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HK1252195B - Techniques for case allocation - Google Patents

Techniques for case allocation Download PDF

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HK1252195B
HK1252195B HK18111432.3A HK18111432A HK1252195B HK 1252195 B HK1252195 B HK 1252195B HK 18111432 A HK18111432 A HK 18111432A HK 1252195 B HK1252195 B HK 1252195B
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case
cases
module
allocation
management
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HK18111432.3A
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HK1252195A1 (en
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伊泰‧卡恩
大卫‧J‧德勒利斯
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阿菲尼帝有限公司
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Description

用于案例分配的技术Techniques used for case assignment

相关申请的交叉引用CROSS-REFERENCE TO RELATED APPLICATIONS

本专利申请要求于2015年12月1日提交的美国临时专利申请号62/261,780的优先权,其整体内容通过引用并入本文。This patent application claims priority to U.S. Provisional Patent Application No. 62/261,780, filed December 1, 2015, the entire contents of which are incorporated herein by reference.

技术领域Technical Field

本公开大体涉及客户服务/联系中心案例分配,更特别地,涉及使用行为配对将案例合作和非合作分配到代理的技术。The present disclosure relates generally to customer service/contact center case assignment and, more particularly, to techniques for assigning cooperative and non-cooperative cases to agents using behavior pairing.

背景技术Background Art

在一些客户服务中心中,案例可以被分配到代理(例如,分析师、专家)用于服务。例如,保险索赔可以被分配到保险理算员或者其他代理用于代位或者其它处理;患者或者其它被保险人可以被分配到护士、药剂师或者其它临床支持专家;收债人可以被分配到债务人案例;等等。这些案例可以以各种方式来分配。在一些客户服务中心(包括例如工作流、案例管理或者事务处理服务或者支持组织)中,案例可以基于到达时间被分配到代理。该策略可以被称为“先进先出”、“FIFO”或者“轮询(round-robin)”策略。在一些客户服务中心中,管理(例如,管理人或者监督人)可以基于管理已知的信息(诸如关于代理的技能或者历史表现的信息)可能地利用特定基本原理将案例分配到代理(包括其它类型的专家(诸如上文所提到的那些))。对于一些案例而言,管理可能在它们的分配方面信心不足或者缺少相关信息来做出最佳分配。In some customer service centers, cases can be assigned to agents (e.g., analysts, experts) for service. For example, insurance claims can be assigned to insurance adjusters or other agents for subrogation or other processing; patients or other insured persons can be assigned to nurses, pharmacists or other clinical support experts; debt collectors can be assigned to debtor cases; and so on. These cases can be assigned in various ways. In some customer service centers (including, for example, workflow, case management or transaction processing services or support organizations), cases can be assigned to agents based on arrival time. This strategy can be called a "first in, first out," "FIFO," or "round-robin" strategy. In some customer service centers, management (e.g., managers or supervisors) can assign cases to agents (including other types of experts (such as those mentioned above)) based on information known to management (such as information about the skills or historical performance of the agent) using specific basic principles. For some cases, management may be less confident in their allocation or lack relevant information to make the best allocation.

而且,在一些客户联系中心中,案例或者联系可以被分配到代理用于服务。例如,针对每个到联系的代理可以生成联系的“引领列表”(例如,使用出站拨号器)。这些联系可以使用FIFO策略被分配到代理。在其它环境中,可以使用其它方法(诸如基于管理的分配)将联系分配到代理。Furthermore, in some customer contact centers, cases or contacts can be assigned to agents for service. For example, a "lead list" of contacts can be generated for each agent who receives a contact (e.g., using an outbound dialer). These contacts can be assigned to agents using a FIFO strategy. In other environments, contacts can be assigned to agents using other methods (such as administrative-based assignment).

鉴于前述内容,可以理解可能存在与当前FIFO或者管理分配的策略相关联的显著的问题和缺点。In view of the foregoing, it can be appreciated that there may be significant problems and shortcomings associated with current FIFO or other strategies for managing allocations.

发明内容Summary of the Invention

公开了用于案例分配的技术。在一个特定实施例中,所述技术可以被实现为用于案例分配的方法,包括:通过至少一个计算机处理器接收使用第一配对策略所分配的至少一个案例分配;并且然后通过所述至少一个计算机处理器使用行为配对重新分配所述至少一个案例分配。Techniques for case assignment are disclosed. In one embodiment, the techniques can be implemented as a method for case assignment, comprising: receiving, by at least one computer processor, at least one case assignment assigned using a first pairing strategy; and then reallocating, by the at least one computer processor, the at least one case assignment using behavioral pairing.

根据该特定实施例的其它方面,所述第一配对策略通过管理被分配。In accordance with other aspects of this particular embodiment, the first pairing strategy is assigned by administration.

根据该特定实施例的其它方面,所述第一配对策略是先进先出(FIFO)配对策略。In accordance with other aspects of this particular embodiment, the first pairing strategy is a first-in-first-out (FIFO) pairing strategy.

根据该特定实施例的其它方面,使用所述第一配对策略对所述至少一个案例分配的后续重新分配可以由所述至少一个计算机处理器接收。In accordance with further aspects of this particular embodiment, a subsequent reassignment of the at least one case assignment using the first pairing strategy may be received by the at least one computer processor.

根据该特定实施例的其它方面,使用所述第一配对策略对所述至少一个案例分配的后续恢复可以由所述至少一个计算机处理器接收。In accordance with other aspects of this particular embodiment, a subsequent restoration of the at least one case assignment using the first pairing strategy may be received by the at least one computer processor.

根据该特定实施例的其它方面,使用所述第一配对策略分配的多个案例分配由所述至少一个计算机处理器接收,所述多个案例分配可以由所述至少一个计算机处理器分割为至少案例的第一部分和案例的第二部分,并且案例分配的所述第二部分可以在不重新分配案例分配的所述第一部分的情况下使用行为配对由所述至少一个计算机处理器重新分配。According to other aspects of this particular embodiment, a plurality of case assignments assigned using the first pairing strategy are received by the at least one computer processor, the plurality of case assignments can be split by the at least one computer processor into at least a first portion of cases and a second portion of cases, and the second portion of case assignments can be reallocated by the at least one computer processor using behavior pairing without reallocating the first portion of case assignments.

根据该特定实施例的其它方面,案例分配的所述第一部分与案例分配的所述第二部分之间的性能差异可以由所述至少一个计算机处理器确定。In accordance with other aspects of this particular embodiment, a performance difference between the first portion of case assignments and the second portion of case assignments may be determined by the at least one computer processor.

根据该特定实施例的其它方面,分割所述多个案例至少部分地基于来自用于所述多个案例分配中的至少一个的管理的至少一个基本原理。In accordance with other aspects of this particular embodiment, segmenting the plurality of cases is based at least in part on at least one rationale from management for at least one of the plurality of case assignments.

根据该特定实施例的其它方面,分割所述多个案例至少部分地基于来自用于所述多个案例分配中的至少一个的管理的至少一个置信度水平。In accordance with other aspects of this particular embodiment, segmenting the plurality of cases is based at least in part on at least one confidence level from management for at least one of the plurality of case assignments.

在另一特定实施例中,所述技术可以被实现为用于案例分配的系统,该系统包括:至少一个计算机处理器,其被配置成接收使用第一配对策略分配的至少一个案例分配,并且然后使用行为配对重新分配所述至少一个案例分配。所述系统还可以包括至少一个存储器,其被耦合到所述至少一个计算机处理器,其被配置成给所述至少一个计算机处理器提供指令。In another specific embodiment, the technology can be implemented as a system for case assignment, the system comprising: at least one computer processor configured to receive at least one case assignment assigned using a first pairing strategy, and then reallocate the at least one case assignment using behavior pairing. The system can also include at least one memory coupled to the at least one computer processor and configured to provide instructions to the at least one computer processor.

