System and method for providing automated database assistance to financial service operators
First Claim
1. A method for providing access to support information in substantially real-time, comprising the following steps:
- receiving, by a customer service representative, at least one inquiry from a customer over a communications link;
receiving, in response to the at least one inquiry, a request from a client computer associated with the customer service representative for support information relating to the at least one inquiry, the request being transmitted over a computer network;
displaying an information system home page to the client computer system, the information system home page comprising at least the following options;
a fund search option and a reports option;
receiving, from the client computer, a request for a selected one of the fund search option and the reports option;
retrieving content relating to the selected one of the fund search option and the reports option from at least one information source associated with the computer network;
displaying the content relating to the selected one of the fund search option and the reports option to the client computer; and
relaying portions of the content relating to the selected one of the fund search option and the reports option to the customer in response to the inquiry, wherein if the request is for the reports option, further comprising;
receiving, from the client computer, a report type selection relating a general report format, the report type selection comprising at least one of the following;
an exportable spreadsheet type, a single fund HTML type, and a multi-fund HTML type;
generating a report of at least one fund consistent with the received report type selection; and
displaying the report to the client computer over the computer network.
3 Assignments
0 Petitions
Accused Products
Abstract
A financial customer support system provides an integrated gateway to a service operator fielding financial service calls via a call center or other facility. Service attendants taking calls via an automatic call distributor or other channels have access to a workstation communicating with the transaction server, which in turn has access to multiple information sources for mutual fund families, tax and other information. Because the attendants at the call center or other service site need not resort to printed information or need to correlate information from multiple sources, responsiveness is increased and quality of information is improved. Different levels or hierarchies may be clicked through or accessed according to particular client requests.
148 Citations
29 Claims
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1. A method for providing access to support information in substantially real-time, comprising the following steps:
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receiving, by a customer service representative, at least one inquiry from a customer over a communications link; receiving, in response to the at least one inquiry, a request from a client computer associated with the customer service representative for support information relating to the at least one inquiry, the request being transmitted over a computer network; displaying an information system home page to the client computer system, the information system home page comprising at least the following options;
a fund search option and a reports option;receiving, from the client computer, a request for a selected one of the fund search option and the reports option; retrieving content relating to the selected one of the fund search option and the reports option from at least one information source associated with the computer network; displaying the content relating to the selected one of the fund search option and the reports option to the client computer; and relaying portions of the content relating to the selected one of the fund search option and the reports option to the customer in response to the inquiry, wherein if the request is for the reports option, further comprising; receiving, from the client computer, a report type selection relating a general report format, the report type selection comprising at least one of the following;
an exportable spreadsheet type, a single fund HTML type, and a multi-fund HTML type;generating a report of at least one fund consistent with the received report type selection; and displaying the report to the client computer over the computer network. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. A system for providing access to support information in substantially real-time, comprising the following steps:
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an information center for receiving at least one inquiry from a customer over a communications link; a client computer associated with a customer service representative and operatively connected to the information center, the customer service representative responsive to the at least one inquiry; a transaction server operatively connected to the client computer over a computer network for receiving, in response to the at least one inquiry, a request from the client computer for support information relating to the at least one inquiry; the transaction server includes means for displaying an information system home page to the client computer system, the information system home page comprising at least the following options;
a fund search option and a reports option,the transaction server includes means for receiving, from the client computer, a request for a selected one of the fund search option and the reports option; the transaction server includes means for retrieving content relating to the selected one of the fund search option and the reports option from at least one information source associated with the computer network; the transaction server includes means for displaying the content relating to the selected one of the fund search option and the reports option to the client computer; and means for relaying to the customer portions of the content relating to the selected one of the fund search option and the reports option to the customer in response to the inquiry, wherein the transaction server further comprises; means for receiving, from the client computer, a request for the selection of the reports option; means for receiving, from the client computer, fund identification elements for identifying at least one fund to be reported; means for receiving, from the client computer, a report type selection relating to a general report format, the report type selection comprising at least one of the following;
an exportable spreadsheet type, a single fund HTML type, and a multi-fund HTML type;means for retrieving fund-specific content relating to the at least one fund from the at least one information source associated with the computer network; means for generating a report of the at least one fund consistent with the received report type selection; and means for displaying the report to the client computer over the computer network. - View Dependent Claims (17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29)
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Specification