IP Library Granted Patent US 12,039,878
Granted Patent B1
US 12,039,878 · App. 17/812,321 · Granted Jul 16, 2024

Systems and methods for improved user interfaces for smart tutorials

Inventors: Sadie S. Salim (Mill Valley, CA); Dennis E. Montenegro (Concord, CA); Rajeswaran Govindan (Livermore, CA)
Assignee: Wells Fargo Bank, N.A.
G09B19/003G06N5/022
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12,039,878
App. No.
17/812,321
Granted
Jul 16, 2024
Kind
B1
Abstract

A smart coach computing system receives, from a process site computing device, live feed data of a first user performing a process. The smart coach computing system retrieves a template associated with the process, the template comprising instructions. The smart coach computing system presents, via the process site computing device, the instructions in a stepwise manner based on determining, from the live feed data, completion of each step of the instructions. Upon determining, based on the received live feed data, that the process is complete, the smart coach computing system determines statistics from the live feed data. The smart coach computing system updates the instructions in the template based on the determined statistics.

Claims (49)

1. A computer-implemented method in which one or more processing devices of a smart coach computing system performs operations comprising:

receiving, from a process site computing device, live feed data of a first user performing a process;

retrieving a template associated with the process, the template comprising instructions, wherein the instructions are generated using a machine learning model trained by live feed video data of an expert user performing the process;

presenting, via the process site computing device, the instructions in a stepwise manner based on determining, from the live feed data of the first user, completion of each step of the instructions;

comparing, the live feed data of the first user with the live feed video data of the expert user to determine a deviation in the instructions;

determining that the deviation in the instructions results in a risk;

upon determining that the deviation in the instructions results in a risk, generating a notification alert for presentation to the expert user;

upon determining, based on the received live feed data of the first user, that the process is complete, determining one or more statistics from the live feed data of the first user, the one or more statistics comprising at least a total time elapsed to perform one or more particular steps of the instructions; and

updating, using the machine learning model, the instructions in the template to optimize the one or more determined statistics, wherein optimizing the one or more determined statistics comprises minimizing a predicted total time elapsed to perform the one or more particular steps of the process.

2. The computer-implemented method of claim 1 , wherein the live feed data of the first user comprises one or more of: image data, video data, audio data, accelerometer data, positioning data, environmental conditions data, security status data, or computing device operation status.

3. The computer-implemented method of claim 1 , wherein determining the one or more statistics further comprises determining one or more of (A) a number of deviations from the instructions, (B) a total time elapsed to complete all steps of the instructions, or (C) an image of a final result of the process, wherein updating the instructions comprises one or more of: removing, adding, reordering, combining, or separating one or more of the instructions.

4. The computer-implemented method of claim 1 , wherein generating the instructions includes generating corrective instructions for presentation when determining the deviation from the instructions results in a risk.

5. The computer-implemented method of claim 4 , wherein presenting the corrective instructions comprises:

extracting, from the template, the corrective instruction; and

presenting, using the process site computing device, the corrective instruction.

6. The computer-implemented method of claim 1 , further comprising detecting, by the smart coach computing system based on the live feed data of the first user, that a novice user is performing the process, wherein the template is retrieved responsive to the detection.

7. A smart coach computing system, comprising:

processing hardware; and

a non-transitory computer-readable medium communicatively coupled to the processing hardware, wherein the non-transitory computer-readable medium comprises computer-readable program instructions that, when executed by the processing hardware, cause the system to:

receive, from a process site computing device, live feed data of a first user performing a process

retrieve a template associated with the process, the template comprising instructions, wherein the instructions are generated using a machine learning model trained by live feed video data of an expert user performing the process;

present, via the process site computing device, the instructions in a stepwise manner based on determining, from the live feed data of the first user, completion of steps of the instructions;

compare, the live feed data of the first user with the live feed video data of the expert user to determine a deviation in the instructions;

determine that the deviation in the instructions results in a risk;

upon determining that the deviation in the instructions results in a risk, generate a notification alert for presentation to the expert user;

upon determining, based on the received live feed data of the first user, that the process is complete, determining one or more statistics from the live feed data of the first user, the one or more statistics comprising at least a total time elapsed to perform one or more particular steps of the instructions; and

update, using the machine learning model, the instructions in the template to optimize the one or more determined statistics, wherein optimizing the one or more determined statistics comprises minimizing a predicted total time elapsed to perform the one or more particular steps of the process.

