Contact Center Assignment Validation Using Weighted Historical Outcomes
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Solution Overview
Problem
Existing contact center assignment strategies, such as FIFO, PBR, and BP, face challenges in validating models due to overfitting, especially when representative historical data is scarce, leading to incorrect validation results and inefficient use of data.
Innovation Solution
A method involving in-sample validation using training and validation weights to determine weighted outcomes, allowing for the selection of an optimal assignment strategy based on expected performances, and optionally adjusting strategies based on real-time conditions.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If in-sample validation is used to validate assignment strategy models, then validation can be performed with available historical data, but incorrect validation results occur due to overfitting detection failure
Solution Approach 1:
The patent segments the historical data into distinct training set and validation set portions. The training set is used to train candidate assignment strategy models, while the validation set is used to validate them. This segmentation prevents overfitting by ensuring that models are tested on data they have not seen during training, thereby enabling accurate detection of overfitting and improving validation result accuracy.
2Measurement precision
If representative historical data is used for model training and validation, then validation accuracy improves, but data scarcity becomes more pronounced
Solution Approach 1:
The patent applies parameter changes by using different weighting schemes for training and validation. Specifically, it uses a first weighting scheme for training the models and a second weighting scheme for validating them. This allows the system to maximize the utility of limited representative historical data by optimizing how it is distributed and weighted across training and validation processes, thereby improving validation accuracy without requiring additional data.
3Measurement precision
If multiple candidate models are trained and validated to select the preferred model, then model selection accuracy improves, but computational complexity increases
Solution Approach 1:
The patent applies preliminary action by pre-establishing the validation set and weighting schemes before model training begins. The validation set is prepared in advance from historical data, and the weighting schemes are defined beforehand. This preliminary preparation streamlines the subsequent model training and validation process, allowing multiple candidate models to be evaluated efficiently without excessive computational complexity, thereby maintaining high model selection accuracy.
Data Source
AI summary
Provided is a method for validating an assignment strategy in a contact center system, including: receiving a set of historical pairing outcomes; determining a set of training weights and a set of validation weights; assigning each record from the set of historical pairing outcomes a training weight from the set of training weights and a validation weight from the set of validation weights; determining a set of training weighted outcomes based on the set of historical pairing outcomes and the set of training weights; determining a set of validation weighted outcomes based on the set of historical pairing outcomes and the set of validation weight; determining one or more assignment strategies based on the set of training weighted outcomes; calculating expected performances for the one or more assignment strategies based on the set of validation weighted outcomes; and selecting an assignment strategy based on the expected performances.


