USRE46478E1 - System and method for preemptive goals based routing of contact records - Google Patents

Abstract

A method and system is provided for the preemptive goals based distribution of contact records. This method and system includes devices receiving contact records and providing customer contacts to one or more agents. Interfaced with the device is a distribution module including pools and queues. The distribution module places the contact records into the pools and transfers less than all of the contact records to the queues to allow for processing by the devices at peak efficiency. The distribution module transfers the queues to the devices so that the device can place customer contact attempts. A goal module, associated with the distribution module, monitors the performance of the pools. The goal module modifies which queues the pools transfer contact records to based on the performance of the pools thereby allowing the contact records to be distributed in accordance with performance goals for the pools.

Description

RELATED PATENT APPLICATION

This application is a continuation-in-part of U.S. patent application Ser. No. 09/901,749 filed on Jul. 9, 2001 and entitled “Method and System for Distributing Outbound Telephone Calls.”

This application is a reissue of application Ser. No. 11/448,230, U.S. Pat. No. 7,158,629, which is a continuation of application Ser. No. 10/095,513, filed on Mar. 12, 2002 now U.S. Pat No. 7,103,173 entitled “System and Method for Preemptive Goals Based Routing of Contact Records” and naming Richard Rodenbusch and Daniel N. Duncan as inventors.

This application is a continuation of U.S. patent application Ser. No. 10/095,513, filed on Mar. 12, 2002, now U.S. Pat. No. 7,103,173 and entitled “System and Method for Preemptive Goals Based Routing of Contact Records, which is a continuation-in-part of U.S. patent application Ser. No. 09/901,749, filed on Jul. 9, 2001, now U.S. Pat. No. 7,142,662 and entitled “Method and System for Distributing Outbound Telephone Calls,” which claims the benefit of U.S. Provisional Patent Application 60/217,292, filed Jul. 11, 2000, and entitled “Method and System for Distributing Outbound Telephone Calls.”

TECHNICAL FIELD OF THE INVENTION

This invention relates to the field of telephony, computer networks, and customer relationship management, and more particularly to a system and method for preemptive goals based routing of contact records.

BACKGROUND OF THE INVENTION

Customer contact centers represent the front line for customer service, marketing operations, and debt collection for many businesses. Typical centers receive or make hundreds of telephone calls, emails, and Internet chat requests per day with the aid of automated telephony and Internet equipment. For instance, predictive dialers such as the MOSAIX Predictive Dialing System (“PDS”) manufactured by Avaya Incorporated automatically dial outbound telephone calls to contact individuals and then transfer the contacted individuals to agents so the agent can talk with the individual.

Devices such as dialing devices, email servers, chat servers, VOIP servers, telephony servers, and web servers allow agents to save time in contacting customers and receiving requests from customers. Dialing devices such as predictive dialers save time for the agent placing the call because the dialing device and not the agent dials the telephone number and agents' time is not wasted with unanswered calls or answering machines. Predictive dialers also spread the outbound telephone calls evenly among all the agents working from the dialing device so that the agents share the workload equally and no agents sit idle while others have too many telephone calls to place. Predictive dialers are also a significant component of customer relationship management (CRM) systems which extend the efficiency gained from predictive dialers to other contact channels such as email and live Internet chat.

Many businesses are increasing their marketing efforts, customer service programs, and bad debt collection efforts by having multiple customer contact centers or call centers or multiple devices located at a single site to serve more customers. Typically, when businesses have multiple sites, the centers are located in different geographic locations which makes coordination of customer contact strategies difficult.

Thus businesses generally manage call centers individually, with separate staffing, calling strategies, goals, and functions. Generally, a contact list is divided into as many parts as there are call centers or dialers with each call center receiving its own section of the calling list. Although this segmentation distributes work, coordination of strategy for outbound calling is difficult since each call center is responsible for its own section of the calling list and has no knowledge of the other call centers' progression with their own calling lists. For instance, if a call center goes down and cannot make outbound telephone calls, the other call centers cannot typically address the downed call center's calling list goals and priorities because the other call centers do not have access to the calling list including the telephone numbers actually called.

A similar problem occurs with a single call center having multiple CRM systems having multiple devices. Work load segmentation typically occurs at a host level, where each device is assigned a portion of the work load. A host downloads the segmented contact list to the individual dialing devices. If one device fails, the other devices do not know the status of the contacts in the failed device's segment.

Difficulties also arise in the routing of outbound calls, call records, or contact records to the agents in a single calling center or multiple calling centers. Typically when routing calls, a call center employs categorization and prioritization routing or load leveling routing. With categorization and prioritization routing, the calls are categorized and prioritized before being sent to the call centers. All of the available call records are organized into distinct groups or pools and each pool of call records is prioritized according to a particular prioritizing scheme. A typical scheme often used at contact centers is to prioritize the inbound calls with the highest priority, live Internet chats second, outbound calls third, and email or other requests last. The agents are segregated into distinct teams and each team receives call records from a particular pool based on the prioritization of the call records.

Load leveling routing of call records allows multiple agent teams to work on the same group or pools of records whether the agents are located in the same call center or if the agents are located across multiple call centers. Load leveling routing eliminates the restriction of categorization and prioritization that requires distinct groups of records for agents not working from the same dialing device. This allows for the movement of call records between the agents and call centers.

However, none of the above call record routing techniques adjusts the agent and pool workload based on the performance or the performance goals of the call record pools. Generally, if a call record pool is not maintaining a desired performance, manual intervention by a system administrator is required to adjust for the under performing call record pool. In order to address the under performing call record pool, agents must move from one team to another in order to have the ability to access call records from the under performing pool and thereby improve the call record pool performance. But this is a slow process that typically results in agent and call center downtime and often cannot be made quickly enough to respond to current call record pool performance.

In addition, such manual intervention decisions to correct under performing call records pools typically require guess work and making decisions without considering all the available options and the effect on the other call record pools. The system administrator must guess as to the effects on the other call record pools when agents are moved from pools maintaining or achieving performance requirements to under performing pools. If agent moves are made incorrectly, then additional pools may start under performing due to the agents that were moved to the under performing pool. Therefore the performance of the call record pools requires constant supervision to ensure that by the end of the calling day the performance requirements for the highest priority pools are satisfied.

SUMMARY OF THE INVENTION

Therefore, a need has arisen for a system and method that distributes contact records based on the performance of the pools of contact records.

A further need has arisen for a system and method that automatically monitors the performance of the pools and automatically adjusts the distribution of contact records based on the performance of the pools.

In accordance with the present invention, a system and method for distributing contact records utilizing goals based routing is provided which substantially eliminates or reduces disadvantages and problems associated with previously developed systems and methods for distributing contact records. A goal module monitors the performance of one or more pools of contact records and automatically modifies the distribution of the contact records from the pools based on the performance of each pool.

In accordance with one aspect of the present invention, distribution of contact records utilizing goals based routing is accomplished by a distribution module interfaced with a plurality of devices. The distribution module includes a plurality of pools and a plurality of queues. The distribution module places contact records into the pools, transfers less than all of the contact records to the queues from the pools, and transfers the queues to the devices. Associated with the distribution module is a goal module. The goal module monitors the performance of each pool and modifies which queues the pools transfer contact records to based upon the performance of the pools.

In one embodiment, the goal module defines one or more levels of effort for each queue. The levels of effort determine the percentage of contact records that transfers from a pool to a particular queue. The goal module also determines a goal for each pool that reflects the performance of the pool and prioritizes the pools relative to each other. As the agents access the contact records from the queues, the goal module monitors the performance of the pools by calculating a goal status for each pool. The goal module uses the goal status to determine a goal state for each pool. The goal state indicates whether a pool is satisfying the goal. Based upon the goal states for each pool, the goal module modifies which queues the pools transfer contact records to by transferring the levels of effort between the pools and the queues.

In an alternate embodiment, the goal states and one or more goal strategies allow for the optimization of the transfer of contact records from the pools to the queues and determine how the goal module modifies which queues the pools transfer contact records to. The goal strategies control how levels of effort between the pools and queues are transferred when a pool is not satisfying the goal. A goal strategy may require the transfer of levels of effort to pools not satisfying their goals or the transfer of levels of effort away from pools not satisfying the goal. The goal module transfers levels of effort in accordance with the goal strategies so that pools having the highest priority maintain or achieve the goals throughout the day.

