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公开(公告)号：US20150121241A1
公开(公告)日：2015-04-30
申请号：US14068639
申请日：2013-10-31
Applicant: Bank of America Corporation
Inventor： Andrew Sheldon , Ryan Scott Heller , David Luke Hallam
IPC: H04L29/06 , G06F3/0484 , G06F3/0482
CPC classification number: H04L63/101 , G06Q30/01
Abstract: Embodiments of the invention include systems and methods for assigning visual representation to contacts. The embodiments include receiving selection criteria, identifying data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts, determining that at least one contact associated with each customer comprises one or more contact statuses, and assigning one or more indicators to the at least one contact based on the one or more statuses. In particular embodiments, the one or more statuses are related to a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and/or a permission-to-communicate status.
Abstract translation: 本发明的实施例包括用于将视觉表示分配给联系人的系统和方法。 实施例包括接收选择标准，识别与满足选择标准的多个客户相关联的数据，其中每个客户与一个或多个联系人相关联，确定与每个客户相关联的至少一个联系人包括一个或多个联系状态， 以及基于所述一个或多个状态将一个或多个指示符分配给所述至少一个联系人。 在特定实施例中，一个或多个状态与联系人锁定状态，联系人外部请求状态，联系人地理状态，联系时间段状态，联系人速度状态和/或许可传送状态有关。
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公开(公告)号：US09549067B2
公开(公告)日：2017-01-17
申请号：US15159097
申请日：2016-05-19
Applicant: BANK OF AMERICA CORPORATION
Inventor： David Luke Hallam , Andrew Sheldon , Aleksander F. Kravchenko , George Vettiyedathuparampil Thomas
CPC classification number: H04M3/5158 , G06F3/0484 , G06F3/04842 , G06Q20/407 , G06Q30/01 , G06Q30/016 , H04M1/677 , H04M11/04
Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.
Abstract translation: 本发明的实施例涉及用于提供救灾事件呼叫标记的系统，方法和计算机程序产品。 系统，方法和计算机程序产品被配置为创建与由实体维护的多个客户帐户相关联的救灾事件，其中所述救灾事件包括识别与所述救灾事件相关联的位置的一个或多个参数; 创建临时拨号器文件以用于参考所述帐户联系所述多个客户，其中所述拨号文件至少部分地基于所述救灾事件的所述一个或多个参数，并且自动暂停与一个或多个基于客户的联系 至少部分地响应于从临时拨号器文件中排除的一个或多个客户的电话号码。
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公开(公告)号：US20160261746A1
公开(公告)日：2016-09-08
申请号：US15159105
申请日：2016-05-19
Applicant: BANK OF AMERICA CORPORATION
Inventor： David Luke Hallam , Andrew Sheldon , Aleksander F. Kravchenko , George Vettiyedathuparampil Thomas
IPC: H04M3/51 , G06F3/0484 , G06Q30/00 , H04M1/677
CPC classification number: H04M3/5158 , G06F3/0484 , G06F3/04842 , G06Q20/407 , G06Q30/01 , G06Q30/016 , H04M1/677 , H04M11/04
Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.
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公开(公告)号：US09807234B2
公开(公告)日：2017-10-31
申请号：US15159105
申请日：2016-05-19
Applicant: BANK OF AMERICA CORPORATION
Inventor： David Luke Hallam , Andrew Sheldon , Aleksander F. Kravchenko , George Vettiyedathuparampil Thomas
CPC classification number: H04M3/5158 , G06F3/0484 , G06F3/04842 , G06Q20/407 , G06Q30/01 , G06Q30/016 , H04M1/677 , H04M11/04
Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.
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公开(公告)号：US09203844B2
公开(公告)日：2015-12-01
申请号：US14068639
申请日：2013-10-31
Applicant: Bank of America Corporation
Inventor： Andrew Sheldon , Ryan Scott Heller , David Luke Hallam
CPC classification number: H04L63/101 , G06Q30/01
Abstract: Embodiments of the invention include systems and methods for assigning visual representation to contacts. The embodiments include receiving selection criteria, identifying data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts, determining that at least one contact associated with each customer comprises one or more contact statuses, and assigning one or more indicators to the at least one contact based on the one or more statuses. In particular embodiments, the one or more statuses are related to a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and/or a permission-to-communicate status.
Abstract translation: 本发明的实施例包括用于将视觉表示分配给联系人的系统和方法。 实施例包括接收选择标准，识别与满足选择标准的多个客户相关联的数据，其中每个客户与一个或多个联系人相关联，确定与每个客户相关联的至少一个联系人包括一个或多个联系状态， 以及基于所述一个或多个状态将一个或多个指示符分配给所述至少一个联系人。 在特定实施例中，一个或多个状态与联系人锁定状态，联系人外部请求状态，联系人地理状态，联系时间段状态，联系人速度状态和/或许可传送状态有关。
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Patent Agency Ranking
公开(公告)号：US20160072960A1
公开(公告)日：2016-03-10
申请号：US14482935
申请日：2014-09-10
Applicant: BANK OF AMERICA CORPORATION
Inventor： David Luke Hallam , Andrew Sheldon , Aleksander F. Kravchenko , George Vettiyedathuparampil Thomas
IPC: H04M11/04 , G06F3/0484
CPC classification number: H04M3/5158 , G06F3/0484 , G06F3/04842 , G06Q20/407 , G06Q30/01 , G06Q30/016 , H04M1/677 , H04M11/04
Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.
