US2019281107A1PendingUtilityA1
Providing customer information obtained from a carrier system to a client device
Est. expiryAug 12, 2034(~8.1 yrs left)· nominal 20-yr term from priority
G06Q 30/0201G06Q 30/00G06Q 20/34H04L 63/0428G06Q 30/06H04L 63/0876G06Q 20/02H04L 67/42H04L 67/10H04L 67/01G06Q 30/02
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Claims
Abstract
Methods and systems are presented for accessing customer relationship management (CRM) information stored in a carrier system associated with a user of an identified client device. A client device is identified based on client device identification information received from a carrier system. CRM information associated with the identified client device is received from the carrier system, and data corresponding to at least a subset of the CRM information is output to the client device. The client device may be configured to pre-populate data fields of a transaction based on the data corresponding to at least a subset of the CRM information.
Claims
exact text as granted — not AI-modified1 .- 58 . (canceled)
59 . A system comprising:
an aggregator system comprising:
carrier input circuitry coupled to a carrier system and configured to receive customer relationship management (CRM) information and client device identification information from the carrier system;
client device identification circuitry coupled to the carrier input circuitry and configured to identify the client device based on the client device identification information and to cause the CRM information to be communicated to the client device based on the client device identification information; and
client device output circuitry coupled to a client device and configured to provide the CRM information to the client device, wherein the client device is configured to:
receive a content page comprising a selectable software import;
directly communicate with the aggregator system, using the selectable software import, to receive the CRM information; and
pre-populate data fields on the content page based on the CRM information.
60 . The system of claim 59 , wherein the content page is a webpage.
61 . The system of claim 59 , wherein the content page is provided by a merchant system.
62 . The system of claim 61 further comprising authentication circuitry configured to authenticate a user in possession of the client device.
63 . The system of claim 62 , wherein the authentication circuitry is further configured to generate two authentication keys and merchant identification information, and to cause one of the two authentication keys and the merchant identification information to be communicated to the merchant system.
64 . The system of claim 59 , wherein the client device is configured to use the CRM information as part of a transaction with the merchant system.
65 . The system of claim 59 , further comprising client device input circuitry configured to receive consent of a user, wherein the carrier input circuitry is configured to receive the CRM information based on the consent.
66 . A method comprising:
identifying, by an aggregator system, a client device based on client device identification information received from a carrier system; receiving, by the aggregator system, customer relationship management (CRM) information from the carrier system; and outputting, by the aggregator system, CRM information to the client device based on the client device identification information, wherein the client device is configured to:
receive a content page comprising a selectable software import;
directly communicate with the aggregator system, using the selectable software, to receive the CRM information; and
pre-populate data fields on the content page based on the CRM information.
67 . The method of claim 66 , wherein receiving the content page comprises receiving a webpage.
68 . The method of claim 66 , receiving the content page comprises receiving the content page from a merchant system.
69 . The method of claim 68 further comprising authenticating, using the aggregator system, a user in possession of the client device.
70 . The method of claim 69 , further comprising:
generating, using the aggregator system, two authentication keys and merchant identification information, and causing one of the two authentication keys and the merchant identification information to be communicated to the merchant system.
71 . The method of claim 66 , wherein the client device is configured to use the CRM information as part of a transaction with the merchant system.
72 . The method of claim 66 , further comprising receiving, using the aggregator system, consent of the user, wherein the aggregator system is configured to receive the CRM information based on the consent.
73 . A method comprising:
accessing, using a processor, a content page comprising a selectable import; directly communicating, using the processor, with an aggregator system using the selectable software import; requesting, using the processor, CRM using the direct communication with the aggregator system, wherein the aggregator system is configured to:
receive the CRM information and client device identification information from a carrier system; and
transmit the CRM information to the client device based on the client device identification information; and
pre-populating data fields on the content page based on the CRM information received from the aggregation system; and displaying, using a display, the content page with pre-populated data fields.
74 . The method of claim 73 , wherein accessing the content page comprises accessing a webpage.
75 . The method of claim 73 , wherein accessing the content page comprises accessing the content page provided by a merchant system.
76 . The method of claim 75 , further comprising using the CRM information as part of a transaction with the merchant system.
77 . The method of claim 73 wherein the aggregator system is configured to authenticate a user in possession of the processor.
78 . The method of claim 77 , further comprising transmitting consent of the user to the aggregator system, wherein the aggregator system is configured to receive the CRM information based on the consent.Cited by (0)
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