Patents by Inventor Gary Ulrich
Gary Ulrich has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).
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Patent number: 10027802Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: GrantFiled: May 16, 2017Date of Patent: July 17, 2018Assignee: JPMorgan Chase Bank, N.A.Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Publication number: 20170251106Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: ApplicationFiled: May 16, 2017Publication date: August 31, 2017Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Publication number: 20170186023Abstract: The invention provides systems and method for optimizing the utilization of multiple channels in a marketing campaign, the multiple channels each being candidates for utilization in the marketing campaign. The method is implemented on a computer system. The method may include providing a mathematical representation of the candidate channels; and providing a mathematical representation of an interrelationship between the candidate channels. Further, the method may include providing a mathematical framework to optimize the utilization of the channels, the mathematical framework incorporating the mathematical representation of the candidate channels and the mathematical representation of an interrelationship between the candidate channels. The method may further include running the mathematical framework to generate results, the results including the channels to utilize in the marketing campaign and leads to utilize in such channels; and outputting the results.Type: ApplicationFiled: April 8, 2008Publication date: June 29, 2017Inventors: Lizhi Ma, Gary Ulrich, Peiwu Zhao, Christopher R. Conrad
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Patent number: 9692901Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: GrantFiled: March 23, 2016Date of Patent: June 27, 2017Assignee: JPMORGAN CHASE BANK, N.AInventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Publication number: 20160212267Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: ApplicationFiled: March 23, 2016Publication date: July 21, 2016Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Patent number: 9325847Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: GrantFiled: March 13, 2015Date of Patent: April 26, 2016Assignee: JPMorgan Chase Bank, N.A.Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Publication number: 20150189087Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: ApplicationFiled: March 13, 2015Publication date: July 2, 2015Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Patent number: 8995643Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: GrantFiled: January 17, 2014Date of Patent: March 31, 2015Assignee: JPMorgan Chase Bank, N.A.Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Publication number: 20140133646Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: ApplicationFiled: January 17, 2014Publication date: May 15, 2014Applicant: JPMorgan Chase Bank, N.A.Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Patent number: 8687790Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: GrantFiled: February 7, 2013Date of Patent: April 1, 2014Assignee: JPMorgan Chase Bank, N.A.Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Patent number: 8374333Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: GrantFiled: April 7, 2009Date of Patent: February 12, 2013Assignee: JPMorgan Chase Bank, N.A.Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
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Patent number: 7536002Abstract: An apparatus and methods for a call routing system is disclosed whereby the call routing service provider is associated with a series of partners. By providing a system supporting not only the main user, but also the partners, efficiencies are gained through cost-spreading. Agents can be qualified to field calls for multiple business entities. Cross-selling and proactive servicing based on caller demographic and profile data can be effectuated. The system employs a centralized or global bank of shared Interactive Voice Response (IVR) units so that unnecessary post-routing and call site interflow are reduced. The system comprises a central server system that interfaces with a long distance provider so that route requests are received, caller data is retrieved from one or more databases, routing and handling strategies are developed, load balancing is effectuated, and calls are appropriately routed to one of a plurality of geographically separated call center systems with queues staffed by agents.Type: GrantFiled: March 15, 2004Date of Patent: May 19, 2009Assignee: JPMorgan Chase Bank, National AssociationInventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli