The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Sep. 21, 2004
Filed:
Dec. 10, 2002
James B. A. Tracey, Danville, CA (US);
Bruce Mackinlay, Hayward, CA (US);
Joseph Tagupa, North Berkeley, CA (US);
Paul Lauffenburger, Grants Pass, OR (US);
Daniel Exline, II, Brentwood, CA (US);
Harold T. Leach, Jr., Danville, CA (US);
DCS, Inc., Livermore, CA (US);
Abstract
Methods of managing workflow information in an account-based system are described. The illustrated embodiments include a contact management system, and some embodiments are adapted for employment in a debt collection context. In addition, methods and systems are described for allowing a debt collector to associate debtors with different categories, either manually or automatically in response to predetermined condition. Thus, the system and method provide for efficiently managing the status of debtors by associating each debtor with a particular category. In certain embodiments, the debtor accounts are moved from one category to another, and from one individual to another, as the collection process is undertaken. The system and method maintain each debtor account within a predetermined category, display each of the categories to a collector on a graphical display, and display a list of debtor accounts within the category in response to the collector pressing a function key corresponding to a category.