The present invention provides a number of important technical advantages. One important technical advantage is the distribution of contact records based on the performance of the pools. The ability to distribute contact records based on the performance of the pools of contact records allows a call center to operate more efficiently because the call center recognizes when a pool is not sufficiently performing and redistributes the contact record workload to allow for more efficient operation thereby allowing higher priority pools to satisfy performance requirements.

Another important technical advantage of the present invention is the distribution of contact records based on the performance of the pools without manual intervention. The goal module monitors the performance of each pool and determines whether a pool is ahead, at, or behind the goal. When a pool is not satisfying a goal, the goal module automatically takes action to modify how the pools transfer contact records to so that the highest priority pools achieve or maintain the goals. Therefore, no manual intervention is required and pools are not adversely affected by the changes. In addition, because no manual intervention is required, there is reduced agent or device downtime when the goal module distributes the contact records based upon the performance of the pools.

Another important technical advantage of the present invention is the ability to quickly respond to current pool performance levels. Because the goal module constantly monitors the performance of the pools, the goal module may instantly react to any change in the performance of the pools throughout the day. And because the goal module monitors the performance of all the pools and has the goal states for every pool, when the goal module modifies the distribution of contact records, the goal module takes into account the effects of the modification on the goals for all of the pools so that the highest priority pools achieve or maintain the goals. Therefore, the guess work in distributing contact records based on the performance of the pools is reduced and there are no unexpected results at the end of the day.

BRIEF DESCRIPTION OF THE DRAWINGS

For a more complete understanding of the present invention and the advantages thereof, reference is now made to the following description taken in conjunction with the accompanying drawings in which like reference numbers indicate like features, and wherein:

FIG. 1 depicts a block diagram of plural dialing devices interfaced with a distribution module;

FIG. 2 illustrates a block diagram of another embodiment of the present invention employing two distribution modules;

FIG. 3 depicts a flow diagram of a method for distribution outbound telephone calls;

FIGS. 4a and 4b illustrate a flow diagram for the population of the pools and queues with call records;

FIG. 5 depicts a flow diagram of a method for goals based routing of contact records employing a meet-goals goal strategy; and

FIG. 6 illustrates a flow diagram of a method for goals based routing of contact records employing an exceed-goals goal strategy.

DETAILED DESCRIPTION OF THE INVENTION

Preferred embodiments of the present invention are illustrated in the figures, like numeral being used to refer like and corresponding parts of the various drawings.

Under previous systems and methods for routing contact records, the redistribution of contact records among the devices and agents based upon the performance of the of the different pools of contact records required manual intervention often involving guesswork as to the effects of performance based changes, the shutting down of the devices, starting a new job on the device, or moving agents between the devices. The goal module of the present invention allows for the routing of contact records across one or more than one device based on the performance of the individual pools of contact records quickly and without manual intervention. The goals based routing of contact records allows for dynamically modifying the distribution of contact records based on the performance of the pools of contact records throughout the day without manual intervention, down time, and guesswork.

The present invention allows for the routing and distribution of contact records among a plurality of devices and agents based upon the performance of the different pools of contact records. Contact records include such customer contacts as outbound telephone calls, inbound telephone calls, call records, emails, Internet chat requests, online chat requests, and any other appropriate form of customer contact. Devices include such call center or contact center devices as dialing devices including predictive dialers, email servers, Internet chat servers, VOIP servers, telephony servers, web servers, and any other appropriate call center or contact center devices. In the figures below, reference is made to call records and dialing devices but the present invention equally applies to the other types of contact records and devices listed above.

FIG. 1 depicts a block diagram for anoutbound distribution system100 for distributing outbound telephone calls employing goals based routing. Adistribution module102 interfaces with a first call center104a and asecond call center104n. For simplicity, reference is made hereafter to “call center 104” in a generic sense to refer to any instance of a call center, 104a-104n.System100 allowscall centers104a and104n to operate as a single group of resources rather than two decentralized units, withdistribution module102 controlling the strategy, workload, and calling efforts for call centers104 from a single, central location. In alternative embodiments,distribution module102 interfaces with multiple dialing devices at one or more call centers, or one dialing device located in one call center.

Call centers104 are geographically distributed, each having one or more dialing devices that place telephone calls using information in the call records.Distribution module102 operates on a SOLARIS, Linux, or an any other appropriate operating system server and communicates with call centers104 via standardized communications links such as Ethernet, the Internet with protocols such as FTP, CORBA, API, and sockets over TCP/IP, asynchronous transfer mode (“ATM”), or any other appropriate communication link.

Call centers104 each have one or more dialing devices108 108a-108n. For simplicity, reference is made hereafter to “dialing devices 108” in a generic sense to refer to any instance of adialing device 108a-108n. Dialing devices108 are predictive dialers such as the MOSAIX PDS manufactured by Avaya Incorporated or other appropriate predictive dialers. In the embodiment shown inFIG. 1, interfaced to dialingdevice108a in call center104a are threeagents110a,110b, and110c with dialingdevice108n ofcall center104n also having threeagents110d,110e, and110f interfaced to it. For simplicity, reference is made hereafter to “agents 110” in a generic sense to refer to any instance 110a-110f of an agent. Agents110 are workstations where operators or agents speak to the individuals, chat with individuals online, complete emails to, or otherwise contact individuals who are contacted by dialing devices108.

Dialing device108 dials telephone numbers extracted from the call records. If an individual answers the telephone, dialing device108 transfers the telephone call to one of agents110 so that the agent can speak with the individual. Dialing devices108 therefore improve telephone calling efficiency by dialing the telephone number and transferring the call to an agent only if an individual answers the telephone.

System100 functions by first havingdistribution module102 acquire the call records that dialing devices108 will call. There are several different ways thatdistribution module102 acquires the call records.

For instance, host112, which is associated with dialing devices108, stores raw call records. The raw call records contain information including telephone number, account number, individual name and address, and any other appropriate personal information. For example, a raw call record for Joe Smith includes Joe Smith's telephone number, mailing address, account status, account number, account passwords, gender, marital status, number of children, employment status, and yearly income.

Host112 transfers the raw call records for that day along path114a to call center104a and dialingdevice108a and along path114b tocall center104n and dialingdevice108n.Distribution module102contacts dialing device108a within call center104a via path116a and dialingdevice108n withincall center104n viapath116b.Distribution module102 downloads from dialing devices108 to callrecord database118 the call records. The call records may contain some but not all of the information from the raw call records. Downloading less than all of the information from the raw call records saves bandwidth and allows for efficient operation ofdistribution module102 because it handles smaller amounts of data. For instance,distribution module102 downloads as the call record an individual's name, telephone number, and account number. So the call record for Joe Smith contains Joe Smith's name, his telephone number, and account number.

In an alternative embodiment, host112 stores the raw call records. Instead of transferring the raw call records to dialing devices108,distribution module102 downloads the call records fromhost112 to callrecord database118 viapath120.

Alternatively, dialing devices108 store the raw call records. Therefore,distribution module102 contacts call center104a and dialingdevice108a via path116a andcall center104n and dialingdevice108n viapath116b to download the call records to callrecord database118.

Scheduling module122 operates to develop and provide optimal calling strategies for the call records including resource optimization, automated statistical modeling and flexible strategy management. For instance, onesuch scheduling module122 is described in U.S. Pat. No. 5,802,161, entitled “Method and System for Optimized Scheduling” issued Sep. 1, 1998, and is hereby incorporated by reference.

The integration ofscheduling module122 is not required for the operation ofdistribution module102 but it affects howdistribution module102 downloads the call records and what information is contained in the call records. For instance, host112 transfers the raw call records to call center104a and dialingdevice108a via path114a andcall center104n and dialingdevice108n via path114b.Scheduling module122 downloads from dialingdevice108a in call center104a viapath124a and from dialingdevice108n incall center104n viapath124b the raw call records.Scheduling module122 develops call schedules for the raw call records.Distribution module102 downloads the call records including the call schedule fromscheduling module122 viapath124c and stores the call records incall record database118.

Alternative embodiments also employscheduling module122 in the delivery of call records todistribution module102.Scheduling module122 downloads the raw call records fromhost112 viapath126. As before,scheduling module122 adds call schedules to the raw call records beforedistribution module102 downloads the call records fromscheduling module122 viapath124c to callrecord database118.

Oncedistribution module102 stores the call records incall record database118,distribution module102 organizes and transfers the call records fromcall record database118 to pools128 128a, 128b, and/or 128c, which are interfaced withdistribution module102. For simplicity, reference is made hereafter to “pool 128” in a generic sense to refer to any instance of apool 128a-128c. The pools are sets of callable call records specified bydistribution module102. Each pool128 represents a specific and ordered group of call records. In the embodiment shown inFIG. 1, there are threepools128a,128b, and128c. In alternative embodiments there can be more than three or less than three pools.

Distribution module102 then transfers less than all of the call records from pools128 to queues130 130a, 130b, 130c, and 130d. For simplicity, reference is made hereafter to “queue 130” in a generic sense to refer to any instance of aqueue 130a-130d. Interfaced with pools128 arequeues130a,130b,130c, and130d. A queue is a set of rules for selecting call records from pools having the necessary and sufficient information describing the exact method of transferring call records to dialing devices108 and any call records assigned to but not yet transferred to dialing devices108 for dialing devices108 to call.Distribution module102 attaches each queue130 to a particular dialing device108 and monitors each dialing device. As necessary,distribution module102 transfers call records from pools128 in accordance with the configuration of queues130 which includes selection rules, time of day, time of week, number of calls completed, and number of call records sent. Queues130 then transfer the call records to their assigned dialing devices108. For instance,distribution module102 transfers call records according to the configuration ofqueues130a and130b to dialingdevice108a of call center104a and according to the configuration ofqueues130c and130d to dialingdevice108n ofcall center104n.

In addition, each queue130 is associated with a single campaign for the dialing device to which it is assigned. A campaign is an outbound job calling on dialing device108 that can receive additional call records for calling while the outbound calling job is active. Normally, a campaign on dialing device108 continues to run until manually stopped or when it runs out of call records to dial.

Pools128 can satisfy transfer requests for call records for one or more than one queue130. For example,pool128a transfers call records to queue130a,pool128b transfers call records toqueues130b and130c, andpool128c transfers call records to queue130d. In addition,distribution module102 can change the queues which request call records from pools128 throughout the day and in the middle of outbound calling campaigns. For instance, if dialingdevice108n located incall center104n calls all the call records inpool128c, thendistribution module102 can request thatpools128a and128b transfer call records to queue130d.

Distribution module102 transfers the call records to pools128, transfers less than all of the call records from pools128 to queues130, and transfers queues130 to dialing devices108 before dialing devices108 begin their daily calling routines. At the beginning of the day,distribution module102 transfers enough call records from pools128 to queues130 to allow for dialing devices108 to place calls for fifteen, thirty, sixty minutes, or an appropriate amount of time to place calls.Distribution module102 monitors the calls placed by dialing devices108 as well as the number of call records remaining to be called to determine how busy dialing devices108 are and when and how many additional call records to transfer from pools128 to queues130. The monitoring of queues130 and the transferring of additional call records from pools128 to queues130 allows for real-time movement of call records fromdistribution module102 to dialing devices108 throughout the day. For instance, as soon as dialingdevice108a is about to finish calling the call records in the campaign assigned toqueue130a,distribution module102 transfers additional call records frompool128a to queue130a so that dialingdevice108a maintains a steady and level flow of work.

Dialing devices108 also track the call attempt results of every call placed by dialing devices108. The call attempt results include whether or not a call resulted in a right party contact, a wrong party contact, no answer, or an answering machine. For example, the objective of a call record for Joe Smith is to talk with Joe Smith. If agent110 speaks with Joe Smith, that is a right party contact and a successful call attempt result. If Joe's babysitter answers the phone and Joe is not home, that is a wrong party contact and an unsuccessful call attempt result. If no one answers the phone or an answering machine answers the phone, that is an unsuccessful call attempt result since the desired party was not contacted. Therefore throughout the day,distribution module102 queries dialing devices108 for call attempt results and uploads the call attempts results. If a call attempt result is unsuccessful, thendistribution module102 updates the call record in pools128 so that a dialing device108 may call the call record again at a later time in the day.

An advantage tosystem100 is thatdistribution module102 controls the transfer of the call records which results in a level work flow for dialing devices108. To enable better work flow control, queues130 include selection rules that determine howdistribution module102 transfers call records from pools128 to queues130. The selection rules allow for the optimization of the transfer of call records from pools128 to queues130 and include priority rules, percentage rules, quotas, queuing theory rules, or any other appropriate rules for optimizing the transfer of call records from pools128 to queues130. The selection rules can be modified on an as needed basis.

Priority rules result indistribution module102 transferring call records from pools128 to queues130 based upon an assigned priority for each pool128. For example,queue130a receives call records frompools128a and128b withpool128a having priority overpool128b.Queue130b receives call records frompools128a and128b withpool128b having priority overpool128a. Assume thatpool128a arrives at 8:00 AM whilepool128b arrives at 9:00 AM. Initially, bothqueues130a and130b receive call records frompool128a. At 9:00 AM whenpool128b arrives,queue130a continues to receive call records frompool128a whilequeue130b receives call records frompool128b.

Percentage rules result indistribution module102 simultaneously transferring call records from pools128 to queues130. For example,queue130c has a percentage configuration withpools128b and128c andqueue130d has a percentage configuration withpools128b and128c. In this configuration,queue130c and130d receive call records simultaneously frompools128b and128c. Withpool128b arriving at 8:00 AM andpool128c arriving at 9:00 AM, at 8:00 AM bothqueues130c and130d receive call records frompool128b. At 9:00 AM,queues130c and130d alternatively receive call records frompools128b and128c. The percentages are variable for instance so thatqueue130c receives 80% of its call records frompool128b and 20% of its call records frompool128c whilequeue130d receives 60% of its call records frompool128b and 40% of its call records frompool128c.

The selection rules can also incorporate the execution of an optimization module which will determine the optimal mix of call records from each of the available pools128 based on the optimization constraints and the number of call records needed at the current time.

The selection rules can also incorporate pool quotas which are limits set on each pool controlling a maximum activity level such as number of records transferred, number of successful call attempts, and other appropriate indicators of call record activity. Whendistribution module102 transfers call records to pools128,distribution module102 can also set quotas on how many call records dialing devices108 will call from pools128. In the percentage rule example above,distribution module102 can place a quota onpool128b. When dialing devices108 satisfy the quota forpool128b,queues130c and130d no longer receive call records frompool128b and only receive call records frompool128c.

The selection rules can also be a combination of the percentage rules and the priority rules. For example,queue130b receives call records from all threepools128a,128b, and128c.Queue130b receives call records frompool128b until dialingdevice108a calls all the call records inpool128b. At that time,queue130b then alternately receives call records frompools128a and128c. As with the percentage rules above,queue130b can receive call records frompools128a and128c in any percentage breakdown. Therefore,pool128b has priority overpools128a and128c whilepools128a and128c transfer call records using percentage rules.

In addition, these selection rules allow for skills-based routing between pools128. For example,distribution module102 allowspool128a to initially transfer call records to queue130a andpool128c to initially transfer call records to queue130d. Ifpool128c becomes depleted and has no more call records to transfer toqueue130d, then pool128a can begin transferring call records to bothqueues130a and130d. This allowsdistribution module102 to transfer call records for easy to moderate difficulty customers to the best agents while the less skilled agents work the more difficult customers. And once the easy to moderate difficulty customers call records are depleted, the best agents can begin working the more difficult customer call records.

In addition,distribution module102 may also route call records to dialing devices108 and agents110 based on the performance of pools128. Routing the call records based on the performance of pools128 allowsdistribution module102 to make modifications so that pools128 having a higher priority are not under-performing.Goal module103, associated withdistribution module102 and pools128, monitors the performance of pools128. To monitor the performance of pools128, either a user ofsystem100 orgoal module103 defines a performance metric for each pool128. Once the performance metric is defined,goal module103 applies the performance metric to pools128. The performance metric is whatgoal module103 uses to measure the performance of pools128. For example, the performance metric forpool128a may be the number of right party contacts while the performance metric forpool128b is the number of accounts attempts and the performance metric forpool128c is the number of call records attempted. Each pool128 may have a different performance metric or pools128 may have the same performance metric. In addition, each of the pools128 may have more than one performance metric. For instance,pool128a may have both a performance metric for the number of right party contacts and for the number of total accounts attempted.

Oncegoal module103 has determined a performance metric for each pool128,goal module103 defines a goal for each pool128. The goal can be either an absolute goal or a goal set relative to all the other pools128. An absolute goal is a goal tied solely to the performance of the particular pool128 while a relative goal is tied to the performance of all pools128. In addition, the goal is related to the selected performance metric. For instance,pool128a having a performance metric of number of right party contacts may have a goal of fifty right party contacts whilepool128c having a performance metric of number of call records attempted has a goal of one hundred call records attempted.

