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).

  • Patent number: 10027802
    Abstract: 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: Grant
    Filed: May 16, 2017
    Date of Patent: July 17, 2018
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Publication number: 20170251106
    Abstract: 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: Application
    Filed: May 16, 2017
    Publication date: August 31, 2017
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Publication number: 20170186023
    Abstract: 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: Application
    Filed: April 8, 2008
    Publication date: June 29, 2017
    Inventors: Lizhi Ma, Gary Ulrich, Peiwu Zhao, Christopher R. Conrad
  • Patent number: 9692901
    Abstract: 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: Grant
    Filed: March 23, 2016
    Date of Patent: June 27, 2017
    Assignee: JPMORGAN CHASE BANK, N.A
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Publication number: 20160212267
    Abstract: 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: Application
    Filed: March 23, 2016
    Publication date: July 21, 2016
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Patent number: 9325847
    Abstract: 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: Grant
    Filed: March 13, 2015
    Date of Patent: April 26, 2016
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Publication number: 20150189087
    Abstract: 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: Application
    Filed: March 13, 2015
    Publication date: July 2, 2015
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Patent number: 8995643
    Abstract: 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: Grant
    Filed: January 17, 2014
    Date of Patent: March 31, 2015
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Publication number: 20140133646
    Abstract: 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: Application
    Filed: January 17, 2014
    Publication date: May 15, 2014
    Applicant: JPMorgan Chase Bank, N.A.
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Patent number: 8687790
    Abstract: 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: Grant
    Filed: February 7, 2013
    Date of Patent: April 1, 2014
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Patent number: 8374333
    Abstract: 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: Grant
    Filed: April 7, 2009
    Date of Patent: February 12, 2013
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli
  • Patent number: 7536002
    Abstract: 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: Grant
    Filed: March 15, 2004
    Date of Patent: May 19, 2009
    Assignee: JPMorgan Chase Bank, National Association
    Inventors: Lizhi Ma, Shane P. Pederson, Wilson Khaemba, Hui Wang, Guru Kurubarahalli, Gary Ulrich, Nitin Dhir, Djovana Shkreli