Method and system for artificial intelligence based enhancement of sale processes
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
Filing Date
2023-12-11
Application No.
18535297
Claims
20