UNIVERSAL MULTI-BROWSER INTERFACE FOR CUSTOMER SERVICE REPRESENTATIVES

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

Natural language1.00
Planning1.00
Knowledge representation0.06
Machine learning0.03
AI hardware0.00
Evolutionary computation0.00
Vision0.00
Speech0.00

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.

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