Interactive Communication Time Series Visualization

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Solution Overview

Problem

In customer relationship management (CRM) systems, it is challenging for users to track and analyze the vast volume and variety of communications across multiple interactions, making it difficult to determine the impact of communications on interaction outcomes and identify opportunities for intervention.

Innovation Solution

A cloud-based system processes and displays an interactive communication time series, analyzing communications to identify events and characteristics, and providing a real-time, filtered timeline with aggregate information, allowing users to filter, search, and intervene in interactions effectively.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Quantity of substance

If the system stores and processes all communications in a database, then the volume and variety of communication data is captured, but it becomes difficult to determine what occurred over the course of an interaction and how to improve future interactions

Engineering Contradiction:
Improvevolume of communications dataVSAvoiddifficulty to determine interaction dynamics
Core Design Contradiction:
Quantity of substanceVSDifficulty of detecting and measuring

Solution Approach 1:

The system segments the large volume of communication data into discrete communication events, each representing a specific interaction between two contacts. These events are organized into interaction groups that can be individually analyzed, transforming the overwhelming database into manageable, meaningful units that reveal interaction patterns and dynamics.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system transforms the flat database storage into a multi-dimensional visualization displaying communication events along a time series axis. This temporal dimension allows users to see the sequence and evolution of interactions, adding a critical time-based perspective that reveals patterns invisible in traditional database views.

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

2Loss of information

If the system displays all communication events, then complete information is provided, but users cannot easily identify key events or intervene effectively in interactions

Engineering Contradiction:
Improvecompleteness of communication informationVSAvoidease of identifying key events
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The system applies different visual qualities and properties to different communication events based on their characteristics. Key events are highlighted with distinct visual markers, while routine communications are displayed with standard styling. This selective emphasis allows users to quickly identify important interactions without losing access to the complete communication history.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system introduces an intermediary analysis layer that processes raw communication data and generates derived insights, such as interaction outcomes and key event identification. This intermediary layer acts as a bridge between the complete communication database and the user's need for actionable insights, automatically highlighting events that require attention.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Loss of time

If the system analyzes communication content in real-time, then timely intervention opportunities are identified, but the complexity of data processing increases

Engineering Contradiction:
Improveresponse time for interventionVSAvoidcomplexity of data processing system
Core Design Contradiction:
Loss of timeVSDevice complexity

Solution Approach 1:

The system performs preliminary analysis of communication patterns and establishes baseline expectations for normal interactions. By pre-processing and understanding typical communication flows, the system can quickly identify deviations and anomalies in real-time without requiring complex analysis of every single communication event, reducing processing complexity while maintaining timely detection capability.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system automatically analyzes its own communication data without requiring manual configuration or complex external processing. The interaction analysis engine self-adapts to organization-specific communication patterns, learning from historical data to improve its ability to identify key events and intervention opportunities autonomously, reducing the complexity burden on the overall system.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS10496657B2Displaying an interactive communication time series
Publication Date: 2019.12.03 SALESFORCE INC
  • US10496657B2 patent drawing
  • US10496657B2 patent drawing
  • US10496657B2 patent drawing

AI summary

A system may process and display communications data to a user. The system may receive data related to a time series of communication moments. The communication moments may include a property of a communication event that was derived based on an analysis of the communication event. The system may process the data to generate aggregate type information corresponding to one or more types of the communication moments. The system may display the communication moments and the aggregate type information to a user.