IP Library Granted Patent US 11,509,727
Granted Patent B1
US 11,509,727 · App. 16/922,461 · Granted Nov 22, 2022

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 11,509,727
App. No.
16/922,461
Granted
Nov 22, 2022
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 (82)

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;

dividing, by the electronic computing device, the task into multiple steps;

identifying two or more user devices that can be used to perform each of the multiple steps;

assigning a user device from the two or more user devices for each of the multiple steps;

identifying two or more communication channels available to the two or more user devices;

assigning one of the identified communication channels to the user device assigned for each respective step;

based on a type of task being performed, determining whether the communication session is to be switched;

upon determining that the communication session is to be switched, prompting a user to switch the communication session with the electronic computing device from one of the identified communication channels to another communication channel of the identified communication channels;

upon receiving confirmation from the user to switch the communication session from the one of the identified communication channels to the another communication channel of the identified communication channels:

sending a link to the another communication channel; and

allowing use of the link to switch the communication session to the another communication channel.

2. The method of claim 1 , further comprising:

identifying a first user device and a first communication channel 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, permit 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 2 , further comprising:

identifying a 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.

5. The method of claim 1 , further comprising:

identifying a first communication channel of the communication session for performing a first step of the task;

identifying a second communication channel of the communication session 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.

6. The method of claim 1 , wherein the two or more communication channels comprise one of a voice communication, an email message, a text message or an Internet connection to a web page.

7. The method of claim 1 , further comprising:

generating a personal identification number (PIN) for a user of the communication session; and

using the PIN to establish a connection of one of the user devices to one of the communication channels.

8. The method of claim 7 , wherein the PIN can be numeric, alphanumeric or biometric capable.

9. 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.

10. The method of claim 1 , further comprising using a rules engine to determine optimal communication channels for the multiple steps of the task.

11. The method of claim 1 , 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 11 , 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. A method implemented on an electronic computing device for managing a communication session, the method comprising:

at the electronic computing device, receiving a first request from a smartphone to perform a task;

dividing the task into two or more steps;

assigning a first step of the task to be performed on the smartphone;

assigning a second step of the task to be performed on a desktop computer;

identifying two or more communication channels available to the smartphone and the desktop computer;

assigning a first channel of the identified communication channels to the smartphone for the first step and assigning a second channel of the identified communication channels to the desktop computer for the second step;

establish a communication session with the smartphone to perform the first step of the task using the first channel;

based on a type of the task being performed, determining whether the communication session is to be switched;

upon determining that the communication session is to be switched, prompting a first user to switch the communication session with the smartphone from the first channel to a third channel;

upon receiving confirmation from the first user to switch the communication session with the smartphone from the first channel to the third channel:

sending to the smartphone a link to the third communication channel; and

allowing use of the link to switch the communication session to the third communication channel.

15. The method of claim 14 , further comprising:

generating a personal identification number (PIN) for the communication session;

sending the PIN to the smartphone;

when the smartphone has moved into a proximity of the desktop computer, sending the PIN to the desktop computer;

receiving a second request from the desktop computer to be connected to the communication session, the second request including the PIN;

verifying that the PIN is valid; and

when the PIN is verified as being valid, transfer the communication session from the smartphone to the desktop computer.

16. The method of claim 15 , wherein the PIN can be numeric, alphanumeric or biometric capable.

17. The method of claim 14 , further comprising switching the communication session from the first user at the smartphone to a second user at the desktop computer while maintain a continuity of the communication session.

18. The method of claim 14 , wherein the two or more communication channels comprise two of a voice communication, an email message, a text message and an Internet connection to a web page.

19. The method of claim 14 , further comprising using a rules engine to determine optimal communication channels for the two or more steps of the task.

20. A server computer comprising:

a processing unit; and

system memory, the system memory including instructions which, when executed by the processing unit, cause the server computer to:

receive a first request from a first electronic computing device to perform a task;

divide the task into two or more steps;

assign a first step of the task to be performed on the first electronic computing device;

assign a second step of the task to be performed on a second electronic computing device;

identify two or more available communication channels;

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

establish a communication session between the first electronic computing device and the server computer using the first communication channel;

based on a type of the task being performed, determining whether the communication session is to be switched;

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

upon receiving confirmation from the first user to switch the communication session with the first electronic computing device from the first channel to the third channel:

sending to the first electronic computing device a link to the third communication channel; and

allowing use of the link to switch the communication session to the third communication channel.

Assignments (2)
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 071657/0316 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 7, 2020
From: FISI, SUZANNE M.; KUSHNER, KRISTINE ING; HELLMAN, STEPHANIE S.; GARDNER, JOEL; CHUPREVICH, JOHN; HASAN, AYESHA; SUEN, DARRELL L.; KALABOUKIS, CHRIS
To: WELLS FARGO BANK, N.A.
Reel/Frame 053139/0556 →
Continuity (1)
Continuation 15392772 · Dec 28, 2016