在另一特定实施例中,所述技术可以被实现为用于案例分配的制造品,该制造品包括:至少一个非暂时性计算机处理器可读介质和被存储在所述至少一个介质上的指令,其中,所述指令被配置成通过至少一个计算机处理器从所述至少一个介质可读并且从而使得所述至少一个计算机处理器操作以便接收使用第一配对策略分配的至少一个案例分配并且然后使用行为配对重新分配所述至少一个案例分配。In another particular embodiment, the technology can be implemented as an article of manufacture for case assignment, the article of manufacture comprising: at least one non-transitory computer processor-readable medium and instructions stored on the at least one medium, wherein the instructions are configured to be readable from the at least one medium by at least one computer processor and thereby cause the at least one computer processor to operate to receive at least one case assignment assigned using a first pairing strategy and then reallocate the at least one case assignment using behavioral pairing.

现在将参考如在附图中所示的其特定实施例更详细地描述本公开。虽然参考特定实施例在下面描述了本公开,但是应当理解,本公开不限于此。具有对本文中的教导的访问权的本领域的普通技术人员将认识到附加的实施方式、修改和实施例以及使用的其它领域,该使用的其它领域在如本文所描述的本公开的范围内并且相对于本公开可以具有显著的实用性。The present disclosure will now be described in more detail with reference to specific embodiments thereof as shown in the accompanying drawings. Although the present disclosure is described below with reference to specific embodiments, it should be understood that the present disclosure is not limited thereto. Those of ordinary skill in the art having access to the teachings herein will recognize additional embodiments, modifications and examples, as well as other areas of use, which are within the scope of the present disclosure as described herein and may have significant utility with respect to the present disclosure.

附图说明BRIEF DESCRIPTION OF THE DRAWINGS

为了促进本公开的更完全的理解,现在对附图进行参考,其中相同元素利用相同附图标记引用。这些附图不应当被解释为对本公开的限制,而是仅旨在是说明性的。In order to facilitate a more complete understanding of the present disclosure, reference is now made to the accompanying drawings, in which like elements are referenced with like reference numerals. These drawings should not be construed as limiting the present disclosure, but are intended to be illustrative only.

图1示出了根据本公开的实施例的合作分配系统的流程图。FIG1 shows a flowchart of a collaborative distribution system according to an embodiment of the present disclosure.

图2示出了根据本公开的实施例的合作分配方法的流程图。FIG2 shows a flow chart of a collaborative allocation method according to an embodiment of the present disclosure.

图3示出了根据本公开的实施例的案例分割的示意性表示。FIG3 shows a schematic representation of case segmentation according to an embodiment of the present disclosure.

图4示出了根据本公开的实施例的非合作分配系统的流程图。FIG4 shows a flowchart of a non-cooperative allocation system according to an embodiment of the present disclosure.

图5示出了根据本公开的实施例的非合作分配方法的流程图。FIG5 shows a flowchart of a non-cooperative allocation method according to an embodiment of the present disclosure.

具体实施方式DETAILED DESCRIPTION

在一些客户服务中心中,案例可以被分配到代理(例如,分析师、专家)用于服务。例如,保险索赔可以被分配到保险理算员或者代理用于代位或者其它处理;患者或者其它被保险人可以被分配到护士、药剂师或者其它临床支持专家;收债人可以被分配到债务人案例;等等。这些案例可以以各种方式来分配。在一些客户服务中心(包括例如工作流、案例管理或者事务处理服务或者支持组织)中,案例可以基于到达时间被分配到代理。该策略可以被称为“先进先出”、“FIFO”或者“轮询”策略。在一些客户服务中心中,管理(例如,管理人或者监督人)可以基于管理已知的信息(诸如关于代理的技能或者历史表现的信息)可能地利用特定基本原理将案例分配到代理(包括其它类型的专家(诸如上文所提到的那些))。对于一些案例而言,管理可能在它们的分配方面信心不足或者缺少相关信息来做出最佳分配。In some customer service centers, cases can be assigned to agents (e.g., analysts, experts) for service. For example, insurance claims can be assigned to insurance adjusters or agents for subrogation or other processing; patients or other insured persons can be assigned to nurses, pharmacists or other clinical support experts; debt collectors can be assigned to debtor cases; and so on. These cases can be assigned in various ways. In some customer service centers (including, for example, workflow, case management or transaction processing services or support organizations), cases can be assigned to agents based on arrival time. This strategy can be called a "first in, first out", "FIFO" or "round robin" strategy. In some customer service centers, management (e.g., managers or supervisors) can assign cases to agents (including other types of experts (such as those mentioned above)) based on information known to management (such as information about the skills or historical performance of the agent) using specific basic principles. For some cases, management may be less confident in their allocation or lack relevant information to make the best allocation.

而且,在一些客户联系中心中,案例或者联系可以被分配到代理用于服务。例如,可以针对到联系的每个代理生成联系的“引领列表”(例如,使用出站拨号器)。这些联系可以使用FIFO策略被分配到代理。在其它环境中,可以使用其它方法(诸如基于管理的分配)将联系分配到代理。Furthermore, in some customer contact centers, cases or contacts can be assigned to agents for service. For example, a "lead list" of contacts can be generated for each agent to whom a contact is made (e.g., using an outbound dialer). These contacts can be assigned to agents using a FIFO strategy. In other environments, contacts can be assigned to agents using other methods (such as administrative-based assignment).

在一些实施例中,管理分配可以使用自动化案例分配系统(诸如如在于2015年9月30日提交的美国专利号14/871,658、现今于2016年3月29日授权的美国专利号9,300,802中所描述并且通过引用并入本文的行为配对模块)。以这种方式,合作分配系统可以利用具有管理专家(例如,管理分配模块)的大数据、人工智能配对方案(例如,行为配对模块)优化案例分配,这导致客户服务中心中的性能增加。例如,案例的合作分配或者行为配对的其它使用可能导致保险索赔的代位补偿增加、医学患者的护理改进、债务催收的改善等等。在其它实施例中,行为配对和基于管理的配对可以以非合作方式单独地执行。In some embodiments, administrative allocation can use an automated case allocation system (such as a behavioral pairing module as described in U.S. Patent No. 14/871,658, filed on September 30, 2015, now U.S. Patent No. 9,300,802, issued on March 29, 2016, and incorporated herein by reference). In this way, a collaborative allocation system can optimize case allocation using a big data, artificial intelligence pairing scheme (e.g., a behavioral pairing module) with administrative experts (e.g., an administrative allocation module), which results in increased performance in a customer service center. For example, collaborative allocation of cases or other uses of behavioral pairing can result in increased subrogation for insurance claims, improved care for medical patients, improved debt collection, and the like. In other embodiments, behavioral pairing and administrative-based pairing can be performed separately in a non-collaborative manner.

在一些实施例中,行为配对可以“离线”(例如,非实时)执行以使用合作或者非合作技术分配案例、生成引领列表或者执行其它类型的联系分配。In some embodiments, behavior matching can be performed "offline" (eg, not in real time) to assign cases, generate lead lists, or perform other types of contact assignments using collaborative or non-collaborative techniques.

