Method and apparatus for assigning priorities by applying dynamically-changeable business rules
View Patent ↗A novel method and apparatus which in one embodiment provides for prioritizing and presenting calls routed from callers through a communication network to an agent station having an associated agent, where the calls are based on voice-dialog communication and/or text-dialog communication. The method includes the steps of receiving a call from the communication network, determining a contact evaluation parameter associated with the call, and applying one or more selected business rules to the contact evaluation parameter to generate a priority value corresponding to the call. The call is assigned the priority value and is routed to a selected agent station. The call is displayed with an indication of its assigned priority value so that the agent may service the calls in priority order.
1. In a transaction processing system, a method for prioritizing and presenting incoming calls routed from callers through a communication network to an agent station having an associated agent, the incoming calls including voice-dialog communication and text-dialog communication, the method comprising the steps of:
receiving both voice-dialog and text dialog calls from the communication network;
determining at least one contact evaluation parameter associated with each call based on external real-world events, the contact evaluation parameter indicating a criteria governing identification of selected business rules, separate and distinct from the contact evaluation parameter, for evaluating priority of the call, said real-world events including a geographic location associated with an origin of the call, and a time period measured from receipt of the call to a time of close of business of the caller;
applying one or more of the selected business rules to the contact evaluation parameter to generate a priority value corresponding to each call;
assigning the corresponding priority value to each respective call;
displaying to the agent an indication of each of the calls based on the assigned priority value; and
modifying the assigned priority value of the calls dynamically in real-time in response to the real-world events.
2. The method according to claim 1 wherein the call is processed to assign the priority value before it is routed to a selected agent station.
3. The method according to claim 1 wherein the call is automatically processed to assign the priority value after it is routed to a selected agent station.
4. The method according to claim 1 wherein the contact evaluation parameter is derived from information obtained from a database, the database being accessed based upon an identification of the call.
5. The method according to claim 4 wherein the database is accessed by an index or pointer derived from data contained in a DNIS (dialed number information service) or an ANI (automatic number identification) field associated with the incoming call.
6. The method according to claim 4 wherein the information obtained from the database is selected from the group consisting of customer name, product identification, sales order history, sales volume of ordered merchandise, dollar value of ordered merchandise, customer payment history, and customer payment delinquency history.
7. The method according to claim 1 wherein the contact evaluation parameter indicates a type of criteria governing assignment of the priority value and the business rule implements a specific evaluation of the priority level.
8. The method according to claim 7 wherein the geographical location of origination of the call is determined based on area code information contained in a DNIS or an ANI field associated with the call.
9. The method according to claim 4 wherein the contact evaluation parameter may not be a purchase amount priority when there is no prior order history information in the database corresponding to the call.
10. The method according to claim 1 wherein if the call is a voice-based communication, the contact evaluation parameter is set to voice-priority, and the business rule applied specifies that the call is assigned a priority value greater than all calls having a contact evaluation parameter other than voice-priority.
11. The method according to claim 1 wherein if the call is a text-based communication, the contact evaluation parameter is set to text-priority, and the business rule applied specifies that the call is assigned a priority value greater than all calls having a contact evaluation parameter other than text-priority.
12. The method according to claim 1 wherein if the call is a voice-based communication, the contact evaluation parameter is set to voice-priority, and the business rule applied specifies that the call is assigned a priority value based upon a chronological time that the call was received.
13. The method according to claim 10 wherein the business rule applied further specifies that the call is assigned a priority value based upon a chronological time that the incoming call was received.
14. The method according to claim 4 wherein the contact evaluation parameter corresponds to the customer name and the selected business rule compares the customer name to a VIP (very important persons) list to assign one of a plurality of levels of priority associated with the VIP list.
15. The method according to claim 7 wherein the selected business rule compares the geographical location of an origination of the call with a list of prioritized geographical locations to generate the priority value.
16. The method according to claim 4 wherein the priority value generated is based upon whether the caller is delinquent in payments based on information in the database.
17. The method according to claim 4 wherein the priority value assigned to the call is increased in priority if the time of receipt of the call is within a predetermined period of time of the close-of-business time of the caller.
18. The method according to claim 6 wherein the contact evaluation parameter corresponds to the sales order history and the selected business rule assigns a priority value proportional to a caller purchase amount.
19. The method according to claim 6 wherein the contact evaluation parameter corresponds to the customer payment delinquency history and the selected business rule assigns a priority value inversely proportional to a delinquent amount associated with the caller.
