Patent ID: 9686407
Date: 2017-06-20
CPC Classifications: G06F,G06Q,H04M

Claim:
1. A method comprising: identifying, by a call center processor based on a call received from a caller, at least one type of request associated with the call, the type of request being one of a plurality of request types; selecting, by the call center processor automatically from a database coupled therewith, an agent, from among a plurality of agents, to which the call will be routed; routing the call, by the call center processor, to an agent terminal associated with the selected agent; receiving, by the call center processor via an input interface of the agent terminal, instructions from the selected agent representing a plurality of requests communicated by the caller to the selected agent, each of the plurality of requests relating to one or more of connecting to an electronic trading platform, accessing the electronic trading platform, 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; and prioritizing, automatically by the call center processor, the instructions corresponding to each of the plurality of requests based on a predetermined priority algorithm which is based on market risk and/or execution risk.