Agent initiated actions
A system for automatic authentication of service requests includes authentication of a remote access device. This authentication may be accomplished automatically prior to text or audio communication between a customer and a service agent. In some embodiments, authentication is accomplished automatically by authentication of the remote access device or accomplished by asking the customer questions. A single authentication of the remote access device may be used to authenticate a service request transferred between service agents. The authentication of the remote device may include, for example, use of a personal identification number, a fingerprint, a photograph, and/or a hardware identifier. Some embodiments include an intelligent pipeline configured for managing queues of customer service requests and/or customer service agent control over a customer's access device.
1. A communication system comprising:
a customer service management system including
an agent interface configured for a person to initiate a request for information from a customer, and
request logic configured to send the request to the customer and to receive a response to the request, the request including a command to activate a camera,
authentication logic configured to authenticate the customer by comparing a received still or video image against stored customer image data; and
an access device including
an I/O configured for the access device to communicate with the customer service management system via the communication system,
a display configured to present information to the customer,
application logic configured to receive the request from the customer service management system, to activate the camera of the access device in response to the command, to display the information to the customer in response to the command, to receive from the camera a still or video image of the customer in response to the information, and to send the response to the request, including the still or video image, to the customer service management system in response to receiving the still or video image, and
a processor configured to execute at least the application logic.
2. The system of claim 1 , wherein the request is for authentication data.
3. The system of claim 1 , wherein the request is for a photograph and the response to the request includes the photograph.
4. The system of claim 1 , wherein the request is for data from a third party application executing on the access device.
5. The system of claim 1 , wherein the request is for data stored on the access device.
6. The system of claim 1 , wherein the request is for a screen capture of contents of the display.
7. The system of claim 1 , wherein the request is for a menu selection and the information displayed to the customer includes a menu.
8. The system of claim 1 , wherein the request is for an approval and the information displayed to the customer characterizes a subject of the approval.
9. The system of claim 8 , wherein the request is for approval of terms and conditions of a transaction.
10. The system of claim 8 , wherein the request is for approval of an order.
11. The system of claim 8 , wherein the request is for approval of a stock transaction.
12. The system of claim 1 , wherein the request is for an electronic signature.
13. The system of claim 1 , wherein the request is for biometric data.
14. A communication system comprising:
a customer service management system including
an agent interface configured for a person to initiate a request for information from a customer, and
request logic configured to send the request to the customer and to receive a response to the request, the request including a command to activate a fingerprint reader,
authentication logic configured to authenticate the customer by comparing received fingerprint data of the customer against stored customer fingerprint data; and
an access device including
an I/O configured for the access device to communicate with the customer service management system via the communication system,
a display configured to present information to the customer,
application logic configured to receive the request from the customer service management system, to activate the fingerprint reader of the access device in response to the command, to display the information to the customer in response to the command, to receive from the fingerprint reader the fingerprint data of the customer in response to the information, and to send the response to the request, including the fingerprint data of the customer, to the customer service management system in response to receiving the fingerprint data of the customer, and
a processor configured to execute at least the application logic.
15. The system of claim 14 , wherein the request is for authentication data.
16. The system of claim 14 , wherein the request is for data from a third party application executing on the access device.
17. The system of claim 14 , wherein the request is for data stored on the access device.
18. The system of claim 14 , wherein the request is for a screen capture of contents of the display.
19. The system of claim 14 , wherein the request is for a menu selection and the information displayed to the customer includes a menu.
20. The system of claim 14 , wherein the request is for an approval and the information displayed to the customer characterizes a subject of the approval.