IP Library Granted Patent US 11,568,462
Granted Patent B1
US 11,568,462 · App. 17/165,455 · Granted Jan 31, 2023

Computer-based system for product initiation

Inventors: Brenda Sue Christmas (Fountain Hills, AZ); Narayanan Ganapathy Iyer (Gilbert, AZ); Praveen Kesani (San Ramon, CA); Narendra Raje Urs Vidya Mysore (Fremont, CA)
Assignee: Wells Fargo Bank, N.A.
G06Q30/0613G06Q30/0601G06Q30/0633G06F16/2379G06Q10/10G06Q30/016G06Q30/018G06Q40/02
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Quick Facts
Patent No.
US 11,568,462
App. No.
17/165,455
Granted
Jan 31, 2023
Kind
B1
Abstract

A method comprises receiving, by a computing device, a selection of at least one product to initiate for a customer, determining, by executing a first bot, a product initiation system compatible with a second format and configured to initiate the at least one product, and retrieving, via the first bot, the customer information from a set of previously collected customer information within a product selection form stored in a first format. The method further includes enqueuing, via first bot, the customer information in a workflow queue, and providing, via at least one second bot, the customer information to the product initiation system in the second format, the at least one second bot being associated with the at least one product. The method further includes receiving, from the product initiation system, a notification indicating whether the at least one product has been initiated.

Claims (87)

1. A method comprising:

receiving, by a computing device, a selection of at least one product to initiate for a customer;

determining, by the computing device executing a first bot, a product initiation system configured to initiate the at least one product, wherein the product initiation system is compatible with a second format;

retrieving, by the computing device executing the first bot, customer information from a set of previously collected customer information within a product selection form based on the selected at least one product, wherein the set of previously collected customer information is stored in a first format;

enqueuing, by the computing device executing the first bot, the customer information in a workflow queue;

providing, by the computing device executing at least one second bot, the customer information to the product initiation system in the second format, wherein the at least one second bot is associated with the at least one product; and

receiving, by the computing device from the product initiation system, a notification indicating whether the at least one product has been initiated.

2. The method of claim 1 , further comprising:

receiving, by the computing device from a user via a user interface, customer information into one or more customer information data fields of the product selection form; and

storing, by the computing device in the product selection form, the received customer information as part of the set of previously collected customer information in the first format.

3. The method of claim 1 , further comprising:

determining, by the computing system, default customer information based on the set of previously collected customer information; and

storing, by the computing system, the default customer information in one or more customer information data fields of the product selection form as part of the set of previously collected customer information in the first format.

4. The method of claim 1 , wherein the previously collected customer information is stored at one or more locations, wherein retrieving customer information based on the selected at least one product comprises:

determining, via the computing device, the customer information required for initiation of the at least one product;

determining, via the computing device executing the first bot, a location of the customer information based on a customer identity; and

retrieving, by the computing device executing the first bot, the customer information from the location.

5. The method of claim 1 , wherein enqueuing the customer information in the workflow queue comprises:

compiling, by the computing system executing the first bot, the customer information into at least one message, the message including a unique identifier associated with the at least one product; and

outputting, by the computing system executing the first bot, the at least one message to the workflow queue.

6. The method of claim 5 , wherein providing the customer information to the product initiation system in the second format comprises:

detecting, by the computing system executing the at least one second bot, the unique identifier of the at least one message within the workflow queue;

dequeuing, by the computing system executing the at least one second bot, the at least one message based on the unique identifier associated with the at least one product for processing by the at least one second bot associated with the at least one product;

translating, by the computing system executing the at least one second bot, the customer information to the second format from the first format, wherein the second format is different from the first format; and

outputting the customer information in the second format to the product initiation system.

7. The method of claim 5 , wherein the message comprises a JavaScript Object Notation (JSON) message.

8. The method of claim 1 , wherein receiving a notification indicating whether the at least one product has been initiated comprises receiving, by the computing system executing the at least one second bot, one of:

a confirmation of initiation message; or

an exception message, wherein the exception message comprises an indication that the at least one product was not initiated and one of an error code or a reason why the at least one product was not initiated.

9. The method of claim 1 , wherein the selection of the at least one product comprises a first selection of a first product, and wherein the product initiation system comprises a first product initiation system configured to initiate the first product, the method further comprising:

receiving a second selection of a second product to initiate for the customer;

determining, by the computing device executing the first bot, a second product initiation system configured to initiate the second product, wherein the second product initiation system is compatible with a third format;

retrieving, by the computing device executing the first bot, customer information from the set of previously collected customer information within the product selection form based on the selected second product, wherein the set of previously collected customer information is stored in the first format;

enqueuing, by the computing device executing the first bot, the customer information in the workflow queue;

providing, by the computing device executing a third bot, the customer information to the second product initiation system in the third format; and

receiving, by the computing device from the second product initiation system, a second notification indicating whether the second product has been initiated.

