SYSTEM AND METHOD FOR INTEGRATED CUSTOMER MANAGEMENT

Patent №

US 7,406,426

Granted

2008-07-29

Filed 2006

Owner

CHASE BANK USA, NATIONAL ASSOCIATION

+4 more

Lab

—

AI components

speech · planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

11505530

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.

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

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AI classification

Planning1.00

Speech0.54

Knowledge representation0.45

Machine learning0.04

AI hardware0.02

Natural language0.00

Evolutionary computation0.00

Vision0.00

Ownership

CHASE BANK USA, NATIONAL ASSOCIATION

namechg · 198320852

JP MORGAN CHASE BANK, NATIONAL ASSOCIATION

assignment · 198320927

CHASE MANHATTAN BANK USA, NATIONAL ASSOCIATION

merger · 198320977

FIRST USA BANK, N.A.

assignment · 211210919

BANK ONE, DELAWARE, NATIONAL ASSOCIATION

namechg · 211220024

Assignors

PLETZ, TRACY, CALLAHAN, WILLIAM T.

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

From the same owner

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Cites (103)

SYSTEM AND METHOD FOR INTEGRATED CUSTOMER MANAGEMENTUS 6,965,865 · 2005 STAGED PREDICTIVE DIALING SYSTEMUS 6,804,346 · 2004 METHODS, DEVICES AND SYSTEMS FOR ELECTRONIC BILL PRESENTMENT AND PAYMENTUS 6,578,015 · 2003 SYSTEM AND METHODS FOR CALL DECISIONING IN A VIRTUAL CALL CENTER INTEGRATING TELEPHONY WITH COMPUTERSUS 6,553,113 · 2003 FINANCIAL CONSOLIDATION AND COMMUNICATION PLATFORMUS 6,513,019 · 2003 SYSTEM AND METHOD FOR MANAGING DATA PRIVACY IN A DATABASE MANAGEMENT SYSTEM INCLUDING A DEPENDENTLY CONNECTED PRIVACY DATA MARTUS 6,480,850 · 2002 METHOD FOR MANAGING DISPOSITION OF DELINQUENT ACCOUNTS.US 6,456,983 · 2002 USE OF ONLINE ANALYTICAL PROCESSING (OLAP) IN A RULES BASED DECISION MANAGEMENT SYSTEMUS 6,430,545 · 2002 AUTOMATED SYSTEM FOR CONDITIONAL ORDER TRANSACTIONS IN SECURITIES OR OTHER ITEMS IN COMMERCEUS 6,418,419 · 2002 SYSTEM AND METHOD FOR DATA COLLECTION, EVALUATION, INFORMATION GENERATION, AND PRESENTATIONUS 6,405,179 · 2002 COMPUTER METHOD AND APPARATUS FOR OPTIMIZING PORTFOLIOS OF MULTIPLE PARTICIPANTSUS 6,393,409 · 2002 METHOD AND SYSTEM FOR INVESTING IN A GROUP OF INVESTMENTS THAT ARE SELECTED BASED ON THE AGGREGATED, INDIVIDUAL PREFERENCES OF PLURAL INVESTORSUS 6,338,047 · 2002 FINANCIAL PRODUCTS HAVING A DEMAND-BASED, ADJUSTABLE RETURN, AND TRADING EXCHANGE THEREFORUS 6,321,212 · 2001 METHOD AND APPARATUS FOR INTELLIGENT DATA NETWORK CALL SETUPUS 6,304,653 · 2001 METHOD, SYSTEM, AND COMPUTER PROGRAM PRODUCT FOR TRADING INTEREST RATE SWAPSUS 6,304,858 · 2001 LOCKBOX BROWSER SYSTEMUS 6,301,567 · 2001 COMPUTER-IMPLEMENTED METHOD AND APPARATUS FOR PORTFOLIO COMPRESSIONUS 6,278,981 · 2001 SYSTEM FOR CONTEXT BASED MEDIA INDEPENDENT COMMUNICATIONS PROCESSINGUS 6,233,332 · 2001 SYSTEM, METHOD AND COMPUTER PROGRAM PRODUCT FOR ONLINE FINANCIAL PRODUCTS TRADINGUS 6,233,566 · 2001 WEB BASED HELP DESKUS 6,230,287 · 2001 GLOBAL FINANCIAL SERVICES INTEGRATION SYSTEM AND PROCESSUS 6,226,623 · 2001 METHOD AND APPARATUS FOR SELECTIVELY PRESENTING MEDIA-OPTIONS TO CLIENTS OF A MULTIMEDIA CALL CENTERUS 6,212,178 · 2001 SYSTEMS, METHODS, AND COMPUTER PROGRAM PRODUCTS FOR DELIVERING INFORMATION IN A PREFERRED MEDIUMUS 6,157,924 · 2000 COMPUTER ARCHITECTURE AND METHOD FOR VALIDATING AND COLLECTING AND METADATA AND DATA ABOUT THE INTERNET AND ELECTRONIC COMMERCE ENVIRONMENTS(DATA DISCOVERER)US 6,151,584 · 2000 CALL CENTER AGENT INTERFACE AND DEVELOPMENT TOOLUS 6,100,891 · 2000

and 78 more

Cited by (7)

BEHAVIOR-BASED BUSINESS RECOMMENDATIONSUS 9,886,676 · 2018 METHOD AND SYSTEM FOR DETERMINING POINT OF SALE AUTHORIZATIONUS 9,111,278 · 2015 METHOD AND SYSTEM FOR DETERMINING POINT OF SALE AUTHORIZATIONUS 8,554,631 · 2013 UNIVERSAL PAYMENT PROTECTIONUS 8,473,395 · 2013 Call processing system

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