Contextual search input from advisors

• US 9,922,117 B2
• Filed: 10/31/2014
• Issued: 03/20/2018
• Est. Priority Date: 10/31/2014
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Hanson, Carrie Anne, Jones-McFadden, Alicia C., Sobol, Craig, Shelkey, Brent Alan, Assan, Ivory, Bauman, Shira, Hsieh, Matthew, Li, Shuangshuang, Cesar, Gabriela Moreno
• Primary Examiner(s): Saeed, Usmaan
• Assistant Examiner(s): Weinrich, Brian E.
• Application Number:
  US14/529,641
• Publication Number:
  US 20160125035A1
• Time in Patent Office: 1,236 Days
• Field of Search: 707722
• CPC Class Codes: G06F 16/24575 using context
• CPC Class Codes: G06F 16/335 Filtering based on additional data, e.g. user or group profiles filtering in web context G06F16/9535, G06F16/9536

Abstract

This invention provides a contextual search tool to a user. The contextual search tool receives a search from the user and provides search results, content, and dynamic contextual information (e.g., dynamic contextual questions, user information, and account information) to the user. The contextual search tool then receives contextual information input from the user with an indication that the user would like to communicate with an advisor, and a communication channel is opened between the user and the advisor. The advisor has access the user'"'"'s search and provides contextual information input, which allows the contextual search tool to update the search results and the dynamic contextual information. As such, the invention of the present invention improves the ability of the contextual search tool to provide tailored, customized, and relevant search results to the user based in part on advisor input.

Claims

1. A system for providing a contextual search tool that improves search results presented to a user based on advisor input, the system comprising:

one or more memory devices; and

one or more processing devices operatively coupled to the one or more memory devices, wherein the processing device is configured to execute computer-readable program code to;

receive a search from the user through a contextual search interface, wherein the search is received through a user computer system;

determine search results and dynamic contextual information based on the search from the user, wherein the dynamic contextual information comprises one or more dynamic contextual questions;

display the search results in a search results section, content in a content section for at least one of the search results from the search results section, and the dynamic contextual information in a dynamic contextual information section of the contextual search interface, wherein the search results section, the content section, and the dynamic contextual information section are different sections, wherein the contextual search interface is displayed through the user computer system;

determine a notification request for a communication with an advisor type based at least on the search from the user;

display the notification request to the user, wherein the notification request is displayed through the user computer system;

receive an indication from the user to communicate with the advisor type, wherein the indication is received through the user computer system;

initiate a communication between the user and an advisor based on the indication from the user to communicate with the advisor type, wherein the communication is initiated through the user computer system and an advisor system;

display the contextual search interface of the user to the advisor by sharing the contextual search interface from the user computer system with the advisor system;

receive contextual input from the advisor for the search, wherein the contextual input from the advisor is received through the contextual search interface of the user displayed to the advisor on the advisor system;

receive contextual input from the user for the search, wherein the contextual input from the user is received through the user computer system;

determine updated search results, updated content, and updated dynamic contextual information based on the contextual input from the advisor and the contextual input from the user, wherein the updated dynamic contextual information comprises one or more updated dynamic contextual questions; and

display the updated search results in the search results section, the updated content for at least one of the updated search results in the content section, and the updated dynamic contextual information in the dynamic contextual information section of the contextual search interface on both the user computer system and the advisor system;

wherein the updated dynamic contextual information changes based on changes to the search, the contextual input from the advisor, and the contextual input from the user, and wherein the contextual search interface improves accuracy and efficiency of displaying the search results and updated search results to the user.

2. The system of claim 1, wherein the contextual input from the advisor is at least one of search term input, contextual question input, user profile information input, links to search results input, or content input to display in the content section.

3. The system of claim 1, wherein the contextual input from the user is at least contextual input one or more dynamic contextual questions.

4. The system of claim 1, wherein the one or more processing devices are further configured to execute computer-readable program code to:

receive user profile information; and

wherein determining the search results or the updated search results are based in part on the user profile information.

5. The system of claim 1, wherein the one or more processing devices are further configured to execute computer-readable program code to:

receive user account information; and

wherein determining the search results or the updated search results are based in part on the user account information.

6. The system of claim 1, wherein the one or more processing devices are further configured to execute computer-readable program code to:

provide a request to the user to save the contextual input from the advisor to a user profile; and

receive a request from the user to save the contextual input from the advisor to the user profile, wherein the input from the advisor is utilized in the future for determining other search results for future searches of the user.

7. The system of claim 1, wherein the one or more processing devices are further configured to execute computer-readable program code to:

determine at least one of the search results selected by the user; and

determine the updated search results and the updated dynamic contextual information based on the at least one of the search results selected by the user.

8. The system of claim 1, wherein the one or more processing devices are further configured to execute computer-readable program code to:

determine an amount of time the user views at least one of the search results; and

determine the updated search results and the one or more updated dynamic contextual questions based on the at least one of the search results selected by the user.

9. The system of claim 1, wherein receiving contextual input from the advisor for the search comprises adding, deleting, or modifying search terms of the user in a search field of the contextual search interface.

10. The system of claim 1, wherein receiving contextual input from the advisor for the search comprises

dragging and dropping content into the search results section or the content section of the contextual search interface;

or

dragging and dropping a dynamic contextual question into the dynamic contextual information section.

