System and method for confirming customer transactions

• US 20070112634A1
• Filed: 10/25/2005
• Published: 05/17/2007
• Est. Priority Date: 10/25/2005
• Status: Abandoned Application

• Current Assignee: Capital One Financial Corporation
• Original Assignee: Capital One Financial Corporation
• Inventors: Somers, John
• Application Number:
  US11/259,568
• Publication Number:
  US 20070112634A1
• Time in Patent Office: Days
• US Class Current: 705/26
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0601 Electronic shopping [e-shopping]

Abstract

Systems and methods are provided for collecting sales confirmation data from customers contemporaneously with transactions between the customers and sales associates. The sales confirmation data is compared to sales data received from the sales associate to determine whether and which transactions are attributable to the sales associates. The sales confirmation data may be received by a voice recognition unit and may be received over a communication link established by the sales associates. The communication link may be a conferencing link that includes a customer, a sales associate and a receiver of the sales confirmation data. The communication link may be established by way of speed dial during the transaction between the customer and the sales associate.

Claims

1. A system for confirming customer transactions, comprising:

at least one processor;

at least one memory electronically coupled to the processor, the at least one memory operable to store sales confirmation data associated with at least one customer transaction;

a sales data receiver for receiving first sales data from at least one customer, the sales confirmation data comprising attribution information for determining a sales entity to receive attribution for the at least one customer transaction, the processor operable to cause the sales data to be stored in the at least one memory.

2. The system of claim 1, further comprising a communication network operable to provide a communication link between the at least one customer and the sales data receiver, the first sales data received over the communication link.

3. The system of claim 2, wherein the communication link comprises a conferencing link between the at least one customer, the sales associate, and the sales data receiver, the first sales data received over the communication link.

4. The system of claim 1, further comprising a sales data comparison module operable to receive second sales data corresponding to at least one customer transaction;

and further operable to compare the second sales data to the first sales data to confirm the attribution.

5. The system of claim 1, wherein the sales data receiver comprises an operator for receiving the first sales data from the at least one customer.

6. The system of claim 1, wherein the sales data receiver comprises a data reception module operable to receive the first sales data from the at least one customer.

7. The system of claim 1, wherein the sales data receiver comprises a voice recognition unit operable to receive the first sales data from the at least one customer.

8. The system of claim 1, further comprising a sales confirmation platform, the sales confirmation platform comprising the at least one processor, the at least one memory and the sales data receiver.

9. The system of claim 1, further comprising a sales associate interface in communication with the sales data receiver and operable to transmit the second sales data for comparison to the first sales data.

10. The system of claim 1, further comprising a sales associate interface in communication with the sales data receiver and operable to establish a communication link between the at least one customer and the sales data receiver.

11. A system for confirming customer transactions, comprising:

at least one processor;

at least one memory electronically coupled to the processor, the at least one memory operable to store sales data;

a confirmation platform operable to receive sales confirmation data from at least one customer contemporaneously with a transaction between the at least one customer and a sales associate, and further operable to determine, based at least partially on the sales confirmation data, whether the transaction is attributable to the sales associate.

12. The system of claim 11, wherein the confirmation platform is further operable to store the sales confirmation data in the at least one memory.

13. The system of claim 11, the confirmation platform comprising a data receiver for receiving the sales confirmation data.

14. The system of claim 13, wherein the data receiver comprises an operator.

15. The system of claim 13, wherein the data receiver comprises a data reception module.

16. The system of claim 13, wherein the data receiver comprises a voice recognition unit.

17. The system of claim 11 further comprising a sales associate interface operable to establish a communication link between the at least one customer and the confirmation platform, the sales confirmation data being received over the communication link.

18. The system of claim 17, wherein the communication link is established by the sales associate speed dialing the confirmation platform.

19. The system of claim 17, wherein the communication link comprises a conferencing link between the at least one customer, the sales associate, and the confirmation platform.

20. The system of claim 11, further comprising a sales data comparison module for comparing the confirmation data to data received from the sales associate corresponding to the transaction.

21. A method for confirming at least one customer transaction between at least one customer and at least one sales associate, the method comprising:

receiving, in a communication initiated by the at least one sales associate, first sales data from the at least one customer, the first sales data comprising attribution information for determining whether the at least one sales associated is to be credited with the at least one transaction;

receiving second sales data from the at least one sales associate; and

comparing the first sales data to the second sales data to determine whether the at least one transaction is attributable to the at least one sales associate.

22. The method of claim 21, further comprising storing the first sales data in at least one memory.

23. The method of claim 21, further comprising receiving the first sales data over a communication link initiated by the at least one sales associate.

24. The method of claim 21, wherein the first sales data is received by an operator.

25. The method of claim 21, wherein the first sales data is received by a voice recognition unit.

26. The method of claim 21, wherein the first sales data is received by a data reception software module.

27. The method of claim 21, wherein the first sales data comprises a call record.

28. The method of claim 21, wherein the attribution information comprises a call record.

29. The method of claim 21, further comprising establishing a communication link between the at least one customer and a data receiver that receives the first sales data.

30. The method of claim 29, wherein the communication link comprises a conferencing link between the at least one customer, the at least one sales associate and the data receiver.

31. The method of claim 21 further comprising:

periodically, at one or more predetermined times, receiving a batch of first sales data;

storing the batch of first sales data; and

comparing the batch of first sales data to a batch of second sales data received from a plurality of sales associates.