprises key words from the conference identified by the system, all documents discussed in the conference, and all accounts discussed in the conference. - View Dependent Claims (2, 3, 4, 5, 15, 16)
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6. A method for providing an interactive conference, the method comprising:
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providing a processor for executing computer program code stored in a non-transitory computer-readable medium to cause the processor to; determining that a first operative connection is being established between a first user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference; determining that the user is a customer of the financial institution, wherein the user has one or more financial accounts at the financial institution comprising financial information of the user; accessing the user'"'"'s financial information; providing the user'"'"'s financial information to the user and the representative; enabling the user to modify connectivity of the conference, wherein modifying the connectivity of the conference comprises; receiving a selection of a second user device from the user, wherein the second user device is configured to enable the user to interact with the representative; and receiving an indication from the user indicating whether to switch the conference from the first user device to the second user device and indicating whether to initiate dual-channel connectivity of the conference using the first user device and the second user device; establishing a second operative connection between the second user device and the system based on determining that second user device has a predetermined level of enhanced security; modifying the connectivity of the conference based on the received indication from the user by (i) switching the conference from the first user device to the second user device, or (ii) initiating the dual-channel connectivity of the conference using the first user device and the second user device; providing a forms bank to the user and the representative, wherein the forms bank comprises a set of documents; receiving a selection of at least two documents from the forms bank; displaying at least two documents, wherein the at least two documents are viewable by both the user and the representative during the conference; performing an optical character recognition process on a first document; in response to the selection of a second document from the forms bank, automatically identifying data in the first document representing information relevant to the second document; extracting the data from the first document; in response to the identification and extraction of the data representing information relevant to the second document, automatically populating the data from the first document into at least the second document; enabling the at least two documents to be edited by at least one of the user and the representative during the conference, wherein an edit comprises highlighting of text or graphics, tagging, or annotating; and providing a summary of the conference to the user and the representative, wherein the summary comprises key words from the conference identified by the system, all documents discussed in the conference, and all accounts discussed in the conference. - View Dependent Claims (7, 8, 9, 10, 17, 18)
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11. A computer program product for providing an interactive conference, the computer program product comprising:
a non-transitory computer-readable medium comprising a set of codes for causing a computer to; determine that a first operative connection is being established between a first user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference; determine that the user is a customer of the financial institution, wherein the user has one or more financial accounts at the financial institution comprising financial information of the user; access the user'"'"'s financial information; provide the user'"'"'s financial information to the user and the representative; enable the user to modify connectivity of the conference, wherein modifying the connectivity of the conference comprises; receiving a selection of a second user device from the user, wherein the second user device is configured to enable the user to interact with the representative; and receiving an indication from the user indicating whether to switch the conference from the first user device to the second user device and indicating whether to initiate dual-channel connectivity of the conference using the first user device and the second user device; establish a second operative connection between the second user device and the system based on determining that second user device has a predetermined level of enhanced security; modify the connectivity of the conference based on the received indication from the user by (i) switching the conference from the first user device to the second user device, or (ii) initiating the dual-channel connectivity of the conference using the first user device and the second user device; provide a forms bank to the user and the representative, wherein the forms bank comprises a set of documents; receive a selection of at least two documents from the forms bank; display the at least two documents, wherein the at least two documents are viewable by both the user and the representative during the conference; perform an optical character recognition process on a first document; in response to the selection of a second document from the forms bank, automatically identify data in the first document representing information relevant to the second document; extract the data from the first document; in response to the identification and extraction of the data representing information relevant to the second document, automatically populate, the data from the first document into at least the second document; enable the at least two documents to be edited by at least one of the user and the representative during the conference, wherein an edit comprises highlighting of text or graphics, tagging, or annotating; and provide a summary of the conference to the user and the representative, wherein the summary comprises key words from the conference identified by the system, all documents discussed in the conference, and all accounts discussed in the conference. - View Dependent Claims (12, 13, 14, 19, 20)
Specification