Method of managing workflow information

• US 6,795,071 B2
• Filed: 12/10/2002
• Issued: 09/21/2004
• Est. Priority Date: 12/03/1999
• Status: Expired due to Term

• Current Assignee: Performant Recovery, Inc. (Performant Financial Corporation)
• Original Assignee: DCS, Inc.
• Inventors: Tracey, James B. A., Leach, Harold T. Jr., Exline, Daniel II, Mackinlay, Bruce, Tagupa, Joseph, Lauffenburger, Paul
• Primary Examiner(s): Hafiz, Tariq R.
• Assistant Examiner(s): TARAE, CATHERINE MICHELLE
• Application Number:
  US10/317,244
• Publication Number:
  US 20030083917A1
• Time in Patent Office: 651 Days
• Field of Search: 705/7, 345/440, 345/441
• US Class Current: 345/440
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group
• CPC Class Codes: G06Q 10/06395 Quality analysis or management
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0204 Market segmentation

Abstract

Methods of managing workflow information in an account-based system are described. The illustrated embodiments include a contact management system, and some embodiments are adapted for employment in a debt collection context. In addition, methods and systems are described for allowing a debt collector to associate debtors with different categories, either manually or automatically in response to predetermined condition. Thus, the system and method provide for efficiently managing the status of debtors by associating each debtor with a particular category. In certain embodiments, the debtor accounts are moved from one category to another, and from one individual to another, as the collection process is undertaken. The system and method maintain each debtor account within a predetermined category, display each of the categories to a collector on a graphical display, and display a list of debtor accounts within the category in response to the collector pressing a function key corresponding to a category.

Claims

1. A computerized method of managing contact information for managing the status of a plurality of customer accounts, the method comprising:

storing a plurality of names of customer accounts, a category identifier that identifies one or more categories associated with the plurality of the customer accounts, and a rating for each customer account;

outputting a graphical display to a display screen, said graphical display comprising a plurality of graphical shapes, wherein each graphical shape represents one of said categories associated with the plurality of the customer accounts, wherein the graphical shapes indicate the number of customer accounts within each category and the rating for each customer account, wherein the graphical shapes indicate the number of customer accounts having each type of rating by associating a color with each possible rating, wherein each graphical shape is colored in a proportion substantially equal to the proportion of each rating within the total number of customer accounts, and wherein each category identifier corresponds to a graphical shape that indicates a current status of the customer accounts;

changing a category identifier associated with a customer account so that said customer account becomes associated with a different category corresponding to a different graphical shape and thereby indicating an updated status of said customer account, wherein said updated status indicates that a new action needs to be taken on said customer account;

receiving input from a user indicating which of said plurality of graphical shapes is selected by the user; and

displaying a list of the plurality of the customer accounts associated with the selected graphical shape.

2. The method of claim 1, wherein the contact information is debt collection information.

3. The method of claim 1, wherein receiving input comprises selecting a function key on a computer keyboard.

4. The method of claim 1, wherein the graphical shapes are rectangles.

5. The method of claim 1, wherein the number of customer accounts within each category is displayed within its corresponding graphical shape.

6. The method of claim 1, further comprising storing a rating for each customer account.

7. The method of claim 6, wherein the graphical shapes indicate the number of the customer accounts within each category, and the rating for each customer account.

8. The method of claim 7, wherein the graphical shapes indicate the number of customer accounts having each type of rating by associating a color with each possible rating, and wherein each graphical shape is colored in a proportion substantially equal to the proportion of each rating within the total number of customer accounts.

9. The method of claim 1, further comprising changing the association between the customer accounts and the categories in response to an event.

10. The method of claim 9, wherein said event is generated in response to a key being pressed on a keyboard.

11. The method of claim 9, wherein said event is generated in response to a selection being made from a menu.

12. The method of claim 9, wherein said event is automatically generated in response to a condition being satisfied.

13. The method of claim 12, wherein the condition being satisfied is selected from the group consisting of:

a date condition, a time condition, a flag set condition and a data entry found condition.

