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Overview
Voice calls contain important financial information which is trapped in the audio. These data are not easily searchable; human notetakers are prone to error; and post hoc call notes may miss crucial elements.
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The transcription service → CRM handoff may have an intermediary step where the user selects the 2nd party in their CRM as target for saving (this may potentially be automated with sufficiently rich metadata), or even which CRM or destination to save the data.
FDC3 Working groups affected
Intents Working Group
Contexts Working Group