Interactive Conference System for Joint Document Editing
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Solution Overview
Problem
Current methods for customers to interact with financial institution representatives, such as in-person visits, phone calls, and text-based communications, are inconvenient and lack the ability to view or edit documents jointly, leading to inefficiencies and non-intuitive communication.
Innovation Solution
An interactive conference system that establishes a connection between a user and a financial institution representative, allowing for a video conference where both parties can view and edit documents concurrently, with interactive controls and the ability to generate a redline document showing changes made during the conference.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If traditional communication methods (phone, text, in-person) are used, then customers can interact with representatives, but they cannot efficiently view and edit documents jointly
Solution Approach 1:
The patent creates a virtual copy of the physical document viewing and editing experience in the digital realm. Multiple users can simultaneously view and edit documents through a shared digital interface, replicating the collaborative experience of being in the same physical space without the need for complex in-person coordination
Solution Approach 2:
The system introduces a conference system as an intermediary platform that mediates between customers and representatives. This intermediary provides the document sharing and collaborative editing capabilities, eliminating the need for complex point-to-point communication setups while enabling efficient joint document review
2Productivity
If in-person visits are used for document review, then customers and representatives can view documents together, but it is inconvenient and time-consuming
Solution Approach 1:
The patent replaces the mechanical system of physical travel and in-person meetings with a digital communication system. Customers can review documents with representatives remotely through video conferencing and shared digital documents, eliminating the need for physical transportation while maintaining collaborative document review capabilities
Solution Approach 2:
The system allows documents to be prepared and uploaded in advance before the conference begins. This preliminary action enables participants to review documents beforehand if needed and ensures all necessary materials are ready for the conference, reducing the time required during the actual meeting
3Adaptability or versatility
If phone or text-based communication is used, then customers can contact representatives conveniently, but they lack the ability to view documents or each other
Solution Approach 1:
The patent merges multiple communication modalities into a single integrated conference system. It combines video/audio communication, document sharing, and collaborative editing capabilities into one unified platform, allowing customers to simultaneously see representatives, share documents, and edit them together, thus preventing loss of visual information while maintaining communication flexibility
Solution Approach 2:
The conference system is designed as a multi-functional platform that can perform various communication tasks. It can switch between different interaction modes (video, audio, document review, editing) and adapt to different customer needs, providing universal access to multiple communication methods through a single system
Data Source
AI summary
Embodiments of the invention are directed to systems, methods and computer program products for providing an interactive conference, such as a video conference. The system, methods, and computer program products determine that an operative connection is being established between a user device of a user and a system associated with a representative of a financial institution, such that the user and the representative may conduct a conference; provide a document viewable by both the user and the representative during the conference; and enable the document to be edited by at least one of the user and the representative during the conference. The document may be an uploaded document or an account view. The system, method, and computer program product provide augmented service to customers of financial institutions when the customers are participating in a conference with a representative of the financial institution.