8. The system of claim 7 , wherein the live feed data of the first user comprises one or more of: image data, video data, audio data, accelerometer data, positioning data, environmental conditions data, security status data, or computing device operation status.

9. The system of claim 7 , wherein determining the one or more statistics further comprises determining one or more of (A) a number of deviations from the instructions, (B) a total time elapsed to complete all steps of the instructions, or (C) an image of a final result of the process, wherein updating the instructions comprises one or more of: removing, adding, reordering, combining, or separating one or more of the instructions.

10. The system of claim 7 , wherein generating the instructions includes generating corrective instructions for presentation when determining the deviation from the instructions results in a risk.

11. The system of claim 10 , wherein presenting the corrective instructions comprises:

extracting, from the template, the corrective instruction; and

presenting, using the process site computing device, the corrective instruction.

12. The system of claim 7 , wherein the non-transitory computer readable medium further comprises program instructions that, when executed by the processing hardware, cause the system to detect, based on the live feed data of the first user, that a novice user is performing the process, wherein the template is retrieved responsive to the detection.

13. A non-transitory computer-readable medium having program code that is stored thereon, the program code executable by one or more processing devices for performing operations comprising:

receiving, from a process site computing device, live feed data of a first user performing a process;

retrieving a template associated with the process, the template comprising instructions, wherein the instructions are generated using a machine learning model trained by live feed video data of an expert user performing the process;

presenting, via the process site computing device, the instructions in a stepwise manner based on determining, from the live feed data of the first user, completion of steps of the instructions;

comparing, the live feed data of the first user with the live feed video data of the expert user to determine a deviation in the instructions;

determining that the deviation in the instructions results in a risk;

upon determining that the deviation in the instructions results in a risk, generating a notification alert for presentation to the expert user

upon determining, based on the received live feed data of the first user, that the process is complete, determining one or more statistics from the live feed data of the first user, the one or more statistics comprising at least a total time elapsed to perform one or more particular steps of the instructions; and

updating, using the machine learning model, the instructions in the template to optimize the one or more determined statistics, wherein optimizing the one or more determined statistics comprises minimizing a predicted total time elapsed to perform the one or more particular steps of the process.

14. The non-transitory computer-readable medium of claim 13 , wherein the live feed data of the first user comprises one or more of image data, video data, audio data, accelerometer data, positioning data, environmental conditions data, security status data, computing device operation status.

15. The non-transitory computer-readable medium of claim 13 , wherein determining the one or more statistics further comprises determining one or more of (A) a number of deviations from the instructions, (B) a total time elapsed to complete all steps of the instructions, or (C) an image of a final result of the process wherein updating the instructions comprises one or more of: removing, adding, reordering, combining, or separating one or more of the instructions.

16. The non-transitory computer-readable medium of claim 13 , wherein generating the instructions includes generating corrective instructions for presentation when determining the deviation from the instructions results in a risk.

17. The non-transitory computer-readable medium of claim 16 , wherein presenting the corrective instructions comprises:

extracting, from the template, the corrective instruction; and

presenting, using the process site computing device, the corrective instruction.

Assignments (2)
ADDRESS CHANGE Recorded Jun 2, 2025
From: WELLS FARGO BANK, N.A.
To: WELLS FARGO BANK, N.A.
Reel/Frame 071769/0143 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 7, 2022
From: SALIM, SADIE S.; MONTENEGRO, DENNIS E.; GOVINDAN, RAJESWARAN
To: WELLS FARGO BANK, N.A.
Reel/Frame 062010/0790 →
Cited By (1)
US 12,444,315