Method and system for managing and processing service requests

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20040073503A1
SERIAL NO

10270249

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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In accordance with various embodiments of the invention, a system and various methodologies are provided that enable proactive analysis of details associated with clients' financial services transactions by the organization(s) providing those services. Additionally, the system and various methodologies generate automated electronic messages that are transmitted to clients to inform them of potential issues effecting their financial service transactions. These automated electronic messages may be reviewed by clients in a secure environment and responded to by the clients with the goal of resolution of identified potential issues.

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Patent Owner(s)

Patent OwnerAddress
UBS FINANCIAL SERVICES INCC/O LES LEVY ESQ 1200 HARBOR BLVD WEEHAWKEN NJ 07086-6791

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Dodge, William Atlantic Highlands, NJ 2 42
Morales, Ramon North Bergen, NJ 2 169
Napolitano, James Basking Ridge, NJ 1 38

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