If a pool128 has more than one performance metric, then the pool128 will have a goal for each performance metric. For example, ifpool128a has a performance metric for number of right party contacts and for total number of accounts attempted,pool128a may have a goal of 80 right party contacts and 200 accounts attempted. In addition, a pool128 may also have a combination of goals where there pool128 only needs to satisfy one of the goals. For instance,pool128b may have a goal of 75 right party contacts or 200 accounts attempted and as long aspool128b has at least 75 right party contacts or 200 accounts attempted,pool128b is considered to be satisfying its goal and experiencing satisfactory performance.

The goals may also be end of day goals, mid-day goals, and rate based goals. End of day goals are goals calculated based on the performance of a pool128 at the end of the day and include such goals as total number of call records attempted and number of right party contacts. Mid-day goals are similar to end of day goals but are calculated based on the time of day. For example,pool128a may have a mid-day goal of twenty-five right party contacts by noon. Rate based goals are calculated as a rate of the total calls. For instance, ifpool128a has a performance metric of right party contact rate, a rate based goal may be 15% of all the call records frompool128a should result in a right party contact.

Similar to the selection rules,goal module103 defines or constrains levels of effort for each queue130. The levels of effort detail the percentage of call records that transfer from a particular pool128 to a particular queue130. The levels of effort are stored in an effort map associated withgoal module103. Table 1 shows an example effort map forsystem100. An examination of the effort map shown in Table 1 reveals that queue1 (queue130a) has a level of effort of 100% to pool1 (pool128a) meaningqueue130a receives all of its call records frompool128a. Queue2 (queue130b) has a level of effort of 100% to pool2 (pool128b) meaningqueue130b receives 100% of its call records frompool128b. Queue3 (queue130c) has a level of effort of 100% to pool2 (pool128b) meaningqueue130c receives 100% of its call records frompool128b. Queue4 (queue130d) has a level of effort of 100% to pool3 (pool128c) meaning thatqueue130d receives 100% of its call records frompool128c. Therefore, 100% of the call records inpool128a transfer to queue130a, the call records inpool128b transfer equally toqueues130b and130c, and 100% of the call records inpool128c transfer to queue130d.

TABLE 1
ExampleEffort Map

Pool

1	Pool 2	Pool 3
	Queue 1	100%	0%	0%
	Queue
2	0%	100%	0%
	Queue
3	0%	100%	0%
	Queue
4	0%	0%	100%

As pools128 begin to transfer call records to queues130 and agents110 access the call records,goal module103 calculates a goal status for each pool128. The goal status can be defined as either the absolute difference between the actual metric and the goal or the percentage that a pool128 is either ahead or behind its goal. For instance, if each pool128 has a goal of fifty right party contacts andpool128a has forty-five right party contacts,pool128b has forty-eight right party contracts, andpool128c has sixty right party contacts, thenpool128a has a goal status of −10%,pool128b has a goal status of −4%, andpool128c has a goal status of +20% for percentage based goals.Pool128a has a goal status of −5,pool128b has a goal status of −2 andpool128c has a goal status of +10 for absolute difference based goals.

Goal module103 uses the goal status for each pool128 to determine a goal state for each pool128. Pools128 will have a goal state for each goal. An example definition of goals states would include the designation of ahead of goal, at goal, or behind goal.Goal module103 or a user of system of100 determines what thresholds define each of the available goal states. For example, if the goal states have been defined as ahead of goal, at goal, or behind goal, then a goal status of +10% and above may be ahead of goal, a goal status between +10% and −5% may be at goal, and a goal status of −5% and below may be behind goal. Given these threshold percentages and the goal status for pools128,pool128a has a goal state of behind goal (−10%),pool128b has a goal state of at goal (−4%), andpool128c has a goal state of ahead of goal (+20%). Any pool128 that has a goal state of behind goal is said to be an under-performing pool and therefore experience unsatisfactory performance.

Similar to the pool quotas described above,goal module103 also identifies and defines a final goal for each pool128. A user ofsystem100 may also define the final goals for each of the pools128. When a pool128 satisfies its final goal, that pool128 is no longer active and all the queues130 that were receiving call records from that pool128 now receive call records from the other pools128 that have not satisfied their final goals. For instance,pool128a-128c each have a final goal of eighty right party contacts. At 3:00 PM,pool128a achieves eighty right party contacts. Becausepool128a has achieved its final goal, it becomes inactive and the call records frompool128a are no longer transferred toqueue130a. To preventqueue130a and agents110 who access call records fromqueue130a from becoming inactive,goal module103 modifies which queues130pools128b and128c transfer call records to by allowingpools128b and128c to transfer call records to queue130a. Sincepools128b and128c have not reached their final goals, they are still active and queues130 and agents110 who were receiving call records frompool128a now receive call records frompools128b and128c.

Beforedistribution module102 begins to transfer queues130 containing the call records to dialing devices108,goal module103 prioritizes pools128 relative to each other. Certain pools128 may contain call records that are of a higher priority than other pools128. For example,pool128a may contain call records for customers who have previously purchased products,pool128b may contain call records for customers who have never purchased products, andpool128c may contain call records for customers who are delinquent in paying for products previously purchased. Since a company's highest priority may be to collect the money it is owed,goal module103rates pool128c with the highest priority whilepool128a has the second highest priority since it contains call records for customers with whom there is a previous relationship.Pool128b has the lowest priority since it contains call records for potential customers. The prioritization of pools128 enablesgoal module103 to adjust the workload of agents110 so that pools128 having the highest priority achieve and maintain their goals throughout the day.

Goal module103 modifies the distribution of call records using the goals of pools128 by modifying which queues130 pools128 transfer call records to based on the performance and prioritization of pools128.Goal module103 modifies which queues130 pools128 transfer call records to by adjusting or transferring the levels of effort between pools128 and queues130. For example,pool128a is of a higher priority thanpool128c andpool128a is behind goal. Using the effort map shown in Table 1,queue130a receives 100% of its call records frompool128a andqueue130d receives 100% of its call records frompool128c. Sincepool128a is of a higher priority,goal module103 transfers level of effort frompool128c topool128a so thatqueue130d receives 50% of its call records frompool128c and 50% of its call records frompool128a whilequeue130a still receives 100% of its call records frompool128a. The example effort map shown in Table 2 illustrates which queues130 pools128 supply call records to aftergoal module103 modifies the distribution of call records. Transferring some of the level of effort frompool128c topool128a allows agents110 who workqueue130d to work call records frompool128a and thereby increase the number of agents110 accessing call records frompool128a so thatpool128a may satisfy its goal.

TABLE 2
ExampleEffort Map

Pool

1	Pool 2	Pool 3
	Queue 1	100%	0%	0%
	Queue
2	0%	100%	0%
	Queue
3	0%	100%	0%
	Queue
4	50%	0%	50%

To aid in the distribution of call records based on the performance of pools128,goal module103 employs one or more goal strategies. The goal strategies allow for the optimization of the transfer of call records from pools128 to queues130 and help to determine howgoal module103 transfers the levels of effort between pools128 and queues130. There are different goal strategies thatgoal module103 may implement when distributing the call records based on the performance of pools128.Goal module103 may automatically select the goal strategy based upon the call records or a user of system of100 may select an appropriate goal strategy.

One goal strategy is a meet-goals strategy. With the meet-goals strategy,goal module103 transfers levels of effort to pools128 that are not meeting their goals (a goal state of behind goal) and therefore are experiencing unsatisfactory performance. For example, ifpool128a is behind goal andpool128b is ahead of goal,goal module103 transfers levels of effort frompool128b topool128a so thatqueues130b and130c also receive call records frompool128a. A number of right party contacts performance metric is a performance metric that might be managed with the meet-goals goal strategy.

Another goal strategy is an exceed-goals strategy. With the exceed-goals strategy,goal module103 transfers levels of effort away from pools128 that are not meeting their goals (a goal state of behind goal) and therefore have unsatisfactory performance. For instance, ifpool128b is behind goal andpool128c is at goal,goal module103 transfers levels of effort frompool128b topool128c so thatqueues130b and130c begin to receive call records frompool128c. A right party contact rate performance metric is a performance metric that might be managed using the exceed-goals goal strategy.

