IP Library › Granted Patent US 11,240,316
Granted Patent B1
US 11,240,316 · App. 16/948,905 · Granted Feb 1, 2022

Systems and methods for optimizing information collaboration

Inventors: Daniel Gracey (Lake Saint Louis, MO); Scott Welz (Kirkwood, MO); Tyua Larsen Fraser (Livermore, CA); Matthew J. Kaufman (St. Louis, MO); Gwendoria M. Salley (Rock Hill, SC); Mark Lee Tabor (St. Louis, MO); Jefferson Crew (Plano, TX); John C. Brenner (Chesterfield, MO)
Assignee: Wells Fargo Bank, N.A.
H04L67/141H04L67/20H04L67/22H04L67/306
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Quick Facts
Patent No.
US 11,240,316
App. No.
16/948,905
Granted
Feb 1, 2022
Kind
B1
Abstract

A system includes at least one hardware processor and a memory storing instructions that, when executed by the at least one hardware processor, cause the at least one hardware processor to perform operations including receiving an initiation message associated with a collaboration event between a first user and a second user, the collaboration event is initiated by the first user, determining a target device from a pool of computing devices associated with the second user based on usage history of each computing device in the pool of computing devices, initiating a collaboration session with the second user via the target device, and presenting collaborative content to the second user via the target device during the collaboration session.

Claims (44)

1. A method comprising:

receiving an initiation message associated with a collaboration event between a first user and a second user; the collaboration event initiated by a computing device with the first user and associated with collaborative content, and the collaborative content including a document;

determining a target device from a pool of computing devices associated with the second user to complete a collaborative step of the collaboration event based on:

usage history of each computing device in the pool of computing devices;

capabilities of each computer device in the pool of computing devices to present the collaborative content and capabilities to complete the collaborative step of the collaboration event, the collaborative step including digitally signing the document; and

whether an application for completing the collaborative step is installed on the target device;

initiating a collaboration session with the second user via the target device to complete the collaborative step of the collaboration event; and

presenting the collaborative content to the second user via the target device during the collaboration session to perform the collaborative step on the target device.

2. The method of claim 1 , wherein the document includes a portion highlighted by the first user and wherein a second collaborative step is review of the highlighted portion by the second user.

3. The method of claim 1 , further comprising:

automatically determining that the second user is required for the collaboration event.

4. The method of claim 1 , wherein presenting the collaborative content to the second user via the target device includes initiating the application on the target device.

5. The method of claim 1 , wherein a second collaborative step is approval, by the second user, of a recommendation made by a third-party.

6. The method of claim 1 , wherein:

initiating the collaboration session with the second user includes establishing a communications channel with the target device; and

presenting collaborative content further includes transmitting audio or video collaborative content over the communications channel to the target device for presentation to the second user.

7. The method of claim 1 , wherein initiating the collaboration session with the second user includes transmitting a message to a social media account of the second user.

8. A non-transitory computer-readable medium comprising instructions, which when executed by at least one processor, cause the at least one processor to perform operations comprising:

receiving an initiation message associated with a collaboration event between a first user and a second user, the collaboration event initiated by a computing device with the first user and associated with collaborative content, and the collaborative content including a document;

determining a target device from a pool of computing devices associated with the second user to complete a collaborative step of the collaboration event based on:

usage history of each computing device in the pool of computing devices;

capabilities of each computer device in the pool of computing devices to present the collaborative content and capabilities to complete the collaborative step of the collaboration event, the collaborative step including digitally signing the document; and

whether an application for completing the collaborative step is installed on the target device;

initiating a collaboration session with the second user via the target device to complete the collaborative step of the collaboration event; and

presenting the collaborative content to the second user via the target device during the collaboration session to perform the collaborative step on the target device.

9. The non-transitory computer-readable medium of claim 8 , wherein the document includes a portion highlighted by the first user and wherein a second collaborative step is review of the highlighted portion by the second user.

10. The non-transitory computer-readable medium of claim 8 , wherein the operations further include:

automatically determining that the second user is required for the collaboration event.

11. The non-transitory computer-readable medium of claim 8 , wherein presenting the collaborative content to the second user via the target device initiating the application on the target device.

12. The non-transitory computer-readable medium of claim 8 , wherein a second collaborative step is approval, by the second user, of a recommendation made by a third-party.

13. The non-transitory computer-readable medium of claim 8 , wherein:

initiating the collaboration session with the second user includes establishing a communications channel with the target device; and

presenting collaborative content further includes transmitting audio or video collaborative content over the communications channel to the target device for presentation to the second user.

14. The non-transitory computer-readable medium of claim 8 , wherein initiating the collaboration session with the second user includes transmitting a message to a social media account of the second user.

15. A system comprising:

at least one processor;

a storage device comprising instructions, which when executed by the at least one processor, configure the at least one processor to perform operations comprising:

receiving an initiation message associated with a collaboration event between a first user and a second user, the collaboration event initiated by a computing device with the first user and associated with collaborative content, and the collaborative content including a document;

determining a target device from a pool of computing devices associated with the second user to complete a collaborative step of the collaboration event based on:

usage history of each computing device in the pool of computing devices;

capabilities of each computer device in the pool of computing devices to present the collaborative content and capabilities to complete the collaborative step of the collaboration event, the collaborative step including digitally signing the document; and

whether an application for completing the collaborative step is installed on the target device;

initiating a collaboration session with the second user via the target device to complete the collaborative step of the collaboration event; and

presenting the collaborative content to the second user via the target device during the collaboration session to perform the collaborative step on the target device.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 19, 2021
From: GRACEY, DANIEL; WELZ, SCOTT; FRASER, TYUA LARSEN; KAUFMAN, MATTHEW J; SALLEY, GWENDORIA M; TABOR, MARK LEE; CREW, JEFFERSON; BRENNER, JOHN C
To: WELLS FARGO BANK, N.A.
Reel/Frame 055334/0422 →
Continuity (1)
Continuation 15484426 · Apr 11, 2017
Cited By (1)
US 12,406,229