此外,与管理分配的案例相比较,合作分配的案例或者非合作分配的案例的增加的性能可以精确地可测量为增益(例如,1%、3%、5%等)。在一些实施例中,增益可以使用如在2016年4月18日提交的美国专利申请号15/131,915中所描述的基准测试模块精确地测量。Furthermore, the increased performance of the cooperative or non-cooperative allocation cases compared to the managed allocation case can be precisely measurable as a gain (e.g., 1%, 3%, 5%, etc.) In some embodiments, the gain can be precisely measured using a benchmarking module as described in U.S. patent application Ser. No. 15/131,915, filed on April 18, 2016.

图1描绘了根据本公开的一些实施例的合作分配系统100的工作流。FIG1 depicts a workflow of a collaborative distribution system 100 according to some embodiments of the present disclosure.

用于分配110的案例可以由例如客户服务中心处的管理分配模块120接收。管理分配模块120可以仅由客户服务中心(包括其它类型的客户服务中心和前述支持组织)提供,或者其可以全部或者部分被提供为合作分配系统的组件。Cases for assignment 110 may be received, for example, by an administration assignment module 120 at a customer service center. Administration assignment module 120 may be provided solely by a customer service center (including other types of customer service centers and the aforementioned support organizations), or it may be provided in whole or in part as a component of a collaborative assignment system.

管理分配模块120可以输出初始分配数据130。初始分配数据130可以包括案例与代理(包括其它类型的代理和前述专家)的配对,并且其可以包括用于这些配对的管理基本原理。例如,每个配对可以具有表示特定配对中的管理的置信度(例如,确定性)的相关联的得分。在一些实施例中,每个配对可以具有一个或多个相关联的原因代码或者指示用于特定配对的管理的原因的其它代码(例如,给定关于管理已知的代理的信息,很适于代理的技能或者个性)。配对可以包括解决案例所需要的时间或者努力(例如,强度)的期望水平。配对还可以考虑跨代理的平衡案例数量,包括代理承担具有时间或者努力的不同的要求的附加案例的能力。The management assignment module 120 can output initial assignment data 130. The initial assignment data 130 can include pairings of cases with agents (including other types of agents and the aforementioned experts), and it can include management rationales for these pairings. For example, each pairing can have an associated score that represents the confidence (e.g., certainty) of the management in a particular pairing. In some embodiments, each pairing can have one or more associated reason codes or other codes that indicate the reason for the management of a particular pairing (e.g., well-suited to the agent's skills or personality, given information about the agent known to be managing). The pairing can include an expected level of time or effort (e.g., intensity) required to resolve the case. The pairing can also take into account balancing caseloads across agents, including the ability of agents to take on additional cases with different requirements for time or effort.

初始分配数据130可以由行为配对模块140(或者类似配对引擎)分析。这时候,一些案例将由管理排除(即,保留或者冻结)。例如,如果管理已经表达用于案例的高置信度或者特定原因代码,或者如果行为配对模块140已经确定改进初始分配的低能力,则行为配对模块140将不考虑重新分配该案例。Initial assignment data 130 may be analyzed by a behavioral matching module 140 (or similar matching engine). At this point, some cases may be excluded (i.e., held or frozen) by management. For example, if management has expressed a high confidence level or specific reason code for a case, or if the behavioral matching module 140 has determined a low ability to improve upon the initial assignment, the behavioral matching module 140 will not consider reassigning the case.

剩余的案例可以被分割为可以被重新分配的案例(例如,优化或者“开启”组)和可以不被重新分配的案例(例如,控制或者“关闭”组)。该分割可以根据许多可能的分割策略中的任一个完成。例如,管理可以将种子提供给伪随机数发生器,其可以被用于将案例随机分布到一组或另一组。在一些实施例中,案例将在组之间均匀地被划分。在其它实施例中,可以使用案例的不均匀分布。例如,可用于重新分配的案例的80%可以被分割为优化组,而可用于重新分配的案例的20%可以被分割为控制组。被用于在组之间分割案例的技术可以被设计为确保当对性能进行基准测试时的透明性和公平性。The remaining cases can be split into cases that can be reallocated (e.g., an optimization or "on" group) and cases that cannot be reallocated (e.g., a control or "off" group). This split can be done according to any of a number of possible splitting strategies. For example, management can provide a seed to a pseudo-random number generator, which can be used to randomly distribute the cases to one group or the other. In some embodiments, the cases will be divided evenly between the groups. In other embodiments, an uneven distribution of cases can be used. For example, 80% of the cases available for reallocation can be split into the optimization group, while 20% of the cases available for reallocation can be split into the control group. The techniques used to split the cases between the groups can be designed to ensure transparency and fairness when benchmarking performance.

在将案例分割之后,优化组中的案例可以由行为配对模块140或者类似自动配对技术重新分配。在一些实施例中,行为配对模块140可以包含关于代理和管理的数据(例如,代理调查数据150A、管理调查数据150B、历史数据150C)。调查可以包括自我评估问题(例如,你最精通哪些类型的案例?你更喜欢处理哪些类型的案例?你最精通案例的哪个阶段?你更喜欢处理案例的哪个阶段?)。对于管理而言,调查问题可以针对理解用于将特定类型的案例或者特定阶段的案例分配给特定代理的管理人的基本原理。历史数据可以包括诸如历史案例分配和结果、案例“得分”或者在分配之前的其它案例评估和其它基线性能测量结果的信息。行为配对模块140还可以搜索/分析/处理可以与优化分配并且创建人工智能模型有关的信息的其它数据源。行为配对模块140可以考虑案例管理过程的任何阶段(诸如工作流、案例管理、事务处理等)以优化案例分配。After the cases are split, the cases in the optimized group can be reallocated by the behavior matching module 140 or similar automatic matching technology. In some embodiments, the behavior matching module 140 may include data about agents and management (e.g., agent survey data 150A, management survey data 150B, historical data 150C). The survey may include self-assessment questions (e.g., What types of cases are you most proficient in? What types of cases do you prefer to handle? Which stage of the case are you most proficient in? Which stage of the case do you prefer to handle?). For management, the survey questions can be aimed at understanding the rationale for assigning specific types of cases or cases at specific stages to managers of specific agents. Historical data may include information such as historical case assignments and results, case "scores," or other case evaluations and other baseline performance measurements before assignment. The behavior matching module 140 may also search/analyze/process other data sources that may be relevant to optimizing assignments and creating artificial intelligence models. The behavior matching module 140 may consider any stage of the case management process (such as workflow, case management, transaction processing, etc.) to optimize case assignments.

行为配对模块140可以输出重新分配数据160,其可以包括来自已经被重新分配到不同的代理的优化组的配对。在一些实施例中,重新分配数据160可以由管理分配模块120评审,并且管理分配模块120可以可选地输出修订的重新分配数据170。例如,修订的重新分配数据170可以可选地例如基于管理已知的信息,“取消”、恢复或者以其它方式改变重新分配的配对中的一些配对。The behavior pairing module 140 may output reallocation data 160, which may include pairs from the optimized group that have been reallocated to different agents. In some embodiments, the reallocation data 160 may be reviewed by the management assignment module 120, and the management assignment module 120 may optionally output revised reallocation data 170. For example, the revised reallocation data 170 may optionally "undo," restore, or otherwise change some of the reallocated pairs, for example, based on information known to management.

