Method for consolidation of multiple data sources

Computer graphics processing and selective visual display system – Display driving control circuitry – Controlling the condition of display elements

Reexamination Certificate

Rate now

  [ 0.00 ] – not rated yet Voters 0   Comments 0

Details

C379S142170

Reexamination Certificate

active

06362838

ABSTRACT:

TECHNICAL FIELD
This invention relates to service centers and, more particularly, describes a method for consolidating various types of information from multiple sources into a single, coherent presentation.
BACKGROUND OF THE INVENTION
Service centers and telephone service centers, also called call centers, are used for telephone sales, marketing, collections, customer service and customer inquiry. A call center typically has a plurality of agents who staff a plurality of agent data terminals and who communicate with the customer via telephone and other media, such as letters, facsimile (fax), and electronic mail (e-mail). The communication may be initiated by the call center (an outbound call) or may be initiated by the customer (an inbound call). Examples of call centers which accommodate both inbound and outbound calls are shown in the following U.S. Pat. Nos.: 4,797,911; 4,894,857; 5,070,525; 5,214,688; and 5,309,505.
However, a single information source, such as a host, database, server, or other information source, may not have all the information on a customer, or the latest information on a customer. It is possible to sequentially access multiple information sources so as to obtain the desired information. However, the agent must know which information source to access and how to access the desired information. This process is inefficient because the information sources are frequently incompatible and the information from one information source cannot be directly used to gain more information from another information source. Rather, the agent must often write down the information from one information source and manually enter the information to gain the additional information from the second information source. In addition to the time that this manual procedure requires, errors can occur, both in writing down the information and in entering the information. The result is that the agent is limited to only a single information source application if rapid processing is desired, or the agent must manually record and enter the information if multiple information sources are used.
Therefore, there is a need for a method and an apparatus which allow the agent to obtain the desired information from a plurality of information sources quickly and automatically, regardless of whether that information is in the form of text, fax, graphics, images, e-mail, video, audio, or some other media.
Another difficulty with using multiple information sources and applications is that there is generally no consistency among the application programs as to the screen display, formats, images, or even the function keys used for information processing or manipulation. For example, there is no consistency, from application program to application program, as to where, or even if, in a customer record the following information will be located: the customer name, the customer address, the customer account number, a picture, a signature, etc. As a result, an agent will often have to visually inspect each field in the record to determine what information is in that field and whether it is the desired information. This slows down the agent and increases the likelihood of an error, for example, the agent entering or retrieving the data in a similar-looking, but incorrect, field. Similarly, from screen to screen, the function keys may initiate different tasks, or the same task may appear on different function keys. This leads to frustration, delays, errors, and a general loss of efficiency.
Therefore, there is a need for a method and an apparatus which present a uniform set of screens for the agent and which automatically accesses, in the background, the correct field in a record on the desired information source when an item of information is desired.
There is also a need for a method and an apparatus which, from screen to screen, and from information source to information source, present uniform and consistent data manipulation icons to the agent.
Even if multiple hosts can be conveniently accessed by the agent the agent must sometimes query one host to obtain a first item of information, use this first item of information to query a second host to obtain a second item of information, use this second item of information to query a third host, and so on. This is a time consuming process and leads to low agent efficiency. Further, the agent must know the proper sequence of accessing the hosts or the agent will not have the necessary information on hand when accessing an application and, therefore, will not be able to obtain the needed information from the host.
Therefore, there is a need for a method and an apparatus for automatically accessing a plurality of information sources in a manner and in the order necessary to obtain the desired information.
Agents interact with customers/clients on the telephone and there is typically some information associated with that customer. For example, on an outbound call, the call record usually has a minimum of the customer name, customer telephone number, and how to contact the customer. In addition, there may be a detailed history or various other information about the customer. All of this information may assist the agent in providing the desired service to the customer while the agent is on the telephone with the customer.
In a client-server system, there are numerous information sources where the agent can obtain information about the customer. For example, a mainframe owned by the user, information from a credit bureau, or an image server showing pictures of products or customers, or signatures of customers, etc. Other information may be residing in data bases on a network or in other places, some of which may be remote and only accessible via modem. Such information could be a text form, an image form, a graphics form, or in another different media type. These different information sources are typically not compatible with each other and, further, have no common method of information display. Of course, the agent may be able to “hot key” from one application to another application so as to sequentially communicate with several different information sources and view all of the desired information. In some cases, the agent may have to quit the current application program and launch another application program to get information about that customer. In cases where there is not a “shop license” for the application program, an application program may be installed on some agent stations, but not installed on others. Therefore, one agent might have to transfer the customer to another agent who has the necessary application program.
Also, consider the case where the user has a mainframe information source, with multiple Legacy™ applications where the applications have a dumb terminal interface. The user may want to upgrade to a different mainframe or different application programs so as to be able to store more information, or more types of information, etc. In the past, the user had two choices: pay someone to re-enter the data for the new applications program, and take the chance that data may be lost and/or incorrectly entered; or simply forego the use of the old application/database and the information stored therein. The mainframe applications are costly and extremely time consuming to change or create from scratch. The user therefore often has a substantial investment in the applications and the data stored under those applications so the user will not want to lose that investment.
In order to provide quality service to the customer the agent may need to have access to some or all of the information, regardless of whether a Legacy™ application and/or some other application is being used, and regardless of the media type associated with that information. Further, the information should be presented to the agent in a consistent format so that the agent does not have to visually scan the screen trying to find the desired information.
Therefore, there is a need for a system which provides a uniform set of screens to the agent. That is, a system which combines and pr

LandOfFree

Say what you really think

Search LandOfFree.com for the USA inventors and patents. Rate them and share your experience with other people.

Rating

Method for consolidation of multiple data sources does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with Method for consolidation of multiple data sources, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Method for consolidation of multiple data sources will most certainly appreciate the feedback.

Rate now

     

Profile ID: LFUS-PAI-O-2827289

  Search
All data on this website is collected from public sources. Our data reflects the most accurate information available at the time of publication.