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Automatic case determination and assignment

  • US 20070260501A1
  • Filed: 05/02/2006
  • Published: 11/08/2007
  • Est. Priority Date: 05/02/2006
  • Status: Active Grant
First Claim
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1. A method of automatic case determination and assignment, the method comprising:

  • responsive to creation of a transaction, verifying transaction data to determine if the transaction is assigned to a case;

    if no assignment exists, searching a database for an existing case that is related to the transaction and, if an existing case is found, automatically assigning the transaction to the existing case; and

    if no existing case is found, creating a new case and defining new case parameters and automatically assigning the transaction to the new case.

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