Granted Patent B2

US 12,380,505 · App. 18/664,063 · Granted Aug 5, 2025

Inventors: Jennifer Blaha (San Francisco, CA); Manjunath Boraiah (San Francisco, CA); Joshua T. Demetry (Menomonee Falls, WI); Brian J. Jacobsen (Elm Grove, WI); Randy Mangelsen (San Francisco, CA); Ann M. Miletti (San Francisco, CA); Chris Rosato (San Francisco, CA); Noah Wise (San Francisco, CA)

Assignee: Wells Fargo Bank, N.A.

G06Q40/06G06F9/451G06Q40/04H04L41/22

Abstract

Claims (45)

1. A system comprising:

a network interface circuit configured to facilitate data transmission over a network; and

a processing circuit comprising one or more processors coupled to non-transitory memory, wherein the processing circuit is configured to:

establish a wireless connection with an analyst device;

receive a permission to access a microphone associated with the analyst device;

detect a trigger event based on detecting a verbal mentioning of a security from the analyst device, wherein detecting the verbal mentioning is during a verbal communication held via the analyst device using the microphone and machine learning;

in response to detecting the trigger event, receive analyst tracking information from the analyst device relating to the security;

generate a data synopsis for the security based on the received analyst tracking information; and

provide a graphical user interface to a manager computing device depicting the data synopsis.

2. The system of claim 1 , wherein detecting the trigger event further comprises detecting a mentioning of the security comprising a textual mentioning of the security.

3. The system of claim 2 , wherein the mentioning of the security is the textual mentioning, and wherein the processing circuit is further configured to:

detect the textual mentioning from a textual communication held via the analyst device; and

in response to detecting the textual mentioning, track the textual communication.

4. The system of claim 1 , wherein the analyst tracking information comprises a set of analyst interactions, and wherein the processing circuit is further configured to:

quantify the set of analyst interactions, wherein the data synopsis is generated based on the quantified set of analyst interactions.

5. The system of claim 4 , wherein quantifying the set of analyst interactions includes assigning each interaction in the set of analyst interactions an interaction score based on one or more characteristics of the interaction.

6. The system of claim 5 , wherein the one or more characteristics comprise at least one of a duration of the interaction, an identity of one or more parties involved in the interaction, or a substance of the interaction.

7. A method comprising:

establishing a wireless connection with an analyst device;

receiving a permission to access a microphone associated with the analyst device;

detecting a trigger event based on detecting a verbal mentioning of a security from the analyst device, wherein detecting the verbal mentioning is during a verbal communication held via the analyst device using the microphone and machine learning;

in response to detecting the trigger event, receiving analyst tracking information from the analyst device relating to the security;

generating a data synopsis for the security based on the received analyst tracking information; and

providing a graphical user interface to a manager computing device depicting the data synopsis.

8. The method of claim 7 , wherein detecting the trigger event further comprises detecting a mentioning of the security comprising a textual mentioning of the security.

9. The method of claim 8 , wherein the mentioning of the security is the textual mentioning, and wherein the method further comprises:

detecting the textual mentioning from a textual communication held via the analyst device; and

in response to detecting the textual mentioning, tracking the textual communication.

10. The method of claim 7 , wherein the analyst tracking information comprises a set of analyst interactions, and wherein the method further comprises:

quantifying the set of analyst interactions, wherein the data synopsis is generated based on the quantified set of analyst interactions.

11. The method of claim 10 , wherein quantifying the set of analyst interactions includes assigning each interaction in the set of analyst interactions an interaction score based on one or more characteristics of the interaction.

12. The method of claim 11 , wherein the one or more characteristics comprise at least one of a duration of the interaction, an identity of one or more parties involved in the interaction, or a substance of the interaction.

13. A non-transitory computer-readable media having instructions stored thereon that, when executed by at least one processing circuit, cause the at least one processing circuit to perform operations comprising:

establishing a wireless connection with an analyst device;

receiving a permission to access a microphone associated with the analyst device;

detecting a trigger event based on detecting a verbal mentioning of a security from the analyst device, wherein detecting the verbal mentioning is during a verbal communication held via the analyst device using the microphone and machine learning;

in response to detecting the trigger event, receiving analyst tracking information from the analyst device relating to the security;

generating a data synopsis for the security based on the received analyst tracking information; and

providing a graphical user interface to a manager computing device depicting the data synopsis.

14. The non-transitory computer-readable media of claim 13 , wherein the operations further include:

detecting a textual mentioning from a textual communication held via the analyst device; and

in response to detecting the textual mentioning, tracking the textual communication.

15. The non-transitory computer-readable media of claim 13 , wherein the analyst tracking information comprises a set of analyst interactions, and wherein the operations further include:

quantifying the set of analyst interactions by assigning each interaction in the set of analyst interactions an interaction score based on one or more characteristics of the interaction.

16. The non-transitory computer-readable media of claim 15 , wherein the one or more characteristics comprise at least one of a duration of the interaction, an identity of one or more parties involved in the interaction, or a substance of the interaction.

Assignments (1)

Continuity (3)

References Cited (38)