SYSTEM AND METHOD FOR INTEGRATED CUSTOMER MANAGEMENT

Patent №

US 6,965,865

Granted

2005-11-15

Filed 1999

Owner

FIRST USA BANK, N.A.

+4 more

Lab

—

AI components

kr · planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

09474771

An automated system and method for customer management deploys customer databases to profile customer service requests for distribution to appropriately assigned agent representatives. The representatives adopt particular roles according to customer care volume, inquiry type, time of day and other customer management needs. Consumer profiles may be accessed in real time to combine customer care events with cross-selling and other promotions related to the consumer's transaction history and other factors.

Knowledge representation PlanningG06Q 30/02G06Q 10/0631G06Q 30/0207G06Q 30/0241G06Q 30/0281H04M 3/51H04M 7/12Y10S 707/99931

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AI classification

Planning0.97

Knowledge representation0.65

Speech0.42

Natural language0.11

Machine learning0.02

AI hardware0.01

Evolutionary computation0.00

Vision0.00

Ownership

FIRST USA BANK, N.A.

assignment · 105770045

BANK ONE DELAWARE, NATIONAL ASSOCIATION

namechg · 159300484

CHASE BANK USA, NATIONAL ASSIATION

namechg · 196490781

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION

assignment · 196490788

CHASE MANHATTEN BANK USA, NATIONAL ASSOCIATION

assignment · 196490791

Assignors

PLETZ, TRACY, CALLAHAN, WILLIAM T.

On an employer assignment, the assignors are typically the inventors.

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Cites (37)

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and 12 more

Cited by (24)

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