Customer Service Call Routing via Data Fingerprint Analysis

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Solution Overview

Problem

Traditional customer service support systems are cumbersome and inefficient when dealing with customer-specific issues, as they often require extensive interaction and struggle to route calls to the appropriate representative based on unique customer data.

Innovation Solution

A system that identifies and analyzes a customer's data fingerprint, which includes life events, to determine the most relevant service representative, allowing for efficient routing of customer communications without the need for extensive customer interaction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional customer service routing systems are used, then calls can be routed to service representatives, but the routing process is cumbersome and time-consuming requiring extensive customer interaction

Engineering Contradiction:
Improvecall routing efficiencyVSAvoidcustomer interaction time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by collecting and analyzing customer data (life events, account information, preferences) before the customer call arrives. This pre-analysis enables the routing system to immediately identify the most appropriate service representative without requiring extensive customer interaction during the call, thus resolving the contradiction between routing efficiency and customer interaction time

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system enables self-service by using automated data analysis and machine learning algorithms to independently determine call routing without human intervention. The system automatically processes customer data, identifies relevant life events, and routes calls to appropriate representatives, eliminating the need for cumbersome manual routing processes and reducing customer interaction requirements

Inventive Principle:
Principle #25Self-service

2Measurement precision

If traditional routing methods are used, then calls can be directed to service representatives, but the system struggles to match customers with appropriate representatives based on unique customer data

Engineering Contradiction:
Improvecustomer-representative matching accuracyVSAvoiddata analysis system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system applies parameter changes by transforming raw customer data into meaningful metrics through data fingerprinting. It analyzes multiple parameters including life events, account history, and customer preferences, then synthesizes these into a comprehensive profile that enables precise matching with service representatives. This approach achieves high matching accuracy while managing system complexity through structured data transformation

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system introduces an intermediary layer (data analysis platform) between the customer data repository and the routing decision-making process. This intermediary analyzes customer information, identifies relevant life events, and generates routing recommendations, thereby improving matching accuracy without directly complicating the core routing infrastructure

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If customer-specific data analysis is implemented, then routing accuracy improves, but processing time and system complexity increase

Engineering Contradiction:
Improverouting accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system applies segmentation by dividing the data analysis process into distinct modules: data collection, life event identification, data fingerprinting, and routing recommendation. Each module handles specific tasks independently, which improves routing accuracy through comprehensive analysis while managing system complexity through modular architecture. This segmented approach allows the system to process customer-specific data efficiently without becoming unmanageably complex

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS10171671B1Customer service call routing and/or scheduling system and method
Publication Date: 2019.01.01 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US10171671B1 patent drawing
  • US10171671B1 patent drawing
  • US10171671B1 patent drawing

AI summary

A method of routing a communication of a customer to an appropriate service representative includes, in accordance with an embodiment of the present disclosure, identifying, within a database stored to a server, a customer account associated with the customer. The method also includes analyzing a data fingerprint saved to the customer account, where the data fingerprint comprises data indicative of a plurality of life events associated with the customer. The method also includes determining, via a switch, the appropriate service representative based on the analyzing of the data fingerprint.