Cloud Transaction Profile System for Self-Service Kiosks
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Solution Overview
Problem
Existing self-service devices, such as kiosks, require users to repeatedly navigate through interface screens for transactions regardless of their familiarity with the enterprise or frequency of use, leading to redundancy and inefficiency.
Innovation Solution
The implementation of a cloud-based transaction profile system that allows users to establish and store preferences and settings for transactions, enabling automated or partially automated processing when interacting with self-service devices, such as kiosks, by associating transaction profiles with customers and recording them for subsequent use.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If self-service devices require customers to navigate through all interface screens for each transaction, then the system maintains consistency and reliability in processing, but the transaction time and customer effort increase significantly
Solution Approach 1:
The system performs preliminary actions by capturing customer preferences, transaction history, and profile information during initial interactions or previous transactions. This data is stored and automatically applied in subsequent transactions, allowing the system to pre-configure transaction parameters before the customer actually initiates a new transaction, thereby reducing the time and steps required while maintaining processing reliability
Solution Approach 2:
The system creates and stores copies of customer transaction profiles, preferences, and historical data. These profile copies are then automatically retrieved and applied to new transactions, eliminating the need for customers to re-enter the same information repeatedly. The copying mechanism allows the system to replicate successful transaction patterns while adapting to current transaction requirements
2Ease of operation
If self-service devices require customers to navigate through all interface screens for each transaction, then the system ensures complete customer interaction and control, but the ease of operation and user experience deteriorate
Solution Approach 1:
The system extracts and separates frequently repeated transaction steps and customer information from the main transaction flow. By pulling out profile data, preferences, and commonly selected options into a separate profile storage system, the main transaction interface only needs to display and process essential remaining steps, thereby reducing the perceived complexity and improving ease of operation while maintaining necessary control
Solution Approach 2:
The system performs preliminary configuration of transaction parameters by automatically retrieving stored customer profiles and preferences before the customer interacts with the interface. This pre-configuration reduces the number of steps the customer must manually complete, simplifying the operation while preserving customer control over the transaction process
3Extent of automation
If the system does not retain customer transaction history and preferences, then the system maintains simplicity and lower data storage requirements, but automated processing and personalization capabilities are lost
Solution Approach 1:
The system implements self-service by automatically retrieving and applying customer profile data, transaction history, and preferences without requiring manual customer input. The automated processing engine independently matches current transaction requirements with stored profile information, executes appropriate actions, and updates profiles accordingly, thereby achieving high automation while keeping the customer interface simple
Solution Approach 2:
The profile management system is designed to be universal and multi-functional, serving multiple purposes: storing customer preferences, tracking transaction history, enabling automated processing, personalizing interfaces, and supporting various transaction types. By consolidating these functions into a single profile system, the complexity is centralized and managed efficiently, allowing automated processing across diverse scenarios
Data Source
AI summary
Techniques for automated profile-based transaction processing are provided. A customer uses a cloud-based service to establish one or more transaction profiles. When that customer subsequently accesses a self-service device to perform a transaction, the cloud-based service is automatically contacted and the transaction is automatically completed on behalf of the customer at the self-service device using a particular one of the customer's transaction profiles.