Method and system for conveying context data in a multi-channel and omni-channel environment

• US 10,291,780 B1
• Filed: 04/12/2017
• Issued: 05/14/2019
• Est. Priority Date: 04/08/2015
• Status: Active Grant

• Current Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Original Assignee: JP Morgan Chase Bank, N.A. (JP Morgan Chase & Co)
• Inventors: Desai, Prashant
• Primary Examiner(s): Zenati, Amal S
• Application Number:
  US15/485,502
• Time in Patent Office: 762 Days
• Field of Search: 37926509
• CPC Class Codes: G06Q 30/0204 Market segmentation
• CPC Class Codes: G06Q 30/0251 Targeted advertisements
• CPC Class Codes: G06Q 30/0282 Rating or review of business operators or products
• CPC Class Codes: H04L 65/1069 Session establishment or de-establishment
• CPC Class Codes: H04L 65/1104 Session initiation protocol [SIP]
• CPC Class Codes: H04L 65/65 Network streaming protocols, e.g. real-time transport protocol [RTP] or real-time control protocol [RTCP]
• CPC Class Codes: H04M 2203/2038 Call context notifications
• CPC Class Codes: H04M 2203/551 Call history recording a computer conference H04L12/1831
• CPC Class Codes: H04M 3/42068 where the identifier is used to access a profile
• CPC Class Codes: H04M 3/5166 in combination with interactive voice response systems or voice portals, e.g. as front-ends
• CPC Class Codes: H04M 3/5232 Call distribution algorithms
• CPC Class Codes: H04M 7/0075 Details of addressing, directories or routing tables

Abstract

According to an embodiment of the present invention, a system and method for transmitting context data during an automated customer interaction comprises: a computer store containing data, for each customer, defining a customer'"'"'s historical interactions with an entity and account information, a computer processor, coupled to the computer store and programmed to: receive, via an electronic input, a contact from a customer via an electronic communication channel; automatically capture current interaction data between the customer and an automated interactive entity; receive an electronic request for a live agent from the customer; retrieve, from the computer store, historical interaction data from a prior customer contact and account information; generate context description that comprises information from the current interaction data, historical interaction data and account information; embed the context description into a signal as a header; and transmit the signal with the context description to the live agent.

Claims

1. An automated computer implemented system for transmitting context data during an automated customer interaction in a multi-channel environment, the system comprising:

a computer store containing customer data and account information, and

a computer processor, coupled to the computer store and programmed to;

receive, via an electronic input, a contact from a customer via an electronic communication channel;

automatically capture current interaction data between the customer and an automated interactive entity;

receive an electronic request for a live agent from the customer;

retrieve, from the computer store, customer data and account information;

generate context description that comprises at least information from the current interaction data and customer specific information wherein the context description comprises real-time analytics that identify a marketing opportunity;

embed the context description into a signal as a header; and

transmit, using a computer processor, the signal with the context description, wherein the context description is extracted from the header and presented, via an interface, to the live agent; and

communicate, during a current interaction with the live agent, the marketing opportunity to the customer.

2. The system of claim 1, wherein the header is a SIP header.

3. The system of claim 1, wherein the header is extracted from a SIP header.

4. The system of claim 1, wherein the context description is used to route the signal to an appropriate live agent.

5. The system of claim 1, wherein the automated interactive entity comprises an interactive voice response unit.

6. The system of claim 1, wherein customer data comprises historical interaction data, the historical interaction data comprises social media data.

7. The system of claim 1, wherein customer data comprises historical interaction data, the historical interaction data comprises prior transaction data.

8. The system of claim 1, wherein the computer processor is further programmed to identify a marketing opportunity customized for the customer.

9. The system of claim 8, wherein the marketing opportunity comprises a cross-selling opportunity associated with another entity.

10. The system of claim 8, wherein the marketing opportunity is provided to the customer from the live agent during the customer contact.

11. An automated computer implemented method for transmitting context data during an automated customer interaction in a multi-channel environment, the method comprising the steps of:

receiving, via an electronic input, a contact from a customer via an electronic communication channel;

automatically capturing current interaction data between the customer and an automated interactive entity;

receiving an electronic request for a live agent from the customer;

retrieving, from a computer store, customer data and account information;

generating context description that comprises at least information from the current interaction data and customer specific information wherein the context description comprises real-time analytics that identify a marketing opportunity;

embedding the context description into a signal as a header; and

transmitting, using a computer processor, the signal with the context description, wherein the context description is extracted from the header and presented, via an interface, to the live agent; and

communicating, during a current interaction with the live agent, the marketing opportunity to the customer.

12. The method of claim 11, wherein the header is a SIP header.

13. The method of claim 11, wherein the header is extracted from a SIP header.

14. The method of claim 11, wherein the context description is used to route the signal to an appropriate live agent.

15. The method of claim 11, wherein the automated interactive entity comprises an interactive voice response unit.

16. The method of claim 11, wherein customer data comprises historical interaction data, the historical interaction data comprises social media data.

17. The method of claim 11, wherein customer data comprises historical interaction data, the historical interaction data comprises prior transaction data.

18. The method of claim 11, further comprising the step of:

identifying a marketing opportunity customized for the customer.

19. The method of claim 18, wherein the marketing opportunity comprises a cross-selling opportunity associated with another entity.

20. The method of claim 18, wherein the marketing opportunity is provided to the customer from the live agent during the customer contact.