发明名称 METHOD AND SYSTEM FOR CONDUCTING CUSTOMER NEEDS, STAFF DEVELOPMENT, AND PERSONA-BASED CUSTOMER ROUTING ANALYSIS
摘要 Computer-implemented methods and systems for conducting customer needs, staff development, or persona-based call routing analyses in which a recommendation engine receives baseline information regarding a current status and one or more objectives of a subject and generates assumed information about the subject based on a statistical evaluation of current status and objectives of a plurality of third parties having pre-determined characteristics in common with the subject. The recommendation engine determines a gap between the current status and objectives of the subject and generates and prioritizes a recommendation for one or more proposals for the subject based on the gap. Thereafter, the recommendation engine formulates one or more follow-up questions for the subject.
申请公布号 WO2005079262(A3) 申请公布日期 2007.01.11
申请号 WO2005US04179 申请日期 2005.02.14
申请人 CITIBANK, N.A. 发明人 KOEPPEL, HARVEY RICHARD
分类号 G06Q30/00 主分类号 G06Q30/00
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