IP Library Granted Patent US 8,457,297
Granted Patent B2
US 8,457,297 · App. 11/322,355 · Granted Jun 4, 2013

Distributing transactions among transaction processing systems

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Quick Facts
Patent No.
US 8,457,297
App. No.
11/322,355
Granted
Jun 4, 2013
Kind
B2
Abstract

A method and system to distribute transactions among a plurality of transaction processing systems is described herein. The method includes automatically receiving data from a first transaction processing system; identifying scheduled handling resources for each of the transaction processing systems for a first time interval based on the data from each transaction processing system; determining transaction allocations for each of the transaction processing systems based upon generated forecast data; and distributing transactions among the plurality of transaction processing systems by producing routing decisions based upon the determined transaction allocations and the scheduled handling resources.

Claims (63)

1. A method of distributing transactions among a plurality of transaction processing systems, the method comprising:

automatically receiving schedule data from a first transaction processing system;

mapping the schedule data to corresponding schedule data of a second transaction processing system and mapping a resource group associated with the first transaction processing system to a corresponding resource group of the second transaction processing system to match up corresponding data of the resource groups;

identifying scheduled handling resources for each of the transaction processing systems for a first time interval based on the schedule data from each of the transaction processing systems;

determining transaction allocations for the first time interval for each of the transaction processing systems based upon generated forecast data; and

distributing transactions among the plurality of transaction processing systems for the first time interval by producing routing decisions based upon the determined transaction allocations and the scheduled handling resources such that both fixed amount allocations and percentage allocations for the first time interval are specified for the determined transaction allocations, and the fixed amount allocations are given priority and the percentage allocations are used to distribute any transactions remaining after the fixed amount allocations have been distributed.

2. The method of claim 1 , wherein determining transaction allocations comprises determining a percent of transactions to be allocated to each of the transaction processing systems.

3. The method of claim 1 , further comprising:

receiving from the first transaction processing system mapping information including a first key, a first transaction processing system site ID, and a resource group associated with the first key; and

storing the mapping information, including the first key.

4. The method of claim 3 , further comprising:

upon receipt of the schedule data from the first transaction processing system, validating the schedule data including:

receiving a second key along with the schedule data of the first transaction processing system; and

comparing the first key with the second key and validating the schedule data if the keys match and discarding the data if the keys do not match.

5. The method of claim 1 , further comprising: receiving schedule data from a plurality of transaction processing systems and wherein any resource group that has a fixed number of transaction specified is assigned at least the fixed number of transaction unless there are not enough transactions to distribute all the fixed amount allocations, and if there is not enough transactions to distribute then the transactions are distributed in proportion to the fixed number.

6. The method of claim 1 , further comprising:

tallying the schedule data from each of the transaction processing systems for the first time interval.

7. The method of claim 1 , further comprising:

scheduling receipt of updated schedule data from each of the transaction processing systems at a periodic time interval.

8. The method claim 4 , further comprising:

at least one of converting the received schedule data of the first transaction processing system to a same time zone of the second transaction processing system and converting the received schedule data of the first transaction processing system to the same time interval as the second transaction processing system.

9. The method claim 4 , further comprising:

transforming schedule data from an output data format to an input data format.

10. The method of claim 1 , further comprising:

determining call rate capacities based upon the generated forecast data and at least one selected from a group including desired service level, cost constraints, and historical data

wherein determining transaction allocations includes determining transaction allocations for each of the transaction processing systems based upon the call rate capacities.

11. The method of claim 10 , further comprising adjusting the call rate capacities for direct traffic to each of the transaction processing systems, and distributing transactions comprises applying the call rate capacities.

12. The method of claim 1 , wherein the transactions comprise telephone calls and wherein each of the transaction processing systems comprise automatic call distributors.

13. The method of claim 1 , wherein the transactions are received over the Internet and wherein each of the transaction processing systems comprises a web server.

14. The method of claim 13 , wherein distributing transactions comprises taking into account user-defined, fixed allocation percentages associated with one or more of the transaction processing systems.

15. The method of claim 1 , wherein determining transaction allocations for the first time interval for each of the transaction processing systems if further based upon an allocation agreement between a vendor and a client associated with the first transaction processing system.

16. The method of claim 15 , further comprising automatically receiving transaction quality metrics of the client from the first transaction processing system.

17. The method of claim 16 , further comprising distributing transactions among the plurality of transaction processing systems for the first time interval further based upon the transaction quality metrics.

18. The method of claim 15 , further comprising adjusting the transaction allocations based upon at least one selected from a group including the transaction quality metrics, updated forecast data, the determined transaction allocations, the allocation agreement, and the scheduled handling resources.

19. A virtual transaction processing center comprising: an interface to automatically receive schedule data from a first transaction processing system;

a mapping server to map the schedule data of the first transaction processing system to schedule data of a second transaction processing system; and a transaction routing controller:

to identify scheduled handling resources for each of the transaction processing systems for a first time interval based on the schedule data from each of the transaction processing systems;

to determine transaction allocations for the first time interval for each of the transaction processing systems based upon generated forecast data; and

to distribute transactions among the plurality of transaction processing systems for the first time interval by producing routing decisions based upon the determined transaction allocations and the scheduled handling resources such that both fixed amount allocations and percentage allocations for the first time interval are specified for the determined transaction allocations, and the fixed amount allocations are given priority and the percentage allocations are used to distribute any transactions remaining after the fixed amount allocations have been distributed.

