Preventing contact by locking
First Claim
1. A system for preventing a customer communication by locking access to customer information, the system comprising:
- a representative workstation, comprising one or more devices allowing a representative associated with an entity to control the representative workstation and communicate to a customer;
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;
identify information relating to an event or condition that triggers a lock of customer information associated with a customer, wherein the event or condition is identifying that the customer is engaged in communication with a second representative, wherein the customer information associated with the customer is a customer contact information and customer account information;
based at least partially on identifying information relating to the event or condition that triggers the lock, lock at least a portion of the customer information associated with the customer by placing at least the portion of the customer information in a restricted access folder to disable use of at least the portion of the customer information on the representative workstation, wherein at least one of the one or more devices of the representative workstation is prevented from communicating with the customer;
generate a notification indicating that at least the portion of the customer information associated with the customer is locked; and
allow for override of the lock by the representative, wherein the representative inputs a reason for overriding the lock.
1 Assignment
0 Petitions
Accused Products
Abstract
Embodiments of the invention relate to systems, methods, and computer program products for preventing a customer communication by locking access to customer information. The system, method, and computer program product are configured to a) identify information relating to an event or condition that triggers a lock of customer information associated with a customer; b) lock at least a portion of the customer information associated with the customer based at least partially on the identifying; and c) generate a notification indicating that at least the portion of the customer information associated with the customer is locked based at least partially on the locking.
32 Citations
19 Claims
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1. A system for preventing a customer communication by locking access to customer information, the system comprising:
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a representative workstation, comprising one or more devices allowing a representative associated with an entity to control the representative workstation and communicate to a customer; 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; identify information relating to an event or condition that triggers a lock of customer information associated with a customer, wherein the event or condition is identifying that the customer is engaged in communication with a second representative, wherein the customer information associated with the customer is a customer contact information and customer account information; based at least partially on identifying information relating to the event or condition that triggers the lock, lock at least a portion of the customer information associated with the customer by placing at least the portion of the customer information in a restricted access folder to disable use of at least the portion of the customer information on the representative workstation, wherein at least one of the one or more devices of the representative workstation is prevented from communicating with the customer; generate a notification indicating that at least the portion of the customer information associated with the customer is locked; and allow for override of the lock by the representative, wherein the representative inputs a reason for overriding the lock. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A computer program product for preventing a customer communication by locking access to customer information, the computer program product comprising a non-transitory computer-readable medium, wherein the non-transitory computer-readable medium comprises one or more computer-executable program code portions that, when executed by a computer, cause the computer to:
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identify information relating to an event or condition that triggers a lock of customer information associated with a customer, wherein the event or condition is identifying that the customer is engaged in communication with a second representative, wherein the customer information associated with the customer is a customer contact information and customer account information; based at least partially on identifying information relating to the event or condition that triggers the lock, lock at least a portion of the customer information associated with the customer by placing at least the portion of the customer information in a restricted access folder to disable use of at least the portion of the customer information on the representative workstation, wherein at least one of the one or more devices of the representative workstation is prevented from communicating with the customer; generate a notification indicating that at least the portion of the customer information associated with the customer is locked; and allow for override of the lock by a representative associated with the representative workstation, wherein the representative inputs a reason for overriding the lock. - View Dependent Claims (8, 9, 10, 11, 12)
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13. A method for preventing a customer communication by locking access to customer information, the method comprising:
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determining one or more contacts for a customer, wherein the one or more contacts include customer contact information and customer account information; determining regulations and/or policies associated with communicating with customers; determining that a merchant has received conditional explicit denial to communicate with the customer using the customer contact information associated with the customer; identifying information relating to an event or condition that triggers a lock of customer information associated with a customer, wherein the event or condition is identifying that the customer is engaged in communication with a second representative based at least partially on determining that the merchant has received conditional explicit denial to communicate with the customer or identifying information relating to the event or condition, locking at least a portion of the one or more contacts for the customer by placing at least the portion of the customer information in a restricted access folder to disable use of at least the portion of the one or more contacts for the customer on a representative workstation, wherein at least one of one or more devices of the representative workstation is prevented from communicating with the customer; generating a notification indicating that at least the portion of the one or more contacts for the customer is locked; and allowing for override of the lock by the representative, wherein the representative inputs a reason for overriding the lock. - View Dependent Claims (14, 15, 16, 17, 18, 19)
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Specification