Abstract translation: 本发明的实施例涉及用于提供救灾事件呼叫标记的系统，方法和计算机程序产品。 系统，方法和计算机程序产品被配置为创建与由实体维护的多个客户帐户相关联的救灾事件，其中所述救灾事件包括识别与所述救灾事件相关联的位置的一个或多个参数; 创建临时拨号器文件以用于参考所述帐户联系所述多个客户，其中所述拨号文件至少部分地基于所述救灾事件的所述一个或多个参数，并且自动暂停与一个或多个基于客户的联系 至少部分地响应于从临时拨号器文件中排除的一个或多个客户的电话号码。
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公开(公告)号：US20150127560A1
公开(公告)日：2015-05-07
申请号：US14072283
申请日：2013-11-05
Applicant: BANK OF AMERICA CORPORATION
Inventor： Richard Hardin Staton , Jason N. Alexandrian , Corina Nicole Bacon , Michael John Blatteau, JR. , David John Butler , Chung-Di Chou , David W. Crowe , Brian J. Dunne , Michael D. Fleischer , Robert A. Fox , Jason Paul Gardner , John J. Gately , Oleg Gerasimovich , David Luke Hallam , Ryan Scott Heller , Hudson Philip Hoen, IV , Abigail W. Howard , Sethu Iyer , Jessica Long , Hari Madala , Vincent Maximo , Mohit Mehta , Hung Quang Pham , Danielle Renee Reiser , Andera Schmittgen , Garith W. Seelig , Patrick W. Schaffer, JR. , Andrew Sheldon , Patrick B. Smith , Thomas Snyder , Feng Tang , Veera Venkata Vattikuti , David lee Warnick , Bridget K. Williams
CPC classification number: G06Q20/02 , G06Q40/025 , G06Q50/182
Abstract: Embodiments of the invention are directed to a system, method, or computer program product for providing a unified representation of all customer relationships with an entity. This representation focuses on customer products in arrears that are to be recovered. The invention presents an overarching view of all customer relationships to a representative. This allows the representative to make decision and take appropriate actions immediately based on the entire relationship with the customer when a customer communication is initiated. As such, the invention correlates all of the customer's relationships with a financial institution into one unified representation for a representative to review. The unified representation takes into consideration all of the customer's relationships as well as external factors on the communications and relationships. Thus providing a holistic customer service experience for a customer with accounts in arrears.
Abstract translation: 本发明的实施例涉及用于提供与实体的所有客户关系的统一表示的系统，方法或计算机程序产品。 此次代表重点关注将要收回的拖欠的客户产品。 本发明概述了与代表的所有客户关系。 这允许代表在客户通信开始时根据与客户的整体关系立即作出决定并采取适当的行动。 因此，本发明将所有客户与金融机构的关系与代表审查的一个统一代表相关联。 统一的代表考虑了所有客户的关系以及沟通和关系的外部因素。 因此，为具有欠款帐户的客户提供整体的客户服务体验。
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公开(公告)号：US09781241B2
公开(公告)日：2017-10-03
申请号：US14482900
申请日：2014-09-10
Applicant: BANK OF AMERICA CORPORATION
Inventor： Andrew Sheldon , David Luke Hallam , Feng Tang , Oleg Gerasimovich , Patrick B. Smith
Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing cease and desist call flagging. The system, method, and computer program product are configured to provide a user interface for reporting cease and desist requests associated with a plurality of customers; receive, via user input into the user interface, a cease and desist request associated with a customer having at least one account maintained by an entity, wherein the cease and desist request specifies at least one rule to be implemented when contacting the customer; and automatically terminate contact to the customer on behalf of the entity based at least partially on the at least one rule specified in the cease and desist request.
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公开(公告)号：US20160261745A1
公开(公告)日：2016-09-08
申请号：US15159097
申请日：2016-05-19
Applicant: BANK OF AMERICA CORPORATION
Inventor： David Luke Hallam , Andrew Sheldon , Aleksander F. Kravchenko , George Vettiyedathuparampil Thomas
IPC: H04M3/51 , G06Q30/00 , G06Q20/40 , H04M1/677 , G06F3/0484
CPC classification number: H04M3/5158 , G06F3/0484 , G06F3/04842 , G06Q20/407 , G06Q30/01 , G06Q30/016 , H04M1/677 , H04M11/04
Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.
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公开(公告)号：US09398167B2
公开(公告)日：2016-07-19
申请号：US14482935
申请日：2014-09-10
Applicant: BANK OF AMERICA CORPORATION
Inventor： David Luke Hallam , Andrew Sheldon , Aleksander F. Kravchenko , George Vettiyedathuparampil Thomas
IPC: H04M11/04 , G06F3/0484
CPC classification number: H04M3/5158 , G06F3/0484 , G06F3/04842 , G06Q20/407 , G06Q30/01 , G06Q30/016 , H04M1/677 , H04M11/04
Abstract: Embodiments of the invention relate to systems, methods, and computer program products for providing disaster relief event call flagging. The system, method, and computer program product are configured to create a disaster relief event associated with a plurality of customer accounts maintained by an entity, wherein the disaster relief event comprises one or more parameters that identify locations associated with the disaster relief event; create a temporary dialer file for use in contacting the plurality of customers in reference to the accounts, wherein the dialer file is based at least partially on the one or more parameters of the disaster relief event, and automatically suspend contact to one or more customers based at least partially in response to the telephone numbers of the one or more customer being excluded from the temporary dialer file.
Abstract translation: 本发明的实施例涉及用于提供救灾事件呼叫标记的系统，方法和计算机程序产品。 系统，方法和计算机程序产品被配置为创建与由实体维护的多个客户帐户相关联的救灾事件，其中所述救灾事件包括识别与所述救灾事件相关联的位置的一个或多个参数; 创建临时拨号器文件以用于参考所述帐户联系所述多个客户，其中所述拨号文件至少部分地基于所述救灾事件的所述一个或多个参数，并且自动暂停与一个或多个基于客户的联系 至少部分地响应于从临时拨号器文件中排除的一个或多个客户的电话号码。
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