Structured Chat Summarization via Template Ranking

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Unstructured customer service chats on chat platforms contain unwanted information, making it difficult to extract meaningful insights and analyze customer service data effectively.

Innovation Solution

A method that groups digital chat records by tasks, generates task keywords and related words, and creates expandable template data structures to extract and rank chat utterances and snippets, forming structured summary data structures in human-readable and SQL-compatible formats for efficient searching.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If customer service chats are stored as unstructured human generated textual data, then the data can be easily collected and stored, but the data contains unwanted information and is difficult to analyze effectively

Engineering Contradiction:
Improveease of data collection and storageVSAvoidefficiency of data analysis
Core Design Contradiction:
Ease of manufactureVSProductivity

Solution Approach 1:

The patent segments unstructured chat data into structured components by extracting specific entities (customer names, product names, issues, resolutions) and organizing them into predefined templates. This segmentation transforms raw textual data into analyzable structured formats while maintaining ease of collection.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces an intermediary processing system that includes template matching modules, entity extraction algorithms, and data normalization layers. This intermediary transforms unstructured chat data into structured formats, enabling efficient analysis without changing the original data collection method.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If chat data is kept in original unstructured format, then data integrity is maintained, but meaningful insights cannot be extracted effectively

Engineering Contradiction:
Improvedata integrityVSAvoidloss of meaningful insights
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The patent applies preliminary structuring actions to chat data by pre-defining templates for common customer service scenarios and pre-extracting key entities before full analysis. This preliminary organization preserves data integrity while making insights extractable through subsequent processing.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent changes the organizational parameters of chat data from free-form text to structured fields with specific parameters (customer_name, product_name, issue_type, resolution). This parameter transformation maintains the original information while enabling systematic analysis and insight extraction.

Inventive Principle:
Principle #35Parameter changes

3Loss of information

If all chat data is analyzed in detail, then comprehensive insights are obtained, but the processing time and computational resources increase significantly

Engineering Contradiction:
Improvecompleteness of insightsVSAvoidprocessing time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The patent applies partial action by focusing analysis on extracted key entities and template-matched sections rather than processing entire chat transcripts. This selective approach obtains comprehensive insights about customer service metrics while reducing processing time by ignoring redundant conversational filler.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The patent extracts only the essential information elements (issues, resolutions, product names) from chat data using entity extraction and template matching. This extraction approach obtains comprehensive customer service insights while minimizing processing time by excluding unnecessary textual content.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS11971912B2System for uniform structured summarization of customer chats
Publication Date: 2024.04.30 AMERICAN EXPRESS TRAVEL RELATED SERVICES CO INC
  • US11971912B2 patent drawing
  • US11971912B2 patent drawing
  • US11971912B2 patent drawing

AI summary

At least some embodiments are directed to a system to compute uniform structured summarization of customer chats. In at least some embodiments, the system may operate a processor and receive a corpus of chats between customers and customer service representatives of an enterprise. Grouping the corpus of chats into subgroup task types and then extracting chat keywords and chat related words for each subgroup task type. Generating an expandable template data structure for each subgroup task type. Processing at least one chat to extract chat utterances and chat snippets ranking the chat utterances and chat snippets. Populating the expandable template data structure based on rankings to generate a chat summary data structure.