Method of managing workflow information
US6795071B2 · kind B2 · utility
Assignee
Inventors
Key dates
| Filing date | Dec 10, 2002 |
| Grant date | Sep 21, 2004 |
| Priority date | — |
| Expiry date | Dec 10, 2022 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06Q30/0204
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
Methods of managing workflow information in an account-based system are described. The illustrated embodiments include a contact management system, and some embodiments are adapted for employment in a debt collection context. In addition, methods and systems are described for allowing a debt collector to associate debtors with different categories, either manually or automatically in response to predetermined condition. Thus, the system and method provide for efficiently managing the status of debtors by associating each debtor with a particular category. In certain embodiments, the debtor accounts are moved from one category to another, and from one individual to another, as the collection process is undertaken. The system and method maintain each debtor account within a predetermined category, display each of the categories to a collector on a graphical display, and display a list of debtor accounts within the category in response to the collector pressing a function key corresponding to a category.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.