10. A system comprising:

a memory; and

one or more processors in communication with the memory, the one or more processors configured to:

receive a selection of at least one product to initiate for a customer;

determine, by executing a first bot, a product initiation system configured to initiate the at least one product, wherein the product initiation system is compatible with a second format;

retrieve, by executing the first bot, customer information from a set of previously collected customer information within a product selection form based on the selected at least one product, wherein the set of previously collected customer information is stored in a first format;

enqueue, by executing the first bot, the customer information in a workflow queue;

provide, by executing at least one second bot, the customer information to the product initiation system in the second format, wherein the at least one second bot is associated with the at least one product; and

receive, from the product initiation system, a notification indicating whether the at least one product has been initiated.

11. The system of claim 10 , wherein the one or more processors are further configured to:

receive, from a user via a user interface, customer information into one or more customer information data fields of the product selection form; and

store, in the product selection form, the received customer information as part of the set of previously collected customer information in the first format.

12. The system of claim 10 , wherein the one or more processors are further configured to:

determine default customer information based on the set of previously collected customer information; and

store, the default customer information in one or more customer information data fields of the product selection form as part of the set of previously collected customer information in the first format.

13. The system of claim 10 , wherein the previously collected customer information is stored at one or more locations, wherein to retrieve customer information based on the selected at least one product, the one or more processors are further configured to:

determine the customer information required for initiation of the at least one product;

determine, via executing the first bot, a location of the customer information based on a customer identity; and

retrieve, by executing the first bot, the customer information from the location.

14. The system of claim 10 , wherein to enqueue the customer information in the workflow queue, the one or more processors are further configured to:

compile, by executing the first bot, the customer information into at least one message, the message including a unique identifier associated with the at least one product; and

output, by executing the first bot, the at least one message to the workflow queue.

15. The system of claim 14 , wherein to provide the customer information to the product initiation system in the second format, the one or more processors are further configured to:

detect, by executing the at least one second bot, the unique identifier of the at least one message within the workflow queue;

dequeue, by executing the at least one second bot, the at least one message based on the unique identifier associated with the at least one product for processing by the at least one second bot associated with the at least one product;

translate, by executing the at least one second bot, the customer information to the second format from the first format, wherein the second format is different from the first format; and

output the customer information in the second format to the product initiation system.

16. The system of claim 14 , wherein the message comprises a JavaScript Object Notation (JSON) message.

17. The system of claim 10 , wherein to receive a notification indicating whether the at least one product has been initiated, the one or more processors are further configured to:

receiving, by executing the at least one second bot, one of a confirmation of initiation message or an exception message, wherein the exception message comprises an indication that the at least one product was not initiated and one of an error code or a reason why the at least one product was not initiated.

18. The system of claim 10 , wherein the selection of the at least one product comprises a first selection of a first product, wherein the product initiation system comprises a first product initiation system configured to initiate the first product, and wherein the one or more processors are further configured to:

receive a second selection of a second product to initiate for the customer;

determine, by executing the first bot, a second product initiation system configured to initiate the second product, wherein the second product initiation system is compatible with a third format;

retrieve, by executing the first bot, customer information from the set of previously collected customer information within the product selection form based on the selected second product, wherein the set of previously collected customer information is stored in the first format;

enqueue, by executing the first bot, the customer information in the workflow queue;

provide, by executing a third bot, the customer information to the second product initiation system in the third format; and

receive, from the second product initiation system, a second notification indicating whether the second product has been initiated.

19. A non-transitory computer readable medium comprising instructions that when executed cause one or more processors to:

receive a selection of at least one product to initiate for a customer;

determine, by executing a first bot, a product initiation system configured to initiate the at least one product, wherein the product initiation system is compatible with a second format;

retrieve, by executing the first bot, customer information from a set of previously collected customer information within a product selection form based on the selected at least one product, wherein the set of previously collected customer information is stored in a first format;

enqueue, by executing the first bot, the customer information in a workflow queue;

provide, by executing at least one second bot, the customer information to the product initiation system in the second format, wherein the at least one second bot is associated with the at least one product; and

receive, from the product initiation system, a notification indicating whether the at least one product has been initiated.

20. The non-transitory computer readable medium of claim 19 further comprising instructions that when executed cause one or more processors to:

compile, by executing the first bot, the customer information into at least one message, the message including a unique identifier associated with the at least one product;

output, by executing the first bot, the at least one message to the workflow queue;

detect, by executing the at least one second bot, the unique identifier of the at least one message within the workflow queue;

dequeue, by executing the at least one second bot, the at least one message based on the unique identifier associated with the at least one product for processing by the at least one second bot associated with the at least one product;

translate, by executing the at least one second bot, the customer information to the second format from the first format, wherein the second format is different from the first format; and

output the customer information in the second format to the product initiation system.

Assignments (2)
REQUEST FOR ADDRESS CHANGE Recorded Dec 5, 2025
From: WELLS FARGO BANK, N.A.
To: WELLS FARGO BANK, N.A.
Reel/Frame 073894/0935 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 24, 2021
From: CHRISTMAS, BRENDA SUE; GANAPATHY IYER, NARAYANAN; KESANI, PRAVEEN; VIDYA MYSORE, NARENDRA RAJE URS
To: WELLS FARGO BANK, N.A.
Reel/Frame 055387/0349 →