System and method for the creation and automatic deployment of personalized, dynamic and interactive voice services with closed loop transaction processing

• US 8,995,628 B2
• Filed: 03/06/2012
• Issued: 03/31/2015
• Est. Priority Date: 09/13/1999
• Status: Expired due to Term

• Current Assignee: Microstrategy Incorporated
• Original Assignee: Microstrategy Incorporated
• Inventors: Zirngibl, Michael, Patnaik, Anurag, Maass, Bodo, Leon, Christopher S.
• Primary Examiner(s): Phan, Joseph T
• Application Number:
  US13/413,092
• Publication Number:
  US 20120166185A1
• Time in Patent Office: 1,120 Days
• Field of Search: 379/88.18, 379 68- 76, 379/88.22
• US Class Current: 379/88.22
• CPC Class Codes: H04M 3/42153 by subscriber
• CPC Class Codes: H04M 3/4217 Managing service interactions
• CPC Class Codes: H04M 3/4936 Speech interaction details speech recognition per se G10L15/00

Abstract

A method and system for accomplishing closed-loop transaction processing in conjunction with interactive, real-time, voice transmission of information to a user is disclosed. A voice-based communication between a user and a first system is established and a report is transmitted to the user. The report might comprise information and at least one request for user input based on said information. In response to the report, the user can request a transaction based on said information. The requested transaction is completed automatically by connecting to a second system for processing.

Claims

1. A computer-implemented method of enabling a subscriber to request transaction processing during an interactive voice broadcast, the method being implemented by a computer that includes a physical processor, the method comprising:

executing at least one voice service, wherein executing the at least one voice service comprises generating service output that includes content derived from at least one data repository;

identifying, by the computer, subscribers to receive the service output according to a dynamic recipient list, wherein the dynamic recipient list comprises a list of subscribers satisfying predetermined criteria;

generating, by the computer, at least one personalized markup document for a subscriber identified via the dynamic recipient list, the at least one personalized markup document including at least some of the content and at least one input element that enables the subscriber to request transaction processing;

initiating a voice-enabled communication with a voice-enabled device associated with the subscriber to establish an interactive voice broadcast with the subscriber that is governed by the at least one personalized markup document; and

dynamically interacting with the subscriber during the interactive voice broadcast based on the at least one personalized markup document.

2. The method of claim 1, further comprising:

generating the dynamic recipient list when the at least one voice service is executed.

3. The method of claim 1, wherein the voice-enabled communication comprises a telephone communication.

4. The method of claim 1, wherein dynamically interacting further comprises:

receiving a response to the at least one input element from the subscriber during the interactive voice broadcast via the voice-enabled device; and

,

processing a transaction based in part on the received response.

5. The method of claim 1, wherein the input element comprises a prompt element for prompting the subscriber for an input.

6. The method of claim 1, wherein the input element comprises an option element for presenting the subscriber with one or more options from which to choose.

7. The method of claim 4, wherein processing the transaction comprises processing the transaction in real-time during the interactive voice broadcast.

8. The method of claim 4, wherein processing the transaction comprises providing a transaction request to a processing system for processing.

9. The method of claim 1, further comprising:

executing the at least one voice service upon satisfaction of a predetermined scheduling condition.

10. The method of claim 8, wherein the transaction request comprises a stock transaction, and the processing system comprises an on-line brokerage.

11. The method of claim 8, wherein the transaction request comprises a request to buy or sell inventory, and the processing system comprises an inventory management system.

12. The method of claim 8, wherein providing the transaction request to a processing system further comprises transmitting an electronic message including the transaction request to the processing system.

13. The method of claim 8, wherein the processing system comprises a web server and wherein providing the transaction request to the processing system comprises accessing the web server.

14. A system for enabling a subscriber to request transaction processing during an interactive voice broadcast, comprising:

at least one processing device that executes one or more computer program modules configured to;

execute at least one voice service, wherein executing the at least one voice service comprises generating service output that includes content derived from at least one data repository;

identify subscribers to receive the service output according to a dynamic recipient list, wherein the dynamic recipient list comprises a list of subscribers satisfying predetermined criteria;

generate at least one personalized markup document for a subscriber identified via the dynamic recipient list, the at least one personalized markup document including at least some of the content and at least one input element that enables the subscriber to request transaction processing;

initiate a voice-enabled communication with a voice-enabled device associated with the subscriber to establish an interactive voice broadcast with the subscriber that is governed by the at least one personalized markup document; and

,

dynamically interact with the subscriber during the interactive voice broadcast based on the at least one personalized markup document.

