公开(公告)号：GB2520171B

公开(公告)日：2017-02-08

申请号：GB201417875

申请日：2014-10-09

Applicant: BANK OF AMERICA

Inventor： DAVID LEE WARNICK ,  CHUNG-DI CHOU

IPC: H04M3/523 ,  H04M3/51

Abstract: Embodiments for implementing virtual dialing campaigns using virtual calling modes include systems for receiving account data associated with customer accounts and identifying an account status associated with each of the accounts based on the account data. The embodiments further include grouping the accounts into one or more queues based on the identified account status, selecting a first call mode for at least one queue, determining dialing parameters associated with the first call mode, providing the at least one queue to a user via a display of a computing device that is in communication with the system, and launching an account from the at least one queue.

公开(公告)号：US20150127562A1

公开(公告)日：2015-05-07

申请号：US14071973

申请日：2013-11-05

Applicant: Bank Of America Corporation

Inventor： RYAN SCOTT HELLER ,  PATRICK B. SMITH ,  HARI MADALA ,  ANDREW SHELDON ,  CHUNG-DI CHOU ,  VEERA VENKATA VATTIKUTI

IPC: G06Q30/00

CPC classification number: G06Q30/018

Abstract: Embodiments of the invention relate to systems, methods, and computer program products for determining an automatic contact list. The system, method, and computer program product are configured to receive a request to create a contact list, the request comprising selection criteria; identify data associated with a plurality of customers meeting the selection criteria, wherein each customer is associated with at least one contact; determine contacts that are excluded based on at least one of locking, external requests, geography, time, velocity, and permission to contact; and determine a contact list based on customers that are not excluded. The system allows a user to create an automatic contact list that both meets the user's criteria while also complying with business and legal regulations.

Abstract translation: 本发明的实施例涉及用于确定自动联系人列表的系统，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接收创建联系人列表的请求，该请求包括选择标准; 识别与满足选择标准的多个客户相关联的数据，其中每个客户与至少一个联系人相关联; 基于锁定，外部请求，地理，时间，速度和联系许可中的至少一个确定被排除的联系人; 并根据不排除的客户确定联系人列表。 该系统允许用户创建符合用户标准的自动联系人列表，同时符合业务和法律规定。