Workflow management system

• US 6,798,413 B1
• Filed: 12/03/1999
• Issued: 09/28/2004
• 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:
  US09/454,923
• Time in Patent Office: 1,761 Days
• Field of Search: 705/7, 345/441, 345/440.2, 345/440
• 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

A workflow management system and method is described. The illustrated embodiment is a contact management system, more particularly adapted for employment in a debt collection context. 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 can efficiently manage the status of debtors by associating each debtor with a particular category. As part of this system, the debtor accounts are moved from one category to another, and from one individual to another, as the collection process is undertaken. The system maintains each debtor account within a predetermined category, and then displays each of the categories to a collector on a graphical display. The graphical display uses rectangular bars for representing each category, and indicates within the rectangular bars how many contacts belong to the category. When the graphical display is generated on the collector'"'"'s computer monitor, the collector can press a function key corresponding to a category in order to be presented with a list of debtor accounts within the category.

Claims

1. A computerized contact management system, comprising:

a computer comprising at least one table comprising fields for storing a plurality of names of contacts and a category identifier that identifies one or more categories associated with the plurality of the names of contacts, wherein the at least one table further comprises a field for storing a rating for each contact;

a first module that outputs 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 names of contacts, wherein the graphical shapes indicate the number of contacts within each category and the rating of each contact, wherein the graphical shapes indicate the number of contacts 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 contacts, and wherein each category identifier corresponds to a graphical shape;

a second module configured to change a category identifier associated with a name of a contact so that said name becomes associated with a different category corresponding to a different graphical shape; and

a third module configured to receive input from a user indicating which of said plurality of graphical shapes is selected by the user, and display a list of the plurality of the names of the contacts associated with the selected graphical shape.

2. The system of claim 1, wherein the contact management system is a debt collection system.

3. The system of claim 1, wherein the at least one table comprises a plurality of tables.

4. The system of claim 1, wherein the graphical shape is selected by the user pressing a function key on a computer keyboard.

5. The system of claim 1, wherein the graphical shapes are rectangles.

6. The system of claim 1, wherein the number of contacts within each category is displayed within its corresponding graphical shape.

7. The system of claim 1, wherein the at least one table further comprises a field for storing a rating for each of a plurality of customer accounts.

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

9. The system of claim 1, wherein said second module is configured to change the association between the name of the contact and the category in response to an event.

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

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

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

13. The system of claim 12, wherein said condition 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 debt collection system, comprising:

a computer comprising at least one table comprising fields for 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

a first module that outputs 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 bars, wherein the bars indicate the number of debtors having each type of ranking by associating a shading with each possible ranking, and wherein each bar is shaded in a proportion equal to the proportion of each ranking within the total number of debtors.

15. The system of claim 14, further comprising a second module that displays on the display screen a list of debtors in each category.

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

Very Good, Average and Poor.

17. The system of claim 14, wherein the at least one table further comprises fields for storing data relating to a debt owed by the debtor.

18. The system of claim 14, wherein the at least one table comprises a plurality of tables.

19. The system of claim 14, wherein the graphical shape is selected by pressing a function key on a computer keyboard.

20. The system of claim 14, wherein the number of debtors within each category is displayed within the bars.

21. The system of claim 14, wherein said first module is configured to change the association between the names of the debtors and the categories in response to an event.

22. The system of claim 21, wherein said event is generated in response to a keyboard input.

23. The system of claim 21, wherein said event is generated in response to a user making a selection from a menu.

24. The system of claim 21, wherein said event is automatically generated in response to a condition being satisfied.

25. The system of claim 24, wherein said condition is selected from the group consisting of:

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

26. A computerized contact management system, comprising:

a computer comprising at least one table comprising fields for storing a plurality of names of contacts and a category identifier that identifies one or more categories associated with the plurality of the names of contacts, wherein the at least one table further comprises a field for storing a rating for each contact;

a first module that outputs 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 names of contacts, wherein the graphical shapes indicate the number of contacts having each type of rating by associating a color with each possible rating, and wherein each category identifier corresponds to a graphical shape;

a second module configured to change a category identifier associated with a name of a contact so that said name becomes associated with a different category corresponding to a different graphical shape; and

a third module configured to receive input from a user indicating which of said plurality of graphical shapes is selected by the user, and display a list of the plurality of the names of the contacts associated with the selected graphical shape.

27. The system of claim 26, wherein the contact management system is a debt collection system.

28. The system of claim 26, wherein the at least one table comprises a plurality of tables.

29. The system of claim 26, wherein the graphical shape is selected by the user pressing a function key on a computer keyboard.

30. The system of claim 26, wherein the graphical shapes are rectangles.

31. The system of claim 26, wherein the number of contacts within each category is displayed within its corresponding graphical shape.

32. The system of claim 26, wherein the at least one table further comprises a field for storing a rating for each of a plurality of customer accounts.

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

34. The system of claim 26, wherein said second module is configured to change the association between the name of the contact and the category in response to an event.

35. The system of claim 34, wherein said event is generated in response to a key being pressed on a keyboard.

36. The system of claim 34, wherein said event is generated in response to a selection being made from a menu.

37. The system of claim 34, wherein said event is automatically generated in response to a condition being satisfied.

38. The system of claim 37, wherein said condition is selected from the group consisting of:

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