IP Library Granted Patent US 10,498,897
Granted Patent B1
US 10,498,897 · App. 15/066,132 · Granted Dec 3, 2019

Systems and methods for simulating multiple call center balancing

Inventors: Bipin Chadha (San Antonio, TX); Lambros Petropoulos (San Antonio, TX)
Assignee: United Services Automobile Association (USAA)
H04M3/5234
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Quick Facts
Patent No.
US 10,498,897
App. No.
15/066,132
Granted
Dec 3, 2019
Kind
B1
Abstract

The method may include simulating a call and determining a propensity score associated with the call. The method may also include selecting a first destination, from a plurality of destinations, for the call based on a routing algorithm and the propensity score. The method may include routing the call to the first destination and updating a first call load associated with the first destination based on the call. The method may also include comparing the first call load to a plurality of other call loads. Each of the other call loads may be associated with at least one of the plurality of destinations. The method may also include updating the routing algorithm based on the comparing.

Claims (64)

1. A method comprising:

modeling a plurality of simulated destinations for call routing in a multiple call center simulation based on one or more call center profiles, wherein the one or more call center profiles include predicted performance for each of the multiple call centers, and wherein the one or more call center profiles are dynamic and adjust predicted performance based on updated data;

simulating a call to the multiple call center simulation, wherein the call is associated with a complexity and propensity score;

analyzing balancing factors associated with the plurality of simulated destinations for call routing according to one or more rules, wherein the balancing factors include the complexity;

analyzing call details of the call to produce a call evaluation result;

selecting, using a routing algorithm applying a first set of rules, a first simulated destination from the plurality of simulated destinations for the call, wherein the routing algorithm applies the first set of rules to the analysis of the balancing factors, the call evaluation result, and the propensity score;

determining that a queue of the first simulated destination exceeds a threshold;

dynamically modifying rules of the routing algorithm to cause the routing algorithm to apply a second set of rules in response to determining that the queue of the first simulated destination exceeds a threshold;

selecting, using the routing algorithm applying a second set of rules, a second simulated destination from the plurality of simulated destinations for the call, wherein the routing algorithm applies the second set of rules to the analysis of the balancing factors, the call evaluation result, and the propensity score;

routing the call to the second simulated destination;

updating a second call load associated with the second simulated destination based on the call;

comparing the second call load to a plurality of other call loads, wherein each of the other call loads is associated with at least one of the plurality of simulated destinations;

updating the routing algorithm based on the comparing; and

deploying the routing algorithm with updates to a production environment simulated by the multiple call center simulation.

2. The method of claim 1 , wherein at least one of the simulated first destination and the second simulated destination comprises an agent.

3. The method of claim 2 , further comprising:

identifying the agent based on an agent profile associated with the agent.

4. The method of claim 3 , wherein the agent profile is indicative of an agent skill.

5. The method of claim 1 , wherein at least one of the first simulated destination and the second simulated destination comprises a call center.

6. The method of claim 5 , further comprising:

identifying the call center based on a call center profile associated with the call center.

7. The method of claim 6 , wherein the call center profile is indicative of a bandwidth of the call center.

8. A system comprising:

a processor; and

memory storing instructions that cause the processor to effectuate operations, the operations comprising:

modeling a plurality of simulated destinations for call routing in a multiple call center simulation based on one or more call center profiles;

simulating a call to the multiple call center simulation, wherein the call is associated with a complexity and propensity score;

analyzing balancing factors associated with the plurality of simulated destinations for call routing according to one or more rules, wherein the balancing factors include the complexity;

analyzing call details of the call to produce a call evaluation result;

selecting, using a routing algorithm applying a first set of rules, a first simulated destination from the plurality of simulated destinations for the call, wherein the routing algorithm applies the first set of rules to the analysis of the balancing factors, the call evaluation result, and the propensity score;

determining that a queue of the first simulated destination exceeds a threshold;

dynamically modifying rules of the routing algorithm to cause the routing algorithm to apply a second set of rules in response to determining that the queue of the first simulated destination exceeds a threshold;

selecting, using the routing algorithm applying a second set of rules, a second simulated destination from the plurality of simulated destinations for the call, wherein the routing algorithm applies the second set of rules to the analysis of the balancing factors, the call evaluation result, and the propensity score;

routing the call to the second simulated destination;

updating a second call load associated with the second simulated destination based on the call;

comparing the second call load to a plurality of other call loads, wherein each of the other call loads is associated with at least one of the plurality of simulated destinations;

updating the routing algorithm based on the comparing; and

deploying the routing algorithm with updates to a production environment simulated by the multiple call center simulation.

9. The system of claim 8 , wherein the balancing factors include at least one of an availability of agents, a skill level of the agents, whether the agents are automated systems or human service representatives, a characteristics of a customer placing the call, call abandonment, routing protocols of call centers, skill levels of agents at the call centers, a number of agents at the call centers, forecasted and actual call volumes, and wait times.

10. The system of claim 9 , wherein the call details include at least one of a type of incoming call, an issue related to the call, a subject matter, a ranking, a categorization, a requirement that the call be directed to a particular simulated destination, a requirement that a call not be directed to a particular simulated destination, and an estimated time to resolve the call.

11. The system of claim 8 , wherein at least one of the first simulated destination and the second simulated destination comprises a call center.

12. The system of claim 11 , the operations further comprising:

identifying the call center based on a call center profile associated with the call center.

13. A non-transitory computer-readable storage medium storing instructions that cause a processor executing the instructions to effectuate operations, the operations comprising:

modeling a plurality of simulated destinations for call routing in a multiple call center simulation based on one or more call center profiles;

simulating a call to the multiple call center simulation, wherein the call is associated with a complexity and propensity score;

analyzing balancing factors associated with the plurality of simulated destinations for call routing according to one or more rules, wherein the balancing factors include the complexity;

analyzing call details of the call to produce a call evaluation result;

selecting, using a routing algorithm applying a first set of rules, a first simulated destination from the plurality of simulated destinations for the call, wherein the routing algorithm applies the first set of rules to the analysis of the balancing factors, the call evaluation result, and the propensity score;

determining that a queue of the first simulated destination exceeds a threshold;

dynamically modifying rules of the routing algorithm to cause the routing algorithm to apply a second set of rules in response to determining that the queue of the first simulated destination exceeds a threshold;

selecting, using the routing algorithm applying a second set of rules, a second simulated destination from the plurality of simulated destinations for the call, wherein the routing algorithm applies the second set of rules to the analysis of the balancing factors, the call evaluation result, and the propensity score;

routing the call to the second simulated destination;

updating a second call load associated with the second simulated destination based on the call;

comparing the second call load to a plurality of other call loads, wherein each of the other call loads is associated with at least one of the plurality of simulated destinations;

updating the routing algorithm based on the comparing; and

deploying the routing algorithm with updates to a production environment simulated by the multiple call center simulation.

14. The non-transitory computer-readable storage medium of claim 13 , wherein at least one of the first simulated destination and the second simulated destination comprises an agent.

15. The non-transitory computer-readable storage medium of claim 14 , the operations further comprising:

identifying the agent based on an agent profile associated with the agent.

16. The method of claim 1 , wherein the predicted performance is based on agent predicted performance describing one or more agents associated with each of the multiple call centers.

17. The method of claim 1 , wherein the call is based on raw call data.

18. The method of claim 1 , further comprising adjusting the predicted performance based on a personnel change at a respective call center.

19. The method of claim 1 , further comprising adjusting the predicted performance based on received actual performance data for a respective call center.

Assignments (3)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 21, 2019
From: UIPCO, LLC
To: UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
Reel/Frame 050114/0970 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 31, 2017
From: UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
To: UIPCO, LLC
Reel/Frame 041813/0666 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 31, 2017
From: UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
To: UIPCO, LLC
Reel/Frame 041815/0087 →
Continuity (2)
Provisional Application 62140748 · Mar 31, 2015
Provisional Application 62292979 · Feb 9, 2016
Cited By (1)
US 12,621,388