随后地,基准测试模块180可以测量可归因于管理与行为配对模块140之间的合作的性能中的增益。基准测试模块180可以处理每个配对的结果以针对仅由管理分配的控制或者“关闭”组中的案例的性能确定合作分配的优化或者“开启”组中的案例的相对性能。基准测试模块180可以输出性能测量结果190(例如,增益)或者关于合作分配系统100的性能的其它信息。Subsequently, the benchmarking module 180 can measure the gains in performance attributable to the collaboration between management and the behavioral pairing module 140. The benchmarking module 180 can process the results of each pairing to determine the relative performance of the cases in the optimized or "on" group of collaborative assignments relative to the performance of the cases in the control or "off" group assigned only by management. The benchmarking module 180 can output a performance measurement 190 (e.g., a gain) or other information about the performance of the collaborative assignment system 100.

当用于分配的新案例(例如,用于分配的案例110)到达或者以其它方式变得准备好在代理间分配时,合作分配系统100可以重复该过程。在一些实施例中,管理分配模块120或者行为配对模块可以处理来自先前的迭代的结果以改进管理过程(例如,针对比其它基本原理或多或少有效的特定基本原理训练管理人)或者行为配对过程(例如,训练或者更新人工智能算法或者模型)。When new cases for assignment (e.g., case for assignment 110) arrive or otherwise become ready to be assigned among agents, the collaborative assignment system 100 can repeat the process. In some embodiments, the management assignment module 120 or the behavior pairing module can process the results from the previous iteration to improve the management process (e.g., train managers on specific rationales that are more or less effective than other rationales) or the behavior pairing process (e.g., train or update artificial intelligence algorithms or models).

在一些实施例中,当案例到达队列时或者当做出管理分配时,合作分配系统100可以“在线”(例如,实时)操作。在其它实施例中,合作分配系统100可以“离线”(例如,非实时)操作,使得案例组可以被重新分配或者以其它方式一起被分配。In some embodiments, the collaborative assignment system 100 can operate "online" (e.g., in real time) as cases arrive in a queue or as administrative assignments are made. In other embodiments, the collaborative assignment system 100 can operate "offline" (e.g., not in real time) so that groups of cases can be reassigned or otherwise assigned together.

图2示出了根据本公开的实施例的合作分配方法200的流程图。在块210处,合作分配方法200可以开始。2 shows a flow chart of a collaborative allocation method 200 according to an embodiment of the present disclosure. At block 210, the collaborative allocation method 200 may begin.

在块210处,用于合作分配的准备信息可以被处理。例如,分配或者配对模块(例如,行为配对模块140)可以接收代理调查数据、管理调查数据、历史数据或者为将案例重新分配或者以其它方式分配到代理做准备而进行处理的其它信息。合作分配方法200可以前进到块220。At block 210, preparation information for collaborative assignment can be processed. For example, an assignment or pairing module (e.g., behavioral pairing module 140) can receive agent survey data, management survey data, historical data, or other information to process in preparation for reassigning or otherwise assigning a case to an agent. The collaborative assignment method 200 can proceed to block 220.

在块220处,初始分配数据(例如,初始管理分配数据)可以被接收。在一些实施例中,用于管理分配的基本原理也可以被接收。合作分配方法200可以前进到块230。At block 220 , initial allocation data (eg, initial management allocation data) may be received. In some embodiments, a rationale for managing allocations may also be received. The collaborative allocation method 200 may proceed to block 230 .

在块230处,案例的一部分可以分割开用于重新分配,而案例的另一部分可以从潜在的重新分配被排除(保留、冻结或者以其它方式阻止)。在一些实施例中,这些案例还可以从基准测试结果排除。合作分配方法200可以前进到块240。At block 230, a portion of the case may be split off for reallocation, while another portion of the case may be excluded from potential reallocation (reserved, frozen, or otherwise blocked). In some embodiments, these cases may also be excluded from the benchmark results. The collaborative allocation method 200 may proceed to block 240.

在块240处,可以重新分配用于重新分配而分割开的案例的一部分。在一些实施例中,重新分配可以由配对模块(诸如行为配对模块140)执行。在一些实施例中,重新分配数据可以被输出或者以其它方式返回用于管理评审或者进一步的分配。在一些实施例中,用于重新分配而分割开的案例的一部分可以被指定到控制组并且将不被重新分配。合作分配方法200可以前进到块250。At block 240, a portion of the case that was split for reallocation can be reallocated. In some embodiments, the reallocation can be performed by a pairing module (such as behavioral pairing module 140). In some embodiments, the reallocation data can be output or otherwise returned for management review or further allocation. In some embodiments, a portion of the case that was split for reallocation can be assigned to a control group and will not be reallocated. The collaborative allocation method 200 can proceed to block 250.

在块250处,如果有的话,对重新分配的修订可以被接收。在一些实施例中,在块240处,管理可以修订、恢复或者以其它方式改变由配对模块所执行的重新分配。修订或者恢复案例可以被包括或者从基准测试结果被排除。合作分配方法200可以前进到块260。At block 250, revisions to the reallocation, if any, may be received. In some embodiments, at block 240, management may revise, revert, or otherwise alter the reallocation performed by the pairing module. The revision or revert case may be included or excluded from the benchmark results. The collaborative allocation method 200 may proceed to block 260.

在块260处,合作地分配的案例和管理分配的案例的相对性能可以被基准测试或者以其它方式测量。在一些实施例中,来自比较的结果可以被用于改进配对模块(例如,行为配对模块140的人工智能模型)或者用于后续管理分配的管理的基本原理或者二者。The relative performance of the collaboratively assigned cases and the managed assigned cases can be benchmarked or otherwise measured at block 260. In some embodiments, the results from the comparison can be used to improve the pairing module (e.g., the artificial intelligence model of the behavioral pairing module 140) or the rationale for subsequent management of managed assignments, or both.

在块260之后,合作分配方法210可以结束。在一些实施例中,合作分配方法200可以返回块210以开始分配附加案例。After block 260, the collaborative assignment method 210 may end. In some embodiments, the collaborative assignment method 200 may return to block 210 to begin assigning additional cases.

图3描绘了根据本公开的实施例的案例分割的示意性表示。如在图3中所示,七个代理可以被分配多达九个案例。一些案例可以被指定为“正在进行的”(例如,先前地被分配但是尚未完成的案例)。“排除的”(即,冻结或者阻止的)案例是被确定为不可用于重新分配的被分配到代理的案例。“管理”案例是可用于重新分配但是被分配到控制组的被分配到代理的案例。“联合”案例是通过管理联合地/合作地重新分配和/或修订的被分配到优化组的案例。Figure 3 depicts a schematic representation of case segmentation in accordance with an embodiment of the present disclosure. As shown in Figure 3, seven agents can be assigned up to nine cases. Some cases can be designated as "in progress" (e.g., cases that were previously assigned but not yet completed). "Excluded" (i.e., frozen or blocked) cases are cases assigned to an agent that are determined to be unavailable for reallocation. "Management" cases are cases assigned to an agent that are available for reallocation but are assigned to a control group. "Joint" cases are cases assigned to an optimization group that are jointly/collaboratively reallocated and/or revised by management.

