IP Library Granted Patent US 11,475,985
Granted Patent B2
US 11,475,985 · App. 17/214,153 · Granted Oct 18, 2022

Generation of real-time trigger-based digital feed

Inventors: Brian Colburn (Sudbury, MA); Christopher Rodkey (Beverly, MA)
Assignee: Alegeus Technologies, LLC
G16H10/60G06N20/00
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Quick Facts
Patent No.
US 11,475,985
App. No.
17/214,153
Granted
Oct 18, 2022
Kind
B2
Abstract

At least one aspect of this technical solution is directed to a system for invoking account opportunities for support accounts, the system including a data processing system comprising memory and one or more processors to receive, from one or more external data sources, a plurality of opportunity events indicating modifications for candidate electronic transactions, select, in response to receipt of the plurality of opportunity events, a participant object including a support service identifier associated with a support service, and a participant service identifier associated with a participant service, filter the plurality of opportunity events based at least on a first opportunity metric associated with the participant object to construct a plurality of opportunity objects, rank the plurality of opportunity objects based at least on a determination that the opportunity object satisfies a second opportunity metric associated with the participant object, transmit, to a computing device linked with the participant object, the ranked plurality of opportunity objects, receive, from the computing device, a selection of one or more of the ranked plurality of opportunity objects, generate, responsive to the selection of the one or more of the ranked opportunity objects, a link between the participant object and the support service, and authorize the participant object to the support service based on the link.

Claims (50)

1. A system for invoking account opportunities for support accounts, the system comprising:

a data processing system comprising memory and one or more processors to:

receive, from one or more administrator devices external to the data processing system by a first communication interface coupled with the one or more administrator devices, a plurality of opportunity events each indicating a modification to a corresponding transaction at a financial account system external to the data processing system and generated in response to a change to a participant service associated with a participant object;

select, in response to receipt of the plurality of opportunity events, the participant object including a support service identifier associated with a support service at a corresponding one of the administrator devices, and a participant service identifier associated with the participant service;

filter the plurality of opportunity events based at least on a first opportunity metric indicating a compatibility between the participant object and one or more of the opportunity events to construct a plurality of opportunity objects;

rank the plurality of opportunity objects based at least on a determination that the opportunity object satisfies a second opportunity metric associated with the participant object and corresponding to a frequency of selection of the opportunity object via a user interface of a computing device linked with the participant object;

transmit, to the computing device, the ranked plurality of opportunity objects;

receive, from the user interface of the computing device presenting the ranked plurality of opportunity objects, a selection of one or more of the ranked plurality of opportunity objects;

generate, responsive to the selection of the one or more of the ranked opportunity objects, a link between the participant object and the support service; and

instruct, by a second communication interface coupled with the financial account system, the financial account system to change a state of the support service linked to the participant object.

2. The system of claim 1 , wherein the data processing system further comprises a machine learning engine communicatively coupled to the memory and the one or more processors, and is operable to:

configure, by the processor, the machine learning engine based at least partially on the received selection of the one or more ranked opportunity objects by modifying at least one of the first opportunity metric and the second opportunity metric.

3. The system of claim 1 , wherein the data processing system is further operable to:

filter, by the processor, the opportunity objects based at least partially on a determination that one or more of the opportunity objects satisfy a timestamp threshold associated with the participant object.

4. The system of claim 3 , wherein the received selection is received at a selection time satisfying the timestamp threshold.

5. The system of claim 1 , wherein the data processing system is further operable to modify, via machine learning, at least one of the first opportunity metric and the second opportunity metric.

6. The system of claim 1 , wherein the first opportunity metric comprises a participant compatibility metric associated with the participant service and the support service.

7. The system of claim 1 , wherein the second opportunity metric comprises a participant interaction metric associated with the participant object and at least one of the opportunity objects.

8. The system of claim 1 , wherein the opportunity event comprises a state change of the participant object.

9. The system of claim 1 , wherein the opportunity event comprises a state change of the participant service.

10. The system of claim 1 , wherein the support service identifier identifies a support record of an individual associated with the support service and the participant service.

11. The system of claim 1 , wherein the data processing system is further operable to obtain, by the processor, the support service at a remote support account system.

12. The system of claim 1 , wherein the data processing system is further operable to obtain, by the processor, the participant service at a remote financial account system.

13. The system of claim 1 , wherein the data processing system is further operable to obtain the participant object and the participant service identifier by a first remote communication interface.

