IP Library Granted Patent US 11,962,655
Granted Patent B1
US 11,962,655 · App. 18/047,369 · Granted Apr 16, 2024

Continuous task-based communication sessions

Inventors: Suzanne M. Fisi (Clayton, CA); Kristine Ing Kushner (Orinda, CA); Stephanie S. Hellman (Fairfax, CA); Joel Gardner (San Francisco, CA); John Chuprevich (Davidson, NC); Ayesha Hasan (San Francisco, CA); Darrell L. Suen (San Ramon, CA); Chris Kalaboukis (San Jose, CA)
Assignee: Wells Fargo Bank, N.A.
H04L67/148H04L67/52H04W12/06
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Quick Facts
Patent No.
US 11,962,655
App. No.
18/047,369
Granted
Apr 16, 2024
Kind
B1
Abstract

A method for managing a communication session includes receiving a request to perform a task. The task is divided into one or more steps. One or more user devices are identified that can be used to perform one or more of the steps. One or more communication channels are identified that are available to the one or more user devices. The communication session is permitted to switch from one or more of the user devices and communication channels to complete the one or more steps of the task while maintaining a continuity of the communication session.

Claims (72)

1. A method implemented on an electronic computing device for managing a communication session, the method comprising:

at the electronic computing device, receiving a request to perform a task on a user device;

identifying a first communication channel and a second communication channel to conduct the communication session between the electronic computing device and the user device;

initiating the communication session via the first communication channel for performing the task;

based on a type of the task, determining, by the electronic computing device, whether the communication session is to be switched;

upon determining that the communication session is to be switched, prompting, by the electronic computing device, a user to switch the communication session with the electronic computing device from the first communication channel to the second communication channel;

upon receiving confirmation from the user to switch the communication session from the first communication channel to the second communication channel:

sending a link to the second communication channel; and

allowing use of the link to switch the communication session from the first communication channel to the second communication channel.

2. The method of claim 1 , further comprising:

identifying a first user device for performing a first step of the task;

establishing the communication session with the first user device;

monitoring a location of the first user device; and

when the location of the first user device is within a first defined location, permitting the communication session to switch to a second user device.

3. The method of claim 2 , further comprising:

generating a personal identification number (PIN) for the user at the first user device;

sending the PIN to the first user device;

receiving a login request from the second user device, the login request including the PIN; and

using the PIN to login the user at the second user device and continue the communication session on the second user device.

4. The method of claim 3 , wherein the PIN can be numeric, alphanumeric or biometric capable.

5. The method of claim 2 , further comprising:

identifying the second communication channel of the communication session using the second user device;

switching the communication session to the second communication channel using the second user device; and

implementing a second step of the task using the second communication channel.

6. The method of claim 1 , further comprising:

assigning the first communication channel for performing a first step of the task;

assigning the second communication channel for performing a second step of the task; and

after completing the first step of the task using the first communication channel, switching the communication session to the second communication channel for performing the second step of the task.

7. The method of claim 1 , wherein the first communication channel comprises one of a voice communication, an email message, a text message or an Internet connection to a web page.

8. The method of claim 1 , further comprising:

identifying a first user at a first user device for performing a first step of the task in the communication session;

identifying a second user at a second user device for performing a second step of the task in the communication session; and

transferring the communication session to the second user at the second user device.

9. The method of claim 1 , wherein the task includes multiple steps.

10. The method of claim 9 , further comprising using a rules engine to determine optimal communication channels for the multiple steps of the task.

11. The method of claim 9 , further comprising permitting a plurality of users on different user devices to perform different steps of the multiple steps of the task in the communication session.

12. The method of claim 9 , further comprising restricting one or more of the multiple steps of the task to specific geolocations.

13. The method of claim 1 , further comprising rendering a user interface showing aspects of the communication session, the user interface permitting the communication session to be transferred between user devices and between communication channels.

14. An electronic computing device comprising:

a processing unit; and

system memory, the system memory including instructions which, when executed by the processing unit, cause the electronic computing device to:

receive a request to perform a task on a user device;

identify a first communication channel and a second communication channel to conduct a communication session between the electronic computing device and the user device;

initiate the communication session via the first communication channel for performing the task;

based on a type of the task, determine, by the electronic computing device, whether the communication session is to be switched;

upon determining that the communication session is to be switched, prompt, by the electronic computing device, a user to switch the communication session with the electronic computing device from the first communication channel to the second communication channel;

upon receiving confirmation from the user to switch the communication session from the first communication channel to the second communication channel:

send a link to the second communication channel; and

allow use of the link to switch the communication session from the first communication channel to the second communication channel.

15. The electronic computing device of claim 14 , wherein the instructions, when executed by the processing unit further cause the electronic computing device to:

identify a first user device for performing a first step of the task;

establish the communication session with the first user device;

monitor a location of the first user device; and

when the location of the first user device is within a first defined location, permit the communication session to switch to a second user device.

16. The electronic computing device of claim 15 , wherein the instructions, when executed by the processing unit further cause the electronic computing device to:

generate a personal identification number (PIN) for the user at the first user device;

send the PIN to the first user device;

receive a login request from the second user device, the login request including the PIN; and

use the PIN to login the user at the second user device and continue the communication session on the second user device.

17. The electronic computing device of claim 15 , wherein the instructions, when executed by the processing unit further cause the electronic computing device to:

identify the second communication channel of the communication session using the second user device;

switch the communication session to the second communication channel using the second user device; and

implement a second step of the task using the second communication channel.

18. The electronic computing device of claim 14 , wherein the instructions, when executed by the processing unit further cause the electronic computing device to:

assign the first communication channel for performing a first step of the task;

assign the second communication channel for performing a second step of the task; and

after completing the first step of the task using the first communication channel, switch the communication session to the second communication channel for performing the second step of the task.

19. The electronic computing device of claim 14 , wherein the first communication channel comprises one of a voice communication, an email message, a text message or an Internet connection to a web page.

20. The electronic computing device of claim 14 , wherein the instructions, when executed by the processing unit further cause the electronic computing device to:

identify a first user at a first user device for performing a first step of the task in the communication session;

identify a second user at a second user device for performing a second step of the task in the communication session; and

transfer the communication session to the second user at the second user device.

Assignments (1)
STATEMENT OF CHANGE OF ADDRESS OF ASSIGNEE Recorded Jun 17, 2025
From: WELLS FARGO BANK, N.A.
To: WELLS FARGO BANK, N.A.
Reel/Frame 071679/0784 →
Continuity (2)
Continuation 16922461 · Jul 7, 2020
Continuation 15392772 · Dec 28, 2016