Sara S Carr

US Patent:

20210065292, Mar 4, 2021

Filed:

Aug 24, 2020

Appl. No.:

17/000669

Inventors:

- Charlotte NC, US
Charles Jason Burrell - Middleburg FL, US
Sara Suzanne Carr - Fort Mill SC, US
Jane Elizabeth Cook - Charlotte NC, US
Justin Riley duPont - Charlotte NC, US
Kajal Gupta - Charlotte NC, US
Bradley Ryan Holland - Huntersville NC, US
Robert Nyeland Huggins - Charlotte NC, US
Kashif M. Siddiqui - Livingston NJ, US

Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC

International Classification:

G06Q 40/02
G06Q 10/10
G09B 19/18
G06F 3/0484

Abstract:

The present disclosure embraces a system, methods and computer program products for the intelligent on-boarding, support, education of non-conventional resource account users. In particular, the present disclosure includes tools for aggregation and intelligent data sharing between multiple users and associated resource accounts in order to generate a comparison between resource accounts and identify and incentivize potential earning opportunities. The competitive comparison may be continuously updated as earning opportunities are completed by the various users, and educational modules are provided via a resource account interface related to various topics of resource management responsibility for guided and reinforced learning.

US Patent:

20210065576, Mar 4, 2021

Filed:

Aug 24, 2020

Appl. No.:

17/000624

Inventors:

- Charlotte NC, US
Charles Jason Burrell - Middleburg FL, US
Sara Suzanne Carr - Fort Mill SC, US
Jane Elizabeth Cook - Charlotte NC, US
Justin Riley duPont - Charlotte NC, US
Kajal Gupta - Charlotte NC, US
Bradley Ryan Holland - Huntersville NC, US
Robert Nyeland Huggins - Charlotte NC, US
Kashif M. Siddiqui - Livingston NJ, US

Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC

International Classification:

G09B 19/00
G06Q 40/02
G06Q 10/06
G06Q 40/06
G06Q 20/40
G06Q 30/02
G06Q 50/20
G06N 20/00
G06F 3/0484

Abstract:

The present disclosure embraces a system, methods and computer program products for the intelligent onboarding, support, education of supervised resource account users. The system, methods, and computer program products provide innovative tools for the development and management of supervised user resource accounts by a supervising user, and various embodiments providing unique pathways for resource management and education via the use of the disclosed resource management system.