IP Library Patent Application 18334255
Patent Application
App. No. 18/334,255

COMPOSITE EVENT SIGNATURE ANALYSIS

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Quick Facts
Patent No.
US None
App. No.
18/334,255
Abstract

In one example, this disclosure describes a method that includes determining a first transaction category identifier based on data for a first financial transaction initiated by a customer. A demographic category identifier is determined based on a set of demographic data associated with the customer. A first composite event signature is established for the customer by combining the transaction category identifier with the demographic category identifier. The customer is assigned to a first profile group of customers having the first composite event signature. A first risk associated with the first profile group is determined, based on zero or more historical fraud events associated with the first profile group. When the first risk exceeds a first threshold, a first fraud report is generated, a first fraud alert is generated, and/or a first mitigation action is performed to mitigate the first risk.

Claims (53)

1 . A method comprising:

determining a first transaction category identifier based on data for a first financial transaction initiated by a customer;

determining a demographic category identifier based on a set of demographic data associated with the customer;

establishing a first composite event signature for the customer by combining the transaction category identifier with the demographic category identifier;

assigning the customer to a first profile group of customers having the first composite event signature;

determining a first risk associated with the first profile group, based on zero or more historical fraud events associated with the first profile group; and

when the first risk exceeds a first threshold, at least one of generating a first fraud report, generating a first fraud alert, or performing a first mitigation action to mitigate the first risk.

2 . The method of claim 1 , further comprising:

determining a second transaction category identifier based on data for a second financial transaction initiated by the customer;

establishing a second composite event signature for the customer by combining the second transaction category identifier with the demographic category identifier;

assigning the customer to a second profile group of customers having the second composite event signature;

determining a second risk associated with the second profile group, based on zero or more historical fraud events associated with the second profile group; and

when the second risk exceeds the first risk by at least a second threshold, at least one of generating a second fraud report, generating a second fraud alert, or performing the mitigation action to mitigate the second risk.

3 . The method of claim 1 , further comprising sending the first fraud alert to one or more of: a mobile device associated with the customer or a computing device associated with a financial institution.

4 . The method of claim 1 , wherein the first fraud report comprises at least one of a textual report, a graphical report, or a displayed report forwarded to one or more of: a mobile device associated with the customer or a computing device associated with a financial institution.

5 . The method of claim 1 , wherein the first mitigation action comprises one or more of: not completing the first financial transaction, reversing the first financial transaction, or providing a message, to a mobile device associated with the customer, asking the customer to confirm the transaction.

6 . The method of claim 1 , wherein the second financial transaction occurs after the first financial transaction.

7 . The method of claim 1 , further comprising determining the transaction category identifier by determining a channel used to perform the transaction.

8 . The method of claim 7 , wherein the channel comprises one or more of an online portal, a store, a phone, or an automated teller machine (ATM).

9 . The method of claim 1 , further comprising determining a false positive probability for the first risk.

10 . A system comprising: a memory and one or more processors in communication with the memory, t, the one or more processors configured to:

determine a first transaction category identifier based on data for a first financial transaction initiated by a customer;

determine a demographic category identifier based on a set of demographic data associated with the customer;

establish a first composite event signature for the customer by combining the transaction category identifier with the demographic category identifier;

assign the customer to a first profile group of customers having the first composite event signature;

determine a first risk associated with the first profile group, based on zero or more historical fraud events associated with the first profile group; and

when the first risk exceeds a first threshold, at least one of generate a first fraud report, generate a first fraud alert, or perform a first mitigation action to mitigate the first risk.

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

determine a second transaction category identifier based on data for a second financial transaction initiated by the customer;

combine the second transaction category identifier with the demographic category identifier to establish a second composite event signature for the customer;

assign the customer to a second profile group of customers having the second composite event signature;

determine a second risk associated with the second profile group, based on zero or more historical fraud events associated with the second profile group; and

when the second risk exceeds the first risk by at least a second threshold, at least one of generate a second fraud report, generate a second fraud alert, or perform the mitigation action to mitigate the second risk.

12 . The system of claim 10 , further comprising an interface to a network; wherein the one or more processors are further configured to send the first fraud alert over the network to one or more of: a mobile device associated with the customer or a computing device associated with a financial institution.

13 . The system of claim 10 , wherein the first fraud report comprises at least one of a textual report or a displayed report forwarded to one or more of: a mobile device associated with the customer or a computing device associated with a financial institution.

14 . The system of claim 10 , wherein the first mitigation action comprises one or more of: not completing the first financial transaction, reversing the first financial transaction, or providing a message, to a mobile device associated with the customer, asking the customer to confirm the transaction.

15 . The system of claim 10 , wherein the one or more processors are further configured to determine the transaction category identifier based on a channel used to perform the transaction.

16 . The system of claim 15 , wherein the channel comprises one or more of an online portal, a store, a phone, or an automated teller machine (ATM).

17 . The system of claim 10 , wherein the one or more processors are further configured to determine a false positive probability for the first risk.

18 . A non-transitory computer-readable media having computer-executable instructions embodied therein that, when executed by one or more processors of a computing system, cause the computing system to perform operations comprising:

determining a first transaction category identifier based on data for a first financial transaction initiated by a customer;

determining a demographic category identifier based on a set of demographic data associated with the customer;

establishing a first composite event signature for the customer by combining the transaction category identifier with the demographic category identifier;

assigning the customer to a first profile group of customers having the first composite event signature;

determining a first risk associated with the first profile group, based on zero or more historical fraud events associated with the first profile group; and

when the first risk exceeds a first threshold, at least one of generating a first fraud report, generating a first fraud alert, or performing a first mitigation action to mitigate the first risk.

19 . The non-transitory computer-readable medium of claim 18 , further comprising instructions for:

determining a second transaction category identifier based on data for a second financial transaction initiated by the customer;

establishing a second composite event signature for the customer by combining the second transaction category identifier with the demographic category identifier;

assigning the customer to a second profile group of customers having the second composite event signature;

determining a second risk associated with the second profile group, based on zero or more historical fraud events associated with the second profile group; and

when the second risk exceeds the first risk by at least a second threshold, at least one of generating a second fraud report, generating a second fraud alert, or performing the mitigation action to mitigate the second risk.

20 . The non-transitory computer-readable medium of claim 18 , further comprising instructions for sending the first fraud alert to one or more of: a mobile device associated with the customer or a computing device associated with a financial institution.

Assignments (2)
REQUEST FOR ADDRESS CHANGE Recorded Dec 5, 2025
From: WELLS FARGO BANK, N.A.
To: WELLS FARGO BANK, N.A.
Reel/Frame 073895/0426 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 26, 2023
From: JOHNSON, MICHAEL
To: WELLS FARGO BANK, N.A.
Reel/Frame 065037/0130 →