Interactive GUI for Inbound Call Processing Automation

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current inbound/outbound communication systems, such as IVR, lack intelligence and automation, leading to inefficient data processing and resource wastage for representatives, who must manually gather and process information to address customer needs, resulting in unsatisfactory interactions and limited bandwidth.

Innovation Solution

The implementation of an improved communication processing system with a tailored, interactive graphical user interface (GUI) that provides structured and real-time access to customer data, using a secure computing environment and consumer engagement engine to prioritize actions and offer proactive suggestions, thereby enhancing interaction efficiency and customer experience.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional IVR systems are used with basic GUI interfaces, then system complexity is low, but representative productivity and customer service quality deteriorate due to manual data processing requirements

Engineering Contradiction:
Improverepresentative productivityVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system performs preliminary actions by automatically gathering customer data, determining identity, and preparing structured information before the representative even answers the call. The GUI is pre-populated with relevant customer profiles, account information, and interaction history, eliminating the need for representatives to manually gather this information during the call.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

An intelligent intermediary system acts as a mediator between the customer and representative. This system includes automated data gathering components, analysis engines, and a smart GUI that processes customer information and presents only the most relevant details to the representative, filtering out unnecessary complexity while maintaining high productivity.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Quantity of substance

If comprehensive customer data is displayed through multiple windows and drop-down menus, then data completeness is improved, but ease of operation deteriorates due to the time required to navigate and process information

Engineering Contradiction:
Improvedata completenessVSAvoidease of operation
Core Design Contradiction:
Quantity of substanceVSEase of operation

Solution Approach 1:

The GUI implements local quality by displaying different levels of information detail in different interface areas. The main dashboard shows high-level customer summary and key actionable items, while detailed information is available through contextual buttons or expanded sections. This allows representatives to quickly grasp essential information without being overwhelmed by comprehensive data, maintaining both data completeness and ease of operation.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

Customer data is segmented into hierarchical levels: critical information (displayed prominently), important information (accessible via single-click expansion), and detailed information (available on demand). This segmentation allows the interface to present comprehensive data in a structured, easily navigable format rather than requiring representatives to manually open multiple windows and menus.

Inventive Principle:
Principle #1Segmentation

3Extent of automation

If representatives manually process and analyze customer information, then system automation is low, but loss of time increases due to mental processing and routing decisions

Engineering Contradiction:
Improvesystem automationVSAvoidtime loss
Core Design Contradiction:
Extent of automationVSLoss of time

Solution Approach 1:

The system implements feedback loops where customer data is continuously analyzed, and the GUI dynamically updates based on interaction patterns and identified needs. The system provides feedback to representatives in real-time, suggesting next steps, alerting to potential issues, and automatically routing calls when appropriate. This reduces representative cognitive load and eliminates time spent on manual analysis and decision-making.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs self-service functions by automatically gathering customer information from multiple sources, analyzing interaction patterns, determining appropriate routing, and preparing structured data presentations. This automates tasks that previously required representative time and mental processing, significantly reducing time loss while increasing overall system automation.

Inventive Principle:
Principle #25Self-service

4Adaptability or versatility

If basic IVR routing is used, then system simplicity is maintained, but adaptability deteriorates because representatives cannot anticipate customer needs or tailor interactions

Engineering Contradiction:
Improveinteraction adaptabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system performs preliminary analysis of customer data, interaction history, and contextual information before the representative engages with the customer. This allows the system to anticipate customer needs, identify potential issues, and prepare tailored interaction approaches in advance, enabling highly adaptive service without requiring complex real-time decision-making during the call.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The GUI and routing system are dynamic rather than static. They adapt in real-time based on customer responses, interaction patterns, and identified needs. The system can dynamically adjust the information presented to representatives, modify routing decisions mid-call, and tailor the interaction approach based on ongoing analysis, providing high adaptability through intelligent processing rather than rigid complexity.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS10742807B2Inbound communication processing system with intelligent interactive graphical user interface
Publication Date: 2020.08.11 UNITEDHEALTH GROUP INC
  • US10742807B2 patent drawing
  • US10742807B2 patent drawing
  • US10742807B2 patent drawing

AI summary

Systems for call processing access and provide structured data about a customer to a representative, where the data is configured and presented through an optimized network are provided. The disclosed call processing systems provide a tailored, interactive graphical user interface (GUI) that provides access to specific user-focused internal and external data resources, presented to the representative, to allow the representative to drive conversations and address the customer's needs quickly.