Patent ID: 9462128
Filing Date: 2016-10-04
CPC Classification: G06F,G06Q,H04M

Claim Text:
1. A method comprising: identifying, by a customer service processor, a type of a request from a caller; selecting, by the customer service processor, an authorized agent based on the type of request; routing, by the customer service processor, a call to the authorized agent; receiving, by the customer service processor via an input interface, instructions from the authorized agent via an agent terminal coupled therewith representing a plurality of requests of the caller, each of the plurality of requests comprising one or more of cancelling all orders by a firm, canceling all orders by a trader, cancelling specific orders by a trader for more than one product, cancelling orders by more than one trader for a specific product, cancelling individual orders, changing the quantity of an individual order, and changing the quantity of a set of orders for a trader or a firm; prioritizing, automatically by the customer service processor, the plurality of requests based on a predetermined priority algorithm which is based on market risk and/or execution risk; and receiving, by the customer service processor via the input interface, instructions from the authorized agent to fulfill the plurality of requests of the caller.