Patent Issued for Computerized content dissemination (USPTO 11521215): United Services Automobile Association

2022 DEC 23 (NewsRx) -- By a News Reporter-Staff News Editor at Insurance Daily News -- United Services Automobile Association (San Antonio, Texas, United States) has been issued patent number 11521215, according to news reporting originating out of Alexandria, Virginia, by NewsRx editors.

The patent’s inventors are Barth, Ryan R. (San Antonio, TX, US), Duran, Francisco A. (San Antonio, TX, US), Garretson, Elizabeth (Fair Oaks Ranch, TX, US), Griffin, Jr., Donald H. (Peoria, AZ, US), Langley, Guy R. (San Antonio, TX, US), Lindley, Jason W. (Schertz, TX, US), Roberts, David W. (Helotes, TX, US), Tarrillion, Ann C. (San Antonio, TX, US), Wilson, Steven R. (San Antonio, TX, US).

This patent was filed on November 5, 2021 and was published online on December 6, 2022.

From the background information supplied by the inventors, news correspondents obtained the following quote: “The exponential growth of electronic data has unfortunately not been coupled with a correlated ability to integrate and effectively utilize all of the data. In particular, telephonic interactions with customers frequently require duplicative and/or unnecessary requests for information.

“Accordingly, there is an unmet need to provide the ability to integrate and disseminate data between and within applications, thereby allowing a company’s representative to spend less time managing computer interaction and more time managing customer interaction.”

Supplementing the background information on this patent, NewsRx reporters also obtained the inventors’ summary information for this patent: “The purpose and advantages of the below described illustrated embodiments will be set forth in and apparent from the description that follows. Additional advantages of the illustrated embodiments will be realized and attained by the devices, systems and methods particularly pointed out in the written description and claims hereof, as well as from the appended drawings. To achieve these and other advantages and in accordance with the purpose of the illustrated embodiments, in one aspect, a computer method and system for disseminating computerized content via an scratchpad application is described.

“In accordance with an illustrated embodiment, data is received at a computing device, preferably via user input. The data is displayed on a computing device, via the scratchpad application, and a subset of the data is identified which is to be copied and disseminated. A second application is identified that will receive the data subset such that at least a portion of the data will be imported to the second application.”

The claims supplied by the inventors are:

“1. A computer implemented method, comprising: providing a Graphical User Interface (GUI) on the customer service representative computer device having a plurality of designated regions of an application interfacing with a customer service representative, wherein the plurality of regions include at least: 1) a personal profile region; 2) a members products region; 3) a life plan region; and 4) a scratchpad region; receiving user-entered client data in the provided scratchpad region of the customer service representative computer device entered through both customer service representative entered data and through audio recognition of a conversation between a customer and the customer service representative during an interaction with a customer; displaying the client data in the scratchpad region on the customer service representative computer device via the application; identifying multiple subsets of the client data to be copied from the scratchpad region without human intervention to at least one of the 1) the personal profile region; 2) the members products region; and 3) the life plan region, which includes: 1) determining if the client data in the scratchpad region comprises a tag wherein a subset of the multiple subsets of the client data is selected to be copied contingent on the tag; and 2) recognizing patterns and formats in the client data in the scratchpad region when it is determined that no tags are present in the data to determine a subset of the multiple subsets of the client data is selected to be copied from the client data contingent upon recognized patterns and formats in the client data; identifying at least one other computer-implemented applications that will respectively receive the selected multiple subsets from the scratchpad region that is associated with a data tag; and importing at least a portion of each of the selected multiple subsets from the scratchpad region to the at least one other computer-implemented applications during the interaction with the customer without user action.

“2. The computer method as recited in claim 1, wherein identifying at least one other computer-implemented applications that will respectively receive the selected multiple subsets from the scratchpad region that is associated with a data tag also includes receiving selected multiple subsets from the scratchpad region that is not associated with a data tag.

