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Method and system for artificial intelligence based enhancement of sale processes

Grant US12579576B2 Kind: B2 Mar 17, 2026

Assignee

JPMORGAN CHASE BANK, N.A.

Inventors

Jake Marold, Mike Dai, Harlan Vossos, Stuart Cruikshanks, William Peak, Guo-Zheng Yoong

Abstract

The method includes: receiving a communication that relates to a request for a price quote for at least one equity derivative product; extracting from the communication, attributes of the requested price quote for the at least one equity derivative product; generating based on the extracted attributes, a template request that has a predetermined format for each of the at least one equity derivative product; displaying, via a graphical user interface (GUI), each template request for review by a user, wherein the GUI includes an input mechanism for at least one of accepting and modifying each template request; transmitting each reviewed template request to a pricing system; receiving, from the pricing system, a quote for each of the at least one equity derivative product; and displaying, by the GUI, the price quote.

CPC Classifications

G06Q 40/04 G06Q 40/0421 G06Q 40/431 G06Q 40/0431 G06Q 40/045 G06Q 40/06 G06N 20/00

Filing Date

2023-12-11

Application No.

18535297

Claims

20