在图3的示例中,七个代理(“代理”列中的标记1至7)具有九个案例(标题行中的标记“案例1”或“案例9”)的目录表或队列。代理1的第一案例(“案例1”)由用于正在进行的“O”标识,并且案例2-9已经被分割用于分配或者合作分配:案例3和8(“E”)已经从合作分配被排除,并且可以可选地从任何基准测试或者相对性能分析中被排除。案例4、5和7(“M”)已经由管理分配,并且可以被基准测试为控制或者关闭周期的一部分。案例2、6和9(“J”)已经由自动化配对策略(诸如行为配对)分配,并且可以被基准测试为优化或者开启周期的一部分。在合作分配的情况下,可以与管理联合地进行优化配对。在其它实施例中(诸如非合作分配),在没有由管理造成的修订或者重新分配的情况下,优化的配对可以由配对策略(诸如行为配对)独立地做出。剩余的代理(代理2至代理7)已经以类似的方式被分配或者被重新分配多达九个可用案例。当代理关闭其目录表或者队列中的案例时,并且当更多案例变得可用于分配时,根据用于该组代理的合作或者非合作分配技术,这些新案例可以被分割用于可用代理间的分配或者重新分配。In the example of Figure 3, seven agents (labeled 1 to 7 in the "Agent" column) have a directory or queue of nine cases (labeled "Case 1" or "Case 9" in the header row). The first case for agent 1 ("Case 1") is identified by an "O" for ongoing, and cases 2-9 have been split for allocation or co-allocation: cases 3 and 8 ("E") have been excluded from co-allocation and can optionally be excluded from any benchmarking or relative performance analysis. Cases 4, 5, and 7 ("M") have been allocated by management and can be benchmarked as part of a control or shutdown cycle. Cases 2, 6, and 9 ("J") have been allocated by an automated pairing strategy (such as behavioral pairing) and can be benchmarked as part of an optimization or opening cycle. In the case of co-allocation, optimized pairing can be performed in conjunction with management. In other embodiments (such as non-cooperative allocation), optimized pairing can be made independently by a pairing strategy (such as behavioral pairing) without revisions or reallocations caused by management. The remaining agents (Agents 2 through 7) have been assigned or reallocated up to nine available cases in a similar manner. As agents close cases in their catalogs or queues, and as more cases become available for assignment, these new cases can be divided for assignment or reallocation among the available agents, depending on the cooperative or non-cooperative assignment technique used for the group of agents.

每个案例的结果可以与是否使用配对策略(诸如行为配对)正在进行、排除、管理分配或者联合分配案例相关联。不同的分配方法的相对性能可以进行基准测试或者以其它方式测量。例如,可归因于使用管理分配的案例上的行为配对的联合分配的案例的性能增益可以进行基准测试。The results of each case can be associated with whether the case was ongoing, excluded, managed allocation, or co-allocated using a pairing strategy (such as behavioral pairing). The relative performance of different allocation methods can be benchmarked or otherwise measured. For example, the performance gain attributable to co-allocated cases using behavioral pairing over managed allocation cases can be benchmarked.

图4描绘了根据本公开的一些实施例的非合作分配系统400的工作流。FIG4 depicts a workflow of a non-cooperative allocation system 400 according to some embodiments of the present disclosure.

用于分配110的案例可以在联系中心处被接收。案例可以被分割为两个或两个以上的组用于由不同的策略分配。在一些实施例中,案例的一部分可以随机地、在FIFO基础上、通过管理或者其它案例分配技术来分配。案例的第二部分使用配对策略(诸如行为配对)分配。在一些实施例中,如在图4的示例中,案例的第一部分可以由管理分配模块120接收,并且案例的第二部分可以由行为配对模块140接收。Cases for allocation 110 can be received at a contact center. Cases can be divided into two or more groups for allocation by different strategies. In some embodiments, a portion of the case can be allocated randomly, on a FIFO basis, by management, or other case allocation techniques. The second portion of the case is allocated using a pairing strategy (such as behavioral pairing). In some embodiments, as in the example of FIG4 , the first portion of the case can be received by the management allocation module 120, and the second portion of the case can be received by the behavioral pairing module 140.

管理分配模块120可以输出管理分配数据410。管理分配数据410可以包括案例与代理的配对,并且其可以包括用于这些配对的管理基本原理。例如,每个配对可以具有表示特定配对中的管理的置信度(例如,确定性)的相关联的得分。在一些实施例中,每个配对可以具有一个或多个相关联的原因代码或者指示用于特定配对的管理的原因的其它代码(例如,考虑到关于管理已知的代理的信息,很适于代理的技能或者个性)。配对可以包括解决案例所需要的时间或者努力的期望水平(例如,强度)。配对还可以考虑跨代理的平衡案例数量,包括代理承担具有用于时间或者努力的不同的要求的附加案例的能力。The management assignment module 120 can output management assignment data 410. The management assignment data 410 can include pairings of cases with agents, and it can include management rationales for these pairings. For example, each pairing can have an associated score that represents the confidence (e.g., certainty) of the management in the particular pairing. In some embodiments, each pairing can have one or more associated reason codes or other codes that indicate the reason for the management for the particular pairing (e.g., taking into account information about the agent known to the management, the agent's skills or personality). The pairing can include an expected level of time or effort (e.g., intensity) required to resolve the case. The pairing can also take into account balancing caseloads across agents, including the ability of agents to take on additional cases with different requirements for time or effort.

行为配对模块140可以输出行为配对分配数据420。在一些实施例中,行为配对模块140可以包含关于代理和管理的数据(例如,代理调查数据150A、管理调查数据150B、历史数据150C)。调查可以包括自我评估问题(例如,你最精通哪些类型的案例?你更喜欢处理哪些类型的案例?你最精通案例的哪个阶段?你更喜欢处理案例的哪个阶段?)。对于管理而言,调查问题可以针对理解用于将特定类型的案例或者特定阶段的案例分配给特定代理的管理人的基本原理。历史数据可以包括诸如历史案例分配和结果、案例“得分”或者在分配之前的其它案例评估和其它基线性能测量结果的信息。行为配对模块140还可以搜索/分析/处理可以与优化分配并且创建人工智能模型有关的信息的其它数据源。The behavior matching module 140 can output behavior matching assignment data 420. In some embodiments, the behavior matching module 140 can include data about agents and management (e.g., agent survey data 150A, management survey data 150B, historical data 150C). The survey can include self-assessment questions (e.g., What types of cases are you most proficient in? What types of cases do you prefer to handle? What stage of the case are you most proficient in? What stage of the case do you prefer to handle?). For management, the survey questions can be directed to understanding the rationale for assigning specific types of cases or cases at specific stages to specific agents. Historical data can include information such as historical case assignments and outcomes, case "scores," or other case evaluations prior to assignment and other baseline performance measurements. The behavior matching module 140 can also search/analyze/process other data sources that may be relevant to optimizing assignments and creating artificial intelligence models.

随后地,与管理分配模块(或者其它分配过程(诸如随机或者FIFO过程))相比较,基准测试模块180可以测量可归因于行为配对模块140的性能增益。基准测试模块180可以处理每个配对的结果以针对仅由管理分配的控制组中的案例的性能确定仅使用行为配对分配的优化组中的案例的相对性能。基准测试模块180可以输出性能测量结果190或者关于非合作分配系统400的性能的其它信息。Subsequently, the benchmarking module 180 can measure the performance gain attributable to the behavioral pairing module 140 compared to the administrative assignment module (or other assignment processes such as random or FIFO processes). The benchmarking module 180 can process the results of each pairing to determine the relative performance of the cases in the optimized group using only behavioral pairing assignments, relative to the performance of the cases in the control group using only administrative assignments. The benchmarking module 180 can output performance measurements 190 or other information about the performance of the non-cooperative assignment system 400.

当用于分配的新案例(例如,用于分配的案例110)到达或者以其它方式变得准备好在代理间分配时,非合作分配系统400可以重复该过程。在一些实施例中,管理分配模块120或者行为配对模块140可以处理较早的迭代的结果以改进管理过程(例如,针对比其它基本原理或多或少有效的特定基本原理训练管理人)或者行为配对过程(例如,训练或者更新人工智能算法或者模型)。As new cases for assignment (e.g., case for assignment 110) arrive or otherwise become ready to be assigned among agents, the non-collaborative assignment system 400 can repeat the process. In some embodiments, the management assignment module 120 or the behavior pairing module 140 can process the results of earlier iterations to improve the management process (e.g., training managers on specific rationales that are more or less effective than other rationales) or the behavior pairing process (e.g., training or updating artificial intelligence algorithms or models).

