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Real-time collateral recommendation

Grant US12591914B2 Kind: B2 Mar 31, 2026

Assignee

ACCENTURE GLOBAL SOLUTIONS LIMITED

Inventors

Shannon Copeland, Burton M. Smith, III

Abstract

Methods, systems and products for real-time collateral recommendation for business development representatives (‘BDR’) is presented, including receiving communications between a BDR and a customer across disparate communications channels, each channel comprising a channel type, channel communications protocol, and channel form. Embodiments include normalizing the disparate communications in dependence upon normalization rules, synchronizing the disparate communications in dependence upon a set of rules appropriate to the end task including an occurrence of the disparate communications in time order, summarizing the normalized communications in dependence upon summarization rules, creating semantic triples in dependence upon the summarized and normalized communications including applying a sales-directed taxonomy and ontology; identifying one or more insights in dependence upon the semantic triples; and selecting, in real-time in dependence upon the identified insights, real time collateral for the BDR related to the communications between the BDR and the customer; and presenting the selected real-time collateral to the BDR.

CPC Classifications

G06Q 30/0281 G06Q 30/016

Filing Date

2023-02-17

Application No.

18111043

Claims

18

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