公开(公告)号：GB2520621A

公开(公告)日：2015-05-27

申请号：GB201417889

申请日：2014-10-09

Applicant: BANK OF AMERICA

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

IPC: G06Q10/10 ,  G06Q30/02 ,  G06Q50/10

Abstract: A method for determining an automatic contact list comprises receiving a request to create a contact list, the request comprising selection criteria; identifying data associated with a plurality of customers meeting the selection criteria, wherein each customer is associated with at least one contact; determining contacts that are excluded based on at least one of locking, external requests, geography, time, velocity, and permission to contact; and determining a contact list based on customers that are not excluded. Locking occurs when a customer is assigned to another call list or is currently receiving a call from another representative and velocity is the frequency of previous contact with a customer. The contact list may be used for communicating with customers by automatic dialer, email, voicemail, or direct mail. 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.