在一些实施例中,当案例到达队列时或者当做出管理分配时,非合作分配系统400可以“在线”(例如,实时)操作。在其它实施例中,非合作分配系统400可以“离线”(例如,非实时)操作,使得案例组可以被重新分配或者以其它方式一起被分配。In some embodiments, the non-collaborative assignment system 400 can operate "online" (e.g., in real time) as cases arrive in a queue or as administrative assignments are made. In other embodiments, the non-collaborative assignment system 400 can operate "offline" (e.g., in non-real time) so that groups of cases can be reassigned or otherwise assigned together.

图5示出了根据本公开的实施例的非合作分配方法的流程图。在块510处,非合作分配方法210可以开始。5 shows a flow chart of a non-cooperative allocation method according to an embodiment of the present disclosure.At block 510, the non-cooperative allocation method 210 may begin.

在块510处,用于非合作分配的准备信息可以被处理。例如,分配或者配对模块(例如,行为配对模块140)可以接收代理调查数据、管理调查数据、历史数据或者用于处理为将案例分配或者以其它方式分配到代理做准备的其它信息。非合作分配方法500可以前进到块520。At block 510, preparation information for non-collaborative assignment can be processed. For example, an assignment or pairing module (e.g., behavioral pairing module 140) can receive agent survey data, management survey data, historical data, or other information for processing in preparation for assigning or otherwise allocating a case to an agent. The non-collaborative assignment method 500 can proceed to block 520.

在块520处,案例可以被分割为一个或多个案例的第一部分和第二部分。非合作分配方法500可以前进到块530。At block 520 , the case may be segmented into a first portion and a second portion of the one or more cases. The non-collaborative assignment method 500 may proceed to block 530 .

在块530处,分配数据可以针对为了管理分配(或者,例如,随机或者FIFO分配)分割出的案例的一部分来接收。非合作分配方法500可以前进到块540。At block 530 , allocation data may be received for a portion of the case that was partitioned for management allocation (or, for example, random or FIFO allocation). The non-cooperative allocation method 500 may proceed to block 540 .

在块540处,案例的第二部分可以使用配对策略(诸如行为配对(BP))分配。非合作分配方法500可以前进到块550。At block 540 , the second portion of the case may be assigned using a pairing strategy, such as behavioral pairing (BP). The non-collaborative assignment method 500 may proceed to block 550 .

在块550处,行为配对分配的案例和管理分配的案例的相对性能可以进行基准测试或者以其它方式测量。在一些实施例中,来自比较的结果可以被用于改进配对模块(例如,行为配对模块140的人工智能模型)或者用于后续管理分配的管理的基本原理或者二者。The relative performance of the behavioral pairing assignment cases and the management assignment cases can be benchmarked or otherwise measured at block 550. In some embodiments, the results from the comparison can be used to improve the pairing module (e.g., the artificial intelligence model of the behavioral pairing module 140) or the rationale for the management of subsequent management assignments, or both.

在块550之后,非合作分配方法210可以结束。在一些实施例中,非合作分配方法500可以返回块510以开始分配附加案例。After block 550, the non-collaborative allocation method 210 can end. In some embodiments, the non-collaborative allocation method 500 can return to block 510 to begin allocating additional cases.

这时候,应当注意,如上文所描述的根据本公开的使用行为配对的合作和非合作分配在某种程度上可以包含输入数据的处理和输出数据的生成。该输入数据处理和输出数据生成可以被实现在硬件或软件中。例如,特定电子部件可以被采用在合作和非合作分配模块、行为配对模块、基准化模块和/或用于实现与使用行为配对的合作和非合作分配相关联的功能的类似或者相关电路中(诸如在如上文所描述的根据本公开的工作流管理系统、联系中心系统、案例管理系统等中)。可替选地,根据指令操作的一个或多个处理器可以实现如上文所描述的根据本公开的与使用行为配对的合作和非合作分配相关联的功能。如果情况是这样,则在本公开的范围之内的是,这样的指令可以被存储在一个或多个非暂时性计算机处理器可读存储介质(例如,磁盘或者其它存储介质)上,或者经由被实现在一个或多个载波中的一个或多个信号被传送到一个或多个处理器。At this point, it should be noted that the cooperative and non-cooperative allocation of the use behavior pairing according to the present disclosure as described above can include the processing of input data and the generation of output data to some extent. The input data processing and output data generation can be implemented in hardware or software. For example, specific electronic components can be adopted in cooperative and non-cooperative allocation modules, behavior pairing modules, benchmarking modules and/or similar or related circuits for realizing the functions associated with the cooperative and non-cooperative allocation of the use behavior pairing (such as in the workflow management system, contact center system, case management system, etc. according to the present disclosure as described above). Alternatively, one or more processors operating according to instructions can realize the functions associated with the cooperative and non-cooperative allocation of the use behavior pairing according to the present disclosure as described above. If this is the case, then within the scope of the present disclosure, such instructions can be stored on one or more non-transitory computer processor readable storage media (for example, disks or other storage media), or transmitted to one or more processors via one or more signals implemented in one or more carriers.

本公开将不由本文所描述的特定实施例在范围方面来限制。实际上,除本文所描述的那些之外,从前述描述和附图中,本公开的其它各种实施例和修改对于本领域的普通技术人员而言将是显而易见的。因此,这样的其它实施例和修改旨在落在本公开的范围之内。进一步地,虽然在本文中已经在用于至少一个特定目的的至少一个特定环境中的至少一个特定实施方式的上下文中描述了本公开,但是本领域的普通技术人员将认识到,其有用性不限于此,并且本公开可以有益地被实现在用于任何数目的目的的任何数目的环境中。因此,下面阐述的权利要求应当根据如本文所描述的本公开的全部宽度和精神来解释。The present disclosure will not be limited in scope by the specific embodiments described herein. In fact, in addition to those described herein, various other embodiments and modifications of the present disclosure will be apparent to those of ordinary skill in the art from the foregoing description and accompanying drawings. Therefore, such other embodiments and modifications are intended to fall within the scope of the present disclosure. Further, although the present disclosure has been described herein in the context of at least one specific embodiment in at least one specific environment for at least one specific purpose, those of ordinary skill in the art will recognize that its usefulness is not limited thereto, and the present disclosure can be beneficially implemented in any number of environments for any number of purposes. Therefore, the claims set forth below should be interpreted in light of the full breadth and spirit of the present disclosure as described herein.

