SYSTEM FOR IDENTIFYING EVENTS AND PERFORMING RELATIONSHIP ACTIONS
This disclosure is directed to techniques that include automatically researching information about personal or business contacts for a relationship manager or other person, proposing relationship actions to be performed for such contacts, and/or executing relationship actions on behalf of the relati...
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Main Author | |
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Format | Patent |
Language | English |
Published |
01.04.2021
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Subjects | |
Online Access | Get full text |
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Summary: | This disclosure is directed to techniques that include automatically researching information about personal or business contacts for a relationship manager or other person, proposing relationship actions to be performed for such contacts, and/or executing relationship actions on behalf of the relationship manager. A method may include receiving, by a computing system, information about a plurality of contacts; storing, by the computing system, the information about the plurality of contacts; monitoring, by the computing system, a plurality of information sources to identify, based on the stored information, further information associated with at least one of the plurality of contacts; determining, by the computing system, and based on the identified further information, a proposed relationship action for a target contact; outputting, by the computing system and for display, a user interface that includes information about the about the target contact and the proposed relationship action. |
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Bibliography: | Application Number: US201715438405 |