Collaborative Workspace for Remote Document Interaction

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Solution Overview

Problem

Customer service representatives and customers often face difficulties in collaborating on documents when they are physically remote from each other, as existing methods lack efficient and secure ways to share and interact with documents in real-time.

Innovation Solution

A collaborative data sharing platform that allows users to share documents by receiving and transmitting representations of documents between client computers, enabling secure and intuitive interaction within a shared workspace, where changes made by one user are reflected in real-time on the other user's interface.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If customers and CSRs interact remotely via telephone and video conferencing, then customer service coverage is expanded, but document collaboration becomes difficult

Engineering Contradiction:
Improvecustomer service coverageVSAvoiddocument collaboration
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The patent introduces a server computer as an intermediary that hosts a collaborative workspace and facilitates document sharing between remote customers and CSRs. The server receives documents from either party, stores them in a shared workspace, and enables both users to access and interact with the same document simultaneously through their respective client computers, thus mediating the document collaboration need in remote interactions.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent creates digital copies of physical documents and transmits them through the collaborative workspace. When a customer or CSR uploads a document, the system creates a digital representation that can be shared, viewed, and interacted with by multiple users remotely, eliminating the need for physical document exchange while maintaining collaboration capabilities.

Inventive Principle:
Principle #26Copying

2Ease of operation

If documents are shared between remote users, then collaboration is enabled, but security risks increase

Engineering Contradiction:
Improvedocument collaborationVSAvoidsecurity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The server computer acts as a secure intermediary that controls document access and transmission. Instead of direct peer-to-peer sharing that could compromise security, all documents flow through the server which can implement authentication, authorization, and access control mechanisms, thereby enabling collaboration while maintaining security oversight.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If a collaborative workspace is implemented, then real-time document interaction is enabled, but system complexity increases

Engineering Contradiction:
Improvereal-time document interactionVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The collaborative workspace on the server is designed to handle multiple document types and support various interaction modes (viewing, annotating, editing) within a single unified interface. This multi-functional approach consolidates what could be multiple complex systems into one versatile platform, reducing overall system complexity while maintaining rich real-time interaction capabilities.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS10332074B1Collaboration system for customer service representatives
Publication Date: 2019.06.25 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US10332074B1 patent drawing
  • US10332074B1 patent drawing
  • US10332074B1 patent drawing

AI summary

An example method of exchanging documents between users includes receiving a first document from a first client computer associated with a first user, associating the document with a collaborative workspace, and transmitting a representation of the collaborative workspace to the first client computer and a second client computer associated with a second user. The representation visually depicts the document in a shared environment. The method also includes presenting, on the first client computer and the second client computer, the representation of the collaborative workspace.