Collaborative Decision Support System with Dynamic Workspace Segmentation

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Solution Overview

Problem

Current technologies for remote, real-time decision support in complex fields like finance and healthcare lack the ability to provide iterative and dynamic collaboration between experts and users, leading to a gap between user expectations and industry capabilities, as they primarily rely on static screen-sharing and co-browsing methods that fail to deliver effective expert-guided support.

Innovation Solution

Implementing real-time, bidirectional, event-based communication protocols and digital tools that enable interactive collaboration through 'rooms' or 'workspaces' where users and experts can work on the same financial picture or decision-making tools, allowing for personalized and dynamic interactions, including multiple modes of collaboration and asynchronous support.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If automated recommender systems are used to provide decision support, then cost of guidance is decreased and scalability is improved, but user confidence and effectiveness of complex decision support deteriorates

Engineering Contradiction:
ImprovescalabilityVSAvoiduser confidence
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system segments decision support into two distinct modes: self-service automated mode for efficiency and expert-guided mode for complexity. Users can switch between modes based on their needs, allowing the system to scale through automation while maintaining reliability through human expertise when required.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The platform acts as an intermediary that connects users with expert advisors. The expert advisor interface serves as a mediator that bridges automated systems and human users, providing the human element needed for complex decisions while maintaining system-wide scalability through selective human involvement.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If screen-sharing and co-browsing technologies are used for remote expert support, then ease of operation is improved, but ability to provide iterative and dynamic collaboration deteriorates

Engineering Contradiction:
Improveease of operationVSAvoidcollaboration capability
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The system transitions from static screen-sharing to dynamic collaborative workspaces where interfaces, data, and tools are continuously updated in real-time. Multiple users can simultaneously interact with living documents, simulations, and decision models, enabling iterative collaboration that adapts to changing discussion needs.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The platform adds a new dimension to remote collaboration by creating shared virtual workspaces that go beyond simple screen sharing. These workspaces include multiple interactive elements, real-time updates, and collaborative tools that exist in a shared digital space, transforming one-dimensional screen sharing into multi-dimensional collaborative environments.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Extent of automation

If static simulations and reports are provided in self-service tools, then automation is improved, but user understanding and confidence deteriorates

Engineering Contradiction:
ImproveautomationVSAvoiduser understanding
Core Design Contradiction:
Extent of automationVSLoss of information

Solution Approach 1:

The system implements continuous feedback loops where expert advisors provide real-time commentary, explanations, and validations during the decision-making process. Users receive immediate feedback on their inputs and understand the reasoning behind recommendations, preventing information loss that occurs with static automated reports.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The platform prepares interactive simulations and decision models in advance, but activates them dynamically during expert-guided sessions. This allows the system to have automated components ready beforehand while enabling real-time interaction and explanation when users need to understand the reasoning, combining automation efficiency with human comprehension.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS11978121B1System and method for enabling real-time iterative collaborative decision support
Publication Date: 2024.05.07 NATIONWIDE MUTUAL INSURANCE CO
  • US11978121B1 patent drawing
  • US11978121B1 patent drawing
  • US11978121B1 patent drawing

AI summary

A system for enabling real-time iterative collaborative decision support. The system includes one or more processors and memory storing instructions for receiving a connection request from a client device; establishing a first connection with the client device, including populating a first user interface of the client device, wherein the first user interface corresponds to the first workspace; broadcasting availability of the client device to two or more coach devices; in response to the broadcast, receiving a connection request from a first coach device; and in response to receiving the connection request from the first coach device, establishing a second connection with the first coach device, including populating a second user interface of the first coach device, wherein the second user interface corresponds to the first workspace and includes an element not included in the first user interface of the client device.