Client CRM Caching for Messaging App Smooth Scrolling

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Solution Overview

Problem

Client-based CRM software experiences performance issues due to connectivity and bandwidth limitations when accessing server-based CRM information, leading to authentication problems, web browser errors, and an unsatisfactory user experience.

Innovation Solution

Implementing a caching system on the client computer to store CRM information retrieved from a server, using a caching algorithm to determine which information to cache and when, and seamlessly integrating it into a messaging application's user interface for smooth scrolling and improved response times.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If client-based CRM software accesses server-based CRM information over network, then CRM information can be displayed at client computer, but performance issues occur due to connectivity and bandwidth limitations

Engineering Contradiction:
ImproveCRM information access reliabilityVSAvoidCRM information display performance
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent implements automatic caching of CRM information at the client computer before it is needed for display. The system proactively retrieves and stores CRM data from the server in local cache memory, so that when the user needs to access CRM information, it is already available locally rather than requiring real-time network retrieval. This preliminary action eliminates network dependency for display operations.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces a caching layer as an intermediary between the server and the client application. This cache acts as a buffer that decouples the client from the server, allowing the client to access CRM information without direct real-time connection to the server. The cache mediates between network availability and application performance, providing local copies of frequently accessed CRM data.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Loss of time

If CRM information is cached on client computer, then response times improve and smooth scrolling is enabled, but additional storage and memory resources are required

Engineering Contradiction:
ImproveCRM information retrieval timeVSAvoidClient computer storage resources
Core Design Contradiction:
Loss of timeVSQuantity of substance

Solution Approach 1:

The patent implements differential caching where different portions of CRM information are cached based on their access patterns and importance. Frequently accessed CRM data such as contact lists, account information, and recent communications are cached in detail, while less frequently accessed data may be cached in summary form or not at all. This local quality approach optimizes the balance between cache size and performance benefit.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The patent implements partial caching by caching only the portions of CRM information that are most likely to be needed, rather than caching entire datasets. The system caches CRM information selectively based on access frequency, data size, and importance, storing only sufficient portions to enable smooth scrolling and quick access without requiring complete data sets in memory.

Inventive Principle:
Principle #16Partial or excessive action

3Ease of operation

If automatic caching is implemented, then user experience improves with smooth scrolling and integrated interface, but system complexity increases

Engineering Contradiction:
ImproveUser experience qualityVSAvoidCaching system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent implements automatic caching management where the system autonomously determines what CRM information to cache, when to cache it, and when to evict cached data without user intervention. The caching algorithm automatically monitors access patterns, network conditions, and resource availability to dynamically adjust cache contents. This self-service approach masks the underlying complexity from the user while maintaining optimal cache performance.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent dynamically adjusts caching parameters such as cache size, eviction policies, and prefetching behavior based on changing system conditions including network bandwidth availability, client device resources, and user access patterns. By changing these parameters adaptively, the system optimizes performance across different operating conditions without requiring complex user configuration or manual tuning.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS10296914B2Cached and server views with automatic caching and smooth scrolling
Publication Date: 2019.05.21 MICROSOFT TECHNOLOGY LICENSING LLC
  • US10296914B2 patent drawing
  • US10296914B2 patent drawing
  • US10296914B2 patent drawing

AI summary

On a client computer, customer relationship management software is integrated into a messaging application that includes a user interface. Customer relationship management (CRM) information is received from a server computer. An automatic determination is made as to whether the received CRM information is to be cached on the client computer. When it is determined that the CRM information is to be cached on the client computer, the CRM information is cached in a cache on the client computer. When at least some of the CRM information is cached on the client computer, the cached CRM information is displayed as a view on the client computer. The display of the CRM information is integrated into the user interface of the messaging application program.