Invention Application
- Patent Title: ROUTING CALLS TO PREFERRED AGENTS
- Patent Title (中): 路线选择优先代理
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Application No.: US14530350Application Date: 2014-10-31
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Publication No.: US20160127555A1Publication Date: 2016-05-05
- Inventor: Carrie Anne Hanson , Alicia C. Jones-McFadden , Craig Sobol , Brent Alan Shelkey , Kimberly Ya-chin Chang , Sarah Beth Gottfried , Wang Liang , Neha Rani Rathi , Anthony Scott Wong
- Applicant: BANK OF AMERICA CORPORATION
- Main IPC: H04M3/523
- IPC: H04M3/523 ; H04M3/54 ; H04N7/14

Abstract:
Embodiments are directed to routing customer calls to preferred agents. Embodiments receive a call from a customer using a user device; determine an identity of the customer; retrieve information associated with the matching entry; based at least in part on the retrieved information, select one or more agents; and route the call to one of the selected agents. Some embodiments determine a telephone number from which the call was received; comparing the telephone number with a plurality of entries in a customer information database; and determining that the telephone number matches an entry in the database. Other embodiments receive a communication from the user device indicating that the customer has placed the call; determine that the customer is currently authenticated through an online banking session or a mobile application on the user device; and receive a communication from the user device indicating the customer's identity.
Public/Granted literature
- US09692897B2 Routing calls to preferred agents Public/Granted day:2017-06-27
Information query