20. The virtual transaction processing center of claim 19 , wherein a percent of transactions to be allocated to each of the transaction processing systems is determined to determine transaction allocations.

21. The virtual transaction processing center of claim 20 , wherein the transaction routing controller is configured to load balance incoming transactions by generating routing decisions according to the allocation percentages.

22. The virtual transaction processing center of claim 20 , wherein the transaction routing controller is configured to load balance incoming transactions by uploading the allocation percentages to an inter-exchange carrier interface.

23. A non-transitory machine-readable medium having stored thereon data representing sequences of instructions, the sequences of instructions, when executed by a machine cause the machine to:

automatically receive schedule data from a first transaction processing system;

map the schedule data to corresponding schedule data of a second transaction processing system;

identify scheduled handling resources for each of the transaction processing systems for a first time interval based on the schedule data from each transaction processing system;

determine transaction allocations for each of the transaction processing systems for the first time interval based upon generated forecast data; and

distribute transactions among the plurality of transaction processing systems by producing routing decisions based upon the determined transaction allocations and the scheduled handling resources such that both fixed amount allocations and percentage allocations for the first time interval are specified for the determined transaction allocations, and the fixed amount allocations are given priority and the percentage allocations are used to distribute any transactions remaining after the fixed amount allocations have been distributed.

24. A virtual transaction processing center to distribute transactions among a plurality of transaction processing systems, the center comprising:

means for automatically receiving schedule data from a first transaction processing system;

means for mapping the schedule data to corresponding schedule data of a second transaction processing system;

means for identifying scheduled handling resources for each of the transaction processing systems for a first time interval based on the schedule data from each of the transaction processing systems;

means for determining transaction allocations for each of the transaction processing systems based upon generated forecast data; and

means for distributing transactions among the plurality of transaction processing systems by producing routing decisions based upon the determined transaction allocations and the scheduled handling resources such that both fixed amount allocations and percentage allocations for the first time interval are specified for the determined transaction allocations, and the fixed amount allocations are given priority and the percentage allocations are used to distribute any transactions remaining after the fixed amount allocations have been distributed.

25. A method of distributing transactions among a plurality of transaction processing systems, the method comprising:

automatically receiving data from a plurality of transaction processing systems;

identifying scheduled handling resources for each of the transaction processing systems for a first time interval based on the data from each of the transaction processing systems; determining transaction allocations for the first time interval for each of the transaction processing systems based upon generated forecast data; and

distributing transactions among the plurality of transaction processing systems for the first time interval by producing routing decisions based upon the determined transaction allocations and the scheduled handling resources such that both fixed amount allocations and percentage allocations for the first time interval are specified for the determined transaction allocations, and the fixed amount allocations are given priority and the percentage allocations are used to distribute any transactions remaining after the fixed amount allocations have been distributed.

26. The method of claim 25 , wherein determining transaction allocations comprises determining a percent of transactions to be allocated to each of the transaction processing systems.

27. The method of claim 25 , further comprising mapping the data of a first transaction processing system of the plurality of transaction processing systems to corresponding data of a second transaction processing system of the plurality of transaction processing systems.

28. The method of claim 27 , further comprising:

receiving from the first transaction processing system mapping information including a first key, a first transaction processing system site ID, and a resource group associated with the first key; and

storing the mapping information, including the first key.

Assignments (18)
RELEASE OF SECURITY INTEREST Recorded Oct 27, 2025
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
Reel/Frame 073360/0209 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 20, 2024
From: ALVARIA INC.
To: ALVARIA CAYMAN (CX)
Reel/Frame 066850/0285 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0428 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0384 →
PATENT SECURITY AGREEMENT Recorded Mar 20, 2024
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
To: JEFFERIES FINANCE LLC
Reel/Frame 066850/0334 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ADDRESS OF ALVARIA, INC. PREVIOUSLY RECORDED ON REEL 057254 FRAME 0377. ASSIGNOR(S) HEREBY CONFIRMS THE CHANGE OF NAME. Recorded Sep 13, 2021
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 057652/0265 →
CHANGE OF NAME Recorded Jun 9, 2021
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 057254/0377 →
RELEASE OF SECURITY INTEREST Recorded Jun 4, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
Reel/Frame 057254/0363 →
MERGER AND CHANGE OF NAME Recorded Jun 3, 2021
From: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.
To: ASPECT SOFTWARE, INC.
Reel/Frame 056434/0157 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057261/0093 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057674/0664 →
SECURITY INTEREST Recorded Jun 16, 2016
From: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 039052/0356 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039013/0015 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: U.S. BANK NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039012/0311 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 20, 2014
From: JPMORGAN CHASE BANK, N.A.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 034281/0548 →
SECURITY INTEREST Recorded Jun 29, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 024651/0637 →
SECURITY AGREEMENT Recorded Jun 9, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC (F/K/A ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC); ASPECT SOFTWARE, INC. (AS SUCCESSOR TO ASPECT COMMUNICATIONS CORPORATION)
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024505/0225 →
RELEASE OF SECURITY INTEREST Recorded Jun 8, 2010
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINSTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024492/0496 →