John Edward Poole

US Patent:

20140278726, Sep 18, 2014

Filed:

Mar 13, 2014

Appl. No.:

14/209175

Inventors:

John Poole - Beaverton OR, US
Sanjiv Kochhar - Portland OR, US
Kevin Huls - Sioux Falls SD, US
Tonya Triebwasser - Sioux Falls SD, US
Soila Santos - Beaverton OR, US

Assignee:

Capitol One Financial Corporation - McLean VA

International Classification:

G06Q 10/06

US Classification:

705 727

Abstract:

The disclosed embodiments provide systems, methods, and articles of manufacture for managing workflow. Consistent with disclosed embodiments, a method may include receiving a communication from a customer, the communication being associated with a financial service account of the customer. The method may also include determining one or more document types associated with the communication, and comparing the one or more document types to at least one priority level hierarchy. Additionally, the method may include determining a document identification number for the communication based on the comparison, assigning the document identification number to at least one queue based on the document identification number, and providing access to a document associated with the communication to a first agent on a request for one or more document identification numbers from the queue. One or more second agents may additionally be denied access.