To insure that lower priority pools128 do not become neglected whengoal module103 routes call records based on the performance of pools128,goal module103 sets preemptive limits on how much level of effort may be transferred away from pools128. These preemptive limits are stored in routing tables of which each pool128 has its own routing table stored ingoal module103. An exemplary is routing table forpool128a is shown in Table 3. In the example routing table of Table 3, ifpool128a is ahead of goal, thenpool128a is willing to forego 75% of its total level of effort to pools128 that are at a higher priority that need additional levels of effort.Pool128a is willing to forego 50% of its total level of effort to pools128 that are at the same priority that need effort ifpool128a is ahead of goal.Pool128a is willing to give up 25% of its total level of effort to pools128 that are of lower priority if needed ifpool128a is ahead of goal. The percentages are then set at 40%, 25% and 15% ifpool128a is currently at goal. Ifpool128a is behind goal,pool128a will only give up 25% of its level of effort and only to a pool128 of higher priority. Each pool128 has its own routing table and the percentages may vary depending on the number of pools, the number of call records, or any other appropriate factors.

TABLE 3
Example Routing Table

		Ahead	At	Behind
	Higher Priority	75%	40%	25%
	Same Priority	50%	25%	0%
	Lower Priority	25%	15%	0%

In an alternate embodiment, the goal states and one or more goal strategies are inputs to and determine the objective functions and the constraints for an optimized solution to the routing determination problem. The goal strategies control how constraints on the levels of effort between pools128 and queues130 are relaxed or tightened when a pool128 is not satisfying the goal. A goal strategy may allow for the transfer of higher levels of effort to pools128 not satisfying their goals or allow for the transfer of higher levels of effort away from pools128 not satisfying the goal. The goal module adjusts the level of effort constraints in accordance with the goal strategies so that pools128 having the highest priority maintain or achieve the goals throughout the day.

In case of a communication, dialing device, or call center outage,system100 employscontingency modules132 for each dialing device108.Contingency modules132 are associated with dialing devices108.Contingency modules132 secure the call records within their respective dialing devices108 in case of an outage. Beforedistribution module102 transfers the call records to pools128,distribution module102 creates call record accounts for dialing devices108, locks the call record accounts to dialing devices108, creates a contingency download file, and stores the contingency download file incontingency modules132.Distribution module102 updates the contingency download file with call attempt results which prevents dialing devices108 from calling call records already successfully called.

Users ofsystem100 control the functionality ofdistribution module102 andgoal module103 through a user interface. The user interface is shown asonline interface134 inFIG. 1 but can be any appropriate type of user interface.Online interface134 is a graphical user, platform-independent, password-protected World Wide Web (“WWW”) browser-based interface. Users useonline interface134 to control the settings fordistribution module102 includinggoal module103 including application of the selection rules, number of pools, and number of call records to initially transfer to the queues, generate reports, select goal strategies, select performance metrics, select the goals for the pools, define the goal states, modify the effort map and routing tables, and create and modify enterprise parameters. Users accessonline interface134 by usingbrowser136 to accessInternet138 to reach a specific web address. Once at the specific web address, the users enter the appropriate passwords to gain access toonline interface134.

Although the embodiment shown inFIG. 1 contains more than one dialing device, in alternativeembodiments distribution module102 interfaces with a single dialing device. A single dialing device interfacing withdistribution module102 allows for variable control over similar lists of call records. For instance, call records may be divided into geographies such as states or time zones. Calling can be stopped automatically bydistribution module102 when a quota is reached for a particular geography.Distribution module102 presents the similar lists of call records for different geographies as different pools but the similar lists of call records for different geographies would represent one calling job within the single dialing device.

FIG. 2 illustrates a block diagram ofsystem150 employing two distribution modules in an alternative embodiment of the present invention.System100 as shown inFIG. 2 is shown with less detail than inFIG. 1.

System150 employs twodistribution modules102 and152.Distribution module152 is associated with twocall centers154 and156.Call centers154 and156 each have onedialing device158.Distribution module152 provides the same functionality to callcenters154 and156 thatdistribution module102 provides to call centers104 as described above in the discussion regardingFIG. 1.

Distribution module152 provides redundancy and preventsdistribution module102 from being overburdened by too many dialing devices.Distribution module102 functions effectively with more than one dialing device interfaced with it but performance and efficiency suffers when too many dialing devices are attached. Therefore,additional distribution module152 allows for both it anddistribution module102 to achieve optimal performance and efficiency when addingadditional call centers154 and156 withadditional dialing devices158.

Insystem150,distribution modules102 and152 are in communication with each other including communicating which call records are in the pools and the call attempt results.Distribution modules102 and152 transfer call records and call attempt results between themselves just asdistribution module102 transfers call records and call attempt results between dialing devices108. Therefore, if dialingdevices158 are idle while dialing devices108 are overburdened,distribution module102 transfers call records todistribution module152 for dialingdevices158 to call. In addition, ifdistribution module152 experiences an outage,distribution module102 transfers the high priority calls fromdistribution module152 to dialing devices108 without worry of calling the same call record a second time in the same day when the first call resulted in a right party contact.

The twodistribution modules102 and152 ofsystem150 also each include agoal module103 and153.Goal module153 provides the same functionality to callcenters154 and156 thatgoal module103 provides to call centers104 as described above in the discussion regardingFIG. 1.Goal modules103 and153 are in communication with each other including communicating the performance of their respective pools and queues. Through the use ofdistribution modules102 and152,goal modules103 and153 can transfer levels of effort between their respective pools just asgoal module103 transfers levels of effort between pools128. Therefore if high priority pools128 are not meeting their goals, thengoal module153 can transfer levels of effort fromdistribution module152 so that the high priority pools128 will achieve their goals.

Referring now toFIG. 3, a flow diagram depicts a process for distributing outbound call records. The process begins atstep170 with the transfer of call records fromhost112, dialing devices108, orscheduling module122 todistribution module102. Instep172,distribution module102 organizes and arranges the call records into pools128. Based upon userinputs distribution module102 assigns queues130 to specific dialing devices instep174.

Instep176,distribution module102 checks to see if the selection rules are to be applied to pools128 and queues130. If the selection rules are not to be applied, then the process continues instep178. If selection rules are to be applied, then instep180distribution module102 determines if priority, percentage, or quota rules are applied to pools128. If priority rules are applied, then instep182distribution module102 applies the priority rules to pools128 and queues130 and the process continues on to step178. If percentage rules are applied, then instep184distribution module102 applies the percentage rules to pools128 and queues130 and the process continues instep178. If the quota rules are applied, then instep186distribution module102 applies the quotas to pools128 and queues130 and the process continues to step178.

Distribution module102 then delivers enough call records to queues130 for dialing devices108 to place telephone calls for fifteen, thirty, sixty minutes, or an appropriate amount of time to place calls instep178. Instep190,distribution module102 locks the call records assigned to dialing devices108 and creates a contingency file specific for each dialing device108 instep192.

Instep194,distribution module102 transfers queues130 containing the set number of call records to dialing devices108. Periodically,distribution module102 uploads call record statistics from each queue130 instep196.Distribution module102 may upload the call record statistics from queues130 every few seconds, every few minutes, every hour, or any other appropriate interval of time. Call record statistics include such information as how many call records remain to he called and the rate at which dialing devices108 are depleting the call records in queues130. In addition to uploading call record statistics, instep198distribution module102 also uploads call attempt results. Call attempt results include whether a right party contact or wrong party contact was made or whether an answering machine was reached when dialing devices108 place a telephone call.

Instep202distribution module102 updates the contingency file with the call attempt results specific for dialing devices108. Instep204,distribution module102 uses the call record statistics gathered instep196 to analyze the number of call records remaining to be called and the depletion rate of the call records within queues130. Based upon the call attempt results,distribution module102 represents to pools128 call records where the first attempt to make a right party contact was unsuccessful so that the call record can be called later in the day instep206. In addition, the call record can be made unavailable for the remainder of the day if a right party contact was made.

Based upon the call record statistics,distribution module102 determines instep208 if more call records need to be to sent from pools128 to queues130. If more call records are needed, then instep210distribution module102 sends additional call records from pools128 to queues130 and the process repeats beginning withstep176 until manually stopped. But ifdistribution module102 determines that no additional call records need to be sent from pools128 to queues130 instep208, then the process repeats beginning withstep196 until manually stopped or until there are no call records remaining to be called.

FIGS. 4a and 4b illustrate a flow diagram for the population of pools128 and queues130 with call records. The call records inFIGS. 4a and 4b include scheduling information provided byscheduling module122.

Referring toFIG. 4a, instep222 the call records pass throughscheduling module122 from either dialing devices108 orhost112.Scheduling module122 adds call scheduling information to each call record as it passes through it. Instep224,scheduling module122 transfers the call records containing call scheduling information to callrecord database118 withindistribution module102.Distribution module102 then arranges the call records into pools128 instep226. Whendistribution module102 places the call records into pools128,distribution module102 examines each call record to determine how to extract the scheduling information, account number and telephone number from the call record. In addition,distribution module102 flags any call records where the scheduling information or telephone number is stripped from the end of the call record before placing it in the pools128.

Instep228,distribution module102 splits the call records into a plurality of pools128. Each pool128 holds the call record as a data string and the call records are in the same format within pools128. In addition,distribution module102 arranges the call records within pools128 so that each call record is selectable by its account number.

The call scheduling information provided byscheduling module122 allows for an optimum order to call the call records. Using the call scheduling information,distribution module102 creates hourly indices for pools128 instep230. The hourly indices allow for pools128 to take advantage of the fact that the call order and call priority of each call record changes based upon the time of day. For example, a call record might be scheduled to be the first call at 8:00 AM and if not successfully called at 8:00 AM then rescheduled to be the tenth call made at 6:00 PM. There is a hourly index created for each hour of the calling day and the hourly indices are shown instep232.Distribution module102 creates an index for each hour for each pool128.

In addition to the hourly indices,distribution module102 also creates an immediate index and an overflow index. The immediate index contains call records that are always the first to be called at the beginning of every hourly index. The call records within the immediate index allow real time call record insertion based upon previous call attempts and are often call records that resulted in no contact when called the first time. Call records contained in the overflow index are call records which were not scheduled to be called or call records that do not have call scheduling information.

Once the call records are arranged into pools128 and the hourly indices are created, the process of transferring the call records from pools128 to queues130 begins. Instep234,distribution module102 selects the call records contained in the immediate index.Distribution module102 also removes any call records that are unavailable to be called and marks the call records as unavailable in step236. Instep238,distribution module102 determines if it is ready to transfer the call records from pools128 to queues130 for this hour and if there are a sufficient number of call records to be transferred from the immediate index to allow for fifteen, thirty, sixty minutes, or an appropriate amount of time for calling. If there are sufficient call records, then instep239,distribution module102 transfers the call records from the pool immediate index to queues130.

If there are not enough call records in the immediate index, then instep240distribution module102 selects call records from the appropriate hourly index. These additional call records in combination with call records from the immediate index will allow for fifteen, thirty, sixty minutes, or an appropriate amount of time for calling. In step242,distribution module102 removes any call records unavailable to be called and marks the call records as unavailable.Distribution module102 then transfers the call records from the immediate index and the appropriate hourly index to queues130 instep239.

Instep244,distribution module102 transfers queues130 containing the call records to dialing devices108. After queues130 are transferred to dialing devices108, instep246 dialing devices108 begin calling the call records.

Referring toFIG. 4b, as dialing devices108 call the call records,distribution module102 monitors dialing devices108 and queues130 for when it is time to send the next hourly index of call records from pools128 to queues130 instep248. In determining when to send the next hourly index,distribution module102 cannot start morning hour queues before the actual hour of the hourly index and must stop evening hour queues before the hourly index hour expires. For instance, the pool morning hourly index for 10:00 AM cannot be sent from pools128 to queues130 before 10:00 AM and the evening hourly index for 7:00 PM must stop calling at 8:00 PM. This is in part to due to telemarketing regulations that regulate the times of day that telemarketing calls may be placed.

If instep248 it is time for the next hourly index, then instep250distribution module102 selects the next hourly index to be called and begins the process of transferring the call records from the appropriate hourly index to queues130. The process of selecting the next hourly index repeatssteps234 through244 by first taking call records from the immediate index and adding call records from the appropriate hourly index as explained above.

If instep248 it is not time for the next hour, thendistribution module102 determines queue depth and the time to go instep252. Queue depth is the amount of call records remaining to be called in the queue while time to go is the amount of time remaining in the hour for the hourly index. Instep254 if the depth is not too low and the time to go is not too short so that there are a sufficient amount of call records to call for the remaining time left in the hour, then additional call records are not needed in queue130. So instep256, the call attempt results regarding a right or wrong party contact are uploaded from dialing devices108 and sent back todistribution module102 instep258. The process then returns to step234 ofFIG. 4a to begin the next record search.

If instep254distribution module102 determines that the depth is too low or the time to go is too short, then instep260distribution module102 calculates the number of call records needed to finish out the hour for the hourly index. In step262,distribution module102 selects additional call records to call by repeatingsteps234 through239 above and transferring the call records from the pools128 to queues130 instep264 so that dialing devices108 do not sit idle but finish out the hour placing telephone calls. The process then returns to step234 ofFIG. 4a to begin the next record search.

FIG. 5 depicts a flow diagram of a method for goals based routing of contact records employing a meet-goals goal strategy. The method begins atstep300 whengoal module103 selects a performance metric for each pool128, determines a goal for each pool128 and prioritizes pools128 relative to each other. Atstep302goals module103 calculates a goal status for each pool128 using the goal and performance metric for each pool128. Aftergoal module103 has calculated a goal status,goal module103 cycles through pools128 in descending priority order atstep304.

Atstep306,goal module103 selects a target pool based on its priority.Goal module103 selects a target pool by first selecting the pool128 having the highest priority.Goal module103 then determines the goal state from the goal status for the target pool to determine if the target pool is behind goal atstep308. If the target pool is not behind goal, then atstep310goal module103 checks to see if there are additional pools128 to cycle through. If there are not additional pools128 to cycle through, then the process ends. But if there are additional pools128 to cycle through atstep310, then the process returns to step306 wheregoal module103 selects the pool128 having the next highest priority to determine if that target pool is behind goal. If that target pool is not behind goal, then the process repeats until eithergoal module103 locates a target pool that is behind goal atstep308 or the process ends because no target pools are behind goal.

If atstep308, the target pool is behind goal, thengoal module103 cycles through donor pools from lowest to highest priority atstep312. The donor pools include all the other pools128 except the target pool that was selected atstep308. Atstep314,goal module103 selects a donor pool128 having the lowest priority out of all the donor pools. Thegoal module103 then determines if the selected donor pool is active and able10 donate levels of effort to the target pool atstep316. A pool128 is active when it is still transferring contact records to queues130 and hasn't satisfied its final goal or quota.Goal module103 examines the routing table for the selected donor pool to determine if the donor pool is able to donate levels of effort to the target pool. Since each pool128 has its own routing table,goal module103 must examine the routing table to determine if the donor pool is able to donate any levels of effort. Generally, if the selected donor pool is ahead of goal or at goal, it is able to donate a percentage of level of effort to the target pool regardless of the respective pool priorities. If the donor pool is behind goal but the target pool is of a higher priority, then generally the donor pool is available to donate some percentage of level of effort. If the donor pool is behind goal and the target pool is of the same priority or lower priority, then typically the donor pool is not able to donate any level of effort to the target pool.

If atstep316 the donor pool is both active and able to donate a percentage of level of effort to the target pool, then atstep318goal module103 transfers a percentage of the level of effort from the donor pool to the target pool.Goal module103 transfers the level of effort from the donor pool to the target pool by modifying the effort map in accordance with the limits specified in the routing table for the donor pool. To donate the level of effort from the donor pool to the target pool,goal module103 examines the routing table for the donor pool to determine how much level of effort may be donated from the donor pool to the target pool. For instance using the example routing table in Table 3, if the target pool is of a higher priority than the donor pool and the donor pool is above its goal, thengoal module103 transfers 75% of the level of effort for the donor pool to the target pool, Therefore, ifpool128a is the donor pool andpool128c is the target pool,goal module103 transfers 75% of the level of effort forpool128a to pool128c thereby allowingqueue130a to receive 25% of its contact records frompool128a and 75% of its contact records frompool128c instead ofqueue130a receiving 100% of its contact records frompool128a.Pool128c now supplies contact records toqueues130a and130d instead ofjust queue130d which allows additional agents110 to access contact records frompool128c and thereby meet the goal forpool128c.Goal module103 then modifies the effort map to reflect this change in the levels of effort between pools128.

Aftergoal module103 transfers the level of effort, atstep320goal module103 determines if there are additional donor pools to cycle through. If there are additional donor pools to cycle through, then the process returns to step314 wheregoal module103 selects the donor pool having the second lowest priority and the process repeats until there are no more donor pools to cycle through atstep320. If atstep316 the donor pool is either not active or not able to donate a percentage of level of effort to the target pool, the process proceeds to step320 wheregoal module103 determines if there are additional donor pools to cycle through as described above.

When atstep320goal module103 determines that there are no more donor pools to cycle through, the process proceeds to step310 wheregoal module103 determines if there are any additional pools128 to cycle through. If there are no more pools128, then the process ends. If there are additional pools, then the process returns to step306 wheregoal module103 selects the next pool128 based on its priority to determine if it is behind its goal.

The method ofFIG. 5 repeats untilgoal module103 has checked every pool128 from highest to lowest priority to see if pools128 are behind goal. Therefore, the pools128 having the highest priority are addressed first bygoal module103 ensuring that pools128 having the highest priority shall achieve and/or maintain their goals by transferring levels of effort away from pools128 having a lower priority to pools128 having a higher priority.

FIG. 6 illustrates a flow diagram of a method for goals based routing of contact records employing an exceed-goals goal strategy. The method begins atstep330 whengoal module103 selects a performance metric for each pool128, determines a goal for each pool128 and prioritizes pools128 relative to each other. Atstep332,goal module103 calculates a goal status for each pool128 using the goal and performance metric for each pool128. Aftergoal module103 has calculated a goal status,goal module103 cycles through pools128 in an ascending priority order atstep334.

Atstep336,goal module103 selects a target pool based on its priority.Goal module103 selects a target pool by first selecting the pool128 having the lowest priority.Goal module103 then determines the goal state using the goal status for target pool to determine if target pool is behind goal atstep338. If target pool is not behind goal, then atstep340goal module103 checks to see if there are additional pools128 to cycle through. If there are no additional pools128 to cycle through, the process ends. But if there are additional pools128 to cycle through atstep340, then the process returns to step336 wheregoal module103 selects the pool128 having the next lowest priority to determine if that target pool is behind goal. If that target pool is not behind goal, then the process repeats until eithergoal module103 locates a target pool that is behind goal atstep338 or the process ends because no target pools are behind goal.

If atstep338, the target pool is behind goal, thengoal module103 cycles through recipient pools from highest to lowest priority atstep342. The recipient pools include all the other pools128 except the target pool that was selected atstep336. Atstep344,goal module103 selects a recipient pool having the highest priority out of all the recipient pools.Goal module103 then determines if the selected recipient pool is active and ahead of its goal atstep346. A pool128 is active when it is still transferring contact records to queues130 and has not satisfied its final goal or quota.

If atstep346 the recipient pool is both active and ahead of its goal, then atstep348goal module103 transfers a percentage of the level of effort from the target pool to the recipient pool. Aftergoal module103 transfers the level of effort, atstep340goal module103 determines if there are additional pools128 to cycle through. If there are no additional pools128 to cycle through atstep340, then the process ends. But if atstep340 there are additional pools128 to cycle through, then the process returns to step336 wheregoal module103 selects the target pool having the next lowest priority.

If atstep346 the recipient pool is either not active or not ahead of goal, the process proceeds to step350 wheregoal module103 determines if there are additional recipient pools to cycle through. If there are additional recipient pools to cycle through atstep350, then the process returns to step344 wheregoal module103 selects a recipient pool having the next highest priority and the process repeats as described above.

If atstep350 there are no more recipient pools to cycle through, the process continues to step352. The method only proceeds to step352 aftergoal module103 has examined all of the recipient pools to determine if the recipient pools are active and ahead of goal. Atstep352,goal module103 cycles through recipient pools from highest to lowest priority and atstep354goal module103 selects the recipient pool having the highest priority. Atstep356,goal module103 determines if the selected recipient pool is active and at goal. If the selected recipient pool is active and at goal, then atstep358goal module103 transfers a percentage of the level of effort from the target pool to the selected recipient pool. The process then continues on to step340 wheregoal module103 determines if there are additional pools128 to cycle through and the process either ends or returns to step336.

If atstep356goal module103 determines that the selected recipient pool is either not active or not at goal, then atstep360goal module103 determines if there are additional recipient pools to cycle through. If there are not additional recipient pools to cycle through, then the process continues to step340 wheregoal module103 determines if there are additional pools128 to cycle through as described above. If there are additional recipient pools to cycle through atstep360, then the process returns to step354 wheregoal module103 selects the next recipient pool having the next highest priority and the process repeats as described above.

The method ofFIG. 6 repeats untilgoal module103 has checked every pool128 from lowest to highest priority to see if pools128 are behind goal. Therefore, the pools128 having the lowest priority are examined first to determine if they are able to donate a percentage of level of effort to pools128 having higher priority so that the pools128 having the highest priority exceed their goals.

In an alternate embodiment, the present invention applies to the different types of contacts records and devices listed above and manages other types of customer contact requests such as inbound calls, email, Internet chat, online requests for live chat in addition to outbound call records.

Although the present invention has been described in detail, it should be understood that various changes, substitution, and alterations can be made hereto without parting from the spirit and scope of the invention as defined by the appended claims.

Claims (63)

What is claimed is:

1. A system for distributing contact records utilizing preemptive goals based routing, the system comprising:

at least one contact device operable to comprising a predictive dialer in a call center, the at least one contact device configured to receive a plurality of contact records, to establish contacts with using the plurality of contact records and to provide the contacts to plural agents a plurality of agents in the call center; and

a distribution module server interfaced with the at least one contact device and including a plurality of pools and a plurality of queues, the distribution module operable server configured to place the plurality of contact records into the plurality of pools, transfer less than all of the plurality of contact records from each of the plurality of pools to the plurality of queues, and transfer the plurality of queues to the at least one contact device; and,

a goal module interfaced with the distribution module, the goal module operablewherein the server is further configured to monitor the performance of the plurality of pools and modify which of the plurality of queues the plurality of pools transfer a remaining subset of the plurality of contact records to based on the performance of the plurality of pools.

2. The system ofclaim 1 wherein the goal module server organizes the plurality of agents into one or more teams.

3. The system ofclaim 1 further comprising one or more performance metrics associated with the plurality of pools, the one or more performance metric metrics operable to determine how to measure the performance of each pool of the plurality of pools.

4. The system ofclaim 3 wherein the goal module server selects the one or more performance metric metrics for the each pool of the plurality of pools.

5. The system ofclaim 3 wherein a user selects the one or more performance metric metrics for the each pool of the plurality of pools.

6. The system ofclaim 1 wherein the goal module server modifies which of the plurality of queues the plurality of pools transfer the remaining subset of the plurality of contact records to by transferring one of the plurality of queues away from one or more of the plurality of pools having unsatisfactory performance.

7. The system ofclaim 1 wherein the goal module server modifies which of the plurality of queues the plurality of pools transfer the remaining subset of the plurality of contact records to by transferring one of the plurality of queues to one or more of the plurality of pools having unsatisfactory performance.

8. The system ofclaim 1 further comprising one or more goal strategies associated with the goal module server, the one or more goal strategies operable to control controlling how the goal module server modifies which one of the plurality of queues the plurality of pools transfer the remaining subset of the plurality of contact records to based on the performance of the plurality of pools.

9. The system ofclaim 1 wherein the goal module server identifies a corresponding final goal for each pool. pool of the plurality of pools.

10. The system ofclaim 9 wherein when a pool one of the plurality of pools satisfies the a first corresponding final goal for that pool, the goal module the one of the plurality of pools, the server transfers the queues a corresponding queue from the pool one of the plurality of pools satisfying the corresponding final goal to another one or more pools of the plurality of pools not satisfying the the final goals. corresponding final goal.

11. The system ofclaim 1 wherein the goal module server prioritizes the plurality of pools relative to each other.

12. The system ofclaim 1 wherein the goal module server determines one or more goals and one or more goal states for each pool, the goal state operable to indicate of the plurality of pools, wherein the one or more goal states indicates the performance of the pools relative to the goals. a corresponding pool relative to the corresponding one or more goals.

13. The system ofclaim 12 wherein the goal module server modifies which of the plurality of queues the plurality of pools transfer the remaining subset of the plurality of contact records to based on the one or more goal states for each pool of the plurality of pools.

14. The system ofclaim 1 wherein the goal module server defines one or more levels of effort for each queue, of the plurality of queues, wherein each of the one or more levels of effort operable to determine the determines a number of agents that access contact records from a particular pool.

15. The system ofclaim 14 wherein the goal module server modifies which of the plurality of queues the pools the plurality of pools transfer the remaining subset of the plurality of contact records to by transferring the one or more levels of effort between the plurality of pools.

16. A system for distributing contact records utilizing preemptive goals based routing, the system comprising:

at least onea contact device operablecomprising a predictive dialer in a call center configured to receive a plurality of contact records, to establish contacts with the plurality of contact records, and to provide the contacts to plural agents; and

a distribution module server interfaced with the plurality of devices contact device and including a plurality of pools and a plurality of queues,

the distribution module operable server configured to place the plurality of contact records into the plurality of pools, transfer less than all of the plurality of contact records from each of the plurality of pools to the plurality of queues, and transfer the plurality of queues to the at least one contact device; and,

a goal module interfaced with the distribution module, the goal module operablewherein the server is further configured to definereceive one or more levels of effort for each queue of the plurality of queues, determinereceive a goal for each pool,and determine a goal state for each pool of the plurality of pools, and modify which of the plurality of queues the plurality of pools transfer a remaining subset of the plurality of contact records to.

17. The system ofclaim 16 wherein the goal state for a particular pool indicates whether the particular pool satisfies the goal.

18. The system ofclaim 16 further comprising, wherein one or more performance metrics are associated with the plurality of pools, the performance metric and operable to determine how to measure the a performance of each of the plurality of pools.

19. The system ofclaim 18 wherein the goal module server selects the one or more performance metric metrics for each pool of the plurality of pools.

20. The system ofclaim 16 wherein the goal module server calculates a goal status for each pool of the plurality of pools.

21. The system ofclaim 16 wherein the goal module server identifies a final goal for each pool of the plurality of pools.

22. The system ofclaim 21 wherein when a particular pool satisfies the final goal for that the particular pool, the goal module server transfers the level one or more levels of effort from the particular pool satisfying the final goal to one or more other pools not satisfying the corresponding final goals goal for the one or more other pools.

23. The system ofclaim 16 wherein the goal module prioritizes server is configured to prioritize the plurality of pools relative to each other.

24. The system ofclaim 16 wherein the goal module server modifies which of the plurality of queues the plurality of pools transfer the remaining subset of the plurality of contact records to based on the goal states state for each pool.

25. The system ofclaim 16 wherein the goal module server modifies which of the plurality of queues the plurality of pools transfer the remaining subset of the plurality of contact records to by transferring the one or more levels of effort between the pools.

26. The system ofclaim 25 wherein the goal module server transfers the one or more levels of effort to one or more pools not satisfying the goals goal.

27. The system ofclaim 25 wherein the goal module server transfers the one or more levels of effort away from one or more pools not satisfying the goals goal.

28. The system ofclaim 16 further comprising one or more goal strategies associated with the goal module server, the goal strategies operable configured to control which of the one or more levels of effort are transferred between the plurality of pools.

29. The system ofclaim 28 wherein the goal module server modifies which of the plurality of queues the plurality of pools transfer the remaining subset of the plurality of contact records to based on the goal states state for each pool and a selected goal strategy.

30. The system ofclaim 16 wherein the goal module server sets a limit on the level one or more levels of effort that may be transferred away from each pool to the other pools.

31. The system ofclaim 16 further comprising an effort map associated with the goal module server, wherein the effort map operable is used to identify the plurality of pools from which the plurality of queues and plural agents receive the remaining subset of the plurality of contact records and to identify the one or more levels of effort for each pool.

32. The system ofclaim 31 further comprising one or more routing tables associated with the plurality of pools and the effort map, wherein the one or more routing tables operable are used by the server to determine how the goal module transfers to transfer the one or more levels of effort between the plurality of pools based on the goal states state for each pool.

33. A method for preemptive goals based routing of contact records from a server to at least one contact device comprising a predictive dialer, the method comprising:

organizing a plurality of contact records by the server into a plurality of pools, wherein the plurality of pools are stored in the server;

transferring less than all of the contact records from each of the plurality of pools to a plurality of queues;

transferring the plurality of queues to the at least one contact device having a plurality of agents;

monitoring the performance of the plurality of pools; and

modifying the which queues to which of the plurality of queues the plurality of pools transfer a remaining subset of the plurality of contact records to based on the performance of the plurality of pools.

34. The method ofclaim 33 further comprising organizing the plurality of agents into one or more teams.

35. The method ofclaim 33 wherein monitoring the performance of the plurality of pools comprises determining how to measure the performance of each pool of the plurality of pools.

36. The method ofclaim 35 wherein determining how to measure the performance of the plurality of pools comprises selecting a performance metric for each pool of the plurality of pools.

37. The method ofclaim 33 wherein monitoring the performance of the plurality of pools comprises establishing a final goal for each pool of the plurality of pools.

38. The method ofclaim 37 wherein modifying which of the plurality of queues to which the plurality of pools transfer the remaining subset of the plurality of contact records to comprises transferring one or more of the queues from a pool satisfying the final goal of the pool to one or more of pools other pool not satisfying the final goal the final goal of the other pool.

39. The method ofclaim 33 wherein modifying which of the plurality of queues to which the plurality of pools transfers transfer the remaining subset of the plurality of contact records to comprises transferring additional contact records from one or more pools having satisfactory performance to the queues.

40. The method ofclaim 33 wherein modifying which of the plurality of queues to which the plurality of pools transfers transfer the remaining subset of the plurality of contact records to comprises transferring additional contact records from one or more pools having unsatisfactory performance to the queues.

41. The method ofclaim 33 wherein monitoring the performance of the pools comprises cycling through the pools to locate a pool having unsatisfactory performance.

42. The method ofclaim 41 wherein cycling through the pools to locate a pool having unsatisfactory performance comprises selecting the pool having the unsatisfactory performance.

43. The method of claim41 33 wherein modifying which of the plurality of queues to which the plurality of pools transfers transfer the remaining subset of the plurality of contact records to comprises transferring the queues away from the a pool having unsatisfactory performance.

44. The method of claim41 33 wherein modifying which of the plurality of queues to which the plurality of pools transfers transfer the remaining subset of the plurality of contact records to comprises transferring the queues to the a pool having unsatisfactory performance.

45. The method ofclaim 33 wherein organizing the plurality of contact records into a the plurality of pools comprises prioritizing the plurality of pools relative to each other.

46. The method ofclaim 33 wherein modifying which of the plurality of queues to which the plurality of pools transfer the remaining subset of the plurality of contact records to comprises controlling which queues are transferred between the plurality of pools.

47. A method for preemptive goals based routing of contact records, the method comprising:

organizing a plurality of contact records into a plurality of pools;

determining a goal for each pool;

transferring less than all of the contact records from the pools to a plurality of queues, each queue including one or more levels of effort;

transferring the queues to at least one contact device having a plurality of agents;

determining a goal state for each pool; and

modifying the queues to which the pools transfer contact records to based on the goal states for each pool.

48. The method ofclaim 47 wherein determining a goal for each pool comprises determining how to measure the performance of each pool.

49. The method ofclaim 48 wherein determining how to measure the performance of the pools comprises selecting a performance metric for each pool.

50. The method ofclaim 47 further comprising calculating a goal status for each pool.

51. The method ofclaim 47 wherein determining a goal for each pool comprises establishing a final goal for each pool.

52. The method ofclaim 51 wherein modifying the queues to which the pools transfer contact records to comprises transferring the level of effort from a pool satisfying the final goal to one or more of pools not satisfying the final goal.

53. The method ofclaim 47 wherein organizing the contact records into a plurality of pools comprises prioritizing the pools relative to each other.

54. The method ofclaim 47 wherein modifying the queues to which the pools transfer contact records to comprises transferring the levels of effort between the pools.

55. The method ofclaim 54 wherein transferring the levels of effort between the pools comprises determining the pools that receive the levels of effort from the other pools and the pools that transfer levels of effort to the other pools.

56. The method ofclaim 54 wherein transferring the levels of effort between the pools comprises transferring the levels of effort to one or more pools not satisfying the goals.

57. The method ofclaim 54 wherein transferring the levels of effort between the pools comprises transferring the levels of effort away from one or more pools not satisfying the goals.

58. The method ofclaim 54 wherein transferring the levels of effort between the pools comprises limiting the levels of effort that may be transferred from a particular pool to a different pool based upon the goal state of the particular pool.

59. The method ofclaim 47 wherein determining a goal state for each pool comprises determining if the pools are satisfying the goals.

60. the method ofclaim 47 wherein determining a goal state for each pool comprises cycling through the pools to locate a pool having a desired goal state.

61. The method ofclaim 60 wherein cycling through the pools to locate a pool having a desired goal state comprising selecting the pool having the desired goal state.

62. The method ofclaim 61 wherein modifying the queues to which the pools transfer contact records to comprises transferring levels of effort away from the pool having the desired goal state.

63. The method ofclaim 61 wherein modifying the queues to which the pools transfer contact records to comprises transferring levels of effort to the pool having the desired goal state.

Images