15. The system of claim 14, wherein the dynamic recipient list is generated when the at least one voice service is executed.

16. The system, of claim 14, wherein the voice-enabled communication comprises a telephone communication.

17. The system of claim 14, wherein the one or more computer program modules are further configured to:

receive a response to the at least one input element from the subscriber during the interactive voice broadcast via the voice-enabled device; and

process a transaction based in part on the received response.

18. The system of claim 14, wherein the input element comprises a prompt element for prompting the subscriber for an input.

19. The system of claim 14, wherein the input element comprises an option element for presenting the subscriber with one or more options from which to choose.

20. The system of claim 17, wherein the transaction is processed in real-time during the interactive voice broadcast.

21. The system of claim 17, wherein the transaction is processed by providing a transaction request to a processing system for processing.

22. The system of claim 14, wherein the at least one voice service is executed upon satisfaction of a predetermined scheduling condition.

23. The system of claim 21, wherein the transaction request comprises a stock transaction, and the processing system comprises an on-line brokerage.

24. The system of claim 21, wherein the transaction request comprises a request to buy or sell inventory, and the processing system comprises an inventory management system.

25. The system of claim 21, wherein an electronic messaging system sends an electronic message including the transaction request to the processing system.

26. The system of claim 21, wherein the processing system comprises a web server.

27. The system of claim 22, wherein the predetermined scheduling condition comprises a scheduled event or a triggering event.

28. A non-transitory and tangible processor usable medium having code embodied therein for enabling a subscriber to request transaction processing during an interactive voice broadcast, the code in the processor usable medium comprising:

code for causing a processor to execute at least one voice service, wherein executing the at least one voice service comprises generating service output that includes content derived from at least one data repository;

code for causing a processor to identify subscribers to receive the service output according to a dynamic recipient list, wherein the dynamic recipient list comprises a list of subscribers satisfying predetermined criteria;

code for causing a processor to generate at least one personalized markup document for a subscriber identified via the dynamic recipient list, the at least one personalized markup document including at least some of the content and at least one input element that enables the subscriber to request transaction processing;

code for causing a processor to initiate a voice-enabled communication with a voice-enabled device associated with the subscriber to establish an interactive voice broadcast with the subscriber that is governed by the at least one personalized markup document; and

,

code for causing a processor to dynamically interact with the subscriber during the interactive voice broadcast based on the at least one personalized markup document.

29. A non-transitory and tangible processor usable medium having code embodied therein for enabling a subscriber to request transaction processing during an interactive voice broadcast, the code in the processor usable medium comprising:

code for causing a processor to execute at least one voice service, wherein executing the at least one voice service comprises generating service output that includes content derived from at least one data repository;

code for causing a processor to identify subscribers to receive the service output according to a dynamic recipient list, wherein the dynamic recipient list comprises a list of subscribers satisfying predetermined criteria;

code for causing a processor to generate at least one personalized markup document for a subscriber identified via the dynamic recipient list, the at least one personalized markup document including at least some of the content and at least one input element that enables the subscriber to request transaction processing;

code for causing a processor to initiate a voice-enabled communication with a voice-enabled device associated with the subscriber to establish an interactive voice broadcast with the subscriber that is governed by the at least one personalized markup document;

code for causing a processor to receive a response to the at least one input element from the subscriber during the interactive voice broadcast via the voice-enabled device; and

code for causing a processor to process a transaction at least in part based on the received response.

30. The processor usable medium of claim 29, wherein the code in the processor usable medium further comprises:

code for causing a processor to retrieve additional information needed to complete the transaction from a subscriber profile for the subscriber.

31. The processor usable medium of claim 29, wherein the at least one personalized markup document includes a confirmation element, and wherein the code in the processor usable medium further comprises:

code for causing a processor to provide a real-time confirmation to the subscriber, through processing of the confirmation element, that the transaction has been completed.

32. The processor usable medium of claim 29, wherein the code in the processor usable medium further comprises:

code for causing a processor to initiate a subsequent voice-enabled communication with the voice-enabled device associated with the subscriber to notify the subscriber that the transaction has been completed.