Carlos O Ordonez

US Patent:

20160078450, Mar 17, 2016

Filed:

Sep 16, 2014

Appl. No.:

14/487186

Inventors:

- Charlotte NC, US
James W. Graczyk - Jacksonville FL, US
Prem Narayanan - Monmouth Junction NJ, US
Chris Cioffi - St. Augustine FL, US
Carlos Ordonez - St. Augustine FL, US
Jeannie M. Darwin - Saint Johns FL, US
Olga Brender - Huntingdon Valley PA, US
Ramesh Kuppusamy - Dayton NJ, US

International Classification:

G06Q 30/00
G06Q 40/00

Abstract:

Aspects described herein provide various approaches for managing financial commitments for customers of a financial institution. Financial data regarding a financial commitment for a customer of the financial institution may be received from one or more computing devices. An action item for the financial commitment may be determined based on the received financial data regarding the financial commitment. A priority level and one or more due dates may be assigned to the action item based on financial regulations. An interface comprising the action item, the priority level, and the one or more due dates for the financial commitment may be generated and sent to one or more computing devices.