Centralized checklist management

US11875420B1 · kind B1 · utility

Assignee

• Wells Fargo Bank, N.A. · US

Inventors

• Mary Ann Watt Lagnese · Fountain Hills, US
• Margaret Melchior · Charlotte, US
• Scott Stout · Huntersville, US
• Adam Sean Davis · Livermore, US
• Catalina Johnson · San Francisco, US
• Paige Wilbur · Dallas, US
• Alicia Y. Moore · San Ramon, US

Key dates

• Filing date: Mar 12, 2021
• Grant date: Jan 16, 2024
• Expiry date: Jan 14, 2042

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q50/18
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

Techniques are described that provide a centralized system to coordinate disparate teams involved in handling various tasks, including, for example, the tasks relating to settling the affairs of an estate. In one described example, such techniques provide a centralized estate resource system (ERS) to create, manage, track, and coordinate task checklists and actions for each of the teams including interactions between teams. The ERS may assign specific personnel within each team to a given estate, send notifications and warnings to appropriate team members when tasks are due or complete, and facilitate messaging between team members to communicate when information is needed or has become available. The ERS may provide updated status and information across teams without violating privacy or security regulations, as may be the case with email, text messages, or voice messages.