Automated Customer Communication Document Migration via Intermediate Format
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Solution Overview
Problem
The existing methods for migrating customer communication documents between different customer communication management (CCM) platforms are inefficient, often taking 2 to 3 years to complete and lacking semi-automation, which results in inconsistent output and integrity issues.
Innovation Solution
A computer-implemented method that automates or semi-automates the migration of documents by generating an intermediate document. This method detects dynamic and static information in the source documents, converts it into intermediate files, and uses an information exchange formatter to ensure compatibility with the target CCM platform.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If manual migration methods are used to migrate customer communication documents between CCM platforms, then flexibility and adaptability are maintained, but the migration time becomes excessively long (2 to 3 years) and productivity is severely reduced
Solution Approach 1:
The patent introduces an intermediate document format that serves as a mediator between the source and target CCM platforms. This intermediate format captures the essential structure and content of customer communication documents in a platform-agnostic way, enabling automated conversion between different platform formats without requiring lengthy manual migration processes
Solution Approach 2:
The migration process is segmented into distinct automated steps: extracting document information from the source platform, converting it to the intermediate format, and then transforming it to the target platform format. This segmentation enables each step to be handled automatically, dramatically reducing migration time from years to a manageable process
2Productivity
If automated document migration is implemented, then productivity and migration speed are improved, but the complexity of the migration system increases due to the need to handle both static and dynamic information separation
Solution Approach 1:
The system segments document information into two distinct categories: static information (platform-specific formatting, headers, footers) and dynamic information (customer-specific data, variables). This segmentation simplifies the automation process by allowing each type of information to be handled differently - static information is captured in the intermediate format while dynamic information is preserved for substitution in the target platform
Solution Approach 2:
The intermediate document format acts as a mediator that captures static information in a platform-independent structure while preserving dynamic information placeholders. This intermediary representation simplifies the complexity by providing a standardized intermediate state that bridges different platform requirements without requiring direct complex mappings between all source and target elements
3Measurement precision
If comprehensive information extraction is performed to ensure consistent output and integrity, then measurement precision and data accuracy are improved, but the complexity of information processing and separation increases
Solution Approach 1:
The system automatically segments extracted information into static and dynamic categories based on predefined criteria and patterns. This automated segmentation ensures comprehensive information capture while maintaining precision by correctly classifying each element, reducing the need for manual verification while preserving data integrity
Solution Approach 2:
The system incorporates feedback mechanisms that validate the extracted and separated information against the original document and target platform requirements. This feedback loop ensures measurement precision by verifying that all necessary information is captured and correctly classified, while the automated nature of the feedback process prevents complexity from escalating
Data Source
AI summary
The invention relates to a method for migrating a customer communication document from a first customer communication management platform to a second customer communication management platform. The method automates or at least semi-automates the migration of documents between customer communication management platforms by automating the generation of an intermediate document. The method automatically detects the dynamic information and the static information displayed on a set of documents, which is a crucial point to generate the intermediate documents.