Patent №
US 7,623,650
Granted
2009-11-24
Filed 2004
Owner
VANGUARD GROUP, INC., THE
Lab
—
AI components
2
nlp · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
10910199
A computer-implemented method for providing customer service, comprising providing an external user interface (UI) remotely accessible by customers via a global computer information network; providing an internal UI accessible by call-center customer service representatives (CSRs); retrieving from databases and displaying information on the internal and external UIs; automatically storing information entered via the internal UI and information entered via the external UI in the databases; and receiving and automatically processing instructions entered via the internal UI and instructions entered via the external UI. The internal and external UI each include a shared website browser that displays information in a specific format, has a specific functionality, and receives information for processing. The internal UI also comprises one or more limited access browsers accessible only by the CSR, including a client search and/or data display browser; a contact history browser; a customer needs assessment browser, or a combination thereof.
AI classification
Ownership
VANGUARD GROUP, INC., THE
assignment · 159700088
Assignors
DALTON, JOHN W., DOWDS, JEFFREY E., LEHMAN, JAMES G., KRAUSS, CATHERINE B., LANYON, SAUNDRA K., DALTON, RICHARD
On an employer assignment, the assignors are typically the inventors.