14. The system of claim 1 , wherein the data processing system is further operable to obtain the opportunity objects by a second remote communication interface.

15. A method for invoking account opportunities for particular support care accounts, the method comprising:

receiving, from one or more administrator devices external to the data processing system by a first communication interface coupled with the one or more administrator devices, a plurality of opportunity events each indicating a modification to a corresponding transaction at a financial account system external to the data processing system and generated in response to a change to a participant service associated with a participant object;

selecting, in response to receipt of the plurality of opportunity events, the participant object including a support service identifier associated with a support service at a corresponding one of the administrator devices, and a participant service identifier associated with the participant service;

filtering the plurality of opportunity events based at least on a first opportunity metric indicating a compatibility between the participant object and one or more of the opportunity events to construct a plurality of opportunity objects;

ranking the plurality of opportunity objects based at least on a determination that the opportunity object satisfies a second opportunity metric associated with the participant object and corresponding to a frequency of selection of the opportunity object via a user interface of a computing device linked with the participant object;

transmitting, to the computing device, the ranked plurality of opportunity objects;

receiving, from the user interface of the computing device presenting the ranked plurality of opportunity objects, a selection of one or more of the ranked plurality of opportunity objects; and

generating, in response to the selection of the one or more of the ranked opportunity objects, a link between the participant object and the support service; and

authorizing, instructing, by a second communication interface coupled with the financial account system, the financial account system to change a state of the support service linked to the participant object.

16. The method of claim 15 , further comprising:

configuring a machine learning engine based at least partially on the received selection of the one or more ranked opportunity objects; and

modifying at least one of the first opportunity metric and the second opportunity metric in response to the configuring the machine learning engine.

17. The method of claim 15 , wherein the filtering further comprises filtering the opportunity objects based at least partially on a determination that one or more of the opportunity objects satisfy a timestamp threshold associated with the participant object.

18. The method of claim 17 , wherein the received selection is received at a selection time satisfying the timestamp threshold.

19. A computer readable medium including one or more instructions stored thereon and executable by a processor to:

receive, from one or more administrator devices external to the data processing system by a first communication interface coupled with the administrator devices, a plurality of opportunity events each indicating a modification to a corresponding transaction at a financial account system external to the data processing system and generated in response to a change to a participant service associated with a participant object;

select, at the processor, in response to receipt of the plurality of opportunity events, the participant object including a support service identifier associated with a support service at a corresponding one of the administrator devices, and a participant service identifier associated with the participant service; and

filter, by the processor, the plurality of opportunity events based at least on a first opportunity metric indicating a compatibility between the participant object and one or more of the opportunity events; and

rank, by the processor, the plurality of opportunity objects based at least on a determination that the opportunity object satisfies a second opportunity metric associated with the participant object and corresponding to a frequency of selection of the opportunity object via a user interface of a computing device linked with the participant object;

transmit, to the computing device, the ranked plurality of opportunity objects;

receive, by the processor and from the user interface the computing device presenting the ranked plurality of opportunity objects, a selection of one or more of the ranked plurality of opportunity objects;

generate, responsive to the selection of the one or more of the ranked opportunity objects, a link between the participant object and the support service; and

instruct, by a second communication interface coupled with the financial account system, the financial account system to change a state of the support service linked to the participant object.

20. The computer readable medium of claim 19 , wherein the computer readable medium further includes one or more instructions executable by a processor to:

configure a machine learning engine based at least partially on the received selection of the one or more ranked opportunity objects by modifying at least one of the first opportunity metric and the second opportunity metric.

Assignments (3)
RELEASE OF SECURITY INTEREST Recorded Jul 8, 2026
From: BANK OF AMERICA, N.A., AS AGENT
To: ALEGEUS TECHNOLOGIES, LLC
Reel/Frame 075209/0207 →
PATENT SECURITY AGREEMENT Recorded Nov 6, 2024
From: ALEGEUS TECHNOLOGIES, LLC
To: BANK OF AMERICA, N.A.
Reel/Frame 069313/0003 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 26, 2021
From: COLBURN, BRIAN; RODKEY, CHRISTOPHER
To: ALEGEUS TECHNOLOGIES, LLC
Reel/Frame 055738/0012 →
Continuity (2)
Provisional Application 63056294 · Jul 24, 2020
Related Publication 20220028505A1 · Jan 27, 2022