Contextual Workflow Automation for Customer Database Records
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Solution Overview
Problem
Existing systems lack automation in matching and updating customer database records with user-accessed content, requiring user intervention and not efficiently managing data extraction and display for user-requested information.
Innovation Solution
A computer-readable medium with program code that automatically matches user-accessed content to predefined categories, extracts relevant data, searches customer databases, creates or updates records, and generates display data without user intervention, using unique keys and criteria to manage multiple database records and update dates.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If automated matching and updating is implemented, then productivity is improved, but device complexity increases
Solution Approach 1:
The system performs automated matching of user-accessed content to database records, automatically updates records when matches are found, and generates display data without requiring user intervention. The system serves itself by monitoring its own state (database records, user content access) and performing necessary updates autonomously based on predefined criteria
Solution Approach 2:
The system introduces an intermediary processing layer between user content access and database records. This intermediary automatically matches content to records, determines update necessity, and manages the update process, thereby simplifying the overall system architecture while enabling automated productivity improvements
2Loss of time
If real-time automated updating is performed, then loss of time is reduced, but use of energy increases
Solution Approach 1:
The system performs continuous automated monitoring and updating of database records based on user content access. Rather than batch processing, the system continuously matches content to records and performs updates in real-time, eliminating idle time and maintaining continuous useful action to reduce overall time loss
Solution Approach 2:
The system pre-establishes matching criteria and update rules before actual content access occurs. By having predetermined conditions for matching and updating, the system avoids complex real-time decision-making, reducing computational energy requirements while maintaining real-time responsiveness
Data Source
AI summary
A program product, system and method, the program product comprising a non-transitory computer-readable medium, comprising computer program code comprising instructions to perform the method: receiving active content, where the active content comprises computer code for configuring a display in a first display interface; automatically matching without user intervention selected data from the active content to target category data; when there is a match, extracting data from the active content that matches object selector data, including a unique key; searching a customer database of database records using the unique key; when no records found, automatically creating new record; when one record is found, automatically updating without user intervention, items within the database record; when multiple records found, automatically determining a primary database record and automatically updating the primary database record; creating and displaying data in a second display interface from the records.