14. A computerized method of managing debt collection, the method comprising:

storing a plurality of names of debtors, a category identifier that identifies one or more categories associated with the plurality of the names of debtors, and a collectability ranking for each debtor; and

outputting a graphical display to a display screen, said graphical display comprising a plurality of graphical shapes, wherein each graphical shape has a particular size and represents one of said categories associated with the plurality of the names of debtors, wherein each category identifier corresponds to a graphical shape, wherein the particular size of each graphical shape is configured to change in relation to the number of debtors associated with the category represented by said graphical shape, wherein the graphical shapes are rectangles, wherein the rectangles indicate the number of debtors having each type of ranking by associating a shading with each possible ranking, and wherein each rectangle is shaded in a proportion equal to the proportion of each ranking within the total number of debtors.

15. The method of claim 14, further comprising displaying on the display screen a list of debtors in each category.

16. The method of claim 14, wherein the collectability ranking is selected from the group consisting of:

Very Good, Average and Poor.

17. The method of claim 14, further comprising storing data relating to a debt owed by the debtors.

18. The method of claim 14, wherein the graphical shapes are rectangles.

19. The method of claim 18, wherein the number of debtors within each category is displayed within the rectangles.

20. The method of claim 18, wherein the rectangles indicate the number of debtors that have each type of ranking.

21. The method of claim 18, wherein the rectangles indicate the number of debtors having each type of ranking by associating a shading with each possible ranking, and wherein each rectangle is shaded in a proportion equal to the proportion of each ranking within the total number of debtors.

22. The method of claim 14, further comprising changing the association between debtors and categories in response to an event.

23. The method of claim 22, wherein said event is generated in response to a keyboard input.

24. The method of claim 22, wherein said event is generated in response to a user making a selection from a menu.

25. The method of claim 22, wherein said event is automatically generated in response to a condition being satisfied.

26. The method of claim 25, wherein the condition being satisfied is selected from the group consisting of a date condition, a time condition, a flag set condition and a data entry found condition.

27. A computerized method of managing contact information for managing the status of a plurality of customer accounts, the method comprising:

storing a plurality of names of customer accounts, a category identifier that identifies one or more categories associated with the plurality of the customer accounts, and a rating for each customer account;

outputting a graphical display to a display screen, said graphical display comprising a plurality of graphical shapes, wherein each graphical shape represents one of said categories associated with the plurality of the customer accounts, wherein the graphical shapes indicate the number of customer accounts having each type of rating by associating a color with each possible rating, and wherein each category identifier corresponds to a graphical shape that indicates a current status of the customer accounts;

changing a category identifier associated with a customer account so that said customer account becomes associated with a different category corresponding to a different graphical shape and thereby indicating an updated status of said customer account wherein said updated status indicates that a new action needs to be taken on said customer account;

receiving input from a user indicating which of said plurality of graphical shapes is selected by the user; and

displaying a list of the plurality of the customer accounts associated with the selected graphical shape.

28. The method of claim 27, wherein the contact information is debt collection information.

29. The method of claim 27, wherein receiving input comprises selecting a function key on a computer keyboard.

30. The method of claim 27, wherein the graphical shapes are rectangles.

31. The method of claim 27, wherein the number of customer accounts within each category is displayed within its corresponding graphical shape.

32. The method of claim 27, further comprising storing a rating for each customer account.

33. The method of claim 32, wherein the graphical shapes indicate the number of the customer accounts within each category, and the rating for each customer account.

34. The method of claim 33, wherein the graphical shapes indicate the number of customer accounts having each type of rating by associating a color with each possible rating, and wherein each graphical shape is colored in a proportion substantially equal to the proportion of each rating within the total number of customer accounts.

35. The method of claim 27, further comprising changing the association between the customer accounts and the categories in response to an event.

36. The method of claim 35, wherein said event is generated in response to a key being pressed on a keyboard.

37. The method of claim 35, wherein said event is generated in response to a selection being made from a menu.

38. The method of claim 35, wherein said event is automatically generated in response to a condition being satisfied.

39. The method of claim 38, wherein the condition being satisfied is selected from the group consisting of:

a date condition, a time condition, a flag set condition and a data entry found condition.