Lori Rexrode Hall

US Patent:

20100042533, Feb 18, 2010

Filed:

Aug 12, 2009

Appl. No.:

12/540188

Inventors:

Teresa Rose - Raleigh NC, US
Lori Hall - Cary NC, US
Douglas Joel Zickafoose - Raleigh NC, US

Assignee:

Branch Banking & Trust Company - Raleigh NC

International Classification:

G06Q 40/00

US Classification:

705 38, 705 35

Abstract:

A system and method for a business customer interfacing with a financial institution through a computer network is presented. The method includes a determination of whether the customer is an on-line client of the financial institution, a verification of customer-provided information with a pre-existing client identification profile for the customer, a determination of whether the customer is a sole proprietorship, a determination of the customer's credit score using a set of predetermined criteria, and presenting a set of account options based at least in part on the verification of the customer-provided information and the customer's credit score. Additional customer-provided information may be received and verified and used to enroll the client in one or more programs offered by the financial institution at a predefined level based at least on one or more predetermined factors.

US Patent:

20100057599, Mar 4, 2010

Filed:

Oct 21, 2009

Appl. No.:

12/603290

Inventors:

Lori Hall - Cary NC, US
Alicia Silla - Apex NC, US
Teresa Rose - Raleigh NC, US

Assignee:

Branch Banking & Trust Company - Raleigh NC

International Classification:

G06Q 10/00
G06Q 40/00
G06F 15/16
G06F 3/048

US Classification:

705 35, 705325, 709204, 715760

Abstract:

A method for a business customer interfacing with a financial institution through a computer network is presented. The method includes an early warning evaluation of the customer and/or entities associated with the customer to identify fraudster/abusers and prevent them from opening online accounts at the financial institution.

US Patent:

20230014116, Jan 19, 2023

Filed:

Aug 15, 2022

Appl. No.:

17/888028

Inventors:

- Charlotte NC, US
Lori Hall - Raleigh NC, US
Douglas Joel Zickafoose - Raleigh NC, US

Assignee:

Truist Bank - Charlotte NC

International Classification:

G06Q 40/02
G06Q 30/06

Abstract:

In some examples, a system can collect data from a user device and configure a webpage based on the data. For example, the system can receive a request for a webpage from the user device of a user. The system can receive data indicating at least one webpage previously visited by the user. The system can determine content of the at least one webpage. The system can configure a user interface of the webpage based on the content of the at least one webpage, to thereby generate a configured user interface. The system can provide the webpage with the configured user interface to the user device for display to the user.

US Patent:

20200320621, Oct 8, 2020

Filed:

Jun 19, 2020

Appl. No.:

16/906983

Inventors:

- Raleigh NC, US
Lori Hall - Raleigh NC, US
Douglas Joel Zickafoose - Raleigh NC, US

Assignee:

Branch Banking and Trust Company - Raleigh NC

International Classification:

G06Q 40/02
G06Q 30/06

Abstract:

A system and method for a business customer interfacing with a financial institution through a computer network is presented. The method includes a determination of whether the customer is an on-line client of the financial institution, a verification of customer-provided information with a pre-existing client identification profile for the customer, a determination of whether the customer is a sole proprietorship, a determination of the customer's credit score using a set of predetermined criteria, and presenting a set of account options based at least in part on the verification of the customer-provided information and the customer's credit score. Additional customer-provided information may be received and verified and used to enroll the client in one or more programs offered by the financial institution at a predefined level based at least on one or more predetermined factors.

US Patent:

20160260167, Sep 8, 2016

Filed:

May 12, 2016

Appl. No.:

15/153561

Inventors:

- Raleigh NC, US
Lori Hall - Raleigh NC, US
Douglas Joel Zickafoose - Raleigh NC, US

Assignee:

Branch Banking and Trust Company - Raleigh NC

International Classification:

G06Q 40/02
G06Q 30/06

Abstract:

A system and method for a business customer interfacing with a financial institution through a computer network is presented. The method includes a determination of whether the customer is an on-line client of the financial institution, a verification of customer-provided information with a pre-existing client identification profile for the customer, a determination of whether the customer is a sole proprietorship, a determination of the customer's credit score using a set of predetermined criteria, and presenting a set of account options based at least in part on the verification of the customer-provided information and the customer's credit score. Additional customer-provided information may be received and verified and used to enroll the client in one or more programs offered by the financial institution at a predefined level based at least on one or more predetermined factors.

US Patent:

20150161723, Jun 11, 2015

Filed:

Dec 6, 2013

Appl. No.:

14/099517

Inventors:

- Raleigh NC, US
Lori Hall - Raleigh NC, US
Douglas Joel Zickafoose - Raleigh NC, US

International Classification:

G06Q 40/02

Abstract:

A system and method for a business customer interfacing with a financial institution through a computer network is presented. The method includes a determination of whether the customer is an on-line client of the financial institution, a verification of customer-provided information with a pre-existing client identification profile for the customer, a determination of whether the customer is a sole proprietorship, a determination of the customer's credit score using a set of predetermined criteria, and presenting a set of account options based at least in part on the verification of the customer-provided information and the customer's credit score. Additional customer-provided information may be received and verified and used to enroll the client in one or more programs offered by the financial institution at a predefined level based at least on one or more predetermined factors.