IP Library Granted Patent US 8,483,383
Granted Patent B2
US 8,483,383 · App. 11/681,241 · Granted Jul 9, 2013

Method of scheduling calls

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Quick Facts
Patent No.
US 8,483,383
App. No.
11/681,241
Granted
Jul 9, 2013
Kind
B2
Abstract

An apparatus and method are provided for scheduling calls. The method includes the steps of providing a calling period with a plurality of sub-periods and determining a set of historical call completion ratios associated with the plurality of sub-periods. The method further includes the steps of exponentially scaling the respective determined call completion ratios and placing a number of calls during each sub-period of the calling period where the number of calls placed during each sub-period is based upon the respective exponentially scaled call completion ratio.

Claims (32)

1. A method of scheduling calls comprising:

providing a calling period divided into a plurality of sub-periods, each sub-period for permitting making a plurality of calls;

determining a historical group call completion ratio associated with each of the plurality of sub-periods based upon prior call history for a group of a plurality of call targets of a selected type;

exponentially scaling each respective determined call completion ratio using a selected adjustable exponent which is adjusted to match an outgoing call volume with agent availability in real time;

placing a plural number of calls during each respective sub-period of the calling period where the number of calls placed during at least some of the sub-periods is determined based upon the respective exponentially scaled call completion ratio; and

normalizing a sum of the exponentially scaled call completion ratios to a value of 1.0 to generate a normalized completion ratio for each respective sub-period and multiplying a total number of planned calls by the normalized completion ratio for each respective sub-period to obtain a respective number of calls to be made for each respective call sub-period.

2. The method as in claim 1 further comprising determining a list size for outbound calls to be completed during the calling period and determining how many calls to make during each respective sub-period based on the respective exponentially scaled call completion ratio and the list size.

3. The method as in claim 2 further comprising determining a number of passes to complete the determined list during the calling period and utilizing the number of passes to determine how many calls to make during each respective sub-period.

4. The method as in claim 1 wherein the determined set of historical call completion ratios further comprise calls answered.

5. The method as in claim 4 wherein the determined set of historical call completion ratios further comprise calls answered by the correct party.

6. The method as in claim 1 wherein the determined call completion ratios further comprise a combination of current call completion ratios and historical call completion ratios.

7. The method as in claim 1 wherein the determined call completion ratios further comprise collecting call completion ratios collected for a plurality of different call types.

8. An apparatus for scheduling calls wherein a calling period corresponding to a work shift period is divided into a plurality of sub-periods for making a plurality of calls, comprising:

means for determining a respective historical group call completion ratio, for a group of a plurality of call targets, associated with each respective sub-period of the plurality of sub-periods;

means for exponentially scaling each respective determined call completion ratio by a selected adjustable exponent adjusted to match an outgoing call volume to agent availability in real-time;

means for placing a plural number of calls during each respective sub-period of the calling period where the number of calls placed during at least some of the sub-periods is determined based upon the respective exponentially scaled call completion ratio; and

means for normalizing a sum of the exponentially scaled call completion ratios to a value of 1.0 to generate a normalized completion ratio for each respective sub-period and multiplying a total number of planned calls by the normalized completion ratio for each respective sub-period to obtain a respective number of calls to be made for each respective call sub-period.

9. The apparatus as in claim 8 further comprising means for determining a list size for outbound calls to be completed during the calling period, and means for determining how many calls to make during each respective sub-period based upon the respective exponentially scaled call competition ratio, and the list.

10. The apparatus as in claim 9 further comprising means for determining a number of passes to complete the determined list during the calling period and means for utilizing the number of passes to determine how many calls to make during each respective sub-period.

11. The apparatus as in claim 8 wherein the determined set of historical call completion ratios further comprise calls answered.

12. The apparatus as in claim 11 wherein the determined set of historical call completion ratios further comprise calls answered by the correct party.

13. The apparatus as in claim 8 wherein each of the determined call completion ratios further comprise a combination of current call completion ratios and historical call completion ratios.

14. The apparatus as in claim 8 wherein the determined call completion ratios further comprise collecting call completion ratios collected for a plurality of different call types.