Claims (27)

1.一种用于在服务中心系统中将案例分配给代理的方法,所述方法由分配系统执行,所述分配系统包括管理分配模块和行为配对模块,所述管理分配模块和所述行为配对模块均通信地耦合到所述服务中心系统并被配置为在所述服务中心系统中操作,所述方法包括:1. A method for assigning cases to agents in a service center system, the method being performed by an assignment system including a management assignment module and a behavior matching module, both the management assignment module and the behavior matching module being communicatively coupled to and configured to operate in the service center system, the method comprising: 通过所述管理分配模块接收使用第一配对策略先前分配的至少一个案例分配;The management allocation module receives at least one case allocation previously assigned using the first pairing strategy; 通过所述行为配对模块从所述至少一个案例分配中选择用于重新分配的案例分配;The behavior matching module selects a case assignment for reassignment from the at least one case assignment; 通过所述行为配对模块基于行为配对策略将所选择的案例分配重新分配到代理,以优化所述服务中心系统的性能,The behavior matching module reassigns selected cases to agents based on behavior matching strategies to optimize the performance of the service center system. 其中,所述行为配对策略利用调查数据和历史数据中的一个或多个,The behavioral matching strategy utilizes one or more of the survey data and historical data. 其中,所述行为配对策略不同于所述第一配对策略,以及Wherein, the behavior matching strategy differs from the first matching strategy, and 其中,所述服务中心系统的优化的性能可归因于使用所述行为配对策略重新分配所选择的案例分配;The optimized performance of the service center system can be attributed to the reallocation of the selected cases using the behavior matching strategy. 通过所述行为配对模块输出用于在所述服务中心系统中的重新分配的案例分配的重新分配数据;以及The behavior matching module outputs case allocation data for reallocation in the service center system; and 在所述服务中心系统的交换模块中,基于所述重新分配数据,在案例与代理之间建立联系,In the exchange module of the service center system, a connection is established between the case and the agent based on the redistributed data. 其中,所述案例与所选择的案例分配相关联,并且Wherein, the case is associated with the selected case assignment, and 其中,所述案例与所述代理之间的联系是使用所述第一配对策略先前分配的案例的重新分配。The connection between the case and the agent is a reassignment of cases previously assigned using the first pairing strategy. 2.根据权利要求1所述的方法,其中,所述第一配对策略通过管理机构被分配。2. The method of claim 1, wherein the first pairing strategy is assigned by an administrative body. 3.根据权利要求1所述的方法,其中,所述第一配对策略是先进先出(FIFO)配对策略。3. The method according to claim 1, wherein the first pairing strategy is a first-in-first-out (FIFO) pairing strategy. 4.根据权利要求1所述的方法,进一步包括通过所述管理分配模块接收使用所述第一配对策略对所述至少一个案例分配的后续重新分配。4. The method of claim 1, further comprising receiving, through the management allocation module, a subsequent reallocation of the at least one case allocation using the first pairing strategy. 5.根据权利要求1所述的方法,进一步包括通过所述管理分配模块输出使用所述第一配对策略对所述重新分配数据的后续恢复。5. The method according to claim 1, further comprising outputting subsequent recovery of the redistributed data using the first pairing strategy through the management allocation module. 6.根据权利要求1所述的方法,进一步包括:6. The method of claim 1, further comprising: 通过所述管理分配模块接收使用所述第一配对策略先前分配的多个案例分配;The management allocation module receives multiple case allocations previously assigned using the first pairing strategy. 通过所述行为配对模块将所述多个案例分配分割为至少案例的第一部分和案例的第二部分;以及The behavior matching module assigns and divides the multiple cases into at least a first part of the cases and a second part of the cases; and 通过所述行为配对模块,在不重新分配案例分配的所述第一部分情况下,使用所述行为配对策略重新分配案例分配的所述第二部分。The behavior matching module reassigns the second part of the case assignment without reassigning the first part of the case assignment using the behavior matching strategy. 7.根据权利要求6所述的方法,其中,所述分配系统进一步包括基准测试模块,所述基准测试通信地耦合到所述服务中心系统并且被配置为在所述服务中心系统中操作,所述方法进一步包括:通过所述基准测试模块确定案例分配的所述第一部分与案例分配的所述第二部分之间的性能差异。7. The method of claim 6, wherein the allocation system further includes a benchmarking module communicatively coupled to and configured to operate in the service center system, the method further comprising: determining, through the benchmarking module, a performance difference between the first portion of the case allocation and the second portion of the case allocation. 8.根据权利要求6所述的方法,其中,分割所述多个案例部分基于来自用于所述多个案例分配中的至少一个的管理机构的至少一个基本原理。8. The method of claim 6, wherein the segmentation of the plurality of case portions is based on at least one fundamental principle from an administrative body for allocating at least one of the plurality of case portions. 9.根据权利要求6所述的方法,其中,分割所述多个案例部分基于来自用于所述多个案例分配中的至少一个的管理机构的至少一个置信度水平。9. The method of claim 6, wherein the segmentation of the plurality of cases is based on at least one confidence level from a management body for at least one of the plurality of cases allocations. 10.一种用于在服务中心系统中将案例分配给代理的系统,包括:10. A system for assigning cases to agents in a service center system, comprising: 管理分配模块和行为配对模块,所述管理分配模块和所述行为配对模块均通信地耦合到所述服务中心系统并且被配置为在所述服务中心系统中操作,所述用于在服务中心系统中将案例分配给代理的被配置成:A management allocation module and a behavior matching module, both communicatively coupled to and configured to operate within the service center system, wherein the module for allocating cases to agents within the service center system is configured as follows: 通过所述管理分配模块接收使用第一配对策略先前分配的至少一个案例分配;The management allocation module receives at least one case allocation previously assigned using the first pairing strategy; 通过所述行为配对模块从所述至少一个案例分配中选择用于重新分配的案例分配;The behavior matching module selects a case assignment for reassignment from the at least one case assignment; 通过所述行为配对模块基于行为配对策略将所选择的案例分配重新分配到代理,以优化所述服务中心系统的性能,The behavior matching module reassigns selected cases to agents based on behavior matching strategies to optimize the performance of the service center system. 其中,所述行为配对策略利用调查数据和历史数据中的一个或多个,The behavioral matching strategy utilizes one or more of the survey data and historical data. 其中,所述行为配对策略不同于所述第一配对策略,以及Wherein, the behavior matching strategy differs from the first matching strategy, and 其中,所述服务中心系统的优化的性能可归因于使用所述行为配对策略重新分配所选择的案例分配;The optimized performance of the service center system can be attributed to the reallocation of the selected cases using the behavior matching strategy. 通过所述行为配对模块输出用于在所述服务中心系统中的重新分配的案例分配的重新分配数据;以及The behavior matching module outputs case allocation data for reallocation in the service center system; and 在所述服务中心系统的交换模块中,基于所述重新分配数据,在案例与代理之间建立联系,In the exchange module of the service center system, a connection is established between the case and the agent based on the redistributed data. 其中,所述案例与所选择的案例分配相关联,并且Wherein, the case is associated with the selected case assignment, and 其中,所述案例与所述代理之间的联系是使用所述第一配对策略先前分配的案例的重新分配,以及Wherein, the connection between the case and the agent is the reassignment of cases previously assigned using the first pairing strategy, and 至少一个存储器,所述至少一个存储器被耦合到所述管理分配模块,所述至少一个存储器被配置成给所述管理分配模块提供指令。At least one memory is coupled to the management allocation module and configured to provide instructions to the management allocation module. 11.根据权利要求10所述的系统,其中,所述第一配对策略通过管理机构被分配。11. The system of claim 10, wherein the first pairing strategy is assigned by a management authority. 12.根据权利要求10所述的系统,其中,所述第一配对策略是先进先出(FIFO)配对策略。12. The system of claim 10, wherein the first pairing strategy is a first-in-first-out (FIFO) pairing strategy. 13.根据权利要求10所述的系统,其中,所述管理分配模块进一步被配置成接收使用所述第一配对策略对所述至少一个案例分配的后续重新分配。