Account Prioritization Score via Unified Data Integration
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Solution Overview
Problem
Conventional systems fail to efficiently integrate and utilize data from disparate sources, leading to inaccurate recommendations and inefficient decision-making due to data incompatibility across different systems, resulting in rigid and inflexible account recommendations.
Innovation Solution
An account prioritization system that integrates experience data and organization data from various systems into a unified database, generating a multi-faceted account prioritization score and providing intuitive visualizations through a graphical user interface, allowing for customizable criteria and flexible recommendations.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If data from disparate systems are kept separate in conventional systems, then data management is simpler within each system, but data utilization accuracy deteriorates due to inability to integrate experience data and organization data
Solution Approach 1:
The patent merges experience data from digital survey systems with organization data from third-party systems into a unified account prioritization score. The system combines multiple disparate data sources (survey responses, operational metrics, financial data) that were previously kept separate, enabling comprehensive account assessment while maintaining manageable complexity through standardized integration protocols.
Solution Approach 2:
The account prioritization system serves multiple functions by integrating diverse data types from different systems. It simultaneously processes survey data, operational metrics, financial information, and demographic data through a single unified interface, eliminating the need for separate analysis systems while improving recommendation accuracy across various business contexts.
2Productivity
If conventional systems navigate multiple graphical user interfaces to access data from different systems, then data access coverage is complete, but user interaction efficiency deteriorates due to numerous selections and time-consuming processes
Solution Approach 1:
The system combines multiple graphical user interfaces into a single unified interface that provides access to data from digital survey systems, third-party systems, and internal databases. This consolidation eliminates the need for users to navigate through multiple separate interfaces while maintaining complete data access coverage, significantly improving operational efficiency.
Solution Approach 2:
The unified graphical user interface serves multiple functions by enabling users to access, analyze, and prioritize accounts using integrated data from various sources through a single interface. It combines account management, data visualization, and prioritization capabilities that previously required separate systems, reducing the number of user interactions needed.
3Adaptability or versatility
If conventional systems use data from a single system or dataset for recommendations, then system complexity is lower, but recommendation flexibility and adaptability deteriorate due to limited criteria
Solution Approach 1:
The system merges experience data and organization data from multiple sources to create comprehensive account prioritization scores. By combining survey responses, operational metrics, financial data, and demographic information, the system achieves high recommendation flexibility and adaptability across different business contexts while managing processing complexity through standardized integration methods.
Solution Approach 2:
The account prioritization system provides universal applicability by integrating diverse data types and enabling flexible recommendation generation across various contexts. It can adapt to different industries, account types, and business objectives by processing multiple data sources through a unified framework, eliminating the need for separate recommendation systems.
Data Source
AI summary
The present disclosure relates to systems, non-transitory computer-readable media, and methods for generating account prioritization scores for various accounts based on experience data and organization data and providing visual representations of the account prioritization scores via a graphical user interface. In particular, in one or more embodiments, the disclosed systems organize experience data and organization data to utilize in generating the account prioritization score. Further, in some embodiments, the disclosed systems generate and provide an explanation of a key factor for the account prioritization score. Thus, the disclosed systems provide an accurate and efficient graphical user interface to enable quick comprehension of even very large datasets corresponding to various accounts.