Cheryl M Black

US Patent:

7415267, Aug 19, 2008

Filed:

Jan 27, 2004

Appl. No.:

10/766790

Inventors:

Scott Malat - New York NY, US
David Dussel - East Meadow NY, US
Cheryl Black - Tenafly NJ, US
James Priolo - New York NY, US
Sharon Murphy - North Plainfield NJ, US
Jackie Marfleet - Ealing, GB
Douglas W. Ross - New York NY, US
Susan Herzog - Salem NY, US

Assignee:

JP Morgan Chase Bank - New York NY

International Classification:

H04M 11/00
H04M 3/42

US Classification:

455406, 455405, 4554141

Abstract:

The present invention provides methods and systems for managing call reports. A call report message and information identifying a client matter are received via a wireless network, a distribution list is determined by applying a set of visibility rules, and the call report is created. Access to the call report is based on the distribution list. The visibility rules are rules that encapsulate the various legal and ethical requirements for allowing access to a client matter. The visibility rules may be created using a suitable script language, and be adjusted from time to time.