15. An apparatus for scheduling calls comprising:

a processor that determines a respective historical group call completion ratio, for a plurality of call targets, associated with each respective sub-period of a plurality of sub-periods of a work shift period, the sub-period for making a plurality of calls;

a scaling processor that exponentially scales each respective determined call completion ratio utilizing a selected adjustable exponent adjustable to match an outgoing call volume with an agent availability in real time, and that normalizes a sum of the exponentially scaled call completion ratios to a value of 1.0 to generate a normalized completion ratio for each respective sub-period and multiplies a total number of planned calls by the normalized completion ratio for each respective sub-period to obtain a respective number of calls to be made for each respective call sub-period; and

a dialer that places a plural number of calls during each respective sub-period of the calling period where the number of calls placed during at least some of the sub-periods is determined based upon the respective exponentially scaled call completion ratio.

16. The apparatus as in claim 15 further comprising a list of outbound calls to be completed during the calling period and wherein the list and the respective exponentially scaled call completion ratio is used to determine how many calls are to be dialed by the dialer during each respective sub-period.

17. The apparatus as in claim 15 wherein the determined set of historical call completion ratios further comprise calls answered.

18. The apparatus as in claim 17 wherein the determined set of historical call completion ratios further comprise calls answered by the correct party.

19. The apparatus as in claim 15 wherein the determined call completion ratios further comprise an average of current call completion ratios and historical call completion ratios.

20. The apparatus as in claim 15 wherein the determined call completion ratios further comprise collecting call completion ratios collected for a plurality of different call types.

Assignments (21)
RELEASE OF SECURITY INTEREST Recorded Oct 27, 2025
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
Reel/Frame 073360/0209 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0384 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 20, 2024
From: ALVARIA INC.
To: ALVARIA CAYMAN (CX)
Reel/Frame 066850/0285 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0428 →
PATENT SECURITY AGREEMENT Recorded Mar 20, 2024
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
To: JEFFERIES FINANCE LLC
Reel/Frame 066850/0334 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ADDRESS OF ALVARIA, INC. PREVIOUSLY RECORDED ON REEL 057254 FRAME 0377. ASSIGNOR(S) HEREBY CONFIRMS THE CHANGE OF NAME. Recorded Sep 13, 2021
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 057652/0265 →
CHANGE OF NAME Recorded Jun 9, 2021
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 057254/0377 →
RELEASE OF SECURITY INTEREST Recorded Jun 4, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
Reel/Frame 057254/0363 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057674/0664 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057261/0093 →
SECURITY INTEREST Recorded Jun 16, 2016
From: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 039052/0356 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: U.S. BANK NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039012/0311 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039013/0015 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 20, 2014
From: JPMORGAN CHASE BANK, N.A.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 034281/0548 →
SECURITY INTEREST Recorded Jun 29, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 024651/0637 →
SECURITY AGREEMENT Recorded Jun 9, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC (F/K/A ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC); ASPECT SOFTWARE, INC. (AS SUCCESSOR TO ASPECT COMMUNICATIONS CORPORATION)
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024505/0225 →
RELEASE OF SECURITY INTEREST Recorded Jun 8, 2010
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINSTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024492/0496 →
RELEASE OF SECURITY INTEREST Recorded Jun 7, 2010
From: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024515/0765 →
SECURITY AGREEMENT Recorded Feb 5, 2008
From: ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.; ASPECT SOFTWARE, INC.; ASPECT COMMUNICATIONS CORPORATION; FIRSTPOINT CONTACT TECHNOLOGIES. LLC
To: DEUTSCHE BANK TRUST COMPANY AMERICAS
Reel/Frame 020462/0655 →
SECURITY AGREEMENT Recorded Feb 4, 2008
From: ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.; ASPECT SOFTWARE, INC.; ASPECT COMMUNICATIONS CORPORATION; FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 020451/0891 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 2, 2007
From: BESHEARS, AARON C; LEWIS, DONALD C
To: ASPECT SOFTWARE
Reel/Frame 018950/0984 →