Evaluation Interface Presets for Consistent Call Scoring

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Solution Overview

Problem

Traditional computer-implemented evaluation systems for call centers are time-consuming, prone to human error, and lack mechanisms for evaluating interactions without human intervention, providing inconsistent scoring and limited sample analysis.

Innovation Solution

A data processing system that automatically populates evaluation forms using an automated scoring template, lexicon, and scoring parameters to generate preselected answers based on voice session recordings and transcripts, allowing for efficient and consistent evaluation without human bias.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If manual evaluation by human evaluators is used, then evaluation accuracy and understanding of performance standards can be maintained, but time consumption increases and only a small sample of interactions can be evaluated

Engineering Contradiction:
Improveevaluation accuracyVSAvoidevaluation throughput
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The evaluation system is segmented into multiple independent components: automated scoring engines that analyze specific call attributes, human evaluators who focus on nuanced assessment, and a hybrid integration layer that combines both approaches. This allows parallel processing of different evaluation aspects, increasing overall throughput while maintaining accuracy through specialized分工.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

An automated pre-evaluation system serves as an intermediary between raw call data and human evaluators. It generates preliminary scores and identifies key issues, which then guide human evaluators' focus. This intermediary layer filters and prepares data, enabling humans to concentrate on higher-level judgment while the automated system handles routine analysis, thus increasing overall evaluation capacity.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Adaptability or versatility

If manual evaluation by human evaluators is used, then flexibility in handling various evaluation scenarios is maintained, but human error, bias, and inconsistency increase

Engineering Contradiction:
Improveevaluation flexibilityVSAvoidscoring consistency
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The system implements multiple feedback loops: automated scoring provides immediate objective feedback on call metrics, human evaluators receive feedback on their scoring patterns compared to peers and standards, and the system continuously learns from evaluated data to refine its algorithms. This multi-layered feedback mechanism reduces bias and increases consistency while preserving flexibility through human oversight.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The evaluation system dynamically adjusts parameters such as scoring weights, thresholds, and evaluation criteria based on accumulated data and performance patterns. Automated algorithms modify evaluation parameters in real-time to optimize consistency, while human evaluators can override or adjust parameters for complex cases, maintaining flexibility. This dynamic parameter adjustment reconciles consistency and adaptability.

Inventive Principle:
Principle #35Parameter changes

3Productivity

If automated scoring is implemented, then evaluation speed and consistency improve, but the ability to understand nuanced performance standards and handle complex evaluation scenarios decreases

Engineering Contradiction:
Improveevaluation throughputVSAvoidnuanced performance assessment
Core Design Contradiction:
ProductivityVSDifficulty of detecting and measuring

Solution Approach 1:

The evaluation task is segmented into distinct layers: automated systems handle objective, easily measurable aspects such as call duration, adherence to scripts, and basic compliance metrics; human evaluators focus on nuanced aspects requiring understanding of performance standards, such as empathy, problem-solving quality, and complex interaction dynamics. This segmentation allows each component to excel at its designated tasks, improving overall system capability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The automated system serves as an intermediary that prepares and structures data for human evaluators, highlighting key issues, generating preliminary assessments, and organizing call data for efficient review. This intermediary function enables human evaluators to focus their nuanced assessment capabilities on the most critical aspects of performance rather than sifting through raw data, thereby enhancing both efficiency and depth of evaluation.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Measurement precision

If traditional manual evaluation processes are used, then comprehensive review of evaluation results is possible, but time consumption increases and the process remains labor-intensive

Engineering Contradiction:
Improveevaluation review qualityVSAvoidevaluation process time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary evaluation actions automatically before human review: it scores calls based on objective criteria, identifies key performance indicators, and prepares draft evaluation reports. This preliminary action filters out routine assessments and pre-processes data, so that human reviewers only need to validate and adjust results rather than conduct full evaluations from scratch, significantly reducing review time while maintaining quality.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The evaluation system performs self-service through automated scoring and preliminary analysis, handling routine evaluation tasks without human intervention. This self-service capability manages the bulk of evaluation work autonomously, allowing human evaluators to focus exclusively on review, validation, and complex case assessment, thereby reducing overall process time while preserving review quality through targeted human involvement.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12566767B2Data processing system for automatic presetting of controls in an evaluation operator interface
Publication Date: 2026.03.03 OPEN TEXT CORP
  • US12566767B2 patent drawing
  • US12566767B2 patent drawing
  • US12566767B2 patent drawing

AI summary

One embodiment comprises a data processing system for populating selections in an evaluation operator interface. The system may record voice sessions of phone calls, transcribe the voice sessions and store transactions including the voice sessions and transcripts. The system receives a request from a client computer for an evaluation to evaluate a transaction that was assigned an automated score according to the automated scoring template based on a transcript of the transaction having matched a lexicon. The system generates the evaluation. Generating the evaluation comprises setting an answer control for a question in the evaluation to a preselected answer based on a defined correspondence between the automated score and the preselected answer, the preselected answer selected from a defined set of acceptable answers to the question. The system may generate page code for the answer control that sets the answer control to the preselected answer.