Dynamic Work Assignment Using Machine Learning for Balanced Distribution

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Solution Overview

Problem

Large organizations face inefficiencies in work assignment due to incorrect and unbalanced distribution, leading to operational downtimes and resource underutilization.

Innovation Solution

A system and method utilizing machine learning algorithms to dynamically assign work based on case requirements and operator availability, considering restrictions and real-time updates, with features like service level agreements, geographic limitations, and operator skills.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual work assignment methods are used, then simplicity of operation is maintained, but work distribution accuracy and resource utilization deteriorate

Engineering Contradiction:
Improvework distribution accuracyVSAvoidassignment system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system automatically monitors operator availability, evaluates case requirements, and performs work assignment without manual intervention. The machine learning algorithm self-updates based on performance feedback, eliminating the need for manual assignment while maintaining high accuracy in work distribution.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

Manual mechanical assignment processes are replaced with an automated machine learning-based system. The ML algorithm processes availability data, case requirements, and performance metrics to dynamically assign work, substituting human judgment with computational intelligence for more precise and balanced distribution.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Productivity

If dynamic automated assignment with machine learning is implemented, then resource utilization and operational efficiency improve, but system complexity increases

Engineering Contradiction:
Improveoperational efficiencyVSAvoidassignment system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system implements continuous feedback loops where operator performance metrics are collected, analyzed, and fed back into the machine learning algorithm. This feedback mechanism enables the system to learn from past assignments and improve future work distribution, optimizing operational efficiency while managing complexity through iterative learning rather than complex rule-based systems.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system dynamically adjusts assignment parameters such as operator availability status, case priority levels, skill requirements, and performance thresholds. By changing these parameters based on real-time conditions and learning from historical data, the system optimizes productivity without requiring fixed complex structures.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If real-time monitoring of operator availability is performed, then work assignment accuracy improves, but information processing requirements increase

Engineering Contradiction:
Improveassignment reliabilityVSAvoiddata processing load
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The system performs preliminary actions by pre-processing and storing operator availability data, skill profiles, and case requirements in structured formats before assignment occurs. Availability monitoring and initial filtering are done in advance, reducing the information processing load during actual assignment moments while maintaining high reliability through pre-validated data.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12450538B2System and method for dynamic automated work assignment
Publication Date: 2025.10.21 JPMORGAN CHASE BANK NA
  • US12450538B2 patent drawing
  • US12450538B2 patent drawing
  • US12450538B2 patent drawing

AI summary

A method and system for performing automated work assignment are disclosed. The method includes storing information of a case and operator, determining a requirement and restriction of the case, and determining, using a machine learning algorithm, availability of operator candidates matching the requirement and the restriction of the case. The method further includes assigning the case to a work bucket of the operator based on the requirement and restriction of the case, tracking a progress of the case and updating availability information of the case that is assigned. Once the case is determined to be completed, calculating attributes of performance of the operator when the case is determined to have been completed, inputting the calculated attributes of performance to the machine learning algorithm, and updating the machine learning algorithm with the calculated attributes of performance for subsequent processing by the machine learning algorithm.