IP Library Granted Patent US 11,403,569
Granted Patent B2
US 11,403,569 · App. 16/927,260 · Granted Aug 2, 2022

System and method of work assignment management

Inventors: Edward Hamilton (Mount Hamilton, CA); Kaushik Deka (New York, NY); Geoffery Chappell (Belfast, ME); Michael R. Bourke (San Francisco, CA); Jason Fama (Redwood City, CA)
Assignee: Verint Americas Inc.
G06Q10/063G06Q10/063114G06Q10/063112
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Quick Facts
Patent No.
US 11,403,569
App. No.
16/927,260
Granted
Aug 2, 2022
Kind
B2
Abstract

Methods of intelligent routing of work assignment includes indexing plurality of pending tasks and indexing a plurality of available employees. A first employee is retrieved from an index of available employees. A next available task assignable to the first employee is determined. A work item from the next available task is assigned to the first employee from the available employee list. The assigned work item is removed from pending task list. The first employee is removed from the available employee list. The next employee is retrieved from the index of available employees.

Claims (52)

1. A method of automated intelligent routing of work assignments implemented on a computing system comprising communicatively connected computing components, the method comprising:

providing an external case management system to receive tasks, wherein the tasks include newly arrived tasks and updates for existing tasks;

providing a router to route tasks imported from the external case management system to one of a plurality of employee task lists, wherein the external case management system is operably coupled to the router;

providing a scheduling subsystem for generating employee schedules, queue allocation plans, and predicted queue wait times, wherein the scheduling subsystem is operably coupled to the router;

receiving, by the router, an electronically stored schedule of a set of available employee identifications from the scheduling subsystem;

receiving, by the router, a plurality of pending tasks from the external case management system, wherein each pending task of the plurality of pending tasks is a task data structure including a task identification and a task type;

electronically simulating, by the router, a schedule of task assignments based upon the plurality of pending tasks, at least one workflow for each of the plurality of pending tasks, and the electronically stored schedule of the set of available employee identifications, wherein each available employee identification is an employee data structure, the employee data structure including one or more skills associated with a respective available employee identification out of a plurality of skills, wherein electronically simulating the schedule of task assignments comprises, electronically performing by the router:

determining each type of task for which there are task identifications in the plurality of pending tasks;

generating a comparative lateness for each task data structure of the plurality of pending tasks;

assigning a priority to each task data structure in the simulation based on a percentage of employee identification data structures with one or more skill that is comparative with the type of task associated with a particular task data structure and the comparative lateness associated with the particular task data structure; and

generating a prioritized queue of task data structures from the plurality of pending tasks, wherein task data structures at a front of the prioritized queue have more priority than task data structures at a back of the prioritized queue;

generating an allocation plan by allocating a task data structure at the front of the prioritized queue to an employee task list for each employee data structure in the set of available employee identifications, wherein the type of task associated with the task data structure allocated corresponds to the one or more skills associated with the employee data structure; and

updating the employee task list for each employee data structure with the allocation plan at a predetermined time interval.

2. The method of claim 1 , wherein the schedule of task assignments consists of task identifications for a discrete time interval.

3. The method of claim 2 , wherein if a total number of task identifications in the discrete time interval is greater than a number of available employee identifications, unallocated task identifications for the discrete time interval are queued for a next sequential discrete time interval.

4. The method of claim 2 , wherein the prioritized queue of task data structures is created for the discrete time interval.

5. The method of claim 1 , wherein each employee data structure also includes information about the employee identification, the method further comprises indexing the available employee identifications based on the information in the employee data structure, further wherein the allocation plan prioritizes allocation of task data structures based on the indexing.

6. A system for automated intelligent routing of work assignments, the system comprising:

an external case management system to receive tasks, wherein the tasks include newly arrived tasks and updates for existing tasks;

a router to route tasks imported from the external case management system to one of a plurality of employee task lists, wherein the external case management system is operably coupled to the router;

a scheduling subsystem for generating employee schedules, queue allocation plans, and predicted queue wait times, wherein the scheduling subsystem is operably coupled to the router;

a display for a graphical user interface that displays an allocation plan at a predetermined time interval;

a processor integrated with the external case management system, the router, and the scheduling subsystem; and

a non-transitory computer readable medium programmed with computer readable code that upon execution by the processor causes the processor to:

receive, at the router, an electronically stored schedule of a set of available employee identifications from the scheduling subsystem;

receive, at the router, a plurality of pending tasks from the external case management system, wherein each pending task of the plurality of pending tasks is a task data structure including a task identification and a task type;

electronically simulate, by the router, a schedule of task assignments based upon the plurality of pending tasks, at least one workflow for each of the plurality of pending tasks, and the electronically stored schedule of the set of available employee identifications, wherein each available employee identification is an employee data structure, the employee data structure including one or more skills associated with a respective available employee identification out of a plurality of skills, wherein electronically simulating the schedule of task assignments comprises, electronically performing by the router:

determine each type of task for which there are task identifications in the plurality of pending tasks;

generate a comparative lateness for each task data structure of the plurality of pending tasks;

assign a priority to each task data structure in the simulation based on a percentage of employee identification data structures with one or more skill that is comparative with the type of task associated with a particular task data structure and the comparative lateness associated with the particular task data structure;

generate a prioritized queue of task data structures from the plurality of pending tasks, wherein task data structures at a front of the prioritized queue have more priority than task data structures at a back of the prioritized queue; and

generate the allocation plan by allocating a task data structure at the front of the prioritized queue to an employee task list for each employee data structure in the set of available employee identifications, wherein the type of task associated with the task data structure allocated corresponds to the one or more skills associated with the employee data structure; and

update the employee task list for each employee data structure with the allocation plan at the predetermined time interval.

7. The system of claim 6 , wherein the schedule of task assignments consists of task identifications for a discrete time interval.

8. The system of claim 7 , wherein if a total number of task identifications in the discrete time interval is greater than a number of available employee identifications, unallocated task identifications for the discrete time interval are queued for a next sequential discrete time interval.

9. The system of claim 7 , wherein the prioritized queue of task data structures is created for the discrete time interval.

10. The system of claim 6 , wherein each employee data structure also includes information about the available employee identification, the processor further indexes the available employee identifications based on the information in the employee data structure, further wherein the allocation plan prioritizes allocation of task data structures based on the indexing.

11. A non-transitory computer-readable medium contained in an external case management system for managing, reporting, and coordinating a plurality of pending tasks, where the external case management system receives tasks and is integrated with a processing system, wherein the tasks include newly arrived tasks and updates for existing tasks, wherein the non-transitory computer-readable medium includes instructions stored thereon for automated intelligent routing of work assignments, wherein the instructions, when executed by the processing system, direct the processing system to:

provide access to a router to route tasks imported from the external case management system to one of a plurality of agents, wherein the external case management system is operably coupled to the router;

provide access to a scheduling subsystem for generating agent schedules, queue allocation plans, and predicted queue wait times wherein the scheduling subsystem is operably coupled to the router;

receive, at the router, an electronically stored schedule of a set of available employee identifications from the scheduling subsystem;

receive, at the router, a plurality of pending tasks from the external case management system, wherein each pending task of the plurality of pending tasks is a task data structure including a task identification and a task type;

electronically simulate, by the router, a schedule of task assignments based upon the plurality of pending tasks, at least one workflow for each of the plurality of pending tasks, and the electronically stored schedule of the set of available employee identifications, wherein each available employee identification is an employee data structure, the employee data structure including one or more skills associated with a respective available employee identification out of a plurality of skills, wherein electronically simulating the schedule of task assignments comprises, electronically performing by the router:

determine each type of task for which there are task identifications in the plurality of pending tasks;

generate a comparative lateness for each task data structure of the plurality of pending tasks;

assign a priority to each task data structure in the simulation based on a percentage of employee identification data structures with one or more skill that is comparative with the type of task associated with a particular task data structure and the comparative lateness associated with the particular task data structure; and

generate a prioritized queue of task data structures from the plurality of pending tasks, wherein task data structures at a front of the prioritized queue have more priority than task data structures at a back of the prioritized queue;

generate an allocation plan by allocating a task data structure at the front of the prioritized queue to an employee task list for each employee data structure in the set of available employee identifications, wherein the type of task associated with the task data structure allocated corresponds to the one or more skills is associated with the employee data structure; and

update the employee task list for each employee data structure with the allocation plan at a predetermined time interval.

12. The non-transitory computer-readable medium of claim 11 , wherein the schedule of task assignments consists of task identifications for a discrete time interval.

13. The non-transitory computer-readable medium of claim 12 , wherein if a total number of task identifications in the discrete time interval is greater than a number of available employee indentifications, unallocated task identifications for the discrete time interval are queued for a next sequential discrete time interval.

14. The non-transitory computer-readable medium of claim 12 , wherein the prioritized queue of task data structures is created for the discrete time interval.

Assignments (2)
SECURITY INTEREST Recorded Dec 23, 2025
From: VERINT AMERICAS INC.
To: ALTER DOMUS (US) LLC, AS COLLATERAL AGENT
Reel/Frame 074034/0292 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 25, 2020
From: HAMILTON, EDWARD; DEKA, KAUSHIK; CHAPPELL, GEOFFERY; BOURKE, MICHAEL R.; FAMA, JASON
To: VERINT AMERICAS INC.
Reel/Frame 053885/0103 →
Continuity (4)
Continuation 16601053 · Oct 14, 2019
Continuation 14465486 · Aug 21, 2014
Provisional Application 61869240 · Aug 23, 2013
Related Publication 20200387842A1 · Dec 10, 2020