Automatic exception reconciliation

US11257334B2 · kind B2 · utility

Assignee

• Bank of America Corporation · US

Inventors

• Letishia R. Hunt · Charlotte, US
• Timothy Alan Mincey · Belmont, US
• Lucy M. Lahera · Tampa, US
• Eric Dryer · Charlotte, US

Key dates

• Filing date: Jun 22, 2020
• Grant date: Feb 22, 2022
• Expiry date: Oct 15, 2040

Classification

• Technology area (CPC G): Physics
• CPC primary: G07F19/20
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

A system includes a template database storing, for each of a plurality of predefined root causes, a corresponding correspondence template and response form template. Each root cause corresponds to a cause of an exception associated with an ATM. An automatic reconciliation tool determines a exception has occurred associated with a ATM. A set of exception parameters are determined associated with the exception. A party is determined at the service provider with which to correspond in or order to resolve the exception. A root cause of the exception is determined. A correspondence template and a response form template are identified for the determined root cause and used to generate correspondence which includes a description of the exception, instructions for actions to take, and a link configured to provide access to a response form. The response form includes fields for providing a response parameter.