“3. The computer method as recited in claim 1, wherein identifying at least one other computer-implemented applications includes identifying second and third computer-implemented applications that will respectively receive the selected multiple subsets from the scratchpad region that is associated with a data tag or is not associated with a data tag.

“4. The computer method as recited in claim 1, wherein the data tag comprises a symbol selected from the group consisting of: @, #, and *, “and”, highlighting, pattern recognition, and combinations thereof.

“5. The computer method as recited in claim 1, wherein the client data further comprises a label that is proximately near the data tag.

“6. The computer method as recited in claim 5, wherein data tag is between the label and the data subset.

“7. The computer method as recited in claim 6, wherein the step of identifying the at least one other application is at least partly based on the label’s contents.

“8. The computer method as recited in claim 1, wherein the client data further comprises a label that is proximately near the tag and wherein the label identifies a location in the at least one other application where the data subset will be imported.

“9. The computer method as recited in claim 1, wherein the data subset includes an address.

“10. A customer service representative computer device coupled to one or more client computer devices via a computer network, comprising: a memory configured to store instructions; a processor disposed in communication with said memory, wherein said processor upon execution of the instructions is configured to: provide a Graphical User Interface (GUI) on the customer service representative computer device having a plurality of designated regions of an application interfacing with a customer service representative, wherein the plurality of regions include at least: 1) a personal profile region; 2.) a members products region; 3) a life plan region; and 4) a scratchpad region; receive user-entered client data in the provided scratchpad region of the customer service representative computer device entered through both customer service representative entered data and through audio recognition of a conversation between a customer and the customer service representative during an interaction with a customer; display the client data in the scratchpad region on the customer service representative computer device via the application; identify multiple subsets of the client data to be copied from the scratchpad region without human intervention to at least one of the 1) the personal profile region; 2) the members products region; and 3) the life plan region, which includes: 1) determine if the client data in the scratchpad region comprises a tag wherein a subset of the multiple subsets of the client data is selected to be copied contingent on the tag; and 2) recognize patterns and formats in the client data in the scratchpad region when it is determined that no tags are present in the data to determine a subset of the multiple subsets of the client data is selected to be copied from the client data contingent upon recognized patterns and formats in the client data; identify at least one other computer-implemented applications that will respectively receive the selected multiple subsets from the scratchpad region that is associated with a data tag; and import at least a portion of each of the selected multiple subsets from the scratchpad region to the at least one other computer-implemented applications during the interaction with the customer without user action.

“11. The customer service representative computer device as recited in claim 10, wherein identifying at least one other computer-implemented applications that will respectively receive the selected multiple subsets from the scratchpad region that is associated with a data tag also includes receiving selected multiple subsets from the scratchpad region that is not associated with a data tag.

“12. The customer service representative computer device as recited in claim 10, wherein identifying at least one other computer-implemented applications includes identifying second and third computer-implemented applications that will respectively receive the selected multiple subsets from the scratchpad region that is associated with a data tag or is not associated with a data tag.

“13. The customer service representative computer device as recited in claim 10, wherein the data tag comprises a symbol selected from the group consisting of: @, #, and *, “and”, highlighting, pattern recognition, and combinations thereof.

“14. The customer service representative computer device as recited in claim 10, wherein the client data further comprises a label that is proximately near the data tag.

“15. The customer service representative computer device as recited in claim 14, wherein data tag is between the label and the data subset.

“16. The customer service representative computer device as recited in claim 15, wherein the step of identifying the at least one other application is at least partly based on the label’s contents.

“17. The customer service representative computer device as recited in claim 10, wherein the client data further comprises a label that is proximately near the tag and wherein the label identifies a location in the at least one other application where the data subset will be imported.

“18. The customer service representative computer device as recited in claim 10, wherein the data subset includes an address.”

For the URL and additional information on this patent, see: Barth, Ryan R. Computerized content dissemination. U.S. Patent Number 11521215, filed November 5, 2021, and published online on December 6, 2022. Patent URL (for desktop use only): https://ppubs.uspto.gov/pubwebapp/external.html?q=(11521215)&db=USPAT&type=ids

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