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Methods and systems for managing call reports for the financial services industry

  • US 20050132187A1
  • Filed: 01/27/2004
  • Published: 06/16/2005
  • Est. Priority Date: 12/15/2003
  • Status: Active Grant
First Claim
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1. A method for managing call reports in a wireless network environment comprising the steps of:

  • receiving a message and information regarding a client matter;

    determining a distribution list by applying a set of visibility rules;

    creating a call report, the call report including the received message; and

    allowing access to the call report based on the distribution list.

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