Gatekeeper Authentication for Call Center Transfers

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Solution Overview

Problem

Customer authentication in call centers often requires repetitive processes when callers are transferred between service providers, leading to inefficiencies and potential security vulnerabilities.

Innovation Solution

A customer communication system that uses a gatekeeper to automatically authenticate client devices through digital identification data, including personal identification numbers, passwords, and biometric data, and integrates this authentication into the customer relationship management system to secure customer data access.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Speed

If manual authentication processes are used in call centers, then security can be maintained through human verification, but authentication speed decreases and repetitive processes occur when callers are transferred between service providers

Engineering Contradiction:
Improveauthentication speedVSAvoidauthentication process complexity
Core Design Contradiction:
SpeedVSDevice complexity

Solution Approach 1:

The system performs authentication in advance by storing verification results and using them for subsequent transfers. The gatekeeper authenticates the caller once, and this authentication state is preserved and reused across multiple service provider transfers, eliminating the need for repeated authentication processes.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system creates and uses digital copies of authentication data (such as biometric templates or verification tokens) that can be rapidly compared and validated. Instead of repeating the full authentication process, the system copies and reuses verification results across different service providers, significantly speeding up the authentication process.

Inventive Principle:
Principle #26Copying

2Productivity

If authentication is repeated when callers are transferred between service providers, then security is maintained, but time is lost and efficiency decreases

Engineering Contradiction:
Improvecall center efficiencyVSAvoidauthentication time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system merges authentication functions across multiple service providers by implementing a centralized gatekeeper that shares authentication states. Instead of each provider independently authenticating callers, the system combines their authentication processes into a single unified verification that serves all providers, eliminating redundant authentication time.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The authentication process is made continuous across service provider transfers. Once a caller is authenticated, their verified identity and authorization status are maintained throughout the transfer process, allowing the useful action of service provision to continue without interruption from repeated authentication cycles.

Inventive Principle:
Principle #20Continuity of useful action

3Reliability

If automated authentication using digital identification data is implemented, then authentication speed and security are enhanced, but system complexity increases

Engineering Contradiction:
Improveauthentication securityVSAvoidsystem architecture complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The gatekeeper serves as an intermediary component that manages the complexity of automated authentication. It handles the secure storage, retrieval, and verification of digital identification data, shielding the rest of the system from complex cryptographic operations while maintaining high security standards. This mediator approach isolates complexity to a single manageable component.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11265419B1Agent controlled menu
Publication Date: 2022.03.01 UJET INC
  • US11265419B1 patent drawing
  • US11265419B1 patent drawing
  • US11265419B1 patent drawing

AI summary

A system for automatic authentication of service requests includes authentication of a remote access device. This authentication may be accomplished automatically prior to text or audio communication between a customer and a service agent. In some embodiments, authentication is accomplished automatically by authentication of the remote access device or accomplished by asking the customer questions. A single authentication of the remote access device may be used to authenticate a service request transferred between service agents. The authentication of the remote device may include, for example, use of a personal identification number, a fingerprint, a photograph, and/or a hardware identifier. Some embodiments include an intelligent pipeline configured for managing queues of customer service requests and/or customer service agent control over a customer's access device.