Visual representation for permission to contact

• US 9,203,844 B2
• Filed: 10/31/2013
• Issued: 12/01/2015
• Est. Priority Date: 10/31/2013
• Status: Active Grant

• Current Assignee: Bank of America Corp.
• Original Assignee: Bank of America Corp.
• Inventors: Sheldon, Andrew, Heller, Ryan Scott, Hallam, David Luke
• Primary Examiner(s): TITCOMB, WILLIAM D
• Application Number:
  US14/068,639
• Publication Number:
  US 20150121241A1
• Time in Patent Office: 761 Days
• Field of Search: 715/739
• US Class Current: 1/1
• CPC Class Codes: G06Q 30/01 Customer relationship services
• CPC Class Codes: H04L 63/101 Access control lists [ACL]

Abstract

Embodiments of the invention include systems and methods for assigning visual representation to contacts. The embodiments include receiving selection criteria, identifying data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts, determining that at least one contact associated with each customer comprises one or more contact statuses, and assigning one or more indicators to the at least one contact based on the one or more statuses. In particular embodiments, the one or more statuses are related to a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and/or a permission-to-communicate status.

Claims

1. A system for assigning visual representation to contacts, the system comprising:

a computer apparatus including a processor and a memory; and

a software module stored in the memory, comprising executable instructions that when executed by the processor cause the processor to;

receive selection criteria;

identify data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts;

determine that at least one contact associated with each customer comprises one or more contact statuses; and

assign one or more indicators to the at least one contact based on the one or more statuses, wherein the one or more statuses include at least one of a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and a permission-to-communicate status; and

determine whether the one or more indicators assigned to the at least one contact indicates a communication restriction, said determining comprising;

identifying a requirement to receive permission associated with the customer for communication with the at least one contact;

determining whether permission has been received from the customer; and

determining that communication with the at least one contact is restricted when permission from the customer to communicate with the at least one contact has not been received, wherein the one or more indicators assigned to the at least one contact indicates the communication restriction.

2. The system of claim 1, wherein the executable instructions further cause the processor to:

assign a first indicator to a first contact of a first account based on the first contact being locked;

assign a second indicator to a second contact of the first account based on an external request associated with the second contact; and

assign a third indicator to a third contact of the first account based on a velocity range of the third account.

3. The system of claim 2, wherein each of the second indicator and the third indicator comprise the same visual representation and the first indicator comprises an auditory indicator.

4. The system of claim 1, wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is prohibited.

5. The system of claim 4, wherein the executable instructions further cause the processor to:

allow a user to select an exception for the communication prohibition from a user;

prompt the user to enter a reason for the exception; and

allow the user to communicate with at least one of the plurality of customers based on the exception.

6. The system of claim 1, wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is allowed.

7. The system of claim 1, wherein the selection criteria are based on a characteristic of the customers.

8. The system of claim 1, wherein the executable instructions further cause the processor to:

determine a location associated with the customer;

compare the location associated with the customer with a database of currently prohibited locations; and

determine that communication with the at least one contact is restricted based on the comparison between the location of the customer and the database of currently prohibited locations.

9. The system of claim 1, wherein the executable instructions further cause the processor to:

determine a time period associated with the customer;

compare the time associated with the customer with a database of currently prohibited times;

determine that communication with the at least one contact is restricted based on the comparison between the location of the customer and the database of currently prohibited locations.

10. The system of claim 1, wherein the executable instructions further cause the processor to:

determine a frequency of contact associated with the customer;

compare the frequency of contact associated with the customer with a database of currently prohibit frequencies; and

determine that communication with the at least one contact is restricted based on the comparison between the frequency of contact of the customer and the database of currently prohibited frequencies.

11. A computer program product for assigning visual representation to contacts, the computer program product comprising:

a non-transitory computer readable storage medium having computer readable program code embodied therewith, the computer readable program code comprising;

a computer readable program code configured to receive selection criteria;

a computer readable program code configured to identify data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts;

a computer readable program code configured to determine that at least one contact associated with each customer comprises one or more contact statuses;

a computer readable program code configured to assign one or more indicators to the at least one contact based on the one or more statuses, wherein the one or more statuses include at least one of a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and a permission-to-communicate status;

a computer readable program code configured to determine whether the one or more indicators assigned to the at least one contact indicates a communication restriction, said determining comprising;

identifying a requirement to receive permission associated with the customer for communication with the at least one contact;

determining whether permission has been received from the customer; and

determining that communication with the at least one contact is restricted when permission from the customer to communicate with the at least one contact has not been received, wherein the one or more indicators assigned to the at least one contact indicates the communication restriction.

