User-Definable Database Screening Logic Tool
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Solution Overview
Problem
Current systems lack a customizable and efficient method for evaluating legal claims and potential customers, requiring extensive attorney time and resources, and are not adaptable to varying legal jurisdictions or business needs.
Innovation Solution
A logic tool and system that allows users to create and implement logic statements and scoring systems without programming knowledge, enabling customizable evaluation of legal claims and potential customers through a user-definable questionnaire and scoring system integrated with a PBX and database system.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If complex algorithms and multi-layered queries are used to analyze data, then data analysis capability is improved, but system complexity and difficulty of operation increase
Solution Approach 1:
The system enables users to create their own logic statements and scoring rules through a graphical interface without requiring programming knowledge. Users can independently configure evaluation criteria, combine multiple data sources, and customize analysis parameters, making the complex data analysis system self-configurable and eliminating the need for specialized technical expertise.
Solution Approach 2:
A graphical user interface acts as an intermediary between users and the complex data analysis engine. This interface layer translates simple user actions into complex queries and algorithms, shielding users from system complexity while enabling powerful data analysis capabilities through intuitive visual elements like drag-and-drop interfaces and pre-configured templates.
2Quantity of substance
If multiple data sources are integrated for comprehensive analysis, then data completeness is improved, but system complexity and incompatibility issues increase
Solution Approach 1:
The system implements a universal data integration platform that can connect to multiple different data sources including CRM systems, marketing databases, and external data providers through standardized interfaces. This multi-functional architecture allows diverse data sources to be integrated without creating separate complex systems for each source, reducing overall system complexity while maintaining data completeness.
3Adaptability or versatility
If customizable evaluation systems are implemented, then adaptability to different jurisdictions and needs is improved, but ease of operation decreases
Solution Approach 1:
The system provides pre-configured logic statement templates and scoring rules for common evaluation scenarios such as legal case assessment and customer credit evaluation. These pre-prepared configurations allow users to quickly adapt the system to different jurisdictions and business needs without having to build complex evaluation frameworks from scratch, maintaining ease of operation while achieving high adaptability.
4Productivity
If automated decision-making systems are used, then productivity is improved, but loss of information and nuance in complex evaluations increases
Solution Approach 1:
The automated evaluation system incorporates feedback mechanisms that allow users to review and adjust automated decisions. The system presents generated evaluations to users with supporting evidence and reasoning, enabling users to verify that no critical information was lost in automation and to make final adjustments when nuanced judgment is required, thus maintaining both productivity and information integrity.
Data Source
AI summary
A method of evaluating data in a database, the method including causing a workstation to display a graphical user interface which a user can use to create a screening rule by defining at least one screening condition and by entering a score, whether the score is applied to evaluate data in the database if the screening condition is met, whereby no knowledge of a programming language is required to create the screening rule. Other systems and methods are also provided.