Stephanie Filomena Seugling - Concord NC, US Janet Mackey Morgan - Charlotte NC, US Charles Cary Hudgins - Charleston SC, US Edward C. Ritter - Charlotte NC, US Christopher E. Huntley - Huntersville NC, US Christine M. Fricke - Saint Augustine FL, US Mary K. Riley - Denver NC, US Anne M. Badgley - Evanston IL, US Trina Marie Greene - Bristow VA, US John Dewel Pickford - Lakeway TX, US Gary L. Olberding - Jacksonville FL, US Randal J. Bishop - Jacksonville FL, US John F. McGraw - Jacksonville FL, US Marisol Rios - Windsor CT, US Kristi J. Evatt - Concord NC, US Scott C. Arcure - Chapel Hill NC, US Suzette Oxendine - Virginia Beach VA, US Cathleen Corcoran - Natick MA, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 10/00 G06Q 90/00
US Classification:
705 713, 705 714
Abstract:
A system and method for an optimization of fulfillment workflow is disclosed. In accordance with one embodiment of the present disclosure. In accordance with embodiments of the present disclosure, a method may include receiving a request to be fulfilled from a client. The method may also include determining one or more item attributes associated with the request. The method may additionally include generating a batch of work units related to the request based at least in part on the one or more item attributes. The method may further include selecting an agent from a plurality of agents to process the batch. Moreover, the method may include transmitting the batch to the agent.
System And Method For Verbal Authorization For Fulfillment Of A Service
Stephanie F. Seugling - Concord NC, US Robert Shannon Arroba - Charlotte NC, US Charles Cary Hudgins - Charleston SC, US Edward C. Ritter - Charlotte NC, US Selina Stanley Button - Antioch CA, US Keith Silvestri - Longmeadow MA, US Suha Aburahma Freij - Charlotte NC, US Steven William Hoagland - Charlotte NC, US Scott Christopher Arcure - Chapel Hill NC, US Lisa A. Benadom - Fair Oaks Ranch CA, US
Assignee:
Bank of America Corporation - Charlotte NC
International Classification:
G06Q 40/00
US Classification:
705 35
Abstract:
In some embodiments, a verbal authorization system comprises a financial services repository operable to store information identifying one or more financial services provided by a financial enterprise. The financial enterprise provides a financial service of the one or more financial services in response to a written authorization from a client. An eligibility engine is operable to determine whether the client is eligible to apply for verbal authorization status such that the client may provide verbal authorization during a telephone call to a fulfillment representative of the financial enterprise in lieu of the written authorization. A verbal authorization repository is operable to store client authorization information. The client authorization information identifies the client and whether the client has achieved the verbal authorization status.
System And Method For Verbal Authorization For Fulfillment Of A Service
- Charlotte NC, US Robert Shannon Arroba - Charlotte NC, US Charles Cary Hudgins - Charleston SC, US Edward C. Ritter - Charlotte NC, US Selina Stanley Button - Antioch CA, US Keith A. Silvestri - Moreland Hills OH, US Suha Aburahma Freij - Charlotte NC, US Steven William Hoagland - Charlotte NC, US Scott Christopher Arcure - Chapel Hill NC, US Lisa A. Davis - Chatsworth CA, US
International Classification:
G06Q 20/40
US Classification:
705 44
Abstract:
In some embodiments, a verbal authorization system comprises a financial services repository operable to store information identifying one or more financial services provided by a financial enterprise. The financial enterprise provides a financial service of the one or more financial services in response to a written authorization from a client. An eligibility engine is operable to determine whether the client is eligible to apply for verbal authorization status such that the client may provide verbal authorization during a telephone call to a fulfillment representative of the financial enterprise in lieu of the written authorization. A verbal authorization repository is operable to store client authorization information. The client authorization information identifies the client and whether the client has achieved the verbal authorization status.