12. The computer program product of claim 11, the computer program product further comprising a computer readable program code configured to assign a first indicator to a first contact of a first account based on the first contact being locked;

assign a second indicator to a second contact of the first account based on an external request associated with the second contact; and

assign a third indicator to a third contact of the first account based on a velocity range of the third account.

13. The computer program product of claim 11, wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is prohibited.

14. The computer program product of claim 13, the computer program product further comprising a computer readable program code configured to allow a user to select an exception for the communication prohibition from a user;

prompt the user to enter a reason for the exception; and

allow the user to communicate with at least one of the plurality of customers based on the exception.

15. The computer program product of claim 11, wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is allowed.

16. A computer implemented method for assigning visual representation to contacts, the method comprising:

receiving selection criteria;

identifying, by a processor, data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts;

determining, by a processor, that at least one contact associated with each customer comprises one or more contact statuses;

assigning, by a processor, one or more indicators to the at least one contact based on the one or more statuses, wherein the one or more statuses include at least one of a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and a permission-to-communicate status; and

determining whether the one or more indicators assigned to the at least one contact indicates a communication restriction, said determining comprising;

identifying a requirement to receive permission associated with the customer for communication with the at least one contact;

determining whether permission has been received from the customer; and

determining that communication with the at least one contact is restricted when permission from the customer to communicate with the at least one contact has not been received, wherein the one or more indicators assigned to the at least one contact indicates the communication restriction.

17. The method of claim 16, the method further comprising:

assigning, by a processor, a first indicator to a first contact of a first account based on the first contact being locked;

assigning, by a processor, a second indicator to a second contact of a second account based on an external request associated with the second contact; and

assigning, by a processor, a third indicator to a third contact of the first account based on a velocity range of the third account.

18. The method of claim 16, wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is prohibited.

19. The method of claim 16, wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is allowed.

20. A system for assigning visual representation to contacts, the system comprising:

a computer apparatus including a processor and a memory; and

a software module stored in the memory, comprising executable instructions that when executed by the processor cause the processor to;

receive selection criteria;

identify data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts;

determine that at least one contact associated with each customer comprises one or more contact statuses;

assign one or more indicators to the at least one contact based on the one or more statuses, wherein the one or more statuses include at least one of a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and a permission-to-communicate status, and wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is prohibited;

receive an exception associated with the communication prohibition prohibiting contact with a customer, wherein receiving further comprises receiving a reason for the exception; and

enable communication with at least one of the plurality of customers based on at least receiving the exception and the reason for the exception.

21. A computer program product for assigning visual representation to contacts, the computer program product comprising:

a non-transitory computer readable storage medium having computer readable program code embodied therewith, the computer readable program code comprising;

a computer readable program code configured to receive selection criteria;

a computer readable program code configured to identify data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts;

a computer readable program code configured to determine that at least one contact associated with each customer comprises one or more contact statuses; and

a computer readable program code configured to assign one or more indicators to the at least one contact based on the one or more statuses, wherein the one or more statuses include at least one of a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and a permission-to-communicate status, and wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is prohibited;

a computer readable program code configured to receive an exception associated with the communication prohibition prohibiting contact with a customer, wherein receiving further comprises receiving a reason for the exception; and

a computer readable program code configured to enable communication with at least one of the plurality of customers based on at least receiving the exception and the reason for the exception.

22. A computer implemented method for assigning visual representation to contacts, the method comprising:

receiving selection criteria;

identifying, by a processor, data associated with a plurality of customers meeting the selection criteria, wherein each of the customers is associated with one or more contacts;

determining, by a processor, that at least one contact associated with each customer comprises one or more contact statuses; and

assigning, by a processor, one or more indicators to the at least one contact based on the one or more statuses, wherein the one or more statuses include at least one of a contact locked status, a contact external request status, a contact geography status, a contact time period status, a contact velocity status, and a permission-to-communicate status, and wherein at least one of the one or more indicators indicates that communicating with a customer via the first contact is prohibited;

receiving an exception associated with the communication prohibition prohibiting contact with a customer, wherein receiving further comprises receiving a reason for the exception; and

enabling communication with at least one of the plurality of customers based on at least receiving the exception and the reason for the exception.