IP Library Granted Patent US 8,660,916
Granted Patent B2
US 8,660,916 · App. 13/425,892 · Granted Feb 25, 2014

System and method for automated notification

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Quick Facts
Patent No.
US 8,660,916
App. No.
13/425,892
Granted
Feb 25, 2014
Kind
B2
Abstract

Systems and methods are provided which make use of outbound calling systems to automate notification campaigns. Automated campaigns using outbound calling systems can provide a number of significant advantages over the traditional notification campaign, potentially resulting in faster, more efficient, more accurate, and more cost-effective notification campaigns.

Claims (54)

1. A method for executing an automated network-based notification campaign implemented by at least one processor, the method comprising:

acquiring, via at least one processor, suspect account information, the suspect account information comprising customer information corresponding to an account holder of a group of account holders, a telephone number corresponding to the account holder, and campaign information, the campaign information relating to a security breach affecting the group;

transmitting, via the at least one processor, the suspect account information to an outbound calling system;

extracting, via the at least one processor, the telephone number from the suspect account information;

establishing, via the at least one processor, a network connection between the outbound calling system and the account holder using the telephone number;

running, via the at least one processor, a connection successful routine when the network connection is successfully established, wherein running the connection successful routine comprises:

communicating at least a portion of the campaign information to the account holder;

communicating to the account holder a plurality of options for responding to the security breach, the options comprising at least two of canceling an account, blocking an account, issuing a new transaction card for an account, blocking an old transaction card for an account, or speaking to a customer service representative:

receiving a response from the account holder, the response selecting at least one of the options; and

updating a connection log to reflect successful establishment of the network connection, wherein the connection log contains data on failures of connection attempts to account holders of the group; and

running, via the at least one processor, a connection unsuccessful routine when the network connection is not successfully established, wherein running the connection unsuccessful routine comprises:

updating the connection log data to reflect a failed network connection attempt.

2. The method of claim 1 , wherein the suspect account information comprises information from a compromised financial instrument.

3. The method of claim 1 , wherein the suspect account information comprises information from a non-activated financial instrument.

4. The method of claim 1 , wherein the suspect account information comprises information from a financial instrument experiencing atypical account activity.

5. The method of claim 1 , wherein the campaign information corresponds at least in part to the account holder.

6. The method of claim 1 , wherein running the connection successful routine further comprises:

prompting the account holder to collect response information; and

transmitting the response information to a database.

7. The method of claim 6 , wherein the response information comprises DTMF signals.

8. The method of claim 6 , wherein the database is a call base.

9. The method of claim 6 , wherein the database is the outbound calling system.

10. The method of claim 6 , wherein the database is directed by at least one of the outbound calling system, a prompter, or an institution.

11. The method of claim 1 , wherein running the connection successful routine further comprises:

transmitting campaign function information to a custom statement formatter;

customizing a customer statement based on the campaign function information; and

transmitting the customer statement to a peripheral device.

12. The method of claim 11 , wherein the campaign function information derives from at least one of the customer information, the campaign information, the connection log, or the response information.

13. The method of claim 11 , wherein the peripheral device is a printer.

14. The method of claim 13 , wherein the printer is a card printer.

15. The method of claim 1 , further comprising updating, via the at least one processor, the suspect account information based on the connection log.

16. The method of claim 1 , further comprising security sensitive information.

17. The method of claim 16 , wherein the security sensitive information comprises sensitive portions of at least one of the customer information, the campaign information, the connection log, or the response information.

18. A system for executing an automated network-based notification campaign, the system comprising:

a source of suspect account information, the suspect account information comprising customer information corresponding to an account holder of a group of account holders, a telephone number corresponding to the account holder, and campaign information, the campaign information relating to a security breach affecting the group;

an outbound calling system comprising a connection to a telephone network, instructions for establishing a network connection via the telephone network to the telephone number, and instructions for communicating at least a portion of the campaign information to the account holder;

a prompter comprising handling instructions for:

communicating to the account holder a plurality of options for responding to the security breach, the options comprising at least two of canceling an account, blocking an account, issuing a new transaction card for an account, blocking an old transaction card for an account, or speaking to a customer service representative; and

handling response information;

a database comprising information for establishing a connection to at least one of the outbound calling system or the prompter; and

a connection log comprising data entries indicating the failure of network connections via the telephone network.

19. The system of claim 18 , wherein the suspect account information comprises information from a compromised financial instrument.

20. The system of claim 18 , wherein the suspect account information comprises information from a non-activated financial instrument.

21. The system of claim 18 , wherein the suspect account information comprises information from a financial instrument experiencing atypical account activity.

22. The system of claim 18 , wherein the database is a call base.

23. The system of claim 18 , wherein the database is directed by at least one of the outbound calling system, the prompter, or an institution.

24. The system of claim 18 , wherein the suspect account information is adjusted to enhance the efficacy of the notification campaign by reflecting information in the connection log.

25. The system of claim 18 , further comprising a customer statement formatter.

26. The system of claim 25 , further comprising a peripheral device in operative communication with at least one of the customer statement formatter, the database, or the outbound calling system.

27. The system of claim 26 , wherein the peripheral device is a printer.

28. The system of claim 27 , wherein the printer is a card printer.

29. The system of claim 18 , wherein the peripheral device is a printer.

30. The system of claim 18 , wherein the response information comprises DTMF signals.

31. The system of claim 18 , further comprising an information security system for securing sensitive information.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 1, 2021
From: FIS PAYMENTS LLC
To: FIDELITY INFORMATION SERVICES, LLC
Reel/Frame 057665/0528 →
CONVERSION Recorded May 13, 2021
From: METAVANTE CORPORATION
To: FIS PAYMENTS LLC
Reel/Frame 056284/0075 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 28, 2021
From: BROWN, STEVEN T.; WERTH, KATHLEEN R.
To: METAVANTE CORPORATION
Reel/Frame 056076/0443 →