US 12,132,856 B1
Member activity across channels
Keith Wilson, San Antonio, TX (US); Michelle Serry, Universal City, TX (US); and Larry Clark, San Antonio, TX (US)
Assigned to United Services Automobile Association, San Antonio, TX (US)
Filed by UNITED SERVICES AUTOMOBILE ASSOCIATION, San Antonio, TX (US)
Filed on Nov. 2, 2021, as Appl. No. 17/517,482.
Application 17/517,482 is a continuation of application No. 16/556,384, filed on Aug. 30, 2019, granted, now 11,172,071.
Application 16/556,384 is a continuation of application No. 14/684,961, filed on Apr. 13, 2015, granted, now 10,430,439, issued on Oct. 1, 2019.
Claims priority of provisional application 61/978,432, filed on Apr. 11, 2014.
Int. Cl. G06F 16/28 (2019.01); G06F 16/248 (2019.01); H04M 3/51 (2006.01); H04M 15/00 (2006.01)
CPC H04M 15/41 (2013.01) [G06F 16/248 (2019.01); G06F 16/283 (2019.01); H04M 3/5175 (2013.01); H04M 15/8044 (2013.01); H04M 2203/401 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method, comprising:
in response to a user performing a first activity via a first communication channel, generating, via a server, a contact record corresponding to the user, wherein a first plurality of data fields of the contact record comprises a user identifier, a first timestamp, and data indicating a type of electronic communication corresponding to the first communication channel, wherein the first activity comprises a contact;
in response to the user performing a second activity via a second communication channel that is separate from the first communication channel, generating, via the server, a transaction record corresponding to the user, wherein a second plurality of data fields of the transaction record comprises the user identifier, a second timestamp, and data indicating a type of electronic communication corresponding to the second communication channel, wherein the second activity comprises a transaction initiated by the user;
in response to the user performing a third activity via the first communication channel, generating, via the server, an additional contact record corresponding to the user;
in response to the user not performing a fourth activity via the second communication channel, not generating, via the server, an additional transaction record;
executing, via the server, a linking algorithm to link the contact record and the transaction record based on at least one correspondence between a first entry in a first data field of the first plurality of data fields and a second entry in a second data field of the second plurality of data fields;
transmitting, via the server, a linked set of the contact record and the transaction record to a database; and
in response to receiving a request for data related to the user, presenting, via the server, the linked set of the contact record and the transaction record as output from the database.