Brian A Caldwell

US Patent:

20180374011, Dec 27, 2018

Filed:

Aug 30, 2018

Appl. No.:

16/117170

Inventors:

- Charlotte NC, US
Lisa Matarese Braun - Landenberg PA, US
Brian William Caldwell - Weddington NC, US
Kevin Patrick Condon - Wilmette IL, US
Kelly Elizabeth Firment - West Chester PA, US
Ryan Michael Furey - Charlotte NC, US
Caroline Hayes Godwin - High Point NC, US
Matthew Murphy - Charlotte NC, US
Robert Altemus Pascal - Marblehead MA, US
George William Taylor - Charlotte NC, US
Renee Elaine Weiler - Landenberg PA, US

Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC

International Classification:

G06Q 10/06
G06Q 30/02
G06Q 40/00
G06F 15/18

Abstract:

Embodiments of the invention are directed to a system, method, or computer program product for creating a control dashboard for user interactions. The application may be utilized by a user in connection with a third party exchange system, small business, or individually. As such, the invention may extract data from multiple user and competitor locations. The invention coordinates the data and generates components for the dashboard that includes resource flows, outside entity user information, and aggregation integration in a customizable, real-time modified dashboard. Thus providing monitoring and alerts for inventorying, resources, and invoicing. Furthermore, the system may identify underpenetrated customer populations, perform trend analysis to identify potential customers, and the like. Finally, the system integrates an artificial intelligence engine for real-time data digestion and future predictions for resource flows.