Methods and systems for managing call reports for the financial services industry

US7415267B2 · kind B2 · utility

Assignee

• JPMORGAN CHASE BANK, N.A. · US

Inventors

• Scott Malat · New York, US
• David Dussel · East Meadow, US
• Cheryl Black · Tenafly, US
• James Priolo · New York, US
• Sharon Murphy · Bay Village, US
• Jackie Marfleet · Ealing, GB
• Douglas Ross · Birmingham, US
• Susan Herzog · Salem, US

Key dates

• Filing date: Jan 27, 2004
• Grant date: Aug 19, 2008
• Expiry date: Oct 12, 2025

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q10/00
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

The present invention provides methods and systems for managing call reports. A call report message and information identifying a client matter are received via a wireless network, a distribution list is determined by applying a set of visibility rules, and the call report is created. Access to the call report is based on the distribution list. The visibility rules are rules that encapsulate the various legal and ethical requirements for allowing access to a client matter. The visibility rules may be created using a suitable script language, and be adjusted from time to time.