Integrated Smart GUI for Customer Management Systems

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Solution Overview

Problem

Conventional customer management systems require customer service representatives to manually manage multiple windows and search for customer account information while chatting, leading to inefficiencies and wastage of computational resources due to unorganized and non-dynamically updated information displays.

Innovation Solution

An integrated smart graphical user interface (GUI) is implemented, which organizes windows on the CSR's computer, authenticates users, routes chats to appropriate representatives, and uses a smart visual indicator to highlight relevant account information in real-time, minimizing resource usage and improving usability by integrating chat and account information within a single window.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If multiple windows are used to display chat and account information separately, then information completeness is improved, but device complexity and ease of operation deteriorate

Engineering Contradiction:
Improveinformation completenessVSAvoidwindow management complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent combines chat interface and account information display into a single integrated window, eliminating the need for multiple separate windows. The account information is embedded within the chat window, allowing CSRs to access both communication and customer data in one unified interface, thus reducing window management complexity while maintaining information completeness.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent implements a nested structure where account information is embedded within the chat window. The customer account details, transaction history, and profile information are displayed as nested panels or sections within the main chat interface, allowing hierarchical organization of information without requiring separate top-level windows.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Loss of information

If multiple windows are opened for chat and account search, then information accessibility is improved, but productivity deteriorates

Engineering Contradiction:
Improveinformation accessibilityVSAvoidcustomer service efficiency
Core Design Contradiction:
Loss of informationVSProductivity

Solution Approach 1:

By merging chat and account information retrieval into a single window, the patent eliminates the time CSRs spend switching between windows and manually searching for customer data. The integrated interface automatically displays relevant account information alongside the chat conversation, enabling CSRs to handle customers more efficiently without compromising information accessibility.

Inventive Principle:
Principle #5Merging (Combining)

3Loss of information

If manual window management is required, then information organization is improved, but ease of operation deteriorates

Engineering Contradiction:
Improveinformation organizationVSAvoidinterface usability
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The integrated smart GUI automatically organizes and displays relevant account information without requiring manual window management by the CSR. The system autonomously retrieves and presents customer data, transaction history, and account details in an organized manner within the unified interface, eliminating the need for manual organization efforts while maintaining information structure.

Inventive Principle:
Principle #25Self-service

4Loss of information

If separate windows are used for chat and account information, then information relevance is improved, but loss of time deteriorates

Engineering Contradiction:
Improveinformation relevanceVSAvoidtime for window switching
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The patent merges chat and account information into a single window that dynamically displays relevant customer data alongside the conversation. This integration eliminates the time required to switch between windows and manually locate relevant information, as all necessary data is immediately accessible within the unified interface context.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS11789595B1Integrated smart graphical user interface for customer management systems
Publication Date: 2023.10.17 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US11789595B1 patent drawing
  • US11789595B1 patent drawing
  • US11789595B1 patent drawing

AI summary

A customer management system can be designed to provide an integrated smart graphical user interface. For example, a computing device can receive information that includes a topic of conversation for a chat-based communication; initiate, via a first graphical user interface (GUI), the chat-based communication with another computing device after the information is received, display, via a second GUI, the user profile associated with the person, wherein the second GUI is displayed adjacent to and integrated with the first GUI; determine a relationship between one or more words or phrases received via the first GUI from the first computing device and the additional information in the user profile, where the relationship is determined in real-time or near real-time as the one or more words or phrases are received; and display a visual indicator in the second GUI that shows content in the second GUI that is relevant to the determined relationship.