20. The method according to claim 1 wherein content of the call is analyzed and a priority value is generated based on analysis of the content.
21. The method according to claim 20 wherein analyzing the content of the call includes generating a list of key words based on the content of the incoming call and generating a priority value based on the list of key words.
22. The method of claim 21 wherein the step of applying the selected business rule further includes the step of comparing the generated list of keywords with a master key word list to generate a priority value.
23. The method of claim 22 wherein the master keyword list is universal and is applicable to a plurality of callers.
24. The method according to claim 1 wherein if the call is a text-based communication, the text of the call is analyzed and a priority value is generated based upon content of the text.
25. The method according to claim 1 wherein if the call is a voice-based communication, a speech-recognition processor converts the speech to text, and the converted text of the incoming call is analyzed to determine content and a priority value for the call is generated based upon the content.
26. The method of claim 1 wherein the contact evaluation parameter corresponds to an equity name priority and the selected business rule assigns a priority based upon a name of a specific equity.
27. The method of claim 1 wherein the contact evaluation parameter is determined by the type of data in the database pertaining to the call.
28. The method of claim 1 wherein the priority values are reassigned in real-time by changing the business rules, adding business rules, or by modifying the contact evaluation parameters in real-time.
29. A transaction processing system for prioritizing and presenting calls routed from callers through a communication network to an agent station having an associated agent, the calls including voice-dialog communication and text-dialog communication comprising:
means for receiving both voice-dialog and text dialog calls from the communication network;
means for determining a contact evaluation parameter associated with each call based on external real-world events, said real-world events including a geographic location associated with an origin of the call, and a time of receipt of the call relative to a close of business the caller;
means for applying one or more selected business rules to the contact evaluation parameter to generate a priority value corresponding to each call;
means for assigning the corresponding priority value to each respective call;
means for displaying to the agent an indication of each of the calls based on the assigned priority value to permit the agent to service the calls in priority order; and
means for modifying the contact evaluation parameters and business rules in real time thereby modifying the assigned priority value of calls with previously assigned priority values in real-time based on the real-world events.
30. The method according to claim 29 wherein if the call is a voice-based communication, the contact evaluation parameter is set to voice-priority, and the business rule applied specifies that the call is assigned a priority value greater than all calls having a contact evaluation parameter other than voice-priority.
31. The method according to claim 29 wherein if the call is a text-based communication, the contact evaluation parameter is set to text-priority, and the business rule applied specifies that the call is assigned a priority value greater than all calls having a contact evaluation parameter other than text-priority.
32. The method according to claim 29 wherein the contact evaluation parameters and business rules are modified in real time.
33. The method according to claim 32 wherein a database is accessed by an index or pointer derived from data contained in a DNIS or an ANI field associated with the incoming call.
34. A transaction processing system configured to prioritize and present calls routed from callers through a communication network to agent stations each having an associated agent, the calls including voice-dialog communication and text-dialog communication, the system comprising:
at least one communication processor operatively incorporated into or coupled to the transaction processing system to facilitate sending and receiving the voice-dialog communication and text-dialog communication between callers and the agents;
a contact evaluation parameter associated with each call and applying one or more selected business rules to the contact evaluation parameter to generate a priority value corresponding to each call and to assign the priority value to each call;
said contact evaluation parameter selected based on real-world events, said real-world events including a geographic location associated with an origin of the call, and a time from receipt of the call to a close of business of the caller;
a plurality of agent stations operatively coupled to the communication processor, each agent terminal having a display screen to display a list of pending calls and to display on the display screen an indication of each of the calls based on the assigned priority value to the associated agent so that the agent services the calls in priority order, wherein the assigned priority value is modified in real-time based on the real-world events.
35. A computer readable memory or data storage means encoded with data representing a computer program for a transaction processing system, the system configured to prioritize and present calls routed from callers through a communication network to an agent station having an associated agent, the calls including voice-dialog communication and text-dialog communication, the computer readable memory or data storage means comprising:
means for receiving incoming voice-dialog and text dialog calls from the communication network;
means for determining a contact evaluation parameter associated with each call based on external real-world events;
means for applying one or more selected business rules to the contact evaluation parameter to generate a priority value corresponding to each call;
means for assigning the corresponding priority value to each respective call;
means for displaying to the agent an indication of each of the calls based on the assigned priority value; and;
means for updating the assigned priority value in real-time based on the real-world events, said real-world events including a geographic location associated with an origin of the call, and a time from receipt of the call to a close of business of the caller.