IP Library Granted Patent US 9,741,041
Granted Patent B1
US 9,741,041 · App. 15/205,219 · Granted Aug 22, 2017

Service representative and remote location document communication

Inventors: David P. Dixon (Boerne, TX); Robert J. Haines (San Antonio, TX); John P. Hyltin (San Antonio, TX); Peter H. McKenna (San Antonio, TX); Bharat Prasad (San Antonio, TX); Brady Carl Stephenson (Helotes, TX)
Assignee: United Services Automobile Association (USAA)
G06Q30/016G06Q10/10H04L67/06H04L67/125H04L67/141
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Quick Facts
Patent No.
US 9,741,041
App. No.
15/205,219
Granted
Aug 22, 2017
Kind
B1
Abstract

The present disclosure provides apparatus, systems, and methods for service representative and remote location document communication. One or more embodiments include a memory, and a processor configured to execute executable instructions stored in the memory to identify a remote location of a customer, identify a type of device available to be utilized at the remote location, and provide to the device at the remote location instructions for capturing information from a document.

Claims (49)

1. A user device for communicating a document to a service representative, comprising:

a memory; and

a processor configured to execute executable instructions stored in the memory to:

establish a communication session between the user device and a customer service representative;

transmit device information of the user device to the customer service representative; and

provide the customer service representative with control over the user device to:

capture information from a document using a capability of the user device, and

transmit the capture information to the customer service representative.

2. The user device of claim 1 , wherein the instructions further include instructions to provide the customer service representative with control over the user device to adjust characteristics of the capture of the information from the document.

3. The user device of claim 1 , wherein the information from the document includes an image of the document.

4. The user device of claim 1 , wherein the information from the document includes information derived from an image of the document.

5. The user device of claim 1 , wherein the instructions to provide the customer service representative with control over the user device include instructions to:

add routing information to the captured information, the routing information comprising at least one of identification information of the customer service representative or a session identifier of the communication session; and

transmit the captured information with the routing information to the customer service representative.

6. The user device of claim 5 , wherein adding the routing information to the captured information includes adding at least one of a header and a code to the captured information.

7. The user device of claim 6 , wherein the code includes an alpha numeric code.

8. The user device of claim 1 , wherein the device information includes a type of the user device.

9. A computer implemented method for communicating a document to a service representative, the method comprising:

establishing, by a user device, a communication session between the user device and a customer service representative;

transmitting, by the user device, device information of the user device to the customer service representative; and

providing the customer service representative with control over the user device to

capture information from a document using a capability of the user device; and

transmit the captured information to the customer service representative.

10. The method of claim 9 , wherein the method includes:

saving the captured information to a document storage area; and

providing the captured information to an additional service representative's device.

11. The method of claim 9 , further comprising:

providing the customer service representative with control over the user device to adjust characteristics of the capture of the information from the document.

12. The method of claim 9 , wherein the information from the document includes an image of the document.

13. The method of claim 9 , wherein the information from the document includes information derived from an image of the document.

14. The method of claim 9 , further comprising:

providing the customer service representative with control over the user device to:

add routing information to the captured information, the routing information comprising at least one of identification information of the customer service representative or a session identifier of the communication session; and

transmit the captured information with the routing information to the customer service representative.

15. The method of claim 14 , wherein adding the routing information to the captured information includes adding at least one of a header and a code to the captured information.

16. The method of claim 15 , wherein the code includes an alpha numeric code.

17. A non-transitory computer readable medium coupled to at least one computing device having computer readable instructions stored thereon which, when executed by the at least one computing device, cause the at least one computing device to perform operations comprising:

establishing a communication session between the user device and a customer service representative;

transmitting device information of the user device to the customer service representative; and

providing the customer service representative with control over the user device to:

capture information from a document using a capability of the user device; and

transmit the captured document to the customer service representative.

18. The non-transitory computer readable medium of claim 17 , wherein the device information includes:

a type of the user device.

19. The non-transitory computer readable medium of claim 17 , wherein the operations further comprise:

providing the customer service representative with control over the user device to:

add routing information to the captured document, the routing information comprising at least one of identification information of the customer service representative or a session identifier of the communication session; and

transmit the captured document or information thereon directly to the customer service representative based, at least in part, on the routing information.

20. The non-transitory computer readable medium of claim 17 , wherein adding the routing information to the captured information includes adding at least one of a header and a code to the captured information.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 26, 2017
From: DIXON, DAVID P.; HAINES, ROBERT J.; HYLTIN, JOHN P.; MCKENNA, PETER H.; PRASAD, BHARAT; STEPHENSON, BRADY CARL
To: UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
Reel/Frame 042155/0232 →
Continuity (2)
Continuation 14925489 · Oct 28, 2015
Continuation 13280176 · Oct 24, 2011