Interactive Sankey Diagrams for Automated Group Actions
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Solution Overview
Problem
Conventional Sankey diagrams are limited in their ability to effectively visualize and manipulate large, complex data sets, particularly in modeling real-world processes and customer experiences, and lack interactive features to trigger automated actions based on predefined criteria.
Innovation Solution
The development of methods and systems to create interactive Sankey diagrams that allow for the modeling of data and processes beyond traditional energy flow, enabling the creation of groups based on data elements, associating actions with these groups, and triggering automated actions when predefined criteria are met, such as sending targeted marketing campaigns or alerts.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If conventional Sankey diagrams are used to visualize data, then the visualization is simple and easy to understand, but the ability to handle large, complex data sets and trigger automated actions is insufficient
Solution Approach 1:
The system segments complex data processing into distinct functional modules: data reception module, group creation module, criterion evaluation module, and action triggering module. Each module handles a specific aspect of the data processing workflow, making the overall system more manageable and adaptable to complex data sets while maintaining clear separation of concerns
Solution Approach 2:
The Sankey diagram system is enhanced with multi-functionality to serve both traditional visualization purposes and new capabilities including group creation, criterion-based filtering, and automated action triggering. This universal approach allows the same platform to handle diverse data types and trigger various actions (alerts, notifications, automated responses) without requiring separate systems
2Extent of automation
If interactive features are added to Sankey diagrams to trigger automated actions, then the system becomes more powerful and responsive, but the ease of operation decreases
Solution Approach 1:
The system performs preliminary actions by pre-defining groups and criteria before actual data processing occurs. Users can set up group parameters, selection criteria, and associated actions in advance, so that when data is received, the system can automatically evaluate and trigger appropriate actions without requiring complex real-time user interaction
Solution Approach 2:
The system implements feedback mechanisms where the Sankey diagram visually displays the results of criterion evaluations and group memberships. This visual feedback loop helps users understand how their predefined criteria are being applied and what actions are being triggered, making the automated system more transparent and easier to operate
3Productivity
If groups are created based on data elements meeting specific criteria, then targeted actions can be triggered, but the device complexity increases
Solution Approach 1:
The system enables self-service group creation by automatically evaluating received data against predefined criteria and assigning data elements to appropriate groups without manual intervention. The system autonomously performs criterion evaluation, group assignment, and action triggering, reducing the need for complex manual group management while improving operational efficiency
Data Source
AI summary
Methods and systems of the present disclosure provide techniques for analyzing behavior of and triggering action for a definable group. In an embodiment, a method may identify a group based on a Sankey diagram. For example, a group may include those users belonging to a journey or path of the Sankey diagram. The method may analyze behavior of the group, e.g., whether a group characteristic meets a pre-definable condition. The method may perform an action for the group. In an embodiment, the method may automatically identify group members and/or automatically perform at least one action for the group members based on satisfaction of the pre-definable condition.