IP Library Granted Patent US 12707010
Granted Patent B2
US 12707010 · App. 18/661,291 · Granted Aug 11, 2026

System and method for dual-device communication synchronization

Inventors: Kristin Ann Ballinger (Antelope, CA); Jeremy J. Berry (Huntersville, NC); Bradley M. Bevington (Edwardsville, IL); Germaine S. Chee (Mill Valley, CA); Tyua Larsen Fraser (Livermore, CA); Joel Scott Gardner (Charlotte, NC); Carrie Marie Nolan (Chittenango, NY); Stephen Lloyd Sloan (University City, MO); Everett Allen Storie (Fort Mill, SC)
Assignee: Wells Fargo Bank, N.A.
H04M3/4936H04M2203/558H04M2203/6054
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Quick Facts
Patent No.
US 12707010
App. No.
18/661,291
Granted
Aug 11, 2026
Kind
B2
Abstract

A method may include: receiving voice user interaction data via a virtual assistant from a first device of a user; processing, the voice user interaction data to determine an intent of the user associated with a task type; determining that a dual-device-communication session should be established based on the intent; transmitting a notification to a second device of the user including an electronic link to establish the session; receiving an indication of activation of the electronic link; in response to receiving the indication, establishing the session with the first device and the second device, the session associated with an instance of the task type; receiving task data from the first device via the virtual assistant associated with the task type; and in response to receiving the task data, presenting an outcome of processing the task data, the outcome presented on a user interface on the second device.

Claims (56)

1 . A computer-implemented method comprising:

receiving voice user interaction data via a virtual assistant from a first device of a user;

processing, by the virtual assistant, the voice user interaction data to determine an intent of the user associated with a task type;

determining that a dual-device-communication session should be established based on the intent;

transmitting a notification to a second device of the user, the notification including an electronic link to establish the dual-device-communication session;

receiving an indication of activation of the electronic link from the second device;

in response to receiving the indication, establishing the dual-device-communication session with the first device and the second device, the dual-device-communication session associated with an instance of the task type, wherein the dual-device-communication session maintains a conversation that spans both the first device and the second device concurrently, the first device used as an audio channel and the second device used as a visual channel for the dual-device-communication session;

subsequent to the establishing, receiving task data from the first device via the virtual assistant associated with the task type; and

in response to receiving the task data, presenting an outcome of processing the task data, the outcome presented on a user interface on the second device.

2 . The method of claim 1 , wherein establishing the dual-device-communication session includes:

generating a session identifier;

associating the first device with the session identifier in a database; and

associating the second device with the session identifier in the database.

3 . The method of claim 1 , further comprising:

electronically processing the task data received from the device to match the task data to an input element associated with the task type.

4 . The method of claim 3 , wherein the outcome is presented as a filled in input element of a form template associated with the task type.

5 . The method of claim 1 , wherein the notification is a push notification and the electronic link is configured to open a mobile application on the second device.

6 . The method of claim 5 , further comprising:

authenticating the user to the mobile application on the second device using voice data received from the first device.

7 . The method of claim 1 , wherein the notification is an e-mail message and the electronic link is configured to open a web page on the second device.

8 . The method of claim 1 , wherein determining that the dual-device-communication session should be established based is further based on characteristics of the user retrieved from a database.

9 . The method of claim 1 , wherein the first device is not capable of presenting web application data.

10 . The method of claim 1 , wherein receiving the voice user interaction includes receiving the voice user interaction via a first network interface type.

11 . The method of claim 10 , wherein the first network interface type is configured to use a public switched telephone network.

12 . A non-transitory computer-readable medium comprising instructions, which when executed by a processing unit, configure the processing unit to perform operations comprising:

receiving voice user interaction data via a virtual assistant from a first device of a user;

processing, by the virtual assistant, the voice user interaction data to determine an intent of the user associated with a task type;

determining that a dual-device-communication session should be established based on the intent;

transmitting a notification to a second device of the user, the notification including an electronic link to establish the dual-device-communication session;

receiving an indication of activation of the electronic link from the second device;

in response to receiving the indication, establishing the dual-device-communication session with the first device and the second device, the dual-device-communication session associated with an instance of the task type, wherein the dual-device-communication session maintains a conversation that spans both the first device and the second device concurrently, the first device used as an audio channel and the second device used as a visual channel for the dual-device-communication session;

subsequent to the establishing, receiving task data from the first device via the virtual assistant associated with the task type; and

in response to receiving the task data, presenting an outcome of processing the task data, the outcome presented on a user interface on the second device.

13 . The non-transitory computer-readable medium of claim 12 , wherein establishing the dual-device-communication session includes:

generating a session identifier;

associating the first device with the session identifier in a database; and

associating the second device with the session identifier in the database.

14 . The non-transitory computer-readable medium of claim 12 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

electronically processing the task data received from the device to match the task data to an input element associated with the task type.

15 . The non-transitory computer-readable medium of claim 14 , wherein the outcome is presented as a filled in input element of a form template associated with the task type.

16 . The non-transitory computer-readable medium of claim 12 , wherein the notification is a push notification and the electronic link is configured to open a mobile application on the second device.

17 . The non-transitory computer-readable medium of claim 16 , wherein the instructions, which when executed by the processing unit, further configure the processing unit to perform operations comprising:

authenticating the user to the mobile application on the second device using voice data received from the first device.

18 . The non-transitory computer-readable medium of claim 12 , wherein the notification is an e-mail message and the electronic link is configured to open a web page on the second device.

19 . The non-transitory computer-readable medium of claim 12 , wherein determining that the dual-device-communication session should be established based is further based on characteristics of the user retrieved from a database.

20 . A system comprising:

a processing unit; and

a storage device comprising instructions, which when executed by the processing unit, configure the processing unit to perform operations comprising:

receiving voice user interaction data via a virtual assistant from a first device of a user;

processing, by the virtual assistant, the voice user interaction data to determine an intent of the user associated with a task type;

determining that a dual-device-communication session should be established based on the intent;

transmitting a notification to a second device of the user, the notification including an electronic link to establish the dual-device-communication session;

receiving an indication of activation of the electronic link from the second device;

in response to receiving the indication, establishing the dual-device-communication session with the first device and the second device, the dual-device-communication session associated with an instance of the task type, wherein the dual-device-communication session maintains a conversation that spans both the first device and the second device concurrently, the first device used as an audio channel and the second device used as a visual channel for the dual-device-communication session;

subsequent to the establishing, receiving task data from the first device via the virtual assistant associated with the task type; and

in response to receiving the task data, presenting an outcome of processing the task data, the outcome presented on a user interface on the second device.