IP Library Granted Patent US 10,708,432
Granted Patent B2
US 10,708,432 · App. 16/194,598 · Granted Jul 7, 2020

Techniques for case allocation

Inventors: Itai Kan (McLean, VA); David J. Delellis (Doylestown, PA)
Assignee: Afiniti Europe Technologies Limited
H04M3/5233G06Q10/06311H04M2203/408
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 10,708,432
App. No.
16/194,598
Granted
Jul 7, 2020
Kind
B2
Abstract

Techniques for case allocation are disclosed. In one particular embodiment, the techniques may be realized as a method for case allocation comprising receiving, by at least one computer processor, at least one case allocation allocated using a first pairing strategy, and then reassigning, by the at least one computer processor, the at least one case allocation using behavioral pairing.

Claims (64)

1. A method for allocating cases to agents in a service center system comprising:

receiving, by at least one computer processor communicatively coupled to and configured to operate in the service center system, first assignment data comprising a first pairing of a first case to a first agent;

analyzing, by the at least one computer processor, the first assignment data for possible reassignment of pairings;

reassigning, by the at least one computer processor, the first pairing to a second pairing of the first case to a second agent different from the first agent based at least in part on the analyzing and a behavioral pairing strategy; and

allocating, by the at least one computer processor, the first case to the second agent.

2. The method of claim 1 , further comprising:

recording, by the at least one computer processor, an indicator that the first case was reassigned.

3. The method of claim 1 , further comprising:

determining, by the at least one computer processor, an expected outcome of the first case based on a hypothetical allocation to the first agent;

determining, by the at least one computer processor, an actual outcome of the first case allocated to the second agent; and

outputting, by the at least one computer processor, a performance difference between the actual outcome and the expected outcome.

4. The method of claim 1 , further comprising:

receiving, by the at least one computer processor, a first plurality of case allocations that were previously allocated based on the behavioral pairing strategy;

receiving, by the at least one computer processor, a second plurality of case allocations that were previously allocated based on instructions to reassign; and

determining, by the at least one computer processor, a difference in performance between the first and second pluralities of case allocations.

5. The method of claim 1 , wherein the instruction to reassigning is based on an instruction to reassign received from a management authority.

6. The method of claim 5 , further comprising:

receiving, by the at least one computer processor, a reassignment confidence level for the instruction to reassign.

7. The method of claim 5 , further comprising:

receiving, by the at least one computer processor, a rationale from the management authority for the instruction to reassign.

8. A system for allocating cases to agents in a service center system comprising:

at least one computer processor communicatively coupled to and configured to operate in the service center system, wherein the at least one computer processor is further configured to:

receive first assignment data comprising a first pairing of a first case to a first agent;

analyze the first assignment data for possible reassignment of pairings;

reassign the first pairing to a second pairing of the first case to a second agent different from the first agent based at least in part on the analyzing and a behavioral pairing strategy; and

allocate the first case to the second agent.

9. The system of claim 8 , wherein the at least one computer processor is further configured to:

record an indicator that the first case was reassigned.

10. The system of claim 8 , wherein the at least one computer processor is further configured to:

determine an expected outcome of the first case based on a hypothetical allocation to the first agent;

determine an actual outcome of the first case allocated to the second agent; and

output a performance difference between the actual outcome and the expected outcome.

11. The system of claim 8 , wherein the at least one computer processor is further configured to:

receive a first plurality of case allocations that were previously allocated based on the behavioral pairing strategy;

receive a second plurality of case allocations that were previously allocated based on instructions to reassign; and

determine a difference in performance between the first and second pluralities of case allocations.

12. The system of claim 8 , wherein the reassigning is based on an instruction to reassign received from a management authority.

13. The system of claim 12 , wherein the at least one computer processor is further configured to:

receive a reassignment confidence level for the instruction to reassign.

14. The system of claim 12 , wherein the at least one computer processor is further configured to:

receive a rationale from the management authority for the instruction to reassign.

15. An article of manufacture for allocating cases to agents in a service center system comprising:

a non-transitory computer processor readable medium; and

instructions stored on the medium;

wherein the instructions are configured to be readable from the medium by at least one computer processor communicatively coupled to and configured to operate in the service center system and thereby cause the at least one computer processor to operate so as to:

receive first assignment data comprising a first pairing of a first case to a first agent;

analyze the first assignment data for possible reassignment of pairings;

reassign the first pairing to a second pairing of the first case to a second agent different from the first agent based at least in part on the analyzing and a behavioral pairing strategy; and

allocate the first case to the second agent.

16. The article of manufacture of claim 15 , wherein the at least one computer processor is further configured to:

record an indicator that the first case was reassigned.

17. The article of manufacture of claim 15 , wherein the at least one computer processor is further configured to:

determine an expected outcome of the first case based on a hypothetical allocation to the first agent;

determine an actual outcome of the first case allocated to the second agent; and

output a performance difference between the actual outcome and the expected outcome.

18. The article of manufacture of claim 15 , wherein the at least one computer processor is further configured to:

receive a first plurality of case allocations that were previously allocated based on the behavioral pairing strategy;

receive a second plurality of case allocations that were previously allocated based on instructions to reassign; and

determine a difference in performance between the first and second pluralities of case allocations.

19. The article of manufacture of claim 15 , wherein the reassigning is based on an instruction to reassign received from a management authority.

20. The article of manufacture of claim 19 , wherein the at least one computer processor is further configured to:

receive a reassignment confidence level for the instruction to reassign.

21. The article of manufacture of claim 19 , wherein the at least one computer processor is further configured to:

receive a rationale from the management authority for the instruction to reassign.

Assignments (7)
RELEASE AND TERMINATION OF PATENT SECURITY AGREEMENT Recorded Apr 16, 2025
From: VCP CAPITAL MARKETS, LLC
To: AFINITI, LTD.
Reel/Frame 070866/0614 →
PATENT ASSIGNMENT AGREEMENT Recorded Jan 3, 2025
From: AFINITI, LTD.
To: AFINITI AI HOLDINGS LLC
Reel/Frame 069816/0656 →
PATENT SECURITY AGREEMENT Recorded Jan 3, 2025
From: AFINITI AI LIMITED
To: ALTER DOMUS (US) LLC
Reel/Frame 069816/0858 →
PATENT ASSIGNMENT AGREEMENT Recorded Jan 3, 2025
From: AFINITI AI HOLDINGS LLC
To: AFINITI AI LIMITED
Reel/Frame 069817/0001 →
PATENT SECURITY AGREEMENT Recorded Aug 26, 2024
From: AFINITI, LTD.
To: VCP CAPITAL MARKETS, LLC
Reel/Frame 068793/0261 →
CORRECTIVE ASSIGNMENT TO CORRECT THE TYPOGRAPHICAL ERRORS ON PAGE ONE OF THE ASSIGNMENT PREVIOUSLY RECORDED AT REEL: 054204 FRAME: 0387. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Nov 24, 2020
From: AFINITI EUROPE TECHNOLOGIES LIMITED
To: AFINITI, LTD.
Reel/Frame 054700/0324 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 8, 2020
From: AFINITI EUROPE TECHNOLOGIES LIMITED
To: AFINITI, LTD.
Reel/Frame 054204/0387 →