13. The system of claim 10, wherein the management allocation module is further configured to receive subsequent reallocation of the at least one case allocation using the first pairing strategy. 14.根据权利要求10所述的系统,其中,所述管理分配模块进一步被配置成输出使用所述第一配对策略对所述重新分配数据的后续恢复。14. The system of claim 10, wherein the management allocation module is further configured to output subsequent recovery of the redistributed data using the first pairing strategy. 15.根据权利要求10所述的系统,进一步被配置成:15. The system of claim 10, further configured as follows: 通过所述管理分配模块接收使用所述第一配对策略先前分配的多个案例分配;The management allocation module receives multiple case allocations previously assigned using the first pairing strategy. 通过所述行为配对模块将所述多个案例分配分割为至少案例的第一部分和案例的第二部分;以及The behavior matching module assigns and divides the multiple cases into at least a first part of the cases and a second part of the cases; and 通过所述行为配对模块,在不重新分配案例分配的所述第一部分的情况下,使用所述行为配对策略重新分配案例分配的所述第二部分。The behavior matching module reassigns the second part of the case assignment without reassigning the first part of the case assignment using the behavior matching strategy. 16.根据权利要求15所述的系统,进一步包括基准测试模块,所述基准测试通信地耦合到所述服务中心系统并且被配置为在所述服务中心系统中操作,16. The system of claim 15, further comprising a benchmarking module, the benchmarking module being communicatively coupled to and configured to operate in the service center system. 其中,所述基准测试模块进一步被配置成:确定案例分配的所述第一部分与案例分配的所述第二部分之间的性能差异。The benchmark module is further configured to: determine the performance difference between the first part of the case allocation and the second part of the case allocation. 17.根据权利要求15所述的系统,其中,分割所述多个案例部分基于来自用于所述多个案例分配中的至少一个的管理机构的至少一个基本原理。17. The system of claim 15, wherein the segmentation of the plurality of cases is based on at least one fundamental principle from an administrative body for at least one of the plurality of cases allocation. 18.根据权利要求15所述的系统,其中,分割所述多个案例部分基于来自用于所述多个案例分配中的至少一个的管理机构的至少一个置信度水平。18. The system of claim 15, wherein the segmentation of the plurality of cases is based on at least one confidence level from a management body for at least one of the plurality of cases allocations. 19.一种用于在服务中心系统中将案例分配给代理的非暂时性计算机处理器可读存储介质,包括指令,其中,所述指令被配置成由通信地耦合到所述服务中心系统并且被配置为在所述服务中心系统中操作的至少一个计算机处理器从所述存储介质可读取并且从而使得所述至少一个计算机处理器操作以便:19. A non-transitory computer processor-readable storage medium for assigning cases to agents in a service center system, comprising instructions, wherein the instructions are configured to be readable from the storage medium by at least one computer processor communicatively coupled to and configured to operate in the service center system, and thereby cause the at least one computer processor to operate such that: 通过通信地耦合到所述服务中心系统并且被配置为在所述服务中心系统中操作的管理分配模块接收使用第一配对策略先前分配的至少一个案例分配;A management allocation module communicatively coupled to the service center system and configured to operate in the service center system receives at least one case allocation previously allocated using a first pairing strategy. 通过通信地耦合到所述服务中心系统并且被配置为在所述服务中心系统中操作的行为配对模块从所述至少一个案例分配中选择用于重新分配的案例分配;A behavior matching module, communicatively coupled to and configured to operate in the service center system, selects a case assignment for reassignment from the at least one case assignment; 通过所述行为配对模块基于行为配对策略将所选择的案例分配重新分配到代理,以优化所述服务中心系统的性能,The behavior matching module reassigns selected cases to agents based on behavior matching strategies to optimize the performance of the service center system. 其中,所述行为配对策略利用调查数据和历史数据中的一个或多个,The behavioral matching strategy utilizes one or more of the survey data and historical data. 其中,所述行为配对策略不同于所述第一配对策略,以及Wherein, the behavior matching strategy differs from the first matching strategy, and 其中,所述服务中心系统的优化的性能可归因于使用所述行为配对策略重新分配所选择的案例分配;The optimized performance of the service center system can be attributed to the reallocation of the selected cases using the behavior matching strategy. 通过所述行为配对模块输出用于在所述服务中心系统中的重新分配的案例分配的重新分配数据;以及The behavior matching module outputs case allocation data for reallocation in the service center system; and 在所述服务中心系统的交换模块中,基于所述重新分配数据,在案例与代理之间建立联系,In the exchange module of the service center system, a connection is established between the case and the agent based on the redistributed data. 其中,所述案例与所选择的案例分配相关联,并且Wherein, the case is associated with the selected case assignment, and 其中,所述案例与所述代理之间的联系是使用所述第一配对策略先前分配的案例的重新分配。The connection between the case and the agent is a reassignment of cases previously assigned using the first pairing strategy. 20.根据权利要求19所述的存储介质,其中,所述第一配对策略通过管理机构被分配。20. The storage medium of claim 19, wherein the first pairing policy is assigned by a management authority. 21.根据权利要求19所述的存储介质,其中,所述第一配对策略是先进先出(FIFO)配对策略。21. The storage medium according to claim 19, wherein the first pairing strategy is a first-in-first-out (FIFO) pairing strategy. 22.根据权利要求19所述的存储介质,其中,所述至少一个计算机处理器被进一步使得操作以便:通过所述管理分配模块接收使用所述第一配对策略对所述至少一个案例分配的后续重新分配。22. The storage medium of claim 19, wherein the at least one computer processor is further configured to: receive, via the management allocation module, a subsequent reallocation of the at least one case allocation using the first pairing strategy. 23.根据权利要求19所述的存储介质,其中,所述至少一个计算机处理器被进一步使得操作以便:通过所述管理分配模块输出使用所述第一配对策略对所述重新分配数据的后续恢复。23. The storage medium of claim 19, wherein the at least one computer processor is further configured to: output subsequent recovery of the reallocated data using the first pairing strategy via the management allocation module. 24.根据权利要求19所述的存储介质,其中,所述至少一个计算机处理器被进一步使得操作以便:24. The storage medium of claim 19, wherein the at least one computer processor is further configured to: 通过所述管理分配模块接收使用所述第一配对策略先前分配的多个案例分配;The management allocation module receives multiple case allocations previously assigned using the first pairing strategy. 通过所述行为配对模块将所述多个案例分配分割为至少案例的第一部分和案例的第二部分;以及The behavior matching module assigns and divides the multiple cases into at least a first part of the cases and a second part of the cases; and 通过所述行为配对模块,在不重新分配案例分配的所述第一部分的情况下,使用所述行为配对策略重新分配案例分配的所述第二部分。The behavior matching module reassigns the second part of the case assignment without reassigning the first part of the case assignment using the behavior matching strategy. 25.根据权利要求24所述的存储介质,其中,所述至少一个计算机处理器被进一步使得操作以便:确定案例分配的所述第一部分与案例分配的所述第二部分之间的性能差异。25. The storage medium of claim 24, wherein the at least one computer processor is further configured to: determine a performance difference between the first portion of the case allocation and the second portion of the case allocation. 26.根据权利要求24所述的存储介质,其中,分割所述多个案例部分基于来自用于所述多个案例分配中的至少一个的管理机构的至少一个基本原理。26. The storage medium of claim 24, wherein the partitioning of the plurality of case portions is based on at least one fundamental principle from an administrative body for at least one of the plurality of case allocations. 27.根据权利要求24所述的存储介质,其中,分割所述多个案例部分基于来自用于所述多个案例分配中的至少一个的管理机构的至少一个置信度水平。27. The storage medium of claim 24, wherein the partitioning of the plurality of case portions is based on at least one confidence level from a management authority for at least one of the plurality of case allocations.
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