REQUEST TRACKER TOOL

• US 20160125525A1
• Filed: 10/31/2014
• Published: 05/05/2016
• Est. Priority Date: 10/31/2014
• Status: Abandoned Application

• 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, Chang, Kimberly Ya-chin, Gottfried, Sarah Beth, Liang, Wang, Rathi, Neha Rani, Wong, Anthony Scott
• Application Number:
  US14/530,333
• Publication Number:
  US 20160125525A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 21/6245 Protecting personal data, e.g. for financial or medical purposes
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

Embodiments of the invention are directed to systems, methods and computer program products for providing an online banking customer interface with comprehensive access to all of the customer'"'"'s accounts, an activity list and any outstanding customer requests. Embodiments determine that the customer has been authenticated to a financial institution online banking session; in response to determining the customer has been authenticated, initiate presentation of a customer interface comprising a listing of all of the customer'"'"'s accounts, an activity list, and a listing of all of the customer'"'"'s requests; determine a status of at least one customer request; and present the status of the at least one customer request. Some embodiments present a resolution process associated with at least one customer request that includes a plurality of steps to be completed, a plurality of expected completion dates each associated with the steps, and a current step.

Claims

1. An apparatus for providing an online banking customer interface with comprehensive access to all of the customer'"'"'s accounts, an activity list and any outstanding customer requests, the apparatus comprising:

a memory;

a processor; and

a computing module stored in the memory, executable by the processor, and to cause the processor to;

determine that the customer has been authenticated to a financial institution online banking session;

in response to determining the customer has been authenticated, initiate presentation of a customer interface comprising;

a listing of all of the customer'"'"'s accounts,

an activity list, and

a listing of all of the customer'"'"'s requests;

determine a status of at least one customer request; and

present, as part of the customer interface, the status of the at least one customer request.

2. The apparatus of claim 1, wherein determining the status of the at least one customer request comprises accessing a request status table comprising a plurality of request status entries, the table automatically updated when any request status changes.

3. The apparatus of claim 2, wherein the computing module further causes the processor to:

periodically or continuously access one or more request systems to determine whether any request status has changed; and

if so, update the request status entry corresponding to the changed request status.

4. The apparatus of claim 1, wherein the computing module further causes the processor to:

receive, from a plurality of sources, request status updates; and

in response to receiving request status updates, updating any request status entries corresponding to the received request status updates.

5. The apparatus of claim 1, wherein the computing module further causes the processor to:

initiate presentation of a resolution process associated with at least one customer request, the resolution process comprising a plurality of steps to be completed, a plurality of expected completion dates each associated with one of the plurality of steps, and a current step of the process.

6. The apparatus of claim 5, wherein the computing module further causes the processor to:

update the resolution process when the steps, completion dates or current step changes.

7. The apparatus of claim 5, wherein the computing module further causes the processor to:

determine that at least one of the steps, completion dates or current step has changed; and

initiate communication of a notification to the customer, the notification indicating that the at least one step, completion date or current step has changed.

8. The apparatus of claim 1, wherein the computing module further causes the processor to:

determine that an activity associated with one of the customer'"'"'s accounts or requests will occur within a predetermined period of time; and

initiate communication of a notification to the customer, the notification indicating that the activity will occur within the predetermined period of time.

9. The apparatus of claim 1, wherein the computing module further causes the processor to:

determine that a pending request requires customer attention;

initiate communication of a notification to the customer, the notification indicating that the pending request requires customer attention; and

receive customer input regarding the pending request.

10. A method for providing an online banking customer interface with comprehensive access to all of the customer'"'"'s accounts, an activity list and any outstanding customer requests, the method comprising:

determining that the customer has been authenticated to a financial institution online banking session;

in response to determining the customer has been authenticated, initiating presentation of a customer interface comprising;

a listing of all of the customer'"'"'s accounts,

an activity list, and

a listing of all of the customer'"'"'s requests;

determining a status of at least one customer request; and

presenting, as part of the customer interface, the status of the at least one customer request.

11. The method of claim 10, wherein determining the status of the at least one customer request comprises accessing a request status table comprising a plurality of request status entries, the table automatically updated when any request status changes.

12. The method of claim 11, further comprising:

periodically or continuously accessing one or more request systems to determine whether any request status has changed; and

if so, update the request status entry corresponding to the changed request status.

13. The method of claim 10, further comprising:

receiving, from a plurality of sources, request status updates; and

in response to receiving request status updates, updating any request status entries corresponding to the received request status updates.

14. The method of claim 10, further comprising:

initiating presentation of a resolution process associated with at least one customer request, the resolution process comprising a plurality of steps to be completed, a plurality of expected completion dates each associated with one of the plurality of steps, and a current step of the process.

15. The method of claim 14, further comprising:

updating the resolution process when the steps, completion dates or current step changes.

16. The method of claim 14, further comprising:

determining that at least one of the steps, completion dates or current step has changed; and

initiating communication of a notification to the customer, the notification indicating that the at least one step, completion date or current step has changed.

17. The method of claim 10, further comprising:

determining that an activity associated with one of the customer'"'"'s accounts or requests will occur within a predetermined period of time; and

initiating communication of a notification to the customer, the notification indicating that the activity will occur within the predetermined period of time.

18. The method of claim 10, further comprising:

determining that a pending request requires customer attention;

initiating communication of a notification to the customer, the notification indicating that the pending request requires customer attention; and

receiving customer input regarding the pending request.

19. A computer program product for providing an online banking customer interface with comprehensive access to all of the customer'"'"'s accounts, an activity list and any outstanding customer requests, the computer program product comprising:

a non-transitory computer-readable medium comprising a set of codes for causing a computer to;

determine that the customer has been authenticated to a financial institution online banking session;

in response to determining the customer has been authenticated, initiate presentation of a customer interface comprising;

a listing of all of the customer'"'"'s accounts,

an activity list, and

a listing of all of the customer'"'"'s requests;

determine a status of at least one customer request; and

present, as part of the customer interface, the status of the at least one customer request.

20. The computer program product of claim 19, wherein determining the status of the at least one customer request comprises accessing a request status table comprising a plurality of request status entries, the table automatically updated when any request status changes.