11. A computer program product for providing a contextual search tool that improves search results presented to a user based on advisor input, the computer program product comprising at least one non-transitory computer-readable medium having computer-readable program code portions embodied therein, the computer-readable program code portions comprising:

an executable portion configured for receiving a search from the user through a contextual search interface, wherein the search is received through a user computer system;

an executable portion configured for determining search results and dynamic contextual information based on the search from the user, wherein the dynamic contextual information comprises one or more dynamic contextual questions;

an executable portion configured for displaying the search results in a search results section, content in a content section for at least one of the search results from the search results section, and the dynamic contextual information in a dynamic contextual information section of the contextual search interface, wherein the search results section, the content section, and the dynamic contextual information section are different sections, wherein the contextual search interface is displayed through the user computer system;

an executable portion configured for determining a notification request for a communication with an advisor type based at least on the search from the user;

an executable portion configured for displaying the notification request to the user, wherein the notification request is displayed through the user computer system;

an executable portion configured for receiving an indication from the user to communicate with the advisor type, wherein the indication is received through the user computer system;

an executable portion configured for initiating the communication between the user and an advisor based on the indication from the user to communicate with the advisor type, wherein the communication is initiated through the user computer system and an advisor system;

an executable portion configured for displaying the contextual search interface of the user to the advisor by sharing the contextual search interface from the user computer system with the advisor system;

an executable portion configured for receiving the contextual input from the advisor for the search, wherein the contextual input from the advisor is received through the contextual search interface of the user displayed to the advisor on the advisor system;

an executable portion configured for receiving contextual input from the user for the search, wherein the contextual input from the user is received through the user computer system;

an executable portion configured for determining updated search results, updated content, and updated dynamic contextual information based on the contextual input from the advisor and contextual input from the user, wherein the updated dynamic contextual information comprises one or more updated dynamic contextual question; and

an executable portion configured for displaying the updated search results in the search results section, the updated content for at least one of the updated search results in the content section, and the updated dynamic contextual information in the dynamic contextual information section of the contextual search interface on both the user computer system and the advisor system;

wherein the updated dynamic contextual information changes based on changes to the search, the contextual input from the advisor, and the contextual input from the user; and

wherein the contextual search interface improves accuracy and efficiency of displaying the search results and the updated search results to the user.

12. The computer program product of claim 11, wherein the contextual input from the advisor is at least one of search term input, contextual question input, user profile information input, links to search results input, or content input to display in the content section.

13. The computer program product of claim 11, wherein the contextual input from the user is at least contextual input for the one or more dynamic contextual questions.

14. The computer program product of claim 11, wherein the computer-readable program code portions further comprise:

an executable portion configured for receiving user profile information; and

wherein the executable portion configured for determining the search results or the updated search results is based in part on the user profile information.

15. The computer program product of claim 11, wherein the computer-readable program code portions further comprise:

an executable portion configured for receiving user account information; and

wherein the executable portion configured for determining the search results or the updated search results is based in part on the user account information.

16. The computer program product of claim 11, wherein the computer-readable program code portions further comprise:

an executable portion configured for providing a request to the user to save the contextual input from the advisor to a user profile; and

an executable portion configured for receiving a request from the user to save the contextual input from the advisor to the user profile, wherein the input from the advisor is utilized in the future for determining other search results for future searches of the user.

17. The computer program product of claim 11, wherein the computer-readable program code portions further comprise:

an executable portion configured for determining at least one of the search results selected by the user; and

an executable portion configured for determining the updated search results and the updated dynamic contextual information based on the at least one of the search results selected by the user.

18. The computer program product of claim 11, wherein the computer-readable program code portions further comprise:

an executable portion configured for determining an amount of time the user views at least one of the search results; and

an executable portion configured for determining the updated search results and the one or more updated dynamic contextual questions based on the at least one of the search results selected by the user.

19. A method for providing a contextual search tool that improves search results presented to a user based on advisor input, the method comprising:

receiving, by one or more processing devices, a search from the user through a contextual search interface, wherein the search is received through a user computer system;

determining, by the one or more processing devices, search results and dynamic contextual information based on the search from the user, wherein the dynamic contextual information comprises one or more dynamic contextual questions;

displaying, by the one or more processing devices, the search results in a search results section, content in a content section for at least one of the search results from the search results section, and the dynamic contextual information in a dynamic contextual information section of the contextual search interface, wherein the search results section, the content section, and the dynamic contextual information section are different sections, wherein the contextual search interface is displayed through the user computer system;

determining, by the one or more processing devices, a notification request for a communication with an advisor type based at least on the search from the user;

displaying, by the one or more processing devices, the notification request to the user, wherein the notification request is displayed through the user computer system;

receiving, by the one or more processing devices, an indication from the user to communicate with the advisor type, wherein the indication is received through the user computer system;

initiating, by the one or more processing devices, the communication between the user and an advisor based on the indication from the user to communicate with the advisor type, wherein the communication is initiated through the user computer system and an advisor system;

displaying, by the one or more processing devices, the contextual search interface of the user to the advisor by sharing the contextual search interface from the user computer system with the advisor system;

receiving, by the one or more processing devices, the contextual input from the advisor for the search, wherein the contextual input from the advisor is received through the contextual search interface of the user displayed to the advisor on the advisor system;

receiving, by the one or more processing devices, contextual input from the user for the search, wherein the contextual input from the user is received through the user computer system;

determining, by the one or more processing devices, updated search results, updated content, and updated dynamic contextual information based on the contextual input from the advisor and the contextual input from the user, wherein the updated dynamic contextual information comprises one or more updated dynamic contextual questions; and

displaying, by the one or more processing devices, the updated search results in the search results section, the updated content for at least one of the updated search results in the content section, and the updated dynamic contextual information in the dynamic contextual information section of the contextual search interface on both the user computer system and the advisor system; and

wherein the updated dynamic contextual information changes based on changes to the search, the contextual input from the advisor, and the contextual input from the user; and

wherein the contextual search interface improves accuracy and efficiency of displaying the search results and the updated search results to the user.

20. The method of claim 19, wherein the contextual input from the advisor is at least one of search term input, contextual question input, user profile information input, links to search results input, or content input to display in the content section.