# US 10,313,511 B1 · Customer self-help control system for contact centers > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,313,511 B1 - Document ID: US10313511B1 - Status: Granted - Kind: B1 - Application number: 16/000,453 - Filed: 2018-06-05 - Granted: 2019-06-04 - Earliest claimed: 2018-06-05 - Assignees: Wells Fargo Bank, N.A. - Applicants: Wells Fargo Bank, N.A. - Inventors: Julio Jiron; Kevin King; Beth S. Moss; James Lyle Schafer; Kalyan Subramanian; Chris Theodore Kalaboukis; Raziq Yaqub - Web page: https://patentgrep.com/patent/US10313511B1 ## CPC - H04M 3/42161: {via computer interface} - H04L 63/10: {for controlling access to devices or network resources} - H04M 3/2281: {Call monitoring, e.g. for law enforcement purposes; Call tracing; Detection or prevention of malicious calls} - H04M 3/38: Graded-service arrangements, i.e. some subscribers prevented from establishing certain connections (queuing arrangements H04Q3/64) - H04M 3/5166: {in combination with interactive voice response systems or voice portals, e.g. as front-ends} - H04M 3/2218: {Call detail recording} - H04M 2203/551: Call history - H04M 2203/6009: Personal information, e.g. profiles or personal directories being only provided to authorised persons - H04M: TELEPHONIC COMMUNICATION (circuits for controlling other apparatus via a telephone cable and not involving telephone switching apparatus G08) - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) ## Abstract A computer system is described that is configured to enable customers of an organization to self-monitor account activity and modify account access settings via a contact center of the organization. The contact center control system is configured to provide an interactive call history associated with the customer's accounts with the organization. Using the call history, the customer may perform self-monitoring of calls into the contact center that access the customer's accounts, and notify the organization if any of the calls appear suspicious. The contact center control system is configured provide a user interface through which the customer may modify account access settings including changing which types of authentication methods are enabled to access the customer's accounts, and blocking account access by callers from certain phone numbers. The contact center control system may allow the customer to turn off all access to the customer's accounts via the contact center. ## Claims ### Claim 1 A computer-implemented method comprising: generating, by a computing system, a call history for a customer of an organization, wherein the call history includes one or more calls into a contact center of the organization that are associated with an account of the customer at the organization; sending, by the computing system, data representative of the call history to a user device of the customer; receiving, by the computing system and from the user device in response to the data representative of the call history, data representative of changes to account access settings that define restrictions on accessing the account of the customer via the contact center; and providing, by the computing system and to one or more front-end systems within the contact center, the account access settings for the account of the customer for use in determining whether to allow subsequent calls into the contact center to access the account of the customer. ### Claim 2 (depends on 1) The computer-implemented method of claim 1, wherein the account access settings at least indicate whether the customer has disabled one or more authentication methods to access the account of the customer via the contact center or has disabled all access to the account of the customer via the contact center. ### Claim 3 (depends on 1) The computer-implemented method of claim 1, further comprising: receiving, by the computing system and from the user device in response to the data representative of the call history, an indication that at least one of the calls included in the call history comprises a potentially fraudulent access to the account of the customer; and in response to the indication, reporting the at least one of the calls to a fraud prevention system of the organization. ### Claim 4 (depends on 1) The computer-implemented method of claim 1, further comprising: receiving, by the computing system and from the user device in response to the data representative of the call history, a request to review the account access settings for the account of the customer; and in response to the request, sending, by the computing system and to the user device, data representative of a user interface used to present the account access settings and receive the changes to the account access settings. ### Claim 5 (depends on 1) The computer-implemented method of claim 1, wherein the data representative of the call history comprises data representative of a user interface used to present an interactive call history that includes access information indicating how each of the one or more calls accessed the account of the customer via the contact center, and wherein at least a portion of the access information included in the interactive call history is linked to the account access settings for the account of the customer. ### Claim 6 (depends on 5) The computer-implemented method of claim 5, further comprising: receiving, by the computing system and from the user device, a selection of a linked portion of the access information included in the interactive call history; and in response to the selection, sending, by the computing system and to the user device, data representative of a user interface used to receive the changes to the account access settings associated with the linked portion of the access information. ### Claim 7 (depends on 1) The computer-implemented method of claim 1, wherein providing the account access settings comprises receiving, by the computing system, a request to lookup the account access settings for the account of the customer from the one or more front-end systems based on one of the subsequent calls into the contact center that is attempting to access the account of the customer. ### Claim 8 (depends on 1) The computer-implemented method of claim 1, wherein sending the data representative of the call history comprises sending a notification to the user device on a periodic basis, wherein the notification includes the data representative of the call history. ### Claim 9 (depends on 1) The computer-implemented method of claim 1, further comprising receiving event log data for the contact center, wherein the event log data includes context data associated with origins of each call into the contact center and call data associated with actions performed during each call into the contact center, and wherein generating the call history comprises generating the call history for the customer based on the event log data of the one or more calls that are associated with the account of the customer. ### Claim 10 A computing system comprising: one or more storage units configured to store a plurality of account access settings for a contact center of an organization; and one or more processors in communication with the storage units and configured to: generate a call history for a customer of the organization, wherein the call history includes one or more calls into the contact center of the organization that are associated with an account of the customer at the organization; send data representative of the call history to a user device of the customer; receive, from the user device in response to the data representative of the call history, data representative of changes to account access settings that define restrictions on accessing the account of the customer via the contact center; and provide, to one or more front-end systems within the contact center, the account access settings for the account of the customer for use in determining whether to allow subsequent calls into the contact center to access the account of the customer. ### Claim 11 (depends on 10) The computing system of claim 10, wherein the account access settings at least indicate whether the customer has disabled one or more authentication methods to access the account of the customer via the contact center or has disabled all access to the account of the customer via the contact center. ### Claim 12 (depends on 10) The computing system of claim 10, wherein the one or more processors are configured to: receive, from the user device in response to the data representative of the call history, an indication that at least one of the calls included in the call history comprises a potentially fraudulent access to the account of the customer; and in response to the indication, report the at least one of the calls to a fraud prevention system of the organization. ### Claim 13 (depends on 10) The computing system of claim 10, wherein the one or more processors are configured to: receive, from the user device in response to the data representative of the call history, a request to review the account access settings for the account of the customer; and in response to the request, send, to the user device, data representative of a user interface used to present the account access settings and receive the changes to the account access settings. ### Claim 14 (depends on 10) The computing system of claim 10, wherein the data representative of the call history comprises data representative of a user interface used to present an interactive call history that includes access information indicating how each of the one or more calls accessed the account of the customer via the contact center, and wherein at least a portion of the access information included in the interactive call history is linked to the account access settings for the account of the customer. ### Claim 15 (depends on 14) The computing system of claim 14, wherein the one or more processors are configured to: receive, from the user device, a selection of a linked portion of the access information included in the interactive call history; and in response to the selection, send, to the user device, data representative of a user interface used to receive the changes to the account access settings associated with the linked portion of the access information. ### Claim 16 (depends on 10) The computing system of claim 10, wherein, to provide the account access settings, the one or more processors are further configured to receive a request to lookup the account access settings for the account of the customer from the one or more front-end systems based on one of the subsequent calls into the contact center that is attempting to access the account of the customer. ### Claim 17 (depends on 10) The computing system of claim 10, wherein, to send the data representative of the call history, the one or more processors are configured to send a notification to the user device on a periodic basis, wherein the notification includes the data representative of the call history. ### Claim 18 (depends on 10) The computing system of claim 10, wherein the one or more processors are configured to: receive event log data for the contact center, wherein the event log data includes context data associated with origins of each call into the contact center and call data associated with actions performed during each call into the contact center; and generate the call history for the customer based on the event log data of the one or more calls that are associated with the account of the customer. ### Claim 19 A non-transitory computer readable medium including instructions that when executed cause one or more processors to: generate, by a computing system, a call history for a customer of an organization, wherein the call history includes one or more calls into a contact center of the organization that are associated with an account of the customer at the organization; send, by the computing system, data representative of the call history to a user device of the customer; receive, by the computing system and from the user device in response to the data representative of the call history, data representative of changes to account access settings that define restrictions on accessing the account of the customer via the contact center; and provide, by the computing system and to one or more front-end systems within the contact center, the account access settings for the account of the customer for use in determining whether to allow subsequent calls into the contact center to access the account of the customer. ### Claim 20 (depends on 19) The non-transitory computer readable medium of claim 19, wherein the account access settings at least indicate whether the customer has disabled one or more authentication methods to access the account of the customer via the contact center or has disabled all access to the account of the customer via the contact center.