# US 2003/0198336 A1 · System and method for common account based routing of contact records

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- Number: US 2003/0198336 A1
- Document ID: US20030198336A1
- Status: Published application
- Kind: A1
- Application number: 10/456,575
- Filed: 2003-06-06
- Published: 2003-10-23
- Earliest claimed: 2001-07-09
- Assignees: Austin Logistics Incorporated
- Inventors: Richard Rodenbusch; Daniel N. Duncan
- Web page: https://patentgrep.com/patent/US20030198336A1

## CPC

- H04M 3/5158: {in combination with automated outdialling systems (devices for signalling identity of wanted subscriber H04M1/26)}
- H04M: TELEPHONIC COMMUNICATION (circuits for controlling other apparatus via a telephone cable and not involving telephone switching apparatus G08)

## Abstract

A method and system is provided for common account based distribution of contact records. A comparison engine analyzes call record accounts to identify and tag related call records, such as call record accounts related to the same individual. A common account tag detector detects related accounts and communicates with a common account controller of a distribution module that distributes contact attempts in pools and queues. The common account controller locates related accounts, such as by searching for accounts having the same tag, to prevent additional contact attempts to the individual associated with the related accounts. The related accounts are forwarded to the operator who made the successful contact to coordinate resolution of the related accounts along with the account that originated the contact attempt.

## Claims

### Claim 1

A system for coordinating distribution of contact records between plural contact devices, the system comprising:
a plurality of contact devices operable to initiate outbound contacts for the contact records;
a distribution module interfaced with the plurality of contact devices and operable to distribute the contact records to the contact devices;
a comparison engine operable to analyze the contact records to identify and tag contact records related by one or more factors; and
a common account controller associated with the distribution module and operable to route the related account information to the dialing device.

### Claim 2 (depends on 1)

The system of claim 1 further comprising a common contact record tag process associated with each contact device and operable to detect tagged contact records and to communicate to the common account controller call attempt results for tagged contact records.

### Claim 3 (depends on 2)

The system of claim 2 wherein the contact devices comprise outbound telephone calling devices.

### Claim 4 (depends on 3)

The system of claim 3 wherein the comparison engine identifies related contact records by comparing contact record outbound telephone contact numbers.

### Claim 5 (depends on 1)

The system of claim 1 wherein the comparison engine identifies related contact records by comparing contact record social security account numbers.

### Claim 6 (depends on 1)

The system of claim 1 further comprising plural distribution modules, each distribution module associated with predetermined contact devices and having a common account controller, the common account controllers coordinating transfer of related contact information to the determined contact device.

### Claim 7

A method for coordinating distribution of contact records between plural contact devices, the method comprising:
comparing predetermined factors of the contact records to identify sets of related contact records;
tagging the related contact records with an identifier;
distributing the contact records to plural contact devices;
establishing a contact with a contact record at a contact device;
determining that the established contact has related contact records; and
transferring the related contact information to the contact device having the established contact.

### Claim 8 (depends on 7)

The method of claim 7 wherein comparing predetermined factors comprises comparing the individual name associated with each contact record.

### Claim 9 (depends on 7)

The method of claim 7 wherein comparing predetermined factors comprises comparing the social security account number associated with each contact record.

### Claim 10 (depends on 7)

The method of claim 7 wherein comparing predetermined factors comprises comparing the contact information associated with each contact record.

### Claim 11 (depends on 7)

The method of claim 7 wherein establishing a contact further comprises dialing an outbound telephone number.

### Claim 12 (depends on 7)

The method of claim 7 wherein distributing the contact records further comprises:
associating contact devices with plural distribution modules;
distributing the contact records to contact devices through the distribution modules.

### Claim 13 (depends on 12)

The method of claim 12 wherein transferring the related contact records further comprises transferring contact information between distribution modules.