Automatic Digital Experience Capture for Dynamic Training Aids

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Solution Overview

Problem

Conventional tools for creating digital experiences to support user training are cumbersome, time-consuming, and expensive, requiring manual creation and editing of static content, and are challenging to keep up-to-date with dynamic digital solutions.

Innovation Solution

A platform and method for implementing a platform, language, and database agnostic automatic digital experiences capturing module that systemically and dynamically captures digital experiences, allowing for automated customer journey validation, annotation, and dynamic updating across devices and browsers.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If conventional tools are used to create visual aids for user training, then manual creation and editing of static content is required, but the process becomes cumbersome, time-consuming and expensive

Engineering Contradiction:

Improveease of content creationVSAvoidtime consumption

Core Design Contradiction:

Ease of manufactureVSLoss of time

Solution Approach 1:

The system enables self-service by allowing the digital experience platform to automatically capture, validate, and update training content without requiring manual intervention. The automated capture process records user interactions and system responses, generating training materials dynamically based on actual usage patterns, thereby eliminating time-consuming manual content creation while maintaining ease of manufacture through automated workflows

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The patent replaces manual mechanical processes of content creation with automated digital systems. Instead of manually creating and editing static content, the system uses automated scripting and processing to capture digital experiences, validate them against predefined criteria, and generate updated training materials, thereby reducing time consumption while maintaining ease of content production

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

2Adaptability or versatility

If conventional static tools are used for training content, then content can be created, but it becomes challenging to keep up-to-date with production web and mobile journeys

Engineering Contradiction:

Improveadaptability to digital solutionsVSAvoidcontent update speed

Core Design Contradiction:

Adaptability or versatilityVSProductivity

Solution Approach 1:

The system implements dynamics by transitioning from static training content to dynamic, automatically updated content that adapts to changing digital experiences. The automated capture process continuously monitors production web and mobile journeys, and training materials are dynamically regenerated to reflect current system behavior, ensuring high adaptability while maintaining productivity through automated update cycles

Inventive Principle:

Principle #15Dynamics

Solution Approach 2:

The patent incorporates feedback mechanisms where actual user interactions and system responses are captured and used to validate and update training content. This feedback loop ensures that training materials automatically reflect the latest digital experiences, enhancing adaptability to production changes while maintaining efficient content update speeds through automated validation processes

Inventive Principle:

Principle #23Feedback

3Extent of automation

If automated capture process is implemented, then digital experiences can be dynamically captured, but system complexity increases

Engineering Contradiction:

Improveautomation levelVSAvoidsystem complexity

Core Design Contradiction:

Extent of automationVSDevice complexity

Solution Approach 1:

The system manages complexity through segmentation by dividing the automated capture process into distinct modular components: experience capture module, validation module, and content generation module. Each segment handles specific aspects of automation independently, making the overall complex system more manageable and maintainable while preserving high automation levels

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The patent applies universality by designing a multi-functional automated capture system that can handle various digital experience types (web, mobile, desktop) through a single unified platform. This multi-functional approach consolidates complexity into one system rather than requiring separate tools for each platform, thereby managing system complexity while maintaining extensive automation capabilities

Inventive Principle:

Principle #6Universality (Multi-functionality)

Data Source

PatentUS12405811B2System and method to capture digital experiences to support guided training, process and procedures and job aids

Publication Date: 2025.09.02 JPMORGAN CHASE BANK NA

AI summary

Various methods and processes, apparatuses/systems, and media for systemically and dynamically capturing digital experiences are disclosed. This disclosure presents methods and apparatuses for implementing a platform, language, cloud, and database agnostic automatic digital experiences capturing module configured to systemically and dynamically capture digital experiences to support guided training, process and procedures, and job aids. Customer journeys and corresponding validation steps are defined; test scenarios and defines test execution parameters are built. These definitions and configurations built are called by a scheduler, on a recurring basis, which executes the test scenarios against a system under test; and captures the resulting screenshots, videos, and interactions including highlights on image of user required selections. Results are then published and captured into an Experience database. A narrative author adds instructional